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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: In answer to Ronnie's question regarding retirement software I have been looking myself for a few years and I must say that is is not that easy to find. May I suggest the following for you to look at: D.R Gobeil and associates' The Canadian Retirement Planner's Software. It is updated annually (for a license fee) for up to date CPP/QPP, income tax tables, etc... Tailored for Financial Planners it is a little raw for the unitiated but still a very good source of information for DIYer.
Quite extensive in coverage, it covers all sources of revenue and if you have a spouse, It is worth looking at.
I have been using it and it is currently my goto reference. It was recommended to me by a financial planner.
Read Answer Asked by Roger on October 06, 2022
Q: I want to start balance equity portfolio,Shall i start with all the stocks or leave some out temporary due to current volatile market.
Admitedly I didn't hold and sold many stocks at loss.
Read Answer Asked by Nizar on October 06, 2022
Q: What publicly traded companies in Canada (outside of the big 6) originate lending for the consumer or small business sector? Ideally looking for companies that have a bit of an alternative focus (M&A, leasehold improvement, appliance financing, etc) and are looking to expand their capital deployment scope.
Read Answer Asked by Robert on October 06, 2022
Q: If on January 1st we don't have cash in our unregisteted account, can we move stocks from there to our TFSA? If so, do we use the market value of the shares on that day? (6500.00)
Read Answer Asked by Andrea on October 06, 2022
Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks
Read Answer Asked by Michael on October 06, 2022
Q: Hi, if I were to move shares, which have incurred a capital loss at the time of the move, from my cash account to my rrsp, would I be able to claim that capital loss? Thanks.
Read Answer Asked by Keith on October 06, 2022
Q: hi,
do you know if there is a limit on the number of times one can sell a given equity for a tax loss in a given year, and get the tax advantage?
cheers, chris
Read Answer Asked by chris on October 06, 2022
Q: Hi Team,
I was considering selling out of my oil stock WCP to purchase either / or a combination of adding to Shop, Nvda, and Toi. Would you see this as advisable for a goal of maximum returns over the next 5yrs ? Thanks

Shane
Read Answer Asked by Shane on October 06, 2022
Q: General question: About how far forward does the market look. Per another question asking whether we are nearing the bottom (I know no one can accurately predict it). Looking out to mid 2023, I see a recession and lower corporate earnings. Looking to late 2023 and into 2024 I think we may be in a more robust corporate environment if Central Bank mandates start working.
So, if the market looks out approx 6 mths, we may be seeing more downside. If the market looks beyond and see's better days, maybe we are nearing the lows...?
Your thoughts, thanks!
Read Answer Asked by Harry on October 06, 2022
Q: Hi
I read the question posed by Ronnie today about retirement software and although I have no recommendation there I am reading Your Retirement Income Blueprint by Daryl Diamond and it is helpful.
If anything else comes up I would not mind knowing. Probably more of a blog thing but I do not know how to direct the subject to that area of your website and help with his question at the same time.
Read Answer Asked by Jeremy on October 06, 2022
Q: Hi, my RRSP and TFSA are maxed out with VOO and QQQ. I would like to build non-registered account with some dividend ETFs. What would you buy and what % would you apply to each ? Thank you.
Read Answer Asked by Yasushi on October 06, 2022
Q: Hello Peter
Out of the three stocks, AQN has the highest dividend; however, is this sustainable? From an overall safety with decent dividend, I was thinking of Fortis instead of BEP.UN. Any comments please?
Read Answer Asked by umedali on October 06, 2022
Q: I have a little extra US funds to put to work (US20,000 in cash account)...was looking to take advantage and potential upside over next 12/18 months...currently own Occidental. What other 2 US energy stock would you recommend at this point? Also, what other 2 US stocks in any category would you see for great potential?

Thanks
Read Answer Asked by Matthew on October 06, 2022
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