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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 would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.
Read Answer Asked by Dennis on February 17, 2023
Q: In case inflation stays above 4% over two years, which sectors of the stock market will do better than others? Please rank best to worst. Thanks.
Read Answer Asked by Dev on February 17, 2023
Q: I'm a retired investor with a balanced portfolio looking for a stable total return. I hold the above 3 utilities and am wondering if a switch from BLX to FTS would provide a greater overall return over the next 5 years?
Read Answer Asked by Lyle on February 17, 2023
Q: This question may have been asked a number of years ago. If I hold my entire stock portfolio through a brokerage - one of the big banks for instance - what risk is there to my holdings should the brokerage go bust ? Are the holdings still intact? Is there a dollar amount limit ?
I have a hard time interpreting this from the OSC site.
Read Answer Asked by James on February 17, 2023
Q: Hi Peter, I'm 65 and retired, not by choice and have stocks in a Margin account, an RRSP account and a TFSA account. Originally I opened the Margin account as I was told I needed that type of account to short stocks but chickened out and never did. I've held on to this account but am wondering if it's good to hold on to it or if it's better to move the funds into either one of the other accounts. If it's a good Idea where would it be better to move the shares to the TFSA or RRSP. Thanks as always. Nick
Read Answer Asked by Nick on February 17, 2023
Q: Hi Peter,

It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?

Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?
Read Answer Asked by Rajiv on February 17, 2023
Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.
Read Answer Asked by Peter on February 17, 2023
Q: Today you answered a question about whether Apple or Microsoft would be the best choice for future growth. You answered by looking at the forward P/E and average growth prospects. I imagine you got those figures from your Bloomberg terminal. But I was wondering what the average investor could use for this information. I imagine there are numerous projections as well, so how to choose a reliable one?
Read Answer Asked by joseph on February 16, 2023
Q: Hi
How would you rate these REITs based on debt, income security and growth? I am trying to determine where to put some cash in my TFSA, where I ger a good income, but not having to worry about the dividend being cut. Thanks, Len
Read Answer Asked by Leonard on February 16, 2023
Q: DGHI Can i have your views on this co. Thank you
Read Answer Asked by Guy on February 16, 2023
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