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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: Is BCE a good candidate for selling now for a capital loss and buying back in 30 days?
Thank you
Read Answer Asked by Michael on December 11, 2023
Q: I have two questions. Gold value is now above $2000 US and AEM does not seem to correlate the price of gold, is there a reason for that? I have heard about Cohere (https://cohere.com/), a language AI company based in Toronto, their list of investors is quite impressive (NVDA, SalesForce, Oracle, etc,). Do you think this company could be listed on the TSX in the near future? Thank you
Read Answer Asked by Gervais on December 11, 2023
Q: Looking at etfs in the US using covered call strategies and understanding the limits on their upside capture and limited aid to the downside I'd ask you to compare JEPI GPIX GPIQ JEPQ and SPYI. GPIX and GPIQ are new and thus will earn your caution that they don't have sufficient liquidity yet but I assume they will soon attract significant investment. Could you look at all 5 and compare their individual strategies, how they differ in terms of holdings and please rank them from an income investor perspective on a total return basis. Would you recommend such an investor hold more than one? A big question but I suspect many members including myself are invested or considering these etfs and would appreciate your input given the current market uncertainty and the growth of these covered call etfs. Thank you!!!
Read Answer Asked by Ken on December 11, 2023
Q: Hello Team,

Does any of the above garbage is worth keeping until the new year? Why? Bought them all at their highs, 3 years ago, and have lost 75-95% on each in a TFSA account. Was hoping that at least one of them would make me proud. What a mistake!

Would you put the proceed to FFH, or SHOP? Or would you suggest something else for a faster growth (yet somewhat safer, eg BLN). I am not hoping to make up for this disaster. It is just to invest for the long-term without losing what little is left of the original capital.

Have a good week everyone! :)
Read Answer Asked by Saeed on December 11, 2023
Q: As a source of dividends, many Canadian “hydrocarbon energy” companies have a long and positive track record. Today, non-hydrocarbon energy sources have become more economically attractive, are growing quickly through significant investment, are becoming easier to support politically, and continue to improve through ongoing R&D. Against this backdrop of an accelerating shift to lower carbon energy sources…

Which Canadian “hydrocarbon energy” companies do you think are best suited to adjust to this change?
Read Answer Asked by Robert on December 11, 2023
Q: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.
Read Answer Asked by Paul on December 11, 2023
Q: Looking to add S&P 500 exposure in my portfolio through one of 3 ETF's;
VFV or EQL hedged or not hedged. Normally would prefer unhedged but with our low dollar may be some merit in selecting a hedged version of EQL.

What would you recommend and could you please provide some rationale for your recommendation. Thanks.
Read Answer Asked by John on December 11, 2023
Q: I hold both BX and BN at almost full positions. I am considering selling BX to purchase WPC to increase my dividend income and hopefully benefit from rising property prices. Are BX and BN similar enough that this strategy makes sense or would I be just as well off staying the course?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 11, 2023
Q: My question is in regard of the new financing that GSY just took:
(-- goeasy Ltd. (TSX: GSY) (“goeasy” or the “Company”), one of Canada’s leading non-prime consumer lenders, is pleased to announce that it closed its previously announced offering of US$550 million aggregate principal amount of senior unsecured notes due 2028 (the “Notes”). As announced on November 14, 2023, in connection with the offering of the Notes, goeasy also entered into a currency swap agreement (the “Currency Swap”) to reduce the Canadian dollar equivalent cost of borrowing on the Notes to 8.79% per annum. Before giving effect to the Currency Swap, the coupon on the Notes is 9.25% per annum. goeasy will use the proceeds from the sale of the Notes to fund the redemption of all of its outstanding 5.375% senior unsecured notes due 2024 (the “2024 Notes”).)

It seems to me that the cost of borrowing almost doubles that of the notes due for redemption. The amount is also considerable. Is it material to the forecast estimated EPS for 2024?

GoEasy is on a tear these days and I wonder if I just add to an already 4% position size or wait and let go. Buy more on weakness or buy now or stay put?

Thanks in advance and I know position size is personnal but GoEasy will continue to grow hence position size is still very reasonnable.
Read Answer Asked by Yves on December 11, 2023
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