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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter. Curious what the picture in the background of your YouTube podcasts is? It looks like a newspaper clipping. Maybe one of your charity bike events? Just curious. If none of my business just say so ...
Read Answer Asked by Dan on February 28, 2024
Q: Everyone, investing is a difficult industry to master over decades. What are three items that you would never do in this business? Clayton
Read Answer Asked by Clayton on February 28, 2024
Q: How are the prices of the indexes calculated? Like the TSX is at 21,000, the S&P at 5000, and the Dow at 39,000.
Read Answer Asked by David Michael on February 27, 2024
Q: I will not be able to join the US markets and four top stocks Webinar that will be held on February 27 at 1PM EST. Will it be recorded so that we can watch it later? Thank you
Read Answer Asked by Gervais on February 26, 2024
Q: could I get a short version on the pros and cons of CDRs and are they any advantage to have in a smaller portfolio for U.S. stocks Thanks
Read Answer Asked by FORREST on February 23, 2024
Q: I note that one can now buy PANW via a CDR in Canada. In looking at PANW today, after the 28% drop in SP on Wed, there are at least 2 US law firms soliciting clients for a possible suit. The company didn't have a great quarter so they got punished. Not a crime. Market fluctuation. Price was lofty. Are these potential suits just noise that most companies deal with from time to time, or is there cause for concern? Wanting to buy at the discounted price, but should perhaps look elsewhere.
Read Answer Asked by Bob on February 23, 2024
Q: Can you give me your opinion on which would give the most toque as share price rises.? The regular amazon stock is trading at roughly 164USD and the Amazon CDR is a 20ish CAD. I like to be a bit concentrated so buying the CDR would allow me to buy many times the amount of units than the actual stock purchase, but if the CDR is bought will I still get the same amount of upside as the stock moves higher? I hope my question makes sense. Also what is your general view of the 5-10 year outlook on this company? Thanks
Read Answer Asked by Kolbi on February 22, 2024
Q: where can I find a list of companies that offer DRIP plans for shares, also with SPP [share purchase plans]? Also a half dozen recommendations?
Thanks
Read Answer Asked by steve on February 21, 2024
Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton
Read Answer Asked by Clayton on February 21, 2024
Q: Do you think it would be a good idea to buy tsx stocks that pay us dividends in a us rrsp so that the dividends aren’t converted to Canadian dollars?
Read Answer Asked by Steven on February 21, 2024
Q: Our portfolio includes my wife’s and my investments, my wife will have 100,000 to invest soon. Going forward should we each have our own portfolios, but we could have same companies and have over 5% in full positions.
Read Answer Asked by Michael on February 16, 2024
Q: Good morning, I’m wondering if you have ever considered using a chat group (ie discord) instead of the traditional forum. Reason I ask is because there is a lot of smart investors that use your site that would benefit from a more real time exchange with each other. Thoughts?
Read Answer Asked by Seamus on February 16, 2024
Q: I was wondering if you could clarify some terminology. When balancing a portfolio you talk about the industry you have for example Consumer Cyclical, and Consumer Defensive. Yet when reading up on stocks listed these 2 terms are not used. Terms often used are consumer discretionary, consumer non cyclical and consumer staples.
Does Consumer Cyclical = Consumer Discretionary
Consumer Defensive = Consumer Non Cyclical and Consumer Staples
Thank you
Read Answer Asked by Mike on February 15, 2024
Q: Greetings — Today, (Feb 14/24) Goldmoney amended the terms of it NCIB to allow the company to purchase more of its own shares, from 592,058 shares to 744,536 shares.

My question: Once the company acquires any given number of its own shares, are those XAU shares cancelled (which could increase EPS) or retained as treasury stock?

Thanks for your fine service.
Read Answer Asked by William on February 14, 2024
Q: Hello, I am aware of norberts gambit. Would another alternative to getting US dollars be journaling over CDN shares in TD, BNS or others like it to the USD listing. What are the pros and cons of doing this?
Read Answer Asked by john on February 14, 2024
Q: Our savings are in Cdn HISA’s should we decide to move to the lower mainland this Fall. What are your thoughts on moving 1/2 of the money to Horizons or Purpose Investments US cash ETF’s as a hedge. Would you use Norberts Gambit to do this. Something I’ve never done before. Thank you
Read Answer Asked by Brad on February 14, 2024
Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!
Read Answer Asked by patricia on February 14, 2024
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