Investment Q&A

Q: My TFSA is pretty much the way I want it. But now I'm organizing my non-registered account. First, Is there too much overlap between BAMR and SLF. (if so which one would you prefer). Second, Is there too much overlap between FTS and H (if so which one would you prefer. Could you put all of these in rank order, best fundamentals first. Finally, should I just take equal sized positions in all, even position sizes end up being quite small, like somewhere between 1.5% and 2%. If you think those size positions are too small I will eliminate the last 2 or 3 from your rank ordering. I mainly want the dividends in a set and forget style setup, and I will add to positions as funds come available. Thank you again for excellent insight and advice. I learn an enormous amount from the Q/As daily.

Q: In July, 2022, when my mortgage is due for renewal (with $90,00 left), say if I refinance for 80% of the value of the condo (about $240,000), would the new mortgage money be tax deductible while still not deducting the carry over amount (about $90,000). In this case $240,000 minus $90,000 would be deductible, with an ongoing ratio of $240,000/$90,000 or 266.67% of every future payment of interest, until the mortgage is paid off.

I realise this is a question for an accountant, but was wondering if you would know?

Q: what do you think of eqx future growth after the earnings report ?

Q: Hi 5i,

Can you comment on the Q out of TTD?

Thanks!

Q: Good morning. Could you please comment on Blackstones offer, and would you recommend selling WIR.UN at this mornings price and moving on or might there be a better opportunity by waiting.
As usual, thanks for the always sage advise.
John

Q: What does the future look like for these two stocks and with earnings around the corner, which one is a better investment today?

Q: Hi Peter, the earnings beat looked good. Thoughts on the action ? Thank you.

Q: Hi Peter and team,
Firstly I would like to congratulate Peter on his very informative and touching article about his father-in -law Ron in this last Saturday Ottawa citizen...my father had similar experiences ,lived through the Depression and would have been 100 years old this coming October.The young would be "investors" would be wise to learn from such articles.
What would be a reliable BUY signal for gold after this week's debacle?
many thanks ,
Jean

Q: Got to say...it takes me from one to two hours daily to read over your answers to questions.....WOW, the time to do the answers must be awesome.....And the insights and learnings is more than awesome by 110%.......Many thanks, eh?! ........Tom

Q: ALB has gone parabolic recently. Is this supportable or time to take some profits?

Q: In the current environment how much of a cash position would you recommend? I have 15%.

Q: Hi Peter ,

Your thoughts on buying GOOG at the present valuation.

Q: Is it true that as of June, 2022 back end loading will be prohibited? If yes ,is this only for new customers from that date forward or will customers already invested under these rules be permitted to shift their assets to other companies without penalty? Is Ontario to be exempt from the prohibition? Appreciate your incite
Dave

Q: Any comments on KXS ? What does 5I make of the apparent shift in their revenue stream?

Thank You
Clarence

Q: I have 25000 to invest in a registered account. I am looking to buy TFII or add to FSV or buy both. It’s for 3-5 year growth. Thoughts ?

Q: Which best offer, shares Brookfield or cash?

Q: Peter and crew; I am underwater on MP materials and not afraid to take a loss and move on but don’t wish to leave a company that has reasonable recovery potential. I would appreciate your thoughts and if moving on is the way to go, do you have one or two suggestions for a medium risk portfolio?
PS, I enjoy your contributions in National Post.

Q: I don't see a recent answer for HUT8.
I know little about this company, yet a technical flag (Diamond Bottom, with $8.80 target in 60 days), caught my eye.
The Morningstar Quant report of July 30 shows a rating of Three Stars, with a PE of 10.2, and Fair Value of $7.42.
Sounds interesting.... if only I had a clue on how they make $$ and if the above factors are even relevant to a stock in this sector.
Many many thanks.

Q: After the buy out of Score Media, do you think there will be other gaming company mergers. I am looking at BRAG a stock I previously owned but sold on this big downturn. Can I have your opinion on BRAG at this time and do you think it would be a take out candidate.

Q: Hi Guys
I have initiated a short position for my portfolio. I know timing the Market is impossible, but at todays lofty valuations i just felt it was warranted.
I have started very small, 1.5% of my Portfolio. My aim is to continue to slowly add to the position over time, maybe every 3 months or so. My thinking is the longer I'm wrong, say over 3 months I'm down 10 % i can lower my average cost base going forward, by adding another 1.5% to the position. Can i have your opinion please, and at what percent would you top out at on this hedge.