Investment Q&A

• Visa Inc. (V)
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Q: Visa has been making new lows.What would you consider a good entry price for starting a position?
I assume visa has been decreasing due to recession and inflation cuting down on spending. Would agree with that or is there soem other reasons for the decline?

Thank you

Steve

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Read Answer Asked by Steve on September 28, 2022

• Roku Inc. (ROKU)
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• Upstart Holdings Inc. (UPST)
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Q: 5i, Thinking selling roku (capital loss) and buying UPST. They are in a diff. realms, but I like your opinion for a 2/3 years hold.
Thank you

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Read Answer Asked by Fernando on September 28, 2022

• Premium Brands Holdings Corporation (PBH)
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Q: I want to crystalize tax loss in my non-reg account for PBH. Would you replace it with another stock or just wait in cash and repurchase after the 30 days?
Thanks

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Read Answer Asked on September 28, 2022

• Brookfield Renewable Partners L.P. (BEP.UN)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Why are BIP.UN and BEP.UN are being hit so hard in the last few days? Especially BIP.UN today down over 3% again?

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Read Answer Asked by Victor on September 28, 2022

• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Q: Hi Guys whats happening here
Droping like a stone
cant find any news
Syan

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Read Answer Asked by Stan on September 28, 2022

• Apple Inc. (AAPL)
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Q: Do you consider the latest news on Apple alarming or just a short term blip. Would you recommend taking some profits off the table on this stock? Thank You.

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Read Answer Asked by Brian on September 28, 2022

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
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Q: Do shareholders in BAMR also receive the spinoff from Bam?
Jerry

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Read Answer Asked by Jerry on September 28, 2022

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• Purpose High Interest Savings Fund (PSA)
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• Global X High Interest Savings ETF (CASH)
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Q: Can you recommend some fixed income products? Either directly purchasable bonds, GICs, or funds that look set to benefit from current rates and expected future hikes.

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Read Answer Asked by Jeff on September 28, 2022

• Superior Plus Corp. (SPB)
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Q: Hi
I have held SPB for a long time and my cost is $5.98 Over the years the stock has been more than paid for itself by the dividends.
It has been as high as $16.00 in the past year or so but now it is back below $10.00 again. It now yields over 7%. Is that out of line or even sustainable?
What could be the fundamental reason for this latest set-back? Winter is on it's way and global warming notwithstanding it will likely get colder.
They have continually been buying more assets and should that not make the shares more valuable?
Could I have your analyses please. H.

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Read Answer Asked by Harry on September 28, 2022

• Digital Turbine Inc. (APPS)
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• Magnite Inc. (MGNI)
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Q: Thinking of selling APPS for tax loss. Does it make sense to purchase AT (Acuityad) on US exchange as a temporary substitute.

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Read Answer Asked by Don on September 28, 2022

• Sangoma Technologies Corporation (STC)
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Q: Please comment on Q4 results released today & going forward. Today closed @ $7.75 -0.60. Is it still worthwhile holding. My purchase price is $22.75.Txs for U usual great services & views

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Read Answer Asked by Peter on September 28, 2022

• Vanguard Real Estate Index Fund ETF (VNQ)
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Q: VNQ has substantial amount of return of capital. In RRSP, is there any tax liability for canadian owners?

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Read Answer Asked by Rajendra on September 28, 2022

Q: Can you explain how Canadian depository receipts work?

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Read Answer Asked by Paul on September 28, 2022

Q: What happens to the market if nuclear weapons are used in Ukraine.

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Read Answer Asked by don on September 28, 2022

Q: 52 week low. Other than following the market trend is this low surprising? Any thoughts on near to mid term prospects? Still one of your favourites?

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Read Answer Asked by Chris on September 28, 2022

• Purpose US Cash Fund (PSU.U)
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• Global X High Interest Savings ETF (CASH)
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Q: How safe are these savings ETFs? If the company behind them, say Horizon, which I believe is owned by a Korean company Mirae Asset goes under what happens to your money?

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Read Answer Asked by John on September 28, 2022

• Union Pacific Corporation (UNP)
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• iShares Russell 2000 Growth ETF (IWO)
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• SPDR S&P 500 ETF Trust (SPY)
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• iShares U.S. Transportation ETF (IYT)
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• Vanguard FTSE Developed Markets ETF (VEA)
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• Vanguard Value ETF (VTV)
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Q: I want to crystalize tax losses in my non-reg account. Can you please suggest good proxies for IYT, VTV, VEA, and IWO? Thanks.

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Read Answer Asked by Michael on September 28, 2022

• Blackstone Inc. (BX)
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Q: Thank you for your answer re BX vs peers. I am planning on adding to an existing position in BX.
My question is: Stock price is back to early 2021 levels but on valuation metrics, how cheap is it actually? Additionally, at what valuation and at what approx share price would you feel is compelling enough to add to

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Read Answer Asked by Harry on September 28, 2022

• Toronto-Dominion Bank (The) (TD)
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Q: TD has $110 billion in HELOC balances which is greater than its 3 closest competitors combined. With crumbling real estate values is this a concern for shareholders?

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Read Answer Asked by Jeff on September 28, 2022

Q: If the strategy to be pursued is to invest Canadian cash for 3 years believing in a stronger Cdn dollar against the US dollar and that let's say Cdn equities and US equities will strengthen equally, is it better to buy a Cdn dollar ETF that holds US equities or one that holds Canadian equities?

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Read Answer Asked by Ken on September 28, 2022