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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, I am overweigh Tesla as I love the product and observe it is family of products including EV's, Energy production (Solar) and retail (Supercharging). All with revenue growth potential. My question has to do with trading volume. Over the last few weeks I have observed Tesla's trading volume at multiples of the big guys, say Ford and GM. A few minutes ago, Ford traded about 5 million shares, GM 2 million and Tesla 25 million. Can you comment on the interest in Tesla and how it could factor in the future stock evaluation ? How important is trading volume ? Thanks for your excellent service.
Read Answer Asked by Jim on March 29, 2023
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
Read Answer Asked by Les on March 29, 2023
Q: I sold TRUP couple weeks ago @$55 should i buy it back at present price? or wait for it to pull back more ?- do you have an opinion on why it has dropped so much

I also sold RY and TD expecting then to drop further than they have - are they a buy sell or wait for better entry

Is ATZ a screaming buy or?

What's your top 3 picks regardless of sector (US and CAD)

deduct points as you see fit thanks
Read Answer Asked by Terence on March 29, 2023
Q: Thank you for your reply this morning on my question about ZWB and HMAX . In your reply you indicated a preference for ZWB because of the upside potential being greater . Am I right in assuming that if that is the case HMAX would be the less volatile of the two ?

Also in 2018 I asked 5I to crunch the numbers on the big five banks over the 18 years { 2000 to 2018 }... I would assume that is a long enough segment to determine an average annual return of dividend plus capital gain. The answer I got ranged between 11% on the low end { TD } to 14.3% on the high end { RY }...... Please correct my reasoning but to me it looks like HMAX with its' current 15.1% dividend based on today's cost of the ETF is going to slightly beat those numbers annually, have less volatility, and give me diversification as an added bonus ? ..... Please advise if my reasoning is sound .....Thanks Garth .....
Read Answer Asked by Garth on March 29, 2023
Q: Morning, GSY makes us a total of 3.4% (or did lol) of my portfolio with half in a non registered account. My thinking is sentiment will be bad for a while and the true impact of the budget will need to be assessed. I'm contemplating holding the GSY in the registered accounts while tax loss harvesting the non registered. If it were your account would you do it differently?

Rhetorical question - how much of yesterdays selling was leaked information from the budget vs the potential $41M loan loss?... I'm feeling like the latter was a key driver in the 9% fall yesterday.
Read Answer Asked by Don on March 29, 2023
Q: In a couple of previous questions you have mentioned that the drop in GSY's share price on Thursday was due to the Canada Drive news. There is something else that needs to be considered. I saw a post on Stockhouse on Thursday at 2:35 p.m., well before the close and the budget news, indicating there was a rumour the federal budget was going to include an interest rate ceiling of 35% and this was why the stock price was going down. The poster stated the rumour was likely true as it had apparently come from an unnamed staffer. Obviously the rumour WAS true as the exact ceiling % was mentioned.

Seems to me this is the main reason why GSY's stock price dropped so much on Thursday - some people had this inside info and were selling the stock as a result. I know there is a lot of nonsense on Stockhouse, but occasionally you get something important.

In any event, after reading the press release that GSY put out last night, do you have any change in your opinion on the desirability of GSY as an investment? Does the stock still look cheap?
Read Answer Asked by Dan on March 29, 2023
Q: The last couple federal budgets have had measures that increased taxes on banks and insurers. Personally, I don’t like taxation based upon the nature of a business - I think it’s bad policy - but banks will always be viewed as targets for government revenues. Do you think it is reasonable to reduce/divest bank holdings based on the last few budgets tax targeted measures and concerns of this continuing in the future.
Read Answer Asked by Mark on March 29, 2023
Q: What are your thoughts about the sale of the Montney assets to Crescent point ,and with a prospect of 9.50/ share dividend to Spartan shareholders, do you see any negatives for the shareholders of either company?
Thanks,
Philip
Read Answer Asked by Philip on March 29, 2023
Q: I have built up a position in TIXT and plan to hold it for a very very long time. I now also have some shares of LMN spun out from CSU. The LMN shares are approximately 1% of my CSU position and an even tinier fraction of the overall portfolio. Wondering if I should just roll the shares of LMN into my TIXT position and would be more inclined to do so if there is considerable overlap in their businesses. Your thoughts please?

Thanks.
Read Answer Asked by Joel on March 29, 2023
Q: Hi team,
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks

Shane
Read Answer Asked by Shane on March 28, 2023
Q: I retired, fortunately, at age 56 and started to receive a company pension at that time. I am now 68 and am starting to research converting our RRSPs into RRIFs when we turn 71....no rush yet

These past few years BNN has had a Talking Tax show every Friday during March-April. I understand you are not tax experts, but one item came up a few weeks ago, which I tried to dig into.

One of their guests said that one of the advantages of converting your RRSP into a RRIF early was you would then qualify for the $2,000 pension tax credit. You did not quality for this credit with your RRSP. It HAD to be related to your RRIF.

I have done a fair bit of research and come up empty handed. I found some documentation years ago, but can no longer find it....I think I already qualify for this tax credit, simply because I am the recipient of a company pension. I have taken a look at some previous tax submissions and see that I get a "Pension Income Amount" (line 31400). Are we talking about the same $2000 tax credit? Am I interpreting this correctly?

If I am correct, then I would not need to convert our RRSPs into RRIFs at this time.

Thanks for your help....much appreciated,
Steve
Read Answer Asked by Stephen on March 28, 2023
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