Q: I heard someone on TV, on BNN I think, say that there is currently a severe housing shortage in the U.S. Doing some research I found one analyst stating a shortage of 3.8M units. Whether or not this is considered "severe" for the U.S. I have no idea. In any case many companies in this discretionary sector are down substantially from their highs. Could you provide your thoughts on investing in a home builder at this time? Preferably for a 2 to 3 year hold. Would Toll Brothers have the top ranking or would another builder rate better? Many thanks.
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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.
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I recognize this is a timing question so apologies in advance. My portfolio is 100% equities (no bonds). As I approach retirement I am thinking of moving 20-25% of my RSP/LIRA into bond ETF's. With rising rates and high inflation am I best to wait this out until we get closer to the end of the rate hiking cycle? If I was to time it perfectly (I know, I know) would it be to buy the bond funds at the interest rate peak? Please recommend a few ETF's to achieve a balanced bond portfolio and any thoughts you have on timing this.
Thanks
Rob
Thanks
Rob
Q: With rising interest rates and/or possible recession, do you still like EXPI?
Leo
Leo
Q: Do you see this as a good entry point for a long term growth investor?
Thanks
Thanks
Q: Are the Topicus shares distribution from CSU taxable in 2021?
Q: Your thoughts on this PD please
Q: Do you currently prefer oil companies vs gas companies for growth ? Please give me your choices in your favorite sector.
Many thanks for your advice.
Ian
Many thanks for your advice.
Ian
Q: trucking has been down the past while. tfii has fallen with the group. do you see tfii as typical of the sector or an overperformer who will shine again? with the drop the past 10 days, would you add to a position? what do you see for the company
Q: Do you now believe Tfii. Is oversold?
Q: The US financials have come off in recent weeks. Is it a good time to be entering in VFH and or XLF?
Q: The following was in the Globe today and I quote: "Canaccord Genuity’s Doug Taylor lowered his Well Health Technologies Corp. to $10 from $12 with a “buy” rating, while PI Financial’s Kris Thompson cut his target to $9 from $10.50 with a “buy” rating. The AVERAGE is $10.12."
And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?
If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
And yet is sits at $5.10. After a good, solid quarter. I just shake my head and wonder what I am missing?
If it wasn't for 5i I would have all my money in a sock hidden under the mattress.
Q: Part two of the spring clean up, sell ANRG and buy CJT instead. Little concerned over execution at ANRG, really like the fundamentals at CJT. Also have a position in GRN for sector exposure.
Leo
Leo
Q: I'm confused regarding your answer to Paul's question regarding capital gains. You mentioned that "Shares sold can be re-bought immediately and a new ACB established."
My question is does not one have to wait 30 days to re-buy the same holding because of the superficial loss rule? If not, please explain.
My question is does not one have to wait 30 days to re-buy the same holding because of the superficial loss rule? If not, please explain.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Suncor Energy Inc. (SU)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Manulife Financial Corporation (MFC)
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TC Energy Corporation (TRP)
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TELUS Corporation (T)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Pembina Pipeline Corporation (PPL)
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AltaGas Ltd. (ALA)
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Algonquin Power & Utilities Corp. (AQN)
Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.
Q: Today you replied to request for your 10 US/Can highest conviction names and left off Google and BAM (my two largest positions). Is there a reason and if so why?
Q: Your opinion on PLTR. Buy,hold or sell? Thank you. Fooklin
Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.
Q: Hello Team,
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?
Thank you.
Q: Time to do a little spring clean up on the portfolio. Thinking of selling DCBO and buying FSV instead. Your thoughts?
The idea is to take a little risk off the table.
Leo
The idea is to take a little risk off the table.
Leo
Q: Which stocks do you currently have a A or A- rating on?