Investment Q&A

Q: Would you comment on REITS as a class/catagory of investments --- and without limiting the generality --- the aspects of liquidity and taxation?
Appreciative of your good comments

Q: Hi There, what do you think about a position in China within a diversified portfolio right about now…and this particular ETF?

Thank you!

Q: Federal Liberals are reviewing tax treatment of residential REITS claiming "(REITs) are increasingly trying to amass large portfolios of Canadian rental housing, putting upward pressure on rents,” the announcement states, “We will put in place policies to curb excessive profits in this area"

Clearly such a restriction would not be good for REITs but as TCN is the only name I own in this space could I expect it to not be impacted?

Q: Can you please provide your thoughts on Galaxy, following the precipitous decline and Terra matter?

Q: From a technical point of view,Nutrien is a sell . Would you continue to hold?

Q: Which 5 stocks from your growth portfolio and/or balanced portfolio would you start buying today for a TFSA for a five year hold (for an investor currently not owing any). Thanks.

Q: Good Day to 5iteam: Would you consider this fund a good candidate to crystallize a loss or a better to hold if other options are available? Down about 9 to 10%. May consider buy back in 30 days but in no hurry for the income I bought it for in retirement. Tks. Larry

Q: leon drysidal and shop and toi have anything in common a little underated?

Q: What is your opinion of these equities, in general and in the current environment? Are there any which you would consider for a long-term hold for income/growth? Or sell?

With thanks.

Q: When a Stock/ETF gives a yield percent, how do you calculate payout? Is it a percent of the present stock price, number of stocks times that percent?

thanks,
Paul

Q: CTC.A: I notice that you are not a fan of this company? Well, I looked at the 30 year graph this am., and, all I can say is: I wish I had bought it way back then. I did buy it in 2020 for $96.00. Always wanted to own, but always seemed expensive. I did this exercise for all my "dividend grower" stocks which make up the core of my investments (including all the banks which I own); and guess what? The graphs go up from left to right - so, my returns are huge without including all the dividends which I reinvested.
I'd love an analysis to support your negative view please. Look, will the internet and ordering on-line I can see why you might thing this way; however, CTC just keeps chugging along.

Q: In your answer to a recent question (Myron -June2) you rank MEG relatively low on upside potential, apparently well below CNQ and SU. Could you explain a little, please? thanks Jim

Q: Good Morning,
I would like your opinion on what you see as the next multibillion growth industry? Is it the Metaverse, EV charging industry, or is it something else?
Thanks

Q: Hi Peter
this stock has pulled back in the last few days, wonder if there is a fundamental reason or bad news?
I had a 3/4 position, wonder if it is a chance to add to my position or HOLD?
thanks
Michael

Q: Can you explain the difference between CDIC insurance and CIPF insurance? My understanding was that CDIC insurance covers bank accounts up to $100,000 each, and CIPF insurance covers investment/brokerage accounts, $1M limit each.
If I have $500,000 in my RRSP account with RBC Direct Investing, invested in a mix of Stocks, ETF's, GIC's and Cash, is that all covered under the CIPF insurance?
I'm confused when I see people's questions about trying to spread their money out to stay under the $100,000 limit, when they seem to be talking about investment accounts.... Thank you!

Q: Hi, could I have your view of Jamie Damon’s comments this past week. Pretty bleak from the CEO of one of the world’s largest banks. Thanks,

Q: Do you see ATZ as a buy and forget stock at this time? My 25 year-old daughter certainly loves this retail chain and it seems to appeal to a large age range of women.
Thanks!

Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: Hello 5i
I hold the above covdered call ETF's as well as at least two individual companies from each (from before I bought these). also have over 10 ETF's that are not cover call. I have 51 positions with 49 stocks. These have performed well during this period of unrest. No they do not hit the high notes but not even close to bottom notes either but steadil;y increase in value aside from the dividends. My question is: with these new covered call ETF's at 12% of my investing portfolio (not including GIC's) might this be considered too much? Each is between 1.5% and 2% of the portfolio as are most of my holdings. The dividends are great and have kept up for the last three months. These also hold great companies that I would hold if I had room (and funds to buy them!) as a value investor. Please take as many credits as required.
Thank you
Stanley