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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: What is the implication, if any, when you see the c-suite taking shares in lieu of compensation?
Read Answer Asked by Tim on October 13, 2020
Q: ENB. SU,TRP and PPL are my current energy holdings and I am down on all four. I have held for a long time and I am concerned energy is not coming back quickly. What would you suggest.? Reduce in all, cut 1 or 2 , if so which would you suggest I sell. As usual your input is respected.
Read Answer Asked by John on October 13, 2020
Q: Hi Team,

I'm considering reducing my fixed income portfolio allocation in favour of adding some Preferred shares/ ETFs And some Utility stocks. What investments would you make to accomplish this portfolio change?
Read Answer Asked by Ian on October 13, 2020
Q: Could you please inform me on what companies you would recommend for for renewable energy? Mainly interested in Wind and solar power as well as an overall alternative energy ETF. Also what weighting in a portfolio would you recommend for this sector?

Thank you for you great service and expertise.
Read Answer Asked by Richard on October 13, 2020
Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?
Read Answer Asked by sam on October 13, 2020
Q: I just read this article in the G&M and was wondering your thoughts - “ The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL), The Hamilton Canadian Bank 1.25x Leverage ETF (HCAL) invests in all Big Six bank stocks.

But what’s novel here is that the fund employs 25-per-cent leverage. For every $100 invested you will get $125 worth of exposure to the Big Six. The sweetener: Leverage will boost the dividend, to more than 6 per cent based on current bank stock prices.
Read Answer Asked by Cam on October 13, 2020
Q: Without regard to sector what are you top picks in cyclicals also renewable sectors?
Read Answer Asked by Roy on October 13, 2020
Q: Last April United Technologies became Raytheon and spun off Carrier and Otis. Initially Revenue Canada (CRA) deemed the Carrier and OTIS spin-off values as 100% taxable (incredible I know) as opposed to a 50% taxable capital gain. I know this is not your area of expertise but I'm sure many of your members were affected due to the sheer size of UTX. Do you know if the CRA ruling has been changed or is it still 100% taxable?
Read Answer Asked by DAVE on October 13, 2020
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