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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: Hello Peter & team,

Do you have any stock recommendations for US or Canadian companies in Hydrogen?

As always, I greatly appreciate your advice!
Read Answer Asked by Dimitrios on December 30, 2020
Q: Two questions however no need to answer until new year but first, before I forget, where do I find current year information on ROC for this ETF? I have checked i-share web site, fund prospectus , fact sheet but cannot find the info. Seems I only learn about the current ROC payout in the following year when I receive the tax statements from TD Direct Investing. Finally, where is XTR best held by a retiree with a DB pension: TFSA or non-registered account?
Read Answer Asked by William Ross on December 30, 2020
Q: I know that you rate AQN highly, but why has this stock underperformed the others by like night and day in the last year. What is it that has held this stock back?. This has been a hot market for these stocks here in Canada and the USA.
Seasons Greetings
Read Answer Asked by eugene on December 30, 2020
Q: Happy Holidays to all at 5i!!!
Could I have your assessment of Personalis please?
Thank you for all you do for individual investors!!!!
Dave
Read Answer Asked by Dave on December 30, 2020
Q: I own full positions (5%) in GOOG and AMZN.
Would you sell either or both to buy SHOP?
I'm not a huge fan of partial positions but would consider turning two into three if you recommended.
If the answer is both, what would the other full position be?
Thanks for the great service, Just gave a gift membership for Christmas.
Read Answer Asked by Kyle on December 30, 2020
Q: I would like to invest some funds in a TFSA account for a long term hold. I am considering QQQ or QQC.F. Which ETF do you recommend and why? Thank you very much. Best wishes for the Holiday Season and safe 2021.
Read Answer Asked by Don on December 30, 2020
Q: I am still very curious about QBTC.U and how exactly they invest capital. I haven’t been able to find out much about it. Is BITCOIN the only asset the fund has? Do they trade bitcoin to gain value or is the value directly tied to the price of bitcoin? If they are holding bitcoin as a static asset, why would the value of the fund drop when they issue new shares if that new capital goes directly into additional bitcoin coins?
Read Answer Asked by Robert on December 30, 2020
Q: The TSX total return is now positive for the year. I would like to better understand whether the market breadth for the index is quite narrow, and whether the TSX returns are based on exceptional performance for a few stocks only, such as Shopify.

Are you aware of any site which provides details about how each stock has contributed to the overall return of indexes, such as the TSX? I would like to understand how many (and which) stocks are up, and how many are down, over the last year.

Many thanks for your assistance. Best wishes to you and to your team for a very Happy Holidays and a prosperous New Year!
Read Answer Asked by Dale on December 30, 2020
Q: Hi there,
Hi there,
I am in the process of exploring the cloud computing sector to build a position with new money starting in the new year in my tfsa.
I don't mind risk at all, but am interested in growth longer term. Appreciate your thoughts on the outlook of the sector as a whole over the next 3 to 5 years.
Thanks so much for again contributing to my stock literacy over the past year and best of the season to all of you. Stay safe!
Read Answer Asked by Erna on December 30, 2020
Q: Hi Peter

I understand that portfolio choices are personal. For an income investor, what would you recommend as a relatively safe percentage of covered call ETFs to hold? I currently have 20% in diversified covered call ETFs. Is it too much?

Thanks
Read Answer Asked by Greyhair on December 30, 2020
Q: You put forward these two stocks as good growth options but I note the reco was when these stocks were 25/50% lower price than current. Is XBC still a buy at $8+ and LSPD at $87+ given the run up over 2020?
Read Answer Asked by Ash on December 30, 2020
Q: Peter and His Wonder Team
Koss has a float of 7 million shares. Today it has spiked 115% and is approaching volume of 15 million shares. Obviously something of great importance has happened. What do you think? Thanks for clarifying this for me because I see nothing on the wire!
Read Answer Asked by Ernest on December 30, 2020
Q: A comment. The problem with dividends in a taxable account is that, depending on your other retirement income, the grossed up amount added to your taxable income can cause you to lose your oas. Maybe not an issue if your income is that high but still, something to think about. My rif has a lot of dividend stocks and enough growth stocks that I can make my annual rif payment in cash, generated by dividends, and a transfer in kind of growth securities with no dividend. I also deferred my oas to 70. Also, I believe capital losses are applied to net income so do not help reduce your income for oas eligibility.

Read Answer Asked by deirdre on December 30, 2020
Q: Think you missed this dividend increase:
LANGLEY, BC, Nov. 9, 2020

TRADING SYMBOL: Toronto Stock Exchange - HDI

Achieves record profit and profit per share of $10.5 million and $0.49 respectively

Increases Quarterly Dividend by 17.6% to $0.10 per Share

LANGLEY, BC , Nov. 9, 2020 /CNW/ - Hardwoods Distribution Inc. ("HDI" or the "Company") (TSX: HDI)
Read Answer Asked by Madeline on December 30, 2020
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