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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: Unless I misread your reply, in a recent response you suggested that you can claim both the interest charges as well as the principal amount of a loan as a deductible expense when its used to purchase an investment. To my knowledge, only the interest portion of the loan is a tax deduction.
Read Answer Asked by Scott on March 03, 2022
Q: I like to look at total return including capital gains plus dividends over the previous 5 or 10 years when considering the purchase of a stock. This sometimes keeps me from purchasing a stock with a big dividend but little or no price appreciation. But I do not have a site that I am confident in to provide total return information for US or Canadian listed stocks. I use Globe watchlist which has a 5 year return but it does not agree with Canadian Stock Channel, for example.
Is there a site or simple method to get this statistic?
Read Answer Asked by Elliott on March 03, 2022
Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Read Answer Asked by John on March 03, 2022
Q: Good day 5i,

I hold SEMR and VEEV and both reported recently. I would appreciate your analysis of their earnings reports as well as what you see going forward for both.

I have a long-term outlook and a high tolerance for volatility, if the growth story is intact.

Thank you for your insights.
Read Answer Asked by Doris on March 03, 2022
Q: Hello Peter,

I have 6% of my portfolio in Gold and Silver stocks with PAAS as the lone silver holding. The rest are in gold distributed between large (AEM,FNV) and small (MMX,KRR,WDO).
I am considering selling PAAS to harvest a tax loss. I could replace it with another Silver stock(MAG) or replace with increasing a Gold producer or let my portfolio weight drop.
Given the current geo political situation, what would be your suggestion?
Regards
Rajiv
Read Answer Asked by Rajiv on March 03, 2022
Q: Turbulent times.
Yesterday you seemed to give a preferential nod to BCE in the domestic telco sector. Is this a change of view on Telus, which you have been preferring for some time? If so, could you please elaborate. Still grateful after all these years, so thanks again. Al
Read Answer Asked by alex on March 03, 2022
Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?
Read Answer Asked by James on March 03, 2022
Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you
Read Answer Asked by fiona on March 03, 2022
Q: I have questions:

1. ATCO vs BIP.UN - Do you agree with this article making a case that ATCO is maybe a better buy?

https://seekingalpha.com/article/4492123-forget-brookfield-infrastructure-buy-atco-instead?mailingid=26881852&messageid=dividend_ideas&serial=26881852.14358&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-03-02&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

2. Does ATCO have a rock-solid balance sheet that could potentially ride out an possible long recession?

3. Is there significant overlap between ATCO and BIP.UN ? Could a person own both? (I do also own BEP.UN which has utility exposure).

Read Answer Asked by James on March 03, 2022
Q: I am in a quandary, I have no idea what is going on with this split shares. I bought the capital shares at the low of oil stock companies, the shares were $.50. I know that it was highly leveraged and there was no value in the capital shares. I accepted the fact that they could be worthless by 2023, the time that they would be redeemed. I was hoping that the oil stock would recover and the net asset value would go back to $5 as it was in 2018. Well the underlining stocks have mostly hit 5 year highs, but yet the net value of the capital shares are about $ 2.00, so the way I read it the stocks would have to go up another 100 % to get to this value, if my calculations are correct. Rhis is not going to happen, I emailed the company but no response I just do not under stand why the value is so low. Do I have this right if so I blow these shares out. Sorry for the long winded question.
confused

Thanks
auftar
Read Answer Asked by auftar on March 03, 2022
Q: Hi 5i,
Hope you are all well.

My wife's portfolio accounts (RSP,TFSA,CASH) on a consolidated basis show the following asset allocations by % sector type:

Tech --- 38%
Telec -- 0%
Financ - 4.6%
Cons --- 6.8%
Mater -- 0.6%
Reits -- 1.8%
Energy - 3.8%
Util/Pip - 4.0%
Indus --- 2.6%
Health - - 0%
CASH --37.8%

Obviously, quite a few glaring gaps to fill ... could you please suggest some top of mind positions in the key underallocated sectors that would provide a more rational and balanced portfolio thesis.

Thank you very much,
Dean
Read Answer Asked by Dean on March 03, 2022
Q: I selected Suncor as an example of a oil based holding to give some context and search ability, but it is obviously connected to oil price.

The conflict in the Ukraine is the obvious cause of the current spike in oil.

At what point do you decide that the oil price has peaked during this conflict and take profits off the table?

Would you continue to hold with the assumption that oil prices have more upside contrary to the faith in green energy?

If you took profits, or sold outright, would you park the money for reinvestment in oil when it falls, or move to a different sector?

This seems like an opportunity for building, one that may be missed by diversifying gains. I’m interested in your insight.




Read Answer Asked by Danny on March 03, 2022
Q: Greetings.
1) Could Dream Industrials' expansion into Europe be a hindrance - given the Ukrainian situation?
2) Do you like DIR.UN at these levels?
3) If looking to buy a Canadian REIT - which sector would you recommend? Apartment, Industrials...? Thank you.
Read Answer Asked by Toge on March 03, 2022
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