Investment Q&A

Q: Some articles now speculate that the federal government will increase the capital gains tax rate in the budget. If this was to occur, how does the government typically announce such an increase? Typically, would the government announce the increase retroactively to the start of this calendar year, or would the increase start as of the date of the announcement in the federal budget? I want to determine, for my particular circumstances, whether it would make sense to sell some winners ahead of any possible increase in the tax rate.

Thank you for your excellent advice.

Q: I have been in and out of ECN a couple of times this year. I got lucky yesterday buying near the bottom and sold shortly after for a decent profit.

Based on your comments earlier today, would you advocate for a buy and hold or only hold if you’re currently invested?

Q: Could I get your thoughts on this small cap stock? Good investment? Any idea of when and if the company could become profitable. I assume it is in the early stages of trying to ramp up.

Q: May I please have your breakdown and thoughts on the company Nerd Wallet. Do you feel this is a good candidate for a long term investment at this time or should one hold off? Are there others in the space that you would prefer?

Thanks!

Q: Hi,

Just checking in to see if you could add an updated opinion on this company? Your last Q&A comment was Feb 2022. I understand that when an industry rises, it can 'lift all boats', but INTT seems to be in amongst the top performers lately. Has it been able to effect changes that would make it more attractive now, vs then?
Thanks!

Dawn

Q: Please comment on inflated metrics accusation against SQ. Is this something that has any significant validity?

Q: Hi Team,
What's your read on the short report on Block? Is the selloff justified or is it a buying opp? This is frustrating after the stock just finished getting a few upgrades with earnings and momentum starting to pick up in the name. Buy Sell or Hold after the report? Thanks

Shane.

Q: When I listen to Knight's analyst conference calls after reviewing their latest results, I am very unimpressed with management's attitude towards "just doing better". The same four executives have been at the helm for at least six years and the stock price is down by half. They are the only ones making money. I wish Goodman would clean house or maybe it's time for him to go, as well. This company is a major disappointment and needs some fresh initiatives from a brand new group. Their performance is embarrassing.
Do you think this Company, that seems to have so much potential, will ever accomplish anything beyond mediocre performance? It's time for new blood. The present team is too rich and definitely not hungry for success. What do you think?

Q: Lightspeed and Shopify seem to be trading at low valuations while still flourishing during tech's recent unpopularity.
Would you "go crazy" on either/both, go easy or avoid them? I do like to gamble and feel both will be much higher in two years. What do you think?

Q: Thoughts on ceo leaving? Is this worth a try?

Q: This is in regard to Mark's recent question and Jim's comment about TFSA trading. I use BMO Investorline and I have never experienced the issues they describe.
For my most recent trade a month ago, I sold VET and within minutes bought EIF (and no, there was no cash in the account). The transaction was just as straightforward as they are in the unregistered account - no notifications, no charges.
(Perhaps because Jim was buying a GIC rather than a stock?)

Chris M.

Q: With EPS of $2.96 and a forward dividend of $3.87, is there any danger BCE could cut its dividend or do they have sufficient free cash flow to cover it indefinitely?

Q: What’s the reason for the halt today ? The quarter looks like a disaster and no conference call to discuss further guidance doesn’t seem transparent at all. Is this normal during a review? Time to pack it in here ?

Q: nou for 2-3 years investment

Q: Do you think it is all clear for megacap tech from here? It would seem that a lot of energy money and now financials money is now flowing into these stocks.

Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX

I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.

My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.

Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.

Q#2 = based on my above notes, what would your suggested ranking be?

Thanks....Steve

Q: Any additional thoughts on WELL following the conference call yesterday? The company seems well positioned for the changes going on in Canadian health care. Thank-you.

Q: I have ZUB in my TFSA at a 6% weighting and I am down 13%.Is it a buy/hold or sell for a 1-3 year time frame.
Thank you

Q: In your answer to a question from Bill C on Mar 22, you made the statement “Nor do RRSP account holdings”. Are you saying a T1135 form does not have to include US shares held in a RRSP or RRIF. Thanks … Cal

Q: Corby now ranks among the top 10 undervalued stocks in the Consumer Defensive sector and is trading near its 52-week low. It recently reported decent second quarter results, pays a nice dividend and carries no debt. Do you agree this is a good entry point for a small position, long-term hold in my RRIF? I am otherwise well diversified and have good liquidity.