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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: Are there any companies on the venture exchange that are you like? I already own People corp and Covalon. I am looking for others to put research into but there are so many to choose from it's overwhelming. Any direction you can point me in would be great. Thanks.
Read Answer Asked by Ken on April 08, 2020
Q: Please rank the above ETFs in order of preference for income and safety. Thanks.
Read Answer Asked by Paul W on April 08, 2020
Q: please list your 5 favourite Canadian moat stocks with strong balance sheets list your preferences in order of one to five thanks Richard
Read Answer Asked by richard on April 08, 2020
Q: Just comment in response to your statement today to Peter that government bonds held to maturity will never lose money - most government bonds trading today are trading at a premium. So if you buy at, say, $102, at maturity you will only get back $100. Loss of $2 (about 2%). This loss is accounted for in the yield-to-maturity, but is a loss nonetheless. Some of the current premiums are significantly higher than this.
Have I got this wrong?
Read Answer Asked by grant on April 08, 2020
Q: Hi folks,

Which Cdn and US companies would you consider buying now in relation to their assistance (equipment, internet services, food services, etc...) or solution (vaccines, drugs, etc...) or potential in view of the Covid-19 crisis and why ? Take credits as you see fit.

Please keep yourselves safe,

Jacques ids
Read Answer Asked by Jacques on April 08, 2020
Q: Retired dividend-income investor. I've held Alaris for years, dating back to 2012. I have trimmed and topped up around a core position and it has worked very well over the years. I believe in the management team and acknowledge that Alaris is a higher risk income stock.

I'm just wondering about the recent price action over the last couple of days (today is Apr 7/20). Is it as simple as 1) the stock has fallen so far and is now rebounding, and/or 2) we are currently in a risk-on environment?

What are your current thoughts on Alaris and it's stock price movements? Anything new on your dividend crystal ball gazing?

Thanks for your insight...Steve
Read Answer Asked by Stephen on April 08, 2020
Q: Read today in G & M that I could transfer my RRIF in kind to TFSA. My wife and I would not need the funds from the dividends we receive. We are under water in value but have not sold any stocks. Our amounts would be below TFSA amount overall 69,500. for each of us.Would there be tax implications.Would banks charge to do this. Could we top up to$69,500 this year if we have cash becoming available. Tks 5i take as many questions points away as required for this answer.
Read Answer Asked by Guy on April 08, 2020
Q: Retired dividend-income investor. I'm sitting on 15% cash that I created by taking profits and harvesting some losses. I have mapped out how to redeploy this cash to hit my asset allocation targets, both by sector as well as by individual holding. I had originally designed the re-entry on spreading the purchases over 6 months. Given that we now have information on different countries indicating that they MIGHT be showing signs of COVID slowly recovering and that the stock market is forward looking, would you adjust the 6 months time frame to 4 months? What's your crystal ball tell you...redeploy a little faster?

Also, the above equities are those that are candidates for topping up. Which would you hit up first?

Thanks for your help...Steve
Read Answer Asked by Stephen on April 08, 2020
Q: Inspired by the news of Carnival putting out a 12.5% bond coupon, I wonder if this is an area to look into. Carnival may be a risky corporate bond, but I wonder if there are stronger companies caught in debt when the fall came that are offering good returns.

In short, is there an ETF which is focussed on high-grade corporate bonds and is this a good strategy?

I know you are not favourable toward the bond market, so is low-volatility equity funds (like ZLB) a good alternative?
Read Answer Asked by Kevin on April 08, 2020
Q: my question is on sector allocation. What would be the asset % in order of preference for a person who is 70 but does not need the funds for another 3 years...please also include the top 3 stocks or ETF allocated to each sector ( can be Cad Or US thanks for your help on this
Read Answer Asked by Terence on April 08, 2020
Q: I am a Canadian citizen/resident. I use my non-registered investment accounts to hold dividend-paying Canadian companies as well as U.S. companies that pay no/small dividends. I use RSPs for U.S. companies that pay larger dividends. I use TFSAs to hold securities such as Canadian REITs and companies with unusual dividends such as BEP.UN and BIP.UN. My understanding is that BIPC is essentially “equivalent” to BIP.UN, but that BIPC will pay fully eligible dividends for which T5s will be issued (not sure if the BIPC distribution will be paid in CA$ or US$). Here are my questions: (a) given the above considerations, would it make sense for me to sell BIP.UN/BIPC within my TFSA, using the cash to acquire more of Canadian REITS and/or similar types of securities (with unusual dividends), and to reacquire the same value (of BIP.UN/BIPC shares sold) through purchase of shares of BIPC in a non-registered account? And (b) do you know whether it is known yet in which currency the future BIPC distributions will be paid?

Ted
Read Answer Asked by Ted on April 08, 2020
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