Investment Q&A

Q: Both of these have been good stocks to own in the last year and more years, what is there future and which one is the buy now, or both?
Thanks again

Q: I have held BEP preferred shares in an RSP for quite awhile and done well with them, but have concern over the potential new US tax implications. Despite the company assurances, I think I would sleep better just being out of BEP. After the dividend this month, my plan is to sell the shares. I am looking at ZPR, which has a somewhat similar yield, and would be much easier to trade. What do you think of ZPR and its dividend sustainability? Recognizing that preferreds have not done too well overall, would you prefer to move into something else?

As an aside, apparently the US attack on limited partnerships includes those held in an RSP. Isn't there a tax treaty that prevents this?

Thank-you, Grant

Q: I am interested in learning about trading options and have no experience in the process at all. Can you recommend where I might learn how trade options?
Thank you

Q: Peter; Every week we see oil inventory has risen or fallen - is there a US LNG storage level also announced- with 200million in the US and likely a pro rata number in Canada in freezing mode- surely the level would be dropping yet NG is up barely .12 cents today. What more could we ask for to support NG stocks ? Spring IS coming when demand will drop- would you be trimming or selling gas stocks? Thank and all the best to you and staff - have a safe,healthy and happy. Holidays. Thanks
Rod

Q: I've held Loblaws in my TFSA for a couple of years. Can you comment on hanging on for more growth or as an alternative some options for tax-free dividends in the 5% or higher range?

Q: Which of these two companies would do better through a recession from their current price levels and why?

My thanks.

Q: Hi, Nano has made a few moves since your sell recommendation over a year ago.
Is it a buy yet?
Thanks guys Happy time off.

Q: 2022 was the year for oil and gas companies. What sectors do you believe will do well, or relatively well, compared to the broad market?

Q: hi folks:

below is your reply/update from july 12,2022 on these 4 pot stocks

seems like the only catalyst will be the pending legislative change in the usa

i am curious for your update on these names, with a comment on potential survivability (or, i guess, lack of same)


thanks again

merry christmas to you and your families


unless that offends you, then happy holidays...............


july2022
GRWG is the smallest of the names, with a market cap of $256.3M, whereas GTII has a market cap of $2.8B, TRUL $3.0B, and CURA $4.6B. Revenue growth is strong among all four companies. GRWG has had the most volatility in price and its balance sheet is quite strong, but it does issue shares to fund its operations. GTII has good profit margins and is at a reasonable valuation (2.0X sales, 30.1X P/E, and 1.3X book value). TRUL has shown volatility in its profitability and its valuation is OK (1.7X sales, 37.3X P/E, and 1.0X book). CURA is not profitable and has a high valuation.

We think that GTII has demonstrated its resiliency and is the strongest of the four names. Although GRWG is the smallest, we like its profitability and strong balance sheet. We would then rank TRUL and CURA following GTII and GRWG. Although, the momentum in shares for all four names is not the greatest and we would prefer to wait until investor appetite for growth stocks has returned before becoming interested in these names.

Q: Hi team,

Grateful for your views on Target Hospitality (TH-Q), Torm PLC (TRMD) and Transmedics Group (TMDX-Q). Would you buy any of them for strong growth in a TFSA ?
Deduct the number of credit you see fit.

Jacques IDS

Q: hi. can you rate these as a buy, sell or hold please. long term investor.
cheers, Chris

Q: What are your updated thoughts on GAME now that it plans to combine with GameSquare Esports?

Q: I am working to balance out my portfolio; being low in both Consumer cyclical and defensive names. The objective for one purchase is income /modest growth and CTC.A is of interest. It appears (still) in a number of income lists, has a sporadically growing dividend and shows a current dividend of 4.85%. It is down over 22% on the year. I'd appreciate your take on this stock and any insights if you have a worthy competitor for this purchase. Many thanks and a Happy New Year.

Q: Is CJT a HOLD or would you sell. I already have Air Canada which I'm not too happy with.

Thanks,
John

Q: Telus's share price has declined recently, making the dividend very attractive for income investors. What would you consider to be the biggest risk of investing in Telus? Is the stock cheap in your estimation? Would you be comfortable in buying at the current share price?

Thanks as always for your expertise.

Q: Strategy Question

If I had 200 - 300 000 in savings meant for a home purchase down payment in the next 1-3 years. I would be in the highest tax bracket. Besides GIC's what do you suggest parking this money in, what are safe and tax efficient alternatives.

Q: I assume the dividend for both will be paid in USD. Can you confirm? If so, I will transfer the shares to my UD non registered to avoid conversion costs :) Thanks and Happy New Year!

Q: I am thinking of buying brookfield renewables in my TFSA. Which version is better to buy? Or do you have a better suggestion for the a company in the renewable space?

Q: What are your thoughts on Monday.com. Do you see it as a Buy, Sell or Hold. If you were to Sell - what would be a couple of other Tech Stocks that you would recommend to replace it.

Thank you

Q: Can you DRIP the etf XIU?
Thanks
Dave