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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: I am a huge believer in asset allocation. I even subdivide the mutual funds and ETFs into their sectors, then add in my stocks to end up with a better total portfolio asset allocation. However now and then I end up with a stock that, depending on the source, is quoted as being in different sectors.

Example #1 = CSH is both a REIT and in Health Care, so I treat it as a hybrid and allocate 50% to REITs and 50% to HC.

Example #2 = TRP is said to be in both the Utilities and Energy sectors. Even though I believe it is truly a Utility, it seems to trade closer to stocks in the Energy sector. So, I allocate 50% to each sector.

So...what to do with my potential purchase of NTR. Depending on the source, It could either be Consumer Non-Cyclical or Materials. OR, to be consistent with my above methodology, is it a hybrid and therefore allocate 50% to each sector?

Thanks for your help...Steve
Read Answer Asked by Stephen on December 17, 2019
Q: Peter, I understand that many of Couche-Tard's convenience stores are anchored by gas stations. Do you foresee a risk relating to (or has the company planned for) the gradual but inevitable reduction in gas-powered vehicles, as EVs replace them? It seems to me that if the Company can commit the capital for, and has the room for, high-grade charging stations, there could be more upside than downside because drivers will be forced to 'kill time' in the stores while their vehicles recharge. But if the Company can't or won't provide charging stations, this would seem to lower its customer base over time. Your thoughts appreciated!
Read Answer Asked by James on December 17, 2019
Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!
Read Answer Asked by RANDALL on December 17, 2019
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!
Read Answer Asked by Kim on December 17, 2019
Q: Can you help me?! I just received the proceeds from the buyout of Dream Global. About $10 of the 16.79 price is designated as a dividend in my transaction history. The press release says it is an all cash transaction. I had planned, with this transaction, to realize a certain level of capital gains for 2019. If this $10 shows up on my tax slip as a dividend that throws my planning out the window and I only have a few days to rectify.

Itrade says they can’t help as does the transfer agent.
Geoff
Read Answer Asked by Geoff on December 17, 2019
Q: This question is about non-registered accounts and the non-Canadian ETFs and stocks that pay dividends. If the DRIP is activated, does the stock still attract witholding tax, or would it be taxed separately on both the dividend and the capital gain?

I've learned a great deal from you about investing.

Many thanks.
Read Answer Asked by TOM on December 17, 2019
Q: Hi there, it looks like ENGH recently had a blowout quarter. In your perspective, is this the turning point for the stock performance? It seems like it has lagged versus other Canadian tech stocks over the past few years. Would you start a position based on the recent strength and relative to other Canadian tech names, where would you rank Enghouse? Thank you!
Read Answer Asked by Michael on December 17, 2019
Q: I am interested in researching a couple of cryptocurrency stocks. Could you please recommend your top 2 and your views on the space in general. Thank you.
Read Answer Asked by Cheryl on December 17, 2019
Q: I currently owned these 2 ETF , VIG and VXUS at 5% weight and I can add to these 2 names or buy another US ETF for a 5% weight. If you suggest that I buy can please tell me what the next best ETF would be to own .
Thanks
Read Answer Asked on December 17, 2019
Q: Your opinion on chances of recovery in the next thirty or so days if sold for tax loss this week?
Many thanks guys.
Read Answer Asked by Raymond on December 17, 2019
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