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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 just made a direct transfer of a US security from my margin account into my TFSA. What exchange rate do I use to calculate how much room I have left on this year's max contribution?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 17, 2025
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Read Answer Asked by Christine on January 17, 2025
Q: Some ETF's collect dividends from their underlying assets, but also employ yield-enhancement strategies. We might expect that such ETF's would account their distributions as some combination of 'pass through' dividends plus (for example) return-of-capital, but it is apparent that some ETF's retain essentially all dividends, and account distributions as (for example) return-of-capital alone. I can see how this policy might be attractive in the short- to medium-term - or even in the long-term, depending on the rate of inflation, and capital gains rules - but a notably cost of this policy is to deprive the investor of the considerable benefits of the dividend tax credit.

Is there a rule-of-thumb one can apply, here, to evaluate the implied trade-off, or is this the sort of thing the determination of which needs an accounting degree? Further (and without implying any judgment), can the ETF itself benefit from the dividend tax credit, or is the credit only available to individual taxpayers?
Read Answer Asked by John on January 17, 2025
Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.
Read Answer Asked by Jacques on January 17, 2025
Q: How significant is foreign buying/selling of Canadian stocks, in terms of the effect it has on share prices? I can't help but think that the current Canadian political situation, and weak dollar, is causing a lot of foreign money to stay away. I'm wondering if a more stable and business-friendly government, if/when the PC's get elected, would cause a significant influx of foreign investment into Canadian stocks. Do you think such a scenario would improve the performance of Canadian stocks?
Read Answer Asked by Dan on January 17, 2025
Q: A recent analysis from Queen's University points out that consumers could see the prices of goods and services drop by up to 14.5% if free trade between the provinces were to be achieved. Which Canadian companies would benefit the most from elimination of interprovincial trade barriers?
Read Answer Asked by James on January 17, 2025
Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...
Read Answer Asked by Jordan on January 17, 2025
Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.
Read Answer Asked by Bryan on January 17, 2025
Q: Everyone, what surprises you the most about price targets and ratings? Clayton
Read Answer Asked by Clayton on January 17, 2025
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