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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: Assuming western governments favour financial repression to get themselves out of their respective debt mess, what does this all mean for a recent retiree like me? Are any stock sectors worth investing in? How about gold / material stocks and certain REITs ? Are utilities safe?

No government leader had any backbone over the past couple of decades and chose to continually “kick the can down the road” and now there’s no way out….and the piper will eventually be paid.
Read Answer Asked by James on August 21, 2023
Q: If investors have their dividends automatically reinvested, will they have to pay tax on the dividends in the current year?
Read Answer Asked by Mary on August 21, 2023
Q: I'm in my mid seventies and retired. My pension income covers my monthly needs and I do have excess capital to invest. Dividend income is always welcome but I also would appreciate some growth in my portfolio. I realize you lean towards companies that have strong growth profiles and often find great investments in that arena. My questions are two fold.
1. Based on my limited explanation of my personal investment profile, could you list some of the companies you favour that could be, 'just too risky" for me to invest in?
2. Alternatively, could you list some of your favourite companies that I should consider investing in?
Read Answer Asked by Les on August 21, 2023
Q: Saw a pundit on BNN last week who was short BN. I can't recall his name ......I don't pay much attention to the shorts but he did say one thing that interested me. He said that 80% of BN's NAV is the property owned by Brookfield Property Partners . Can you confirm that and comment on the significance of that figure if any ?

I'm also thinking or swapping my position in BEP.UN { up 238% in a RRIF } for BN on a " What have you done for me lately ? " basis . Quarterly reports seem to be dependent on the weather ...... I've also noticed that even when they have a bad quarterly report the stock does not get punished which confuses me ...... Anyways would you endorse a switch from BEP.UN to BN ?
Read Answer Asked by Garth on August 21, 2023
Q: Each of MPW and NWH.un seem to be having issues despite their ostensibly strong medical business strategies. Can you recommend medical properties ETF/Landlords who are doing better vis-a-vis growth/dividend?
Read Answer Asked by David on August 21, 2023
Q: Oh gosh, Keith Richards for the last 2 months in the Money Saver is raising red flags about the market.....comparing where the market is now to pass markets that have plunged downwards, like big time. And there is news out of China, the yuan falling and economy slowing down, like big time, too This makes me wonder, seriously about doing this --- should I sell all or most of the stocks held in the TFSA and LIRA accounts as there would be no tax to pay.....but hold on the those in the trade accounts What are 5iR's take of the stock market going forward and my pondering about selling??? .........Thanks for your insights.........Tom
Read Answer Asked by Tom on August 21, 2023
Q: From a global perspective would you favor European, US or international stocks/EFTs to invest at this time ? I would like to diversify my portfolio a little better and therefore sell some Canadian ETFs and purchase European, US and international ETFs .
Thank you . Miroslaw
Read Answer Asked by Miroslaw on August 18, 2023
Q: Hi
Wondering if these two companies are moving along on much the same pathway as CSU was in its infancy, wrt valuation metrics, trading volumes, share price, market cap etc?
Also why is LMN trading twice as many shares per day then TOI given TOI market cap is 8x LMN? Is it more well known even this early? Why is the volume so low?

Thanks
Jeff
Read Answer Asked by JEFF on August 18, 2023
Q: I hold VOT at a loss (not useable for tax). Many analysts are declaring they are now out-of-love with growth. Do you agree that growth will, generally speaking, struggle through ~2025? Is this a good time to sell and transfer affections to Value shares— for example switch to VTV? VTV has outpaced VOT over 5, 3 and one year(s).

When I make such switches, I often find the security I sold significantly outperforms the one I lavished love on. With my errors in mind, I ask for your thoughts on growth vs. value over the next year or so. Please add a bit of your valuable commentary— that would be very helpful.
Read Answer Asked by Adam on August 18, 2023
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