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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: Hi,

How would you rank these companies based on risk adjusted returns and where they are currently trading? I currently have positions in all and looking to add.

Thank you!
Read Answer Asked by Keith on October 25, 2024
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Read Answer Asked by Valerie on October 25, 2024
Q: Considering taking a 12% hit on TELLUS for tax loss and considering I also own BELL so am considering NTR as a replacement for hopfully more growth all bet less income. Or would you consider buying back after 30 be fine? Any thought on a better alternative .Retirement portfolio including HDIF,CIG447,PMIF,WCP,and ENB.BCE. Thanks Larry
Read Answer Asked by Larry on October 25, 2024
Q: I have held CN Rail for years and it has averaged around 9% including the dividend. Wildfires and labour issues have hit the company hard over the last few years and the stock price has not done much. On the other hand, CPKC’s stock price has done a bit better. Both just released their latest earnings. CN expects its adjusted diluted EPS to grow in the low single-digit range for 2024 and average in the high single-digit range over the next couple of years. Whereas CPKC expects its adjusted diluted EPS to grow double digits for 2024 and over the next couple of years. What other metrics should I be looking at? Are railways still a good investment and if so, would you suggest a swap to CPKC? Thanks for your help.
Read Answer Asked by Kim on October 25, 2024
Q: Divid Milstead in the Globe writes that BAM is considering moving it's HQ to New York. Could you comment on likely implications for Canadian holders? If this is a go; what kind of advance notice might be customary?
Thank You.
https://www.theglobeandmail.com/business/commentary/article-as-brookfield-seeks-us-stock-index-membership-it-could-continue-to/
Read Answer Asked by Tim on October 25, 2024
Q: I have 20% of my TFSA in US $ and currently hold AXON and SMCI, split 40% and 60%. I am fine continuing with AXON in which I have a 40% gain) but have been dithering about SMCI. I did take some off the table at its highs (used to buy AXON) and there is still a 68% gain in the holding. I could (1) reduce the position and add to AXON - or add a 3rd holding ? ; (2) sell all of AXON or (3) just stay the course. Your arm's length comments would be appreciated as well as your thoughts on possible replacement - sector not an issue.
Many thanks, as always
Read Answer Asked by Alexandra on October 24, 2024
Q: Hi I received my new shares of AW from my old AW.UN. For my 355 of AW.UN I now have 345 of AW plus I received $390.48 in cash. I will not get full details until I get my statement at the end of the month. In the mean time the broker has stated " MER - A&W REVENUE ROYALTIES INCOME FUND TRUST UNITS DEFAULT: C$.99472 CASH +.97311 SHS + C$0.1052 DIST PER 1 OLD " Can you help me figure out this logic in layman's terms? Thank you for your better interpretation.
Read Answer Asked by Ken on October 24, 2024
Q: Recently I have found the TBIL and ZMMK ETFs to be a safe place to keep my cash and earn a half decent return.
However, the upcoming US elections, the upheaval in the Middle East, Ukraine, and the ongoing threat to global oil prices, is increasing the possibility of a sudden spike in interest rates, and a complete reversal of the current narrative of lower rates.
How would TBIL and ZMMK be affectted by such a turn of events (i.e. a spike in interest rates) and more generally, what investment asset classes would you recommend that would best mitigate such risks.
Thank You
John
Read Answer Asked by John on October 24, 2024
Q: For someone who wants physical exposure to gold, is it better to buy Sprott Physical Gold Trust or Sprott Physical Gold Trust Unit? I understand that the former trades on the TSX and the latter on the NYSE. What is your preference? Thank you
Read Answer Asked by Gervais on October 24, 2024
Q: I noticed in your ETF and Mutual Fund newsletter service (which is excellent by the way) that you reduced the technology weighting in the Growth ETF Portfolio from 11% to 4%. This is a fairly significant shift. Can you please explain the reasoning behind this reduction and, for the reallocation of the proceeds.

Regards

Phil
Read Answer Asked by philip on October 24, 2024
Q: A number of the DIY brokerages have promotions for moving over your accounts. I moved my maxed out TFSA to TD. I asked about the bonus pay out into my TFSA and they said it's a credit not a contribution, therefore I have nothing to worry about-sounds a little wonky to me.

You're thoughts?
Read Answer Asked by Mark on October 24, 2024
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