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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 bought XMHQ thinking it would be prudent to add some quality midcaps and diversify . It has not worked and I have a largish loss which if realized would not be useable for tax. A year ago, I almost moved on but continued to hold the ETF thinking its time had surely come. I see that you had the same thought yourselves about a year ago. We were both wrong.
Before I expel XMHQ , please comment on the prospects for XMHQ going forward. Do you think this DOG will finally have its day? Is it good enough at least to keep up with the equal weight S&P 500 RSP? :sab:
Read Answer Asked by Adam on June 26, 2025
Q: BNN's Keith Richards says this: "Stocks rising and bond yields rising are not compatible. Rising yields push bond prices lower. While bond and stock prices are not perfectly correlated, they normally keep a reasonably close pace. Currently we are seeing huge negative divergence.

Picture an alligator about to clamp its jaws down after opening wide. I call the divergence “Gator Jaws,” meaning that the price of stocks and price of bonds are moving in opposite directions. That will change by a falling stock market, or rising bond market (falling yields), or both – but it will change."

What does he mean by this? Do you agree with him?
Read Answer Asked by Graeme on June 26, 2025
Q: Hi Guys,

My mortgage is up in 22 months, I have enough cash to pay it off. Is 22 months enough time to invest it in some secure dividend paying stocks like ENB, H or TD or just invest in a 4% GIC.

Thanks

Jim
Read Answer Asked by jim on June 26, 2025
Q: TRP’s share volume in NY was 108% above daily average volume today. Is this related to conversion of preferred shares to common? Share price has also declined for several months. Is TRC a good addition to a portfolio that is overly aggressive, and where the investor wants to add some securities to make things less uneven? What are TRP’s prospects vs. KMI and ET. Do you prefer either of KMI and ET over TRP (ignoring dividend tax credit) ?
Read Answer Asked by Adam on June 26, 2025
Q: Good morning. Thank you for your timely advice to trim AGX & CRS, as a result I have $16K U.S to re-invest.
Do I invest in this newer wave of investors in HOOD or do I choose something in line with the Ai theme?
Unregistered US account, current holdings are: AMZN, AGX, CRS, CLBT, FDD, ISRG, EWJ, JPM, MSFT, NBIS, SRAD, SYK.
Thank you. David
Read Answer Asked by David on June 26, 2025
Q: Hi, with everything going on in the world I was thinking of moving a sizeabamoule nt of Cdn $$ into a Swiss Franc Bank account in Canada through UBS.I just want to diversify away from the US$$ and the Cdn $$. And it seems the Swiss Franc is a really stable currency.
Then I saw the FXF:US Trust and wondered if you thought that was a better idea. I prefer to have less paperwork and easy access to tax docs at tax time. I'm not trying to avoid taxes in any way.
Read Answer Asked by Helen on June 26, 2025
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