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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: Repeating a question from Dec 2021 from Mike. At the time he asked: I would like to gain some more exposure into areas outside of Canada and the US, specifically China and India. I think ETF is the way to go. Would you suggest a couple? Any concerns with these areas currently? Would you suggest denominated in C$, US$ or any other currency for diversification?

What would your answer be today ?

Thank you.
Read Answer Asked by Roger on October 11, 2024
Q: I can not find much information on this company, can you please share your insights and analysis please, thanks. Also now that Tricon was acquired by blackstone, what alternative to Tricon can you suggest please, thanks.
Read Answer Asked by MG on October 11, 2024
Q: If Trump wins election and he follows through with his promised 20% tariff on imported goods, which Canadian industries would be most adversely affected?
Read Answer Asked by Mark on October 11, 2024
Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?
Read Answer Asked by Valerie on October 11, 2024
Q: I have $800,000.00 from the sale of a house, and am looking for a safe place to park it. There is a possibility of further interest rate cuts, so would a long term bond ETF be a good place?
Read Answer Asked by James on October 11, 2024
Q: What is the percentage weight of each of the 11 stock market sectors in Canada today? Thank you
Read Answer Asked by Gervais on October 11, 2024
Q: Where do you think this might bottom out? I sold half around 11. It’s in my rif so no tax issue. Just blow it out??
Read Answer Asked by Bill on October 11, 2024
Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!
Read Answer Asked by Kim on October 11, 2024
Q: I am currently doing my quarterly rebalancing and need to up my US holdings. My current US holdings include in APPL, BRK.B, XOM, JPM, MCD, MSFT, and V. What are your current favorite longer term buys in the US ?
Read Answer Asked by Mark on October 11, 2024
Q: Recently I transferred in kind shares of Bell. From my unregistered account to a TFSA.They were deemed to be sold at a loss.Can I claim the loss?.And also my shares of MG that are at a significant loss in my TFSA which I if needed to sell .If I transfer them to my nonregistered account will they be deemed to be sold in TFSA and I would not be able to claim the loss? As allways thanks Larry
Read Answer Asked by Larry on October 11, 2024
Q: Is there a List of Companies with Monthly Dividends somewhere? Thanks!
Read Answer Asked by Austin on October 11, 2024
Q: Once upon a time…..(1990) I bought shares of TRP. Many events around TRP since then, including recent SOBO spinoff, but I still own some of my original shares. You might be too young for this, but in 1994, a change was made to Capital Gains Exemptions law. We could lock Capital Gains as of Fev22,1994, in filing Form T664, and claim them later by increasing ACB. I still have my personal notes for this!. By any chance would you -or your subscribers- know if CRA keeps records as far as this? CRA web site shows records for 2012+. In 1994, tax returns and any other documents were made on paper of course. Thanks again.
Read Answer Asked by Denise on October 11, 2024
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