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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: I am looking to add either CGX or GS to my holdings primarily for income. Aside from the dividend payments, which of these two would you prefer with capital preservation in mind? (i.e. which one has the lesser likelihood of a steep decline below its current price, and would hold up better in a general market decline)
Read Answer Asked by Steven on January 12, 2018
Q: With the repatriation of US dollars from overseas, what is your expectation of the impact on the USD specifically compared to the CAD?

Thank you.
Read Answer Asked by Donald on January 12, 2018
Q: Hello;
I was reading that Lithium may be on the move
In your opinion would Standard Lithium be a fairly good investment at this time?
Or do you recommend a different Lithium share, or not at all?
Thank you,
RM
Read Answer Asked by Ron on January 12, 2018
Q: With JP Morgan giving their earnings report tomorrow, do you think the tax changes in the United States are reflected in the current pricing? Also do you think at current pricing that it is a good entry point (new record high)? Would you recommend starting a position today before the report or waiting? Would you recommend this being added to an RRSP (no-withholding tax)?

Finally, I have tried to find that blog post that was written a while ago about what account is best to put certain securities (CDN vs. US vs. Dividend (CDN/US)) but I cannot seem to find it. If you would be so kind to provide a link to it I would greatly appreciate it as I find its a great guide for new investors like myself.

Thanks so much for all your advice and great service! I cannot say how much I learn on a daily basis thanks to you and your team!
Read Answer Asked by Justin on January 12, 2018
Q: Hello. I am not sure my question on Summit was received yesterday, so let's try this again.

SMU.UN has had a pretty good "post-AAR.UN" bounce this week, rising from $7.46 to $7.98.

I like it for income, but am obviously concerned about price volatility over the near-term. Would you buy at current levels, or wait?

Thanks

Read Answer Asked by Trevor on January 12, 2018
Q: I own the RRX and WCP in the oil space. With the discount in Canadian oil prices due to transportation limitations, I wonder if US oil stocks offer more upside. Do you agree and do you have any suggestions for US oil investments?
Read Answer Asked by Ken on January 12, 2018
Q: Seeking two or possibly three solid dividend producing Canadian stocks that have major US exposure for a non registered account. Thanks.
Read Answer Asked by Dennis on January 12, 2018
Q: Hello Peter,

I currently have a greater than full position in CP and have been hesitant to trim it back given how well the stock has been doing. However, I'm concerned about how the situation with Nafta will affect the stock. Can you provide insight into how you think this or any other factors might impact the stock price in the near and long term? Many thanks!
Read Answer Asked by Loretta on January 12, 2018
Q: Hi: I am listening to all the doom and gloom about bonds - heard the term yesterday "taper tantrum". I have about 40% of my Fixed Income Exposure in CBO, 40% in HPR and 10% in HAB. HPR has slowly recovered from its downturn of a few years ago and I like the yield. HAB is doing better than CBO. Question - should I sell CBO at a loss and invest in a more active fund like HAB? My time horizon is at least 5 years.
thank you
Read Answer Asked by Julia on January 12, 2018
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