Investment Q&A

Q: Hello,
I will be switching to an indexing strategy in the near future and have a few ETFs that I would like your comparisons/advice/opinions. All ETFs will be held in TFSAs or RRSPs over a long term.

1)S&P/TSX: XIU, XIC, HXT*

2)S&P 500: ZSP, HXS*

3)Emerging Markets: ZEM, XEC*

*denotes commission free trades.

4) In registered accounts, is there a long term advantage to having capital gains vs dividends distributions as is the case for HXT and HXS? I would reinvest any potential dividends in other ETFs.

Thank you.

Q: Kindly provide your thoughts on the Company and its prospects going forward.

Thanks, Rick

Q: Want your opinion on the last earnings report, i was in the stock since the bottom of the pandemic.Want to know if you see more upside from here.

Q: What are your thoughts on this ETF?

Thanks

Q: I was considering deploying some cash to Health Care Sector. What are your three top picks for this sector. What is your view on CloudMD and CareRX?

Q: How does one buy mortgage backed securities? And what kind of risks do they have? In what environments do they tend to do well? Are they best held in registered or non registered accounts?

Q: I agree with and often quote you, " often nothing is the right thing to do". That, and learning the importance of managing position size are very possibly the two main reasons my portfolio has grown to the size it is. It wasnt all luck that I trimmed a few stocks that had grown to oversize positions early last Nov. My biggest winners are mostly my biggest decliners in this down draft, the recent trimming eased the pain somewhat. It's not just your stock picks making people $ , thanks for that!

Q: Hi,

What is their balance sheet?
In what order would you buy them?

Thanks,
Milan

Q: Hi gang, would like to to buy between ARE or SYZ? For dividends 2-3 years in RESP account Is it a good idea or better choice anywhere it’s for my granddaughter 2 years old. Thanks
Alnoor

Q: I have enough exposure to the Canadian market but I need additional global equity exposure for the next 10 years.

Would you please recommend an ETF for each of the following categories:
US
International
Emerging markets

Thanks

Q: What is your assessment of this stock in view of aging population increasing in numbers in nursing homes/assisted living etc? Thanks so much. Small position or no?

Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?

Q: Hi 5i
Just noticed the after hours 11%drop - anything to worry about or just "after hours - don't worry about it" trading ?

How do you see CGNX in the current environment ?

Thanks
Mike

Q: I own a broad spectrum of your balanced equity portfolio, including some 'growth' equities. I still hold an approx. 30% cash position. What stocks would you recommend adding on to, in order of your priority, during this correction? Presuming a 3 - 5 year hold!
mille grazie,
c

Q: I read this in the G&M.

"For funeral homes, the decline in income over the past two years owed partly to rising interest in cremation, which costs less than burial.
The losses accelerated as large viewings were cancelled, reducing the need for expensive caskets, said Scott MacCoubrey, a funeral-home owner and president of the Ontario Funeral Service Association."

Can I have your point of view and how this will or not affect PLC?

Thanks


Sheldon

Q: If you could own one of these at a full position for a long term hold, which one would you choose and why. Thank you

Q: On a Day like Today a lot of "Stops" were activated, then it seemed like a scramble to get back in. Even experienced Host's on Cable, you could sense their chagrin.
Personally I don't like stops, thinking that short of a mushroom cloud, my picks (and I) will ride out the storm.
Could you please tell your thought's ?

Q: Hi, Where is the 2021 IPO Report mentioned in the Jan18 Updates?

Q: Hi there, your comment is very true regarding the following;

All views should be considered and taken into account but this group has been quite bearish for probably a decade now, so eventually they will be right. We have a hard time imagining a 50% market crash. For context, the S&P 500 trades at about 20 times forward earnings, so a 50% drop would lead to the S&P 500 trading at 10X. Of course, earnings could also drop but we are not sure we see a high probability scenario where across the broad spectrum earnings/profits get cut by such a large degree.

However, your last sentence is what intrigued me the most! And looking forward, as the markets always do, maybe the markets foresee three quarters ahead for this year, and revenues/earnings/profits won't be as robust as they were for growth companies now that covid is really in the rearview mirror, with vaccines establishing normalcy (the new normalcy that is) going forward once again!

Thoughts looking forward six to nine months ahead for growth companies?

PS: Growth Companies will no longer get an easy pass any longer (as they have during these crazy Covid times), they are going to have to truly prove themselves as being relevant going forward, earning a buck or two or three..., in a cut throat world competing against one another! Everyone is done with Covid... and its time to move on with normalcy once again, as best as we all can, including the markets! :))

Q: Gentlemen: With Gold, Bonds, Money market funds, CDs, Emerging markets and cash all paying less than inflation, diversifying a portfolio to say 50% non equity as advised with aging, is a joke…. Where do you recommend looking for 2022?