Investment Q&A

Q: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc

Q: I am considering VEE within a Non-Registered Account and wondering about the consequences in doing so.

- Regarding the impact on my OAS clawback: I don't believe that VEE's current 2.26% dividend is grossed up like Canadian dividends. However, it would be treated like regular income and there is also a slight withhold tax. So to me net-net, with focus on its affect on the OAS clawback, it would appear that holding VEE in this account would have a slight edge compared to holding a Canadian dividend-payer. Would this be correct?

- Regarding Tax Form T1135: Vanguard is a U.S. company, but VEE trades on the TSX. Does VEE need to be included when considering Foreign Income Verification on T1135 ? Or does the fact that it trades on the TSX exempt it?

Q: What U.S. companies would you recommend for a US $ TFSA ?

Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.

Q: Do you this tax loss selling for VitalHub would be mainly over?

Q: "Is Digital Core REIT (SGX: DCRU.si) currently a sound investment given its recent financial performance, dividend yield, portfolio quality, and sector outlook for global data centre REITs?"

Thanks Rick

Q: I was underwater with BNS for over a year and I just stopped looking at it. Reinvested the dividends and collected more shares and waited it out. Today my shares are back in the black, up 30%. Nice to see BNS getting some recommendations in the questions too, over the last month or so.

Now I am just waiting on BCE...

Q: What do you think of digital core reit? It is out of singapore but also recently listed in Canada. It pays dividends in US dollars. It may be an interesting (speculative) play on data centres? is it worth taking a bite?

Q: Good morning,

I'm trying to help my daughter (who is in her late 20s) with her portfolio which is a bit difficult because she is morally opposed to several lines of business (crypto, oil/gas, AI, defence to name a few) however I did notice she doesn't have any major CA bank equities at the moment. Some of my co-workers use a different research company who I think recently advised their clients to sell TD. I didn't see any recent questions on here about the CA banks lately so could you please tell me what your preferred bank is at this time (regardless whether I listed it or not.) It will be for a long term hold in her FHSA.

Cheerio,
Zara in BC

Q: Do you feel MDA is at a good entry here for investment returns

Q: Regarding articles by Peter in the Financial Post, the answer to David on Nov 26 suggested "Note to Members without a subscription, we do also publish these articles in our blog section." I have looked at the Blog page today (and look at it fairly regularly) but don't see the article then referred to or any others. Can you pls point me to where I should be looking? Thanks

Q: In response to David regarding your articles you said...

"https://financialpost.com/investing/end-of-market-party-or-regular-correction

Note to Members without a subscription, we do also publish these articles in our blog section. "

I have searched your Blog area and cannot find this at all. Pls advise.

Q: Hi 5i
I'm making a list (and checking it at least twice) for some tax loss buying. Last year I picked up TD @~75 on Dec 15. Any suggestions for a similar bargain this year?
Thanks, Greg

Q: Looking to add an AI stock in the next month or so to my TFSA. Is Nvidia a good one to hold for a time and if not then who?

Thanks for the service.

Q: I have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.

Q: I am an 80 year old value investor. In a diversified portfolio in all sectors, covered call ETF's as per above, make up 10% of my portfolio. I am satisfied with that and all but two are up. 30% of holdings are ETF's including the covered calls.
QUESTION:1. Am I holding too many covered call ETF's? They seem to take the stairs up and the elevator down faster than single stocks. 2. Is it supposed that the covered call ETF's will plunge faster than the single stocks in an expected steep correction?
Thank you

Q: Down significantly in the past 6 months, would this business be more reasonably valued now - and appropriate to step in at this point, to purchase for a long term hold?

Q: Hi, can you give me a top level summary of the differences between Mutual Funds and ETF's? And which would you prefer when choosing funds to allocate dollars to the Global Market?

Thank-you!

Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!

Q: Hi there

If I was going to initiate a position in ZOMD would you recommend doing it before or after earnings reporting on Friday? Would you buy in tranches like 1/3s?


Thanks!