Investment Q&A

Q: Just following up on your perspective relative to market sentiment. I find that the Indices are misleading, in a very LARGE way. In fact the divergence between them and the overall breadth and performance of mid/small caps is incredibly large. What references should/could be used outside of the indices in order to gain a true reflection of overall stock performance.

Q: I use CIBC Investors Edge and when I search GOOG it includes on the canadian exchange "GOOG: Aequitas NEO-L" and trades at around $22.
Is this still an investment in Google ?
Thanks
John

Q: What are the best sites for free conference call transcripts that you know of ? I already know seeking alpha (not free) and sometimes yahoo finance. Do you know of better ones ?
Thanks !

Q: Wanting to add some large cap growth stocks to my large cap utility, bank, pipeline,infrastructure, portfolio as new money becomes available. Growth seems to be out of favour so am seeing this as a time to buy with a 2 year window.

You often advise waiting for a declining stock to show some strength, or at least to start building a base before stepping in. I find this difficult on 2 aspects. Technically, how do I determine when to buy a declining stock in this market ? Psychologically, I hold off on buying when the stock declines further, thinking the decline will continue, and if the stock moves upward I get get frustrated believing that I missed the boat . Do former “ favourites “ such as the 2 above lose their shine even when the markets recover ? Which of these would you purchase first ?
Thanks. Derek

Q: Hello Peter, Could you tell me which sectors are doing well in Canada and the USA and how long will they be in favor ie:- 3 months, 6 months 1 year etc.
Thanks.
Ivan

Q: Hello, for a 5-year holding period and $400k, in terms of currency costs, is it better to buy CDRs and let the CIBC handle currency hedging as a % or buy US$ and actual US stocks from a discount broker (without accounting for currency fluctuation after 5 years)? Would a breakeven holding period have to be longer than 5 years? Thanks.

Q: Hi Team,
Looking backwards with 20/20 hindsight vision…buying oil stocks at bottom basement levels a couple years ago is looking like it was the opportunity of generation with some names nearing 10x bagger levels off bottom and still climbing. I missed this opportunity . My question is today …are there any specific names or sectors that you see as if we bought today , that we might be looking back in 5yrs with the same type of view thankful that we bought in today? Please list your best ideas. Thanks!
Shane

Q: Thank you for the interesting report concerning the increased insider buying in recent months.

Is there any data to suggest that a company which has insider buying will perform better than other companies ? If so, can you provide a link ?

Thank you !

Q: We have money in a “high interest” saving account at 1.5 percent. With inflation growing, what alternatives would you suggest (mutual funds, ETFs) for funds sets aside for emergencies? Or, perhaps is the 1.5 percent fine given the nature of these savings(

Q: In these uncertain times and likely to continue for another year or so, me, pondering - what are the key metrics or factors that I should be following/focusing on to assess the ongoing health of the stocks held in my portfolio???
Your take/suggestion would be much appreciated ........Tom

Q: Today Claudio asked if you think the various indices will be higher or lower. You answered yes. Can you clarify?
Thanks

Q: Pre COVID there were some interesting AGMs to attend, and sometimes a lavish spread depending on how much the Co. wanted to impress its investors. Now out of ~20 notices in my mailbox only GSY has a real life AGM, the rest being online.

Is online the new norm for these functions or is GSY the first to return to the old ways? Since it's happening at noon, the meeting at least has promise of finger food!

Q: Good afternoon.

The other day I asked a question about dividends paid in US$ by Canadian companies. It was noted that these dividends are usually best kept in a U.S. account .

If these dividends are to be used for income in Canada is it still best to keep them in a U.S. account?
If so what is the best method to minimize exchange costs?

Q: I am trying to ensure my portfolio is appropriately balanced to deal with both the inflation we're currently facing and the recession most feel is coming in 2023. Should I target a portfolio that is balanced across all sectors and hold on for the ride? Or should I try to strategically overweight/underweight certain sectors? And if the latter, do you have any advice with regard to sectors and timing? Thank you.

Q: Hi,
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?

I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.

I'm not concerned but should I be?

Thanks,
Robert

Q: With respect to Canadian companies that pay their dividends in US$ ( for example AQN) do you think it is better to keep these shares in the US$ side of my RRSP or the CAN$ side of my RRSP.

I am just thinking in terms of exchange costs every time a dividend is paid.

When and if it came time to sell I could just swing the shares back to the Canadian side.

Thanks very much.

Q: Is there a site where you can check all the dividend dates and then buy a stock before the ex-dividend date? Do I get the dividend if I sell on the ex-dividend date or need to sell after the ex-dividend date?

Eg: Ex-Dividend Date May 03, 2022 (Do I need to hold on May 3rd, 2022, or I can sell and still get a dividend)

Thanks for the great service.

Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art

Q: Leaps vs buying the shares. I am looking at purchasing 2023 in the money call options for these 2 companies instead of the stock. Is this advisable?

Q: I entered a 5000 share buy order on a fairly actively traded TSX.V company (approx. 100K shares daily trading). My buy order was filled with 500 shares (exactly) per trade every 2 minutes, exactly according to the time stamp on the order. Can you comment on what appears to be a peculiar selling pattern.? Is it some sort of "computer" generated selling process and what might it be a sign of?