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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: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: Hi and Happy New Year!
question 1: We've managed to get through 2022 with about 25% cash on hand and are starting to deploy it now. Mostly choosing dividend paying stocks that are in the favoured industries (defense and industrial) at the moment, but also looking at some long term holdings that are below water in registered accounts, such as GOOG. I know you're not fans of adding just because a stock is down, but would GOOG be an exception, given it's moat, cash flow, etc? I am guessing it needs to confirm a double bottom, possibly get back above 95.00 in order to look like it might be turning. Would that be a plan, or is it time to just buy it now? Growth investor, able to withstand higher risk. Own AAPL, MSFT, and sadly still holding CRWD.

Question 2: is the recent downgrade on MSFT reflected accurately in the price, or has that been overdone, do you think? The downgrade by UBS indicated a shift to neutral with a target to 250 or so, I think.

Thanks for the infinite patience you exhibited over the past, very difficult year!

Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Hi, can you suggest a few ETF'S and covered call ETF'S to put in a self directed RRIF, providing income and some growth. I know you're not keen on giving specific portfolio construction, IE, everyones circumstances are different, I would really appreciate just a few ideas for core holdings.
Thank's James
Read Answer Asked by James on January 09, 2023
Q: My broker has suggested I look into National Banks auto callable note securities (mature monitered Barrier) linked to the Solactive Canada Bank 40 AR index. Issuance date is Monday January 13. Its a 5 year note callable semi annually. Returns seem to be very good. I have absolutely no experience with callable notes and would like your opinion on this note. I am told that if the shares of banks go up in the next 5 years it is a good investment.

Wayne
Read Answer Asked by Wayne on January 09, 2023
Q: I am reorienting my portfolio to be income focused and prepare for retirement in the next few years. Growth is not important.
I have 23% of my portfolio in covered call ETFs that are well diversified by both geography and by sector.

Can you please comment what’s the ideal percentage of covered call investments in a retiring income focused portfolio?

If growth is not a concern, do you see any risk in increasing the covered call ETFs to, say, 40% of the portfolio?










Read Answer Asked by Greyhair on January 09, 2023
Q: I like the high dividend paying shares of NYMT. Do you see any reason for a Canadian like me to pass on buying it for my RRSP.
After some research it seems to me that I would not pay tax on the dividend payout received in an RRSP. Can you verify that?
Other well respected dividend paying shares such as Bell (BCE) and Enbridge are Canadian companies so I could hold them in my TFSA without any tax implications. I am also noticing CM (Cibc) for long term RRSP or TFSA hold. BNS.TO, Also Telus KEY.To, Hydro one I won't mention Rogerw because I just don't like the way they do business. VDY.To. ZWP.TO covered call ETF. ZWE.TO is another one.
looking to get creative and make my own portfolio but not to proud to buy an ETF for income. I know you have an income portfolio I appreciate that and will look through it again. Looking for feedback for this strategy. I am a 50 year old Canadian citizen living in Canada looking for long term holdings.
Happy New Year - all the best.
Read Answer Asked by Daniel on January 09, 2023
Q: I've been looking at investing in one of the FAANG's + Microsoft. Some I don't find attractive despite their fairly attractive valuations:

Amazon - poor outlook

Apple - China production

Google -perhaps lower ad revenue near term, and it's such a large part of their business model.

Meta - uncertain future after change in business model.

I guess the above are cheaper for a reason. Would you see reason for optimism on any of the above?

I like MSFT and NVDA but can't get past current valuations. NVDA in particular looks attractive. AI seems to be a major disruptor going forward and it appears to me that NVDA has a moat in some parts of the AI world. Would you feel that it has the most avenues for growth too compared to the others ? How quickly can it grow into its current P/E, P/C and P/B valuations? They seemed so much more reasonable 10 years ago.
Read Answer Asked by James on January 09, 2023
Q: the plan of arrangement says you can choose all shares of triple flag subject to proration. i want all shares of triple 5 . what does that mean re the share exchange. i assume i will get all shares but the subject to proration of shares is confusing to me.
Read Answer Asked by brian on January 09, 2023
Q: MG data on your website:
1. are the numbers shown in $U.S. ?

2. Price to Cash flow seems to be at about 8. However, FREE cash shows as negative Can you explain the difference?

3. Graph seems to show consensus 2023 earnings at $8 / share
Is that in USD? Wouldn’t this mean stock is trading at about 8x 2023 earnings? Seems pretty cheap
Read Answer Asked by john on January 09, 2023
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