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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've leaned on investing.com for real time US and international stock quotes to use for my speculative plays. i like investing.com overall but i'm struggling to find a good free platform for tsx and tsx.v stock real time quotes (ECN for example today did not appear as 'trending' or a 'mover' on that platform and i have noticed that investing.com falls short on CDN stocks in that regard. i realize the team likely uses a bloomberg terminal but what good options are available for myself for CDN stocks thank you very much
Read Answer Asked by steve on November 29, 2023
Q: HI;
Would you be kind enough to explain the differences and similarities between these two? Is xhy the canadian version of hyg? Is it hedged?
Is there wh tax on xhy. Level 1 or 2? Can I avoid the wh tax by buying hyg? Is hyg a us or canadian listed etf? Is hyg hedged?
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: I’m 72 and retired, I would appreciate your view on investing in Canadian long term bond etfs, I plan on purchasing TLT in my U.S. account and was interested in purchasing a Canadian long term etf as well…..I appreciate your views, thank you!
Read Answer Asked by Pat on November 29, 2023
Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.
Read Answer Asked by Dan on November 29, 2023
Q: I would like to keep "high risk stocks" in my non-registered account, aka trading account, rather than in my TFSA or RRSP or LIRA accounts. But I'm wondering what the attributes or metrics or characteristics of "high risk stocks" are in Canada or US. Keen to learn from you what to look for for such stocks....Thanks....Tom 
Read Answer Asked by Tom on November 29, 2023
Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.

Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?

Thank you!
Read Answer Asked by Greg on November 29, 2023
Q: Hi:
I own IJR for usa small caps. Could you suggest an etf for mid caps?
Thanks, BEN.
Read Answer Asked by BEN on November 29, 2023
Q: I'm trying to include tax planning in my investment decisions more than ever. Given that our Canadian governments have insatiable demand for new tax revenue and that politicians love to shower the electorate with new "free stuff" which of the following tax easing shelters do you feel will be attacked first? Will it be reducing the principal residence exemption, increasing capital gains rates, decreasing the dividend tax credit rate or something else?
Read Answer Asked by DAVE on November 29, 2023
Q: I am considering getting into bond ETF's, given that we are apparently hitting pause on rate hikes and will potentially begin to cut rates in 2024. I realize that you cannot predict timing but would you consider this a good time to be getting into bonds?

What is your view on bond ETF's FCGB and DXDB, or can you offer another bond ETF to consider?

Thank you
Tim
Read Answer Asked by Timothy on November 29, 2023
Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.
Read Answer Asked by Chris on November 29, 2023
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