Q: Hello, Pat. What is your opinion on holding a Canadian-focused small-/mid-cap fund such as the Fidelity Special Situations Fund. Do you think it’s a good idea to hold more aggressive Canadian small and mid-cap stocks?

A: We generally feel that most investors should hold the bulk of their investment portfolios in conservative securities from well-established companies. This means holding a total of 15 to 25 well-established, dividend-paying stocks, chosen mainly from our “Average” or higher ratings, and spreading your holdings… Read More

Q: I’d appreciate your comments on Utz Brands. It looks like a good stock. Thanks for all your great recommendations over the years!

A: Utz Brands Inc., $16.39, symbol UTZ on New York (Shares outstanding: 76.6 million; Market cap: $2.3 billion; www.utzsnacks.com), is a Pennsylvania-based maker of salty snacks. Its brands include Utz Original potato chips, Snyder of Berlin, Zapp’s, Boulder Canyon, and TGI Fridays Snacks.

Founded in 1921,… Read More