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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: My portfolio analysis indicates I am somewhat uderweight in basic material. My present holdings are FNV and NTR. Now that I am retired, my risk level should be considered low to moderate. Dividends are not particularly important. Could you suggest 2 or 3 companies in that sector that have good prospects over the next 5 years. If none are particularly interesting at this time, I would rather wait. In the same vein, could I suggest adding the option of searching by specific sectors in Questions? Thank you.
Read Answer Asked by jacques on June 03, 2022
Q: Hi Team,
Can you suggest some lithium mining/mfg companies in North America and or other parts of the world for a long term - 4-5 years holding? Please deduct credits as needed.
Thanks As Always,
Tak
Read Answer Asked by Tak on June 03, 2022
Q: HI team
there is alot of talk of developing Hydrogen energy in Alberta for the future
are there any stocks such as Su, CVE, atco etc that is crucial in the future of this clean
hydrogen energy that investors should pay attention to? thanks
Michael yu
Read Answer Asked by Michael on June 02, 2022
Q: Looking at one of these conglomerates in my US Spousal Rsp. All seem similar in their business mix however, BX offers higher dividend and has the largest market cap. BLK seems to offer an outsized dividend and trades accordingly.
Question, for a long term Rsp hold, which of the three is most compelling
Read Answer Asked by Harry on June 02, 2022
Q: I am currently managing my TFSA/RRSP funds and some money outside of registered accounts, which are largely individual stocks. With the market volatility, potential recession and war in Ukraine, I am finding it more difficult to keep on top of the individual stocks and am therefore considering going to ETF's. I am a year away from retirement but would be ok with more risk in the TFSA/RRSP's.
Could you please suggest 5 ETF's for the registered accounts and 5 ETF's for the non-registered accounts.
Thank you,
Jacquie
Read Answer Asked by Jacquie on June 02, 2022
Q: Seeking a suggestion for a proxy for a tax loss sale on Digital Turbine.
Read Answer Asked by William Ross on June 02, 2022
Q: I am thinking of buying these companies in my tfsa account in equal weights. Do you have any concern with any of these companies and would you be able to rank them in order of possible upside? Thank you
Read Answer Asked by Myron on June 02, 2022
Q: Thinking of locking in losses for tax purposes on these two. What would be a good proxy or proxies for the 30 day period?
Thank you.
Read Answer Asked by Carlos on June 02, 2022
Q: Could you explain the divergence in stock price between these two classes of Atco? According to the Globe, Y is up 9% over 52 weeks, while X is only up 5. YTD, X is up 7.31% while Y is up 15.56%. In the last 5 days X is down 4.2% while Y is up 9.81%
Read Answer Asked by John on June 02, 2022
Q: I would like to share our experience with "passive investing" versus self-management. We have part of our portfolio with TD Wealth Management so there is no work involved for us. However, in early 2021 TD Wealth Mgmt decided the US market was going to be better and they shifted 80% of the portfolio to the USA. Not only did this turn out to be a bad decision (Canadian market did better), but the turnover generated over $100K in capital gains and an unexpected $30K tax bill for 2021. Had I being actively managing the account I would have shifted over time and watched my capital gains. ETFs, however, would not have this type of turnover.
Read Answer Asked by Earl on June 02, 2022
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