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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 hold a basket of small technology companies as part of my TFSA and it includes the above names. I am thinking it would be advantageous to switch some or all of the above names into energy. In what order would you dispose of the above companies and are there any you would suggest should be kept? I do have energy holdings in my unregistered account.Thank you.
Read Answer Asked by Peter on March 10, 2022
Q: Hello,
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.

Thank you very much
Read Answer Asked by Josette on March 10, 2022
Q: I have been seeing a gradual price loss with some of the example preferred stocks I hold shown above.
With the continuing disaster going on in Ukraine and its inflationary impact, should I expect this to further reduce valuations for these types of investments as interest rates rise?
Read Answer Asked by Ted on March 10, 2022
Q: Good Morning,

I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.

Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.

Thanks very much.
Read Answer Asked by Dave on March 10, 2022
Q: I have modest positions in these two holdings and am thinking of selling the Choice prop. REIT and buying more TXF. Do you have an opinion on this move. I recognize that they are very different holdings but my reasoning is as follows.
Chp has a nice dividend but very little growth. Txf has now dropped in price to a point where the downside potential seems more limited than its upside potential. It also pays a dividend that is enhanced by the covered call strategy. I know you prefer to own tech companies directly (which I do) but have also found Txf to be a way to own a basket of tech that would be hard for me to reproduce in my own portfolio. Any thoughts or opinions would be appreciated. Thanks.
Read Answer Asked by Donald on March 10, 2022
Q: DRM is my largest holding at about 7% of my portfolio. I've let it grow in no small part due to its low beta predictability. It rarely goes up or down much, even on bad market days, and never for long. It has the smoothest chart I've seen in a long time. The last couple of days, though, have changed that. Down a lot (for it) yesterday and down 4.5% today, which it has never done in the last year. Do you know of any reason for the sudden change in its predictable pattern? What do you think of the company and stock?
Read Answer Asked by John on March 10, 2022
Q: Read all u recent comments on ITP .Have some in my TSFA. Closed today @$39.30,which is just $1.20 off T.O. price of $40.50,expected closing in May 2022.Thinking of selling soon to buy better potential in GOOG, AMZN(20-1 split) & BAM.A,& u possible suggestions. Please provide u opinion .Also when is the 20-1 split for GOOG. Txs for u usual great services & opinion
Read Answer Asked by Peter on March 10, 2022
Q: What do you think of Jade's Power Trust(JPWR.UN) and their East Wind asset located in Romania? If the European Union wants to become less reliant on Russian Oil and Gas and move towards renewable sources such as this I'm assuming they'd benefit. What's your long term upside/or downside potential for this stock? What are the pros and cons of this stock, concerning the market they are in and where would they rank against their competitors, the financial ratios, insider buying/selling and your opinion on the management ? Would you consider it a buy, hold or sell at this time? Thanks
Read Answer Asked by James on March 10, 2022
Q: Could you name a couple of replacements for EMA. Gerald
Read Answer Asked by Gerald on March 10, 2022
Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!
Read Answer Asked by Ozzie on March 10, 2022
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
Read Answer Asked by JOHN on March 10, 2022
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