Investment Q&A

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: Hello,
Could you please recommend five to six high yielding Canadian stocks and REITS that you would feel confident investing in right now? Safety and high yield is my goal. A brief explanation/justificaton for your picks would be greatly appreciated.

Thanks

Q: I purchased Tamarak(TVE) based on many recommendations, as well as yours
- Many people and firms continue to like and recommend this name...

- CFRA has a Hold, with a Negative Growth Rating...

- Price , Chart/Trend have Not been doing well...

- There is a nibble of insider buying

Questions:
1. Would you suggest Hold, Buy more or Sell for another...

2. Why does it seem like negative trading sentiment these days and poor current stock performance, when overall the stock is liked and recommended by many...?

3. Paramount Resources(POU) - I have heard a few Positive recommendations on this company... I think Leon Cooperman had good things to say as well...
- CFRA has a Hold, but gives a Positive Growth Rating

4. Would you recommend staying with TVE or consider POU...? Or Others..?

Thanks

Q: Hi, i have recently become more impressed by the performance by my micro/small caps in my portfolio (above). In that vein, could you suggest a few more that have decent balance sheets, dividends, and momentum ?

thank you.

Q: can you explain the differences between LMN and TOI does each company provide the same products but serve different markets also please confirm the degree of ownership by CSU. thanks Richard

Q: Confused about collecting US companies dividends in my RRSP

Q: Energy is a small portion of my overall portfolio. TVE is one of my larger holdings but it has lagged other energy names in the past few months. Do you still like TVE and should I be adding to bring my average cost down.

What are your three favourite Canadian Energy Names in current market?

Thanks
Tim

Q: Can you shed some light on these fixed income vehicles offered by Bank of Montreal and BNS respectively.

BNS and BMO Canadian Banks (AR) Index Callable Contingent Coupon Notes. (indicated return of up to 10.08%)

Are these index related or linked to the TSX equity index?
Not sure how they can pay out so much, hopefully you can explain if these are a good option to use for income in a retirement portfolio.


Thnx 5I

Q: Hello 5i
I am a Canadian citizen and resident. I want to avoid US Estate tax on US stocks.
Which are the Canadian ETF providers that have ETFs containing US stocks?
Should I assume that Canadian branches of US ETF providers would still be vulnerable?
Do you have specific recommendations?
Many thanks for your ongoing great service !

Q: I would appreciate an updated opinion on Loop Energy. Thanks!

Q: Hi,
In 2021, I had to pay 40K of capital gain. On 2022 I have capital loss of 80K.
Is it possible to apply the carry back to 2021, so I can get my 40K back?
thanks

Q: Peter; I loved the chart- until this am- did a trader wake up on the wrong side of his bed ? Haha. Thanks.
R

Q: I own a basket of energy stocks but among them TVE is the worst performer. Yet it is frequently recommended. Would you give me the rationale for the positive views on this company. Thank you.

Q: TFII report Tuesday. What is general consensus/expected? What does 5i expect? what d you see over the next couple of years. what are the downside risks.

Q: I keep hearing about the 60/40, 40/60 ratio of what you should be invested in with regards to Stocks and Bonds...

- I have Never held Any Bonds of Any Sort...Just Stocks...

- Please recommend some sort of Bond Investment I can consider that is somewhat safe, but Not ultra conservative...

- I remember when my parents said that Canada Savings Bonds were a good and reliable investment...a vintage memory...

Have a good weekend
Thanks
M

Q: i own both well and vmd,both keep hitting 52 week highs which i know you like.i know vmd is the old phm which you did not like, but they seem to have left that behind them.
my question is are you ok with vmd now, well is a billion dollar value , vmd is about 600 million.
dave

Q: Sorry the question is for ORGN:US NASDAQ Origin Materials Inc (not orgn:cnx) is potential here long term? ORGN is down 41.5% for the last 12 months. This company is among the least leveraged in its industry, with a debt to total capital ratio of 2.1%. Please provide some of your perspective and analysis. Thank you.

Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!

Q: In your excellent response to my question re a withdrawal stage senior moving dividend paying stocks to TFSA to allow dividends to grow tax free, you included this:
' ocapital gains, which are still taxed lower for most investors".
Taxes on dividends are paid yearly and capital gains taxed when the stock is sold. So aren't dividend stocks taxed "twice" dividends + capital gains, whereas non dividend stocks are only taxed on capital gains? I know I must be missing something here because the point about dividend tax being lower is a universal one.

For which investors are dividends taxed lower and for whom are they not? thanks for the education!

Q: Why is Canadian Western Bank preferred series B trading so far below its par?