Investment Q&A

Q: Hello Team,
My question is that this stock has done well for me but I do not have it in a tfsa or rrsp etc...
With this in mind would it be best to sell, so as to save on the new proposed tax when they change?
Was hoping to hang on to it for some time yet.
John

Q: Hi,

Do you agree that there is a value gap between large and small cap stocks? BNN said ..."Michael Burry of The Big Short fame recently called this phenomenon the index bubble or ETF vortex and he is investing heavily in small-cap value stocks worldwide. "
Would you try to exploit this? Are there any CDN or US small cap ETF's you'd recommend?

Q: Just a comment on pros and cons of receiving distributions as return of capital. While a nice problem to have I believe if the ROC results in the capital cost base going negative the ROC is taxed as income.

Q: How were today’s earnings.
Sitting on profits.
Do I sell or hold?
Thank you!
Nick

Q: I'm in the middle of switching my portfolio to a much more simple style. I've always indexed my US exposure with ETFs like VOO and VFV and have bought individual Canadian stocks just because the Canadian index is so unbalanced, holding mostly resources and financials.

I've looked at VGRO and VBAL as well as XGRO and XBAL. I'm hesitant to buy them because they have a high percentage to the Canadian index. I also don't want emerging markets or any EAFE exposure. I'm a huge fan of Jack Bogle and he preached that all anyone needed was the S&P 500 and a bond fund. Since app. 48% of S&P 500 sales are non US, it seems to me investing in EAFE is unnecessary.

My plan is to go 60%US and 40% bonds. Since Canada represents just 3% of the worlds markets, why do most Canadian investing professionals say to put 30% or more in Canada? Doesn't make any sense to me! Thanks for your help.

Q: Would you be kind enough to decipher BYD.UN's information circular on the following key points? It's way too complicated for us simple retail investors.

What are the tax consequences on conversion, if any (assuming it is not a tax free rollover)? What are the conversion rates of units to shares? When will this be effected, if unit holder approval is obtained? Thanks.

Q: On BNN the other day a portfolio manager said November is the second best month for Stock Markets and December the best month while September and October are the worst months. Is this so ? November is starting off as if this is correct Dow up 301 points on November 1st 2019 alone. Sell in May and go away has not been the case has it ? Your thoughts . RAK

Q: Please explain the pros and cons of receiving distributions as return of capital. Also does this differ for non- registered, RRSPs and TFSAs?

Q: You have mentioned in the past that MX "has some degree over methanol prices" yet the main reason for the current decline in profits was low pricing. Just how much ability to price products do they really have? Will the new facility, once it is on stream, increase this ability? I still like the company but I am wondering if pricing truly provides any kind of advantage.

Appreciate your insight.

Paul F.

Q: how would you rate aqn.to

Q: What is your current assessment of the stock, which has increased significantly. Is it too late to invest? After all, generators would continue to be in demand regardless of the economy.
Thank you!

Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?

Q: Could you comment on their acquisition and their payout ratio etc.

Q: I'm looking at the dividend return on the food royalty companies, which look very attractive. I don't own anything in this area. Is there an ETF that holds a bundle of these companies? If so, is that a good way to get in? Or rather, buy one or more companies. If so, which ones. Thanks!

Q: What percentage ownership does Brookfield Asset Management have in the other 2 companies?

Q: With the social unrest in many South American countries, do you expect BNS to be adversely impacted in view of its significant presence in the region? If so, would you suggest switching to a different bank such as TD? Thank you for your insights.

Q: hi there.

Can i get your current views on this one. Hasn't done much and growth seems to be slowing.

thanks

Q: Hello,

Can you provide your views on the prospects for this REIT and whether you would recommend a purchase at this point.

Thank you.

Q: Financial Post: Posthaste: Canadian dollar poised to become the ‘hottest money’ in the industrialized world.
https://business.financialpost.com/executive/posthaste-canadian-dollar-poised-to-be-the-hottest-money-in-the-industrialized-world

What are your thoughts and is there an ETF in Canada where I can hedge so I can benefits if Canadian dollar rises

Thanks for your great service
Hector

Q: Can you please explain how XTR pays out such a high yield when not one single of its constituent ETFs pays this much? Thank-you.