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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: Hi Guys

I believe in the space REIT's you prefer apartment and Industrial REITS these days. Looking at the Industrial REITS can you let me know which company you would prefer today given their current valuations and stock price they are trading at? I am looking at a long term hold - so out at least 5 years, and looking at total return, hopefully a nice dividend but also a track record of increasing dividend and a solid management team.
Thanks so much

Stuart
Read Answer Asked by Stuart on February 17, 2021
Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: Hello team,

With Chinese flocking to their theaters as a sign of what is to come post Covid, do you think the pent up demand in Canada will save CGX? Or is CGX now too debt laden and too risky for investors to bother?

I don't like speculation so I guess I want to know if the worst is over and this is a real investment opportunity in a company which now has enough time to overcome its misfortunes and see better days ahead.

What is a good entry point if you want to play?

Thanks a bunch as always!

Read Answer Asked by Saeed on February 17, 2021
Q: Plea.se comment on Telus results.
Also, I know your two preferred companies in the Canadian telco space are Telus (growth) and BCE (income). I ran a comparative chart for T, BCE and CCA, the results are overwhemingly in favour of CCA at every timeframe (1 month, 3month, 1 year, 3 year and especially 5 year). Excluding dividends CCA is up 80% on the 5 year vs. T at 35% and BCE down 4%. YTD CCA is up 18% and BCE is flat in this very strong market. Is there something in the risk profile of CCA that I may be missing? Any thoughts on why CCA has been so strong YTD.
Thanks for the great service.
Read Answer Asked by Robert on February 16, 2021
Q: I already have QBTC. I have read that a canadian Bitcoin etf BTCC is starting feb 18th.
Which is the better way to invest in bitcoin?
This is what the globe said about BTCC.
BTCC has a 1-per-cent management fee and will invest in the physical form of bitcoin rather than futures that would allow investors to speculate on the price at a later date. The fund will track the TradeBlock XBX Index, which uses an algorithm to calculate the consolidated price of bitcoin every second.
Victoria
Read Answer Asked by Anna on February 16, 2021
Q: I have done well with this stock in my TFSA but have trouble knowing when to sell this momentum play. Do you look at technicals , ie. volume, RSA ? Do you look at market attitude towards the sector, ie. what’s hot what’s not ? Do you consider portfolio composition ? Recognizing this money is for speculation, not investing, what would you do if YOU owned it with a 45% TFSA weighting ?Thanks Derek
Read Answer Asked by Derek on February 16, 2021
Q: Hi,
I also held on to the LTRX shares that I rec'd via ITC because they have been in business for a long time, their products are in a diverse range of industries, the SaaS and IoT aspects and a big backlog. I interpret the backlog as partly due to factors beyond their control so this could be a negative.
You stated in a previous answer that good growth is expected this year. Do you still see good growth and what is your take on the recent results? Thank you.
Read Answer Asked by Gayle on February 16, 2021
Q: Do you see a upside potential in these companies, i.e doubling of stock from their current positions ?
Read Answer Asked by SAMAR on February 16, 2021
Q: I have put in approx $1000 in each of the 7 companies after yesterdays drop, do you see a potential for increase in the short term say 6 months to 1 year? Why is there so much interest in FIRE lately?
Read Answer Asked by SAMAR on February 16, 2021
Q: What are your thoughts on diversifying your portfolio with ex-USA international ETFs? Are there any European or developing markets focused ETFs that you would recommend or consider including in a portfolio?
Read Answer Asked by Patrick on February 16, 2021
Q: A while back, I bought some shares of Shopify that were trading in the US stock market. Last December, sold them for a nice profit. I'm presently preparing my income tax returns including form T1135 in which I must declare all foreign shares held in 2020, along with any capital gains/losses resulting from the sale of said shares. Given that Shopify domiciled in Canada but trades in both Canada and the US, should I declare the holding as well as the capital gains that resulted from its sale? Robert
Read Answer Asked by Robert on February 16, 2021
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