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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,

Looking at co's like FTS, SLF, RY with an unblemished dividend payout record vs those that have cancelled or reduced the dividend makes me wonder why the "Gold" co's go to such extremes to preserve the payout? Is a dividend a cheaper source of capital and does a pristine payout record shave a % or 2 off the cost? There has to be an economic reason beyond "Aristocrat" status.

Thank you
Read Answer Asked by Delbert on March 15, 2024
Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.
Read Answer Asked by Ashleigh on March 15, 2024
Q: Hi Peter,
In regards to Adam's question regarding OLY. Would it be appropriate to look at the interest income that OLY has been able to generate as a hedge against higher interest rates. If rates were to move higher, OLY is set up nicely to outperform. The business delivers high ROE in the 50% plus range and should be able to do well in low interest rate environment especially with a dividend in the 7% range. Would you consider it a compounder?
Thanks
Read Answer Asked by Frank on March 15, 2024
Q: There seems to be a lot of commentary in the market about a potential pullback given the current run the US and CDN markets are having, while reaching close to all time highs.

Maybe the noise has me spooked but I do find it tough to deploy cash to stocks in the current environment, particularly in the AI and Tech space, given that some stocks are seeing growth of 200% to 400% in one year.

Its a long winded introduction to my question, what is your current view on the market, do you feel that a pullback is possible in the next few months, would you be cautious right now?

I understand that no one can predict the market at any given time but I would greatly appreciate your view.

Thanks
Tim
Read Answer Asked by Timothy on March 15, 2024
Q: Hi,

My partner I are doing financial planning, we will need a relatively significant (to us) amount of cash in the next 2-5 years for replacing aging cars and a down payment on a larger house.

I am always hesitant to hold cash/GICs for fear of missing out on growth opportunities. Currently, almost all the funds in our RRSPs and TFSA's are invested EXCEPT a long term GIC that came to term and is now sitting in cash (some in TFSA, some in Non-registered). We will need all this cash in the next 2-5 years.

I am looking for ideas on how to manage the cash.

Right now, the best option I can see is GICs with various terms, do you have any other suggestions or ideas to consider?

(we have already owned a house, so cannot use RRSP loan or the new FHSA)

Thanks
Read Answer Asked by Mark on March 15, 2024
Q: In addition to several recent Q's / A's concerning BCE, I note that yesterday, 14 March, was also ex-dividend date which might have added to the pain; some owners may have picked this date to lock in a tax loss and intend on repurchasing in 30 days.
SP
Read Answer Asked by Steve on March 15, 2024
Q: In your response to Francesco on March 13, 2024, you indicated that HEQT is 34% US but I think that is only the large cap portion. Also, previously you noted HEQT had 65% US exposure. A plot of historical trends of XWD and HEQT show almost identical plots. Did I miss something? What are the MERs?
Read Answer Asked by Danny-boy on March 15, 2024
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