Investment Q&A

Q: Canadian HISA accounts do not have such good yields anymore. And the income is taxed as interest. I was looking at my 2022, 2023 tax returns and the revenue from canadian ETF like ZAG, XSB, XLB was mostly ROC. If I’m not wrong, thus, much more tax efficient? Wouldn’t be a good idea to switch from HISA to XSB, XBB, etc to park money in the next few months?

Do you know if high-Yield ETFs are taxed the same way (ROC) ?
USD-HISA are more generous so the logic might be different.
Thanks.

Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: Goose is continuing its spiral to all time lows, but (I think?) business model remains ok. Is this getting to the point of buying if in for the long haul or is this one to leave and forget about?

Q: In what order would you buy the companies indicated if you were looking to set up a basket of gold companies that have the most upside capital gains potential?

If different, in what order would you buy them if overall high quality was the criteria?

Q: Good morning and thank you for your many years of valued service.

In this unsettled market, investor focus is shifting away from a narrow focus on price appreciation. Are there any available resources to review the total return of a single stock or make the same comparisons of any pairs?

Scott

Q: Thoughts on the quarter please?

Thx

Q: Peter and His Wonder Team
I have cash I wish to employ. I am a long term contrarian. I have followed these two companies and think they qualify as contrarians. If so...which of the two would you suggest as a better buy.
Thanks for your perspective.

Q: Hello, looking at UMAX, the price went from 16$ to 14$ in less than 2 years. Is it because the NAV is going down because of the dynamics of covered calls? Sould we expect a steady price erosion for the foreseeable future? It’s nice to have 13+% annual distribution but if we have a corresponding capital loss, I am not sure it makes sense. Can this ever be a long term hold? Thanks.

Q: From a long term investment perspective, what would you give this stock out of 10 currently? Are there 1-2 other stocks regardless of sector you would give the same score?

Q: What are the tax implications for Canadian investors relative to AGNC. I believe they are an investment trust. It is my understanding that all USA based trusts have negative tax consequences, such as 30% withholding tax and 10% tax on all proceeds of any sale of shares. Not protected in RRSP accounts. Is my information correct.

Q: In a question asked Jan 2025 whether it was a good time to buy CVD, you answered "Yes, with rates heading lower and corporate earnings moving higher, convertibles we think look good today". In a more recent post on your Income model portfolio, you speak of selling the CVD to buy equities you said "We liked the CVD ETF during the high interest rate environment from 2022 and on, but without factoring in its high yield, its unit price is mostly in a downtrend. While we feel we caught most of the upswing in unit price over the past couple of years, we are preferring to add to individual stocks at this point in time." So for someone who's not looking to raise cash, and likes the dividend is it just as well to keep it or are you suggesting time to take profits, and move to something else? What would you suggest?
Thanks!

Q: Please advise if this company is a long-term hold. Is its dividend sustainable? Thank you.

Q: Hi Peter,
For non registered accounts, please advise your best picks for European Equity ETFs that have ample room for growth and can withstand this volatile market. Dividends are not important. I also look for Asia ETFs that have a high percentage of holdings in China and to a lesser degree in South Korea. Please advise of your best picks. Brief explanation of reasoning for these picks is appreciated.

Q: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you

Q: Hello 5i, I am looking at Global X DAX ETF and Vanguard FTSE Europe all cap index VE to diversify my portfolio? Could provide an analysis and recommendations for both? Thank you in advance!

Q: Your views please on these healtcare names.

Would you be a buyer ? Entry prices ?

Many thanks,

J.D.

Q: 18% loss on paper with already .Would you rate this stock as a "sell,buy,or hold" ? please name 3 probably safer cdn dividend stocks, your feedbacks are always very appreciated, JY

Q: Based on the recent quarter results and comments going to 2029, would you switch to Copart for the long term?

Q: Aclara Resources Inc recently raised US$25m at C$.70

Why do you think the market has not responded to this this raise at around a 40% premium?

Thank you