Investment Q&A

• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC

Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?

Upvote 11

Read Answer Asked by Matthew on January 18, 2024

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• GLOBAL X FDS (BOTZ)
  • View BOTZ Profile
  • View Questions on BOTZ

Q: I was interested in buying CHAT however I never heard about the ETF company. How would you rank https://www.roundhillinvestments.com)

Is there any similar ETF like Chat?

Thanks for the great service your team has provided.

Upvote 3

Read Answer Asked by Hector on January 18, 2024

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Telsa Yield Shares Purpose ETF (YTSL)
  • View YTSL Profile
  • View Questions on YTSL

Q: Can you explain the product from Purpose ETF (ticker APLY) in the link below. Seems to be an ETF which owns Apple shares and somehow gives you yield with a call strategy as you hold. What is downside risk ? What is upside ?

Does anyone just hold shares anymore ? The financial wizardry with these ETFs seems like it will all blow up at some point just like CDOs in 2009.

https://www.purposeinvest.com/funds/apple-yield-shares-purpose-etf?utm_campaign=apple&utm_source=bnn&utm_medium=banner&utm_content=takeover

Thomas

Upvote 4

Read Answer Asked by Thomas on January 18, 2024

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN)
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton

Upvote 17

Read Answer Asked by Clayton on January 18, 2024

• lululemon athletica inc. (LULU)
  • View LULU Profile
  • View Questions on LULU
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Reitmans (Canada) Limited (RET)
  • View RET Profile
  • View Questions on RET

Q: Which do prefer as a purchase for a 1 to 2 year hold. RET appears super cheap, and could be a multi-bagger if any success. My concern is buying something like ATZ as an example, only to have it go down and then hold at a loss for years waiting for it go back.

Upvote 2

Read Answer Asked by Thomas on January 18, 2024

Q: PREDICTION : The next big rage after AI will be
Quantum Computing.

Upvote 5

Read Answer Asked by Derek on January 18, 2024

Q: Just a general question,why do some companies pay a tiny dividend which means nothing to most investors because it's so insignificant?Wouldn't that money be better used paying off debt,share buybacks,etc?

Upvote 4

Read Answer Asked by terry on January 18, 2024

• Superior Plus Corp. (SPB)
  • View SPB Profile
  • View Questions on SPB
• iShares Canadian Financial Monthly Income ETF (FIE)
  • View FIE Profile
  • View Questions on FIE
• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A)
  • View CSW.A Profile
  • View Questions on CSW.A

Q: In my TFSA I have full positions in ENB, T, TCL.A, and AQN. Objective is primarily steady income and some growth. I am looking to add FIE, SPB and CSW.A. What do you think?

Upvote 4

Read Answer Asked by Jean on January 18, 2024

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Hydro One Limited (H)
  • View H Profile
  • View Questions on H

Q: Do you have a preference between these two for a long term hold?

Upvote 6

Read Answer Asked by Gary on January 18, 2024

• Enbridge Inc. (ENB)
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB

Q: re Michael's question on Jan 9th
Q: Hi Team,
could you rate these companies for a 3-5 years horizon considering I am looking for income and capital preservation but a bit of capital growth would also be good...
Think the nswer should read ENB not ENF

Upvote 3

Read Answer Asked by Madeline on January 18, 2024

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST

Q: Please provide a rundown of the pros and cons of holding a USD stock i.e. Costco (COST) or Apple (AAPL) in a TFSA.

Upvote 3

Read Answer Asked by Patrick on January 18, 2024

• Birchcliff Energy Ltd. (BIR)
  • View BIR Profile
  • View Questions on BIR
• Crew Energy Inc. (CR)
  • View CR Profile
  • View Questions on CR
• Invesco High Yield Equity Dividend Achievers ETF (PEY)
  • View PEY Profile
  • View Questions on PEY

Q: Which is your pick of these 3? BIR just cut their dividend. Thanks.

Upvote 3

Read Answer Asked by Donald on January 18, 2024

• Global X High Interest Savings ETF (CASH)
  • View CASH Profile
  • View Questions on CASH

Q: Given the Jan. 31 regulatory changes, is there any risk to buying cash, psa, etc. now as opposed to later? Thanks.

Upvote 1

Read Answer Asked by Ken on January 18, 2024

• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT

Q: Which is better to buy? Do they go up & down in unison?

MSFT
CBOE Canada/CA
Microsoft Corp - CDR
OR
MSFT
NASDAQ/US
Microsoft Corp
Thank you.

Upvote 3

Read Answer Asked by Ross on January 18, 2024

• Eli Lilly and Company (LLY)
  • View LLY Profile
  • View Questions on LLY

Q: Do you see any issues with owning LLY CDR CAD hedged?

I can't find this in portfolio analytics?

Would it best to just own in USD? My only logic is CAD is low against the greenback at the moment.

Upvote 2

Read Answer Asked by Colin on January 18, 2024

• CAE Inc. (CAE)
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• Nutrien Ltd. (NTR)
  • View NTR Profile
  • View Questions on NTR

Q: If you had to choose just one of these companies to invest in, which one would you choose today? Would you still give a B+ rating to CAE? Thank you

Upvote 5

Read Answer Asked by Gervais on January 18, 2024

• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC)
  • View ENCC Profile
  • View Questions on ENCC

Q: why is this considered hi risk? Thx James

Upvote 1

Read Answer Asked by JAMES on January 18, 2024

Q: Before the end of 2023 I sold a position in TOU in my non-registered account in order to take a tax loss. I also have a TOU position in a registered RIF account with a significant gain, which I did not sell. I assume that this does not prevent me in using the loss in my non-registered cash account. I believe that the two accounts have basically nothing to to with each other. I intend to buy back TOU in my non-registered account after 30 days.
Please confirm.
Thank you!
Albert

Upvote 4

Read Answer Asked by ALBERT on January 17, 2024

• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: I'm underweight on Well. How good is the latest news. Is it time to add for a full position?

Thanks

Upvote 2

Read Answer Asked by Daniel on January 17, 2024

• Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Wheire do you think the share price of this company will be in 12 to 18 months?
Thanks

Upvote 4

Read Answer Asked by Robert on January 17, 2024