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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: A big thank you to Peter for sharing his tips on Analyzing Financial Statements the other day. I learned a lot.
Here's the link on youtube for whoever missed it.

https://m.youtube.com/results?sp=mAEA&search_query=how+i+find+investing+opportunities+in+a+company%27s+financial+statements
Read Answer Asked by TOM on October 21, 2023
Q: My plan is delay OAS, at the same time trying to not go overboard on dividend-payers in my taxable account to limit the clawback. I'm wondering if adding REITs instead tend to help that situation.

Generally speaking, is the payout from Canadian REITs such as GRT.UN and DIR.UN in a form that is beneficial in that regard? Is there a CAD ETF that invests in the U.S. that might also be a good idea?

I hope this doesn't come across as tax advice.
Read Answer Asked by James on October 21, 2023
Q: Is there a website that shows the percentage of institutional investors/funds holding the outstanding stocks of a company ?
Thanks
Read Answer Asked by Terry on October 21, 2023
Q: If one were to sell Brookfield Renewables (BEPC) taking a capital loss would you be in contravention of the 30 day buyback rule if you immediately purchased Brookfield Corp (BN)?

Thanks for the great service.
Read Answer Asked by Lynda on October 20, 2023
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
Read Answer Asked by Pierre on October 20, 2023
Q: Hi, What are your thoughts on owning Stantec, with respect to its current valuation and future growth vis a vis its competitors ? We have a small position and looking to add, to increase our exposure to Industrial sector. Is it prudent to wait for the quarterly results, due in a couple of weeks or take advantage of current weakness due to markets ? What would be a reasonable price range to buy ? Thank You
Read Answer Asked by rajeev on October 20, 2023
Q: Both of these in a non-reg USD account. Considering selling BIP.UN for very small gain and investing proceeds in BEPC to claim dividend tax credit benefit (not much for me at 43% marginal rate). What do you see as downsides to this plan?
Read Answer Asked by William Ross on October 20, 2023
Q: I hold these securities in my tfsa and would like to add to one of them. Portfolio allocation aside,which would you recommend for a 2 to 3 year hold and reasons. Thank you
Read Answer Asked by Steve on October 20, 2023
Q: I am considering taking a position in this company. Your overall thoughts on the company would be appreciated and as well is this a good time to start a position? Thank You.
Read Answer Asked by Brian on October 20, 2023
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