Investment Q&A

Q: I have equal weight positions inT, BCE, TD, BNS, LB and SLF, primarily for income. Have a nice capital gain with SLF and the others are treading water. Planning to sell SLF and redeploy to CM and ENB for the higher income. Your thoughts?

Q: Hi 5i,
Thanks for the great work. I’m looking at the precious metal component of my portfolio for tax loss selling opportunities. Can I please ask you opinion on these 5x companies?

Q: Hi Peter and team, would appreciate your thoughts on what the TFSA should be used for and why, fixed income or capital gains. Thank you

Q: Hi, How significant is Tourmaline's 15 years long term Export Marketing contract with Cheniere Energy, announced last year, to supply 140,000 mmBtu of natural gas, per day through TC Energy pipeline, commencing January, 2023. It appears that TOU will benefit from international pricing for this business. Does the company also indirectly benefit from the tight and lucrative LNG market, where Cheniere, perhaps has a dominant position ? Thank You

Q: Hi, BNN had a guest on Friday last week, Javed Mirza, who is the Chief Technical Strategist with Canaccord Genuity. He mentioned of a bull market cycle from 2018 to 2022, where Energy stocks enjoyed some of the best gains. As per his analysis, a new 4 years bull market cycle began this year (2022-26), where the best sectors to own will be Materials, Industrials and Financials. Interestingly, as per his view, Energy sector, which he strongly recommended in early 2020, has already run its course and these stocks are not likely to get further traction ( he expressed same views for Suncor ). Addressing a question on Shopify, he compared the chart with Bosch ( Ex Valeant Pharma ) and suggested that SHOP stock could languish for many years and should end up like Valeant. His advice was to stay away from Energy Sector and stocks like SHOP. 2-3 years ago, Mr Mirza, during an appearance on BNN, made a strong case to own Constellation Software, and he was spot on. I think, his view on the 3 favorite sectors, Materials/Gold, Industrials and Financials make some sense, but his comments on Energy Sector and SHOP left me confused. Would appreciate your thoughts !! Thank You

Q: Hi, we want to buy back Capital Power shares, as we sold a partial position to book capital loss, Now, we are past the 30 days period. The stock has been strong since its Investor Day presentation, a few days ago. What would be a decent entry point over next 2 weeks, in your opinion ? Thank You

Q: Hi,
I am up 84% in CELH in my TFSA. Considering selling 1/2 position and using the funds to purchase NVDA.
It will help me diversify because the only other US stock I have is GOOG.
Willing to wait 2 or 3 years to see NVDA return to it's former glory.
Sounds ok?
Or do you think CELH is just starting to really ramp-up and I should stay with it.
Thanks for your input.

Q: What do you think the most likely outcome is here for Converge? Someone buying it?

Q: Over the next two years or so, at least to the end of the current situation, is it best to use new money to buy dividend stocks for total return rather than growth stocks or ETFs???........Tom

Q: I would appreciate your views on Dollar General after it's most recent results and a bit of a pull-back. Is this a good entry point ?

Q: My son is in a position now where he can start to make regular annual contributions to his RRSP. I want to help him set up a basic ETF portfolio that he can just add to every year for the foreseeable future.
He already owns small amounts of XIC and VFV. Would these be appropriate for this purpose? Would you add any others?

Thank you for your invaluable advice, as always!

Q: Good Morning,

You've mentioned FOXF a few times. Could you provide some analysis about what you like about it. The FCF seems a little weak for these markets?

thx, M

Q: Could you please explain what's happening at Blackstone over the past week, and if the risk profile has changed to affect its performance going forward.

If you were planning to buy it for a 2-3 year hold, what would you do now?

Q: I know that for tax relief purposes it would be best to hold US investments(equities) in registered accounts. Due to age I am being forced to deregister and into unregistered and to a lesser extent TFSA's.
Employing ETF's for these and future holdings I have a question relative to ETF's that are sold on the TSX but actually hold units of similar US ETF's. Are these Canadian ETF's eligible for withholding tax relief and or Dividend Tax Credit?
Thanks

Q: hi again
I see a typo in my recent (yesterday) question on RCI.A
"finer line bailout" should read, "fiber line buildout". the thesis is that T and BCE have already built out most of their fiber lines and are thus a step or 2 ahead of RCI.A financially...
could you comment on this specifically too. thanks and sorry for the "auto-typo" via apple OS!

Q: Would you buy ZQQ:CA into year end..Think tax loss selling will put a damper on Santa's rally

Q: Hello, looking to invest in Nexus Industrial REIT, especially since the drop in price due to a bought deal. I already have DIR.un. In the industrial sector, is this a name you like and if so, why? Thanks.

Q: Would appreciate your views on Canopy.

Q: In the hole on this one. Thoughts on its future? Sell and capture the loss?

Q: Earlier today you mentioned tech as a pretty good etf for holding mainly fang stocks. It got me thinking about my own situation. I own both voo and rsp partly to balance out my technology holdings. I am wondering whether I might be better with something like tech and rsp and selling voo? I like the idea of being a bit overweight in technology stocks and this might be a good way to achieve this. What are your thoughts on this ? Also, i note tech is a Canadian etf. What would be a good US denominated possibility?
Thanks for your expertise