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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: Hello Peter,

If one wants to own just one North American stock in the digital payment space, which one would you recommend? And if two, which would be the other one? Would there be enough differentiation or a low correlation to justify having two stocks in a portfolio?
In a similar vein, could you give me your recommendations (excluding GSY) in the lending/credit space?
Thank you in advance.
Regards
Rajiv
Read Answer Asked by Rajiv on November 19, 2021
Q: Hi
I am looking for 5 US Income producing stocks to provide US funds to travel with. This will be long term investments, looking for low to moderate risk, good income stream and somewhat diversified although that's not a huge criterion.
Thank you, Len
Read Answer Asked by Leonard on November 19, 2021
Q: both Boyd and GDI operate in fragmented industries and follow a growth by acquisition business plan both trade near 12 month lows. both have been upgraded re their latest reports what would be a good entry point for each company and which do you favour for capital appreciation for the next 3 years. thanks Richard
Read Answer Asked by richard on November 19, 2021
Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.
Read Answer Asked by Dev on November 19, 2021
Q: Hi
I own the listed stocks and at this point time they are all profitable .
They are all off of their highs and appear to be heading downward .
Are these stocks that you would suggest to hold for the long term ,

Thank you
Howard
Read Answer Asked by Howard on November 19, 2021
Q: For discussion purposes, If one has taxable income of >$220K in Ontario, the tax rate on income would be 53.53% and 26.77% on capital gains (for now!).

My first question is if one trades too frequently in a TFSA and the CRA decrees that this is business income, then is it correct to assume that the gains are taxed at 53.33% i.e., go from 0% tax to 53.53% tax?

My second question. If one trades too frequently in an unregistered cash account, is that also treated as a business and taxed at 53.33% i.e., go from 26.77% tax to 53.54% tax?

Any thoughts on roughly how much “too frequent” is?
Thanks so much.
Read Answer Asked by Danny-boy on November 19, 2021
Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!
Read Answer Asked by Kim on November 19, 2021
Q: I have held AQN in my TFSA since 2012. Given your recent comments on it as more of a "hold" than growth as well as my attempt to pivot my TFSA away from income to more of a more growth tilt am wondering if it is time to "graduate" AQN to my income-with-growth leaning non-reg account before year end? I also hold FTS, BEP and BIP in my non-reg accounts. I am retired investor but do not depend upon my investment income and challenged by a 43% marginal tax rate with this move.
Read Answer Asked by William Ross on November 19, 2021
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