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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: Hi team
As a trade would Clorox fit the bill. Can you suggest a few more of possible in these volatile months ahead. ? It would be my TFSA
Thankyou to alk of you for your sage guidance.
Happy St Patties
Read Answer Asked by El-ann on March 17, 2020
Q: I hear that those who make covered call ETF(s) are having a problem with the level of volatility. Do you understand what that means and whether that could cause some less liquid ones to dissapear, perhaps under a condition in their prospectus? I suppose black swan events like this one can make complicated products even more complicated to manage. Thank you.
Read Answer Asked by Matt on March 17, 2020
Q: Please recommend a CAD unhedged US tech ETF and CAD unhedged US industrial ETF or any ETF which has a combination of both and would you buy at this time? Long term hold (10+ years) and medium to high risk. Thanks.
Read Answer Asked by K on March 17, 2020
Q: The ETF Portfolios tend to indicate a preference for CDN Hedged ETF's. (XQQ; XHC). Do you still prefer CDN Hedged ETFs today? Can you suggest non-hedged alternatives?
Read Answer Asked by Joyce on March 17, 2020
Q: I am down on the stocks as follows but do not have offsetting capital gains to compensate for the losses - would you continue to hold or sell and please advise your rationale
Also, what criteria do you use for determining when this market has stopped it downward trend?
Read Answer Asked by David on March 17, 2020
Q: Which Canadian bank looks most attractive right now?
Read Answer Asked by sean on March 17, 2020
Q: First of all I'd like to commend you for the rational approach you're taking on this current meltdown in the financial markets. Many of your younger subscribers haven't had the experience of multiple crashes similar to this. I recall Black Monday (the crash of '87), the pop of the tech bubble in 2000, the 2008-2009 debacle, and so on. In that last one nothing was safe, even bonds and bank preferreds dropped. Keep up the good work. In the longer term I believe your advice will save people money.
Going into this I had slowly moved money into the U.S. market (mainly bonds) anticipating that the party was coming to a close and the Canadian dollar would also be heading down. This does not imply that I foresaw the Covid 19 pandemic or the Putin-Saudi hissyfit. Those two hit us all unexpectedly and I am down an appropriate amount. It was just that I felt it likely that a correction and recession was on the way. I believe you indicated that in the past in your answers.
Soon I expect it will be time to purchase some safe, value equities that will weather this storm and even profit from it. I'm thinking mainly of U.S. equities with large amounts of cash and a bright future. A healthy dividend would also be nice.
On my potential shopping list I've included Cisco which I already asked you about. What about Berkshire Hathaway? I've heard they have a vast amount of cash on hand and the U.S. dollar is considered a haven.
Another would be Blackstone (BX) in private equity. They've been hit hard yet interest rates are almost down to zero in the U.S. and Canada. Many potential targets will be distressed and money is cheap.
Would BAM in Canada fit these parameters as an aquirerer. They'd mainly be using Canadian dollars, however.
Finally, would an ETF of FANG stocks make sense?
Can you provide comments on any or all of this? I'm intending to start cautiously picking up half positions when I feel we're reaching a bottom. I'd be poorly paraphrasing Napoleon here but I think he said something like "When I'm up to my butt in trouble, I make haste, SLOWLY.
Read Answer Asked by Larry on March 17, 2020
Q: A friend tells me she has a mutual fund that attracts a capital gains tax every year even though she hasn't sold any units. I understand how that happens but I'm wondering: are there any equity mutual funds out there that won't attract capital gains tax (or losses) every year?
Read Answer Asked by Fred on March 17, 2020
Q: With this massive sell off, I am considering selling positions in to crystallize the tax loss, and immediately purchase similar companies to not miss out on future gains or realize any actual losses. Do you see any issues in this strategy and if not, do you have a couple suggested equal (or relatively equal) swaps in each sector? The banks are an obvious one, what about swaps for the tech, industrial, healthcare, utility companies in your model growth portfolio ?

Thanks for the great service!

Scott
Read Answer Asked by Scott on March 17, 2020
Q: Would it be a good time to buy Preferred shares?
Read Answer Asked by Paul on March 17, 2020
Q: In answer to Carlo on the call letters for the VIX, on TD Direct, they are VIN on US exchange.
Read Answer Asked by Shirley on March 17, 2020
Q: Hi there, just a follow up to my previous question. You mentioned a good strategy to get back into the market was to buy a 5% tranche on a 5% dip in the QQQ. If purchasing in Canada in a registered account, would ZQQ/ZNQ be good choices? Also, would you be doing 50/50 ZQQ/ZNQ split? Thank you!
Read Answer Asked by Michael on March 17, 2020
Q: Would you buy any of these companies at this time? Would appreciate reasons for your answer. This will be in my cash account, 2-3 year hold, medium to high risk. Thanks.
Read Answer Asked by K on March 17, 2020
Q: The payouts on preferreds have become astronomical, and I'm a retired person needing income. Is this the bargain of the century?

John
Read Answer Asked by John on March 17, 2020
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