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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, Ryan, and Team,

If already owning XHC, would the ETF TDOC serve as a complementary holding, since we're a bit low in the Health Care sector? I like its low (.35%) MER and the 2% cap on any one company, but is its AUM too low to consider? Are there any other Canadian listed ETFs that would be suitable?

Thanks for your insight.
Read Answer Asked by Jerry on April 14, 2023
Q: How do these 3 compare? Is US energy exposure necessary?

I have a chunk of each of these names.

Please rank in order of preference for overall rerun in next 3 years. Do all names have to be kept or can I consolidate them?

Thank you.
Read Answer Asked by Amir on April 14, 2023
Q: Now we know we are near the end of J Powell's hikes in Interest Rates as Inflation is dropping should I start building my equity Holdings?

If so can you give me three names in Canada & USA Thanks a lot RAK
Read Answer Asked by bob on April 14, 2023
Q: If we were to see a recovery in the price of natural gas, what companies would have the most upside potential from their current price?
Of the names listed, as of today, would you consider them a buy, sell, or hold and why? Thank you for your insight.
Read Answer Asked by Dustin on April 14, 2023
Q: With reference to a question from cal re resets he may find this site informative

https://canadianpreferredshares.ca/

Read Answer Asked by Leon on April 13, 2023
Q: Are CIBC CDRs considered US property from a tax standpoint and thus a potential IRS reporting and tax liability? Thanks.
Read Answer Asked by Michael on April 13, 2023
Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.
Read Answer Asked by Ken on April 13, 2023
Q: Hoping you can give some info on the debt situation for Ala. I know they took on a lot of debt to accomplish the big US acquisition but how well, in your opinion, are they dealing with their debt. I’ve heard someone suggest that they may sell some assets as a debt reduction strategy as well. In short, is their debt a serious issue or is their cash flow sufficient to cover debt repayments, dividends, etc.?
Read Answer Asked by Donald on April 13, 2023
Q: Hello,
I have accumulated two large positions in Royal Bank and Fortis inside my TFSA, with the intent of collecting the dividend income stream throughout retirement for 25 years and then cashing them out.
I find myself needing to sell one in order to raise some cash.
Which one would YOU sell? Or sell half of each?
Thanks,
Roman
Read Answer Asked by Roman on April 13, 2023
Q: I sent you a question on CMMC and right after that I started to read up on TKO which is a very similiar sized, low grade Canadian copper miner. The difference is TKO is on the way to a second copper mine in a Tier 1 mining jurisdiction (Still waiting for a final permit) while CMMC just sold off their chance to TKO still has debt although they seem to have most of the capital required to build the second mine. TKO also gets credit for having a lot of moly with their copper while CMMC has more silver and gold by products. Moly prices have gone up substantially but then again gold and silver having been doing well. For 2023 TKO has about 70 per cent of their production hedged at $3.75 (Collars??) so even if copper prices tank in 2023 (doubtful) they should cash flow at their BC mine whereas CMMC is struggling to cash flow in BC. So what do you prefer, CMMC, TKO or some other copper play? I vaguely remember moly $ to be very cyclical. I know moly is only a by-product of TKO's copper mining but if you can comment on that it would be appreciated.
Read Answer Asked by Paul on April 13, 2023
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