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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 recently sold Fiera as a tax loss and am thinking of Canaccord as a replacement in my income portfolio.
Your thoughts on CF and what are the risks vs. other financials? Do on you have another recommendation in mid-cap financials?
Read Answer Asked by Robert on May 30, 2022
Q: FOR A LONG TERM HOLD RATE WHICH HAS BETTER POTENTIAL AND WHY
Read Answer Asked by cliff on May 30, 2022
Q: I own these 3 stocks. I would like to own only one for a long term investment, as they all seem to be in the same field. Is this a good idea or are they different enough to hold all 3.
Thank you!


Read Answer Asked by Donna on May 30, 2022
Q: Hi Folks,
I have the following that I can use for Tax Loss Selling - AMZN, DIS, TFII and GSY - can you recommend in what order I should sell.
Thanks
Read Answer Asked by JOHN on May 30, 2022
Q: Pipelines. My energy exposure is a market weight in Canadian crude and nat gas producers, What exposure would you recommend to the pipeline and energy infrastructure names and which names do you think offer the strongest prospects as a mid to long term hold? Thanks.
Read Answer Asked by SCOTT on May 30, 2022
Q: It's hard to identify the market "bottom" in a timely manner, of course, but what might be the best indicators that a sustained recovery has probably begun or is soon to begin? Are there some good bellwether stocks to watch for this purpose? Are there other indicators, such as particular market indexes, or volume or volatility measures, or "mood" surveys, or economic statistics? Where should the primary focus be?
Read Answer Asked by Philip on May 27, 2022
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
Read Answer Asked by Carlo on May 27, 2022
Q: Good afternoon,

Looking for your assessment after what seems to be another disappointing quarter?
I own the stock, are there better places for healthcare exposure?

Thank you.

Read Answer Asked by Brad on May 27, 2022
Q: My holding in CMMC is down almost 30%, in a taxable account. It was a small position before, and even smaller now. I am thinking of selling it and taking the tax loss;

1. Would you stay in materials? To me. an outlook for inflation says yes, and outlook for recession says no; which way do you lean?

2. If staying in materials, what would you buy in place? And do you prefer whatever you might be thinking of or would you go back to CMMC after 30 days?

Many thanks,
Read Answer Asked by Leonard on May 27, 2022
Q: Good Day All,

I hold the above in an income oriented portfolio. Looking to allocate more money to tech if I can find anything that meets the criteria of a reasonably secure dividend with a minimum 4% yield, on a Cdn exchange. Tough to find in this sector but thought I would ask for any suggestions you may have. I could also just add to the above if you can find nothing better.

Much appreciated.
Read Answer Asked by Robert on May 27, 2022
Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers
Read Answer Asked by Nick on May 27, 2022
Q: Would now be a favourable time to invest in Canadian utilities. Could you offer 2 or 3 dividend paying utilities ( over 5%) .

Would covered call ZWU be a good choice ?
Read Answer Asked by Don on May 27, 2022
Q: Can you recommend etfs to setup a smith maneuver account with target dividend of around 4-5%?
If you think I can get diversification from individual stocks then please go ahead to recommend that list.
Thank you for your service.
Read Answer Asked by Gurdeep on May 27, 2022
Q: Other than higher interest rates, is there a reason the US housing REITS have been so weak of late? Does the same reason apply to CAR.UN which have been down.
Read Answer Asked by Albert on May 27, 2022
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