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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: Peter,

Not a question, just a comment. In a recent question about banks you mentioned you have been wrong about BNS. In my opinion admitting this is a huge credibility boost for you and your service. The easy thing to do is to give the political answer and never admit you are wrong. That " Nadal" spin is what turns me off of politicians. That is so easy to see through. As Greg Bonnell once mentioned on Market Call any advisor is going to be wrong 30% of the time. It the ones that you get right { You have had a lot of them } that chart the real course. Your service has put a LOT of money in the pockets of the subscribers.

Thanks

Paul
Read Answer Asked by paul on November 22, 2021
Q: I am currently looking to increase allocations in LIF (1.8%) ,NTR (2.1%), NWC (1.2%) and PBH (1.95%).

Two questions

1) Would you avoid increasing the allocations on any of these?

2) In what order would you purchase the remaining?

THANK YOU for your superb advice and service.
Read Answer Asked by Lynda on November 22, 2021
Q: I would appreciate your opinion whether CCO or U.UN would be better investment at this time. I guess I'm wondering if there are any weaknesses they might have or if there might be catalysts that might support one over the other.
Read Answer Asked by Les on November 22, 2021
Q: Looking to invest in the health care sector. Please rank these companies using the criteria of possibility of capital gains, relative security if inflation becomes a problem and fundamental strength. If you have other choices I would welcome the ideas.
Read Answer Asked by Les on November 22, 2021
Q: Hello, I am looking for an answer to a difficult question about evaluation of risk for fixed income assets.
I understand that for a long time, it was anticipated that the long decline of interest rates and correlated bond rally has ground down and the current prevailing question surrounding interest rates is how fast they may rise.
With this in mind, could you please offer thoughts on the relative risk of bonds? How much downside potential is there, and is it justifiable to buy their low volatility, even if it is believed to be a (apparently) horrible investment with no future potential, just for those two percents of yield?
Your thoughts are greatly appreciated.
Read Answer Asked by Peter on November 22, 2021
Q: I have a capital gain this year from PHO. I have never realized a capital loss in my lifetime. If I sell a losing position next year before my taxes are due (before April 30th) am I allowed to use that 2022 loss and apply it against my 2021 gain? Or do I need to sell a losing position in 2021 to apply it to the gain in 2021?

To pay no capital gains tax on PHO, do I need to sell a stock that has a loss amount EQUAL to the gain amount of PHO?

Thank you
Read Answer Asked by Kuba on November 22, 2021
Q: Down on these two names and considering harvesting the losses.
Are there any reasonable proxies you could recommend for each?
Read Answer Asked by Andrew on November 22, 2021
Q: GFL today announced that certain of its shareholders (the "Selling Shareholders") intend to offer for sale 12,658,228 subordinate voting shares (the "Shares"). GFL will not receive any proceeds from the sale of the Shares (the "Offering"). J.P. Morgan will act as underwriter for the Offering.
GFL did a similar offering on April 23, 2021 for 17,500,00. Should this be a concern, or is this normal for relatively new and growing company?
Thanks
Roy
Read Answer Asked by Roy on November 20, 2021
Q: I added 400 shares of VEDL in my wife's Spousal RRSP ---Vedanta Limited American Depositary Shares, after reading your answer to David On Sept.28/21--Nov.10/21 I received a notice from ITRADE, stating the company is deemed to be a non-qualified investment (NQI) for registered plans under the Income Tax Act. ... CRA may levy 50% penalty of the market value of the NQI ... Understand now delisted as a ADS. Can you help me to understand this mess? Also what red flag would be raised so I don't buy stocks That CRA rules NQI
Thank You
Cec
Read Answer Asked by Cecil on November 20, 2021
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