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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: Hi There,
Can you provide your opinion of the debt level of this small cap REIT company?
In the event of a recession would you expect the company to still honor
all it's debt obligations comfortably?
Do residential REIT stocks generally perform better than the overall market during a
recession?

thanks for your comments!
Read Answer Asked by Ian on January 20, 2020
Q: Good morning- two questions. Last year, with your guidance, I invested in Gild and it, like many other non-growth stocks in the US, has languished. I noted a comment you made recently that GILD would have to wait and hope for another day in the sun. Is it time to sell GILD and move into a different health care in the US, and where do you suggest I go?
Second, after reading a dogs of the banks analysis, I thought that CM shares would likely have a robust end to 2020. So far I’m down 5%. Your thoughts on CM these days as far as the coming year is concerned. I’m a very patient investor with a twenty year horizon and bank dividends do look solid. Thankks
Read Answer Asked by alex on January 20, 2020
Q: It would appear that although this is a solid company it is down about 5% at the moment. One analyst did downgrade it to hold. The criticisms of the company seem to be the pay structure (transparency) and minimal growth due to an M&A slowdown. Both of these concerns speak to management. Are you able to provide any information on the management team? Are they strong, experienced with a stake in the company? At this time I am thinking it is a good buying opportunity despite its lack of momemtum.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 20, 2020
Q: Assume that Company A buys out Company B and included in that transaction are shares in Company A.

1 - What is a typical lock-down period for these shares?

2 - Would these new holders of Company A shares need to report on SEDI, even if the holding is as little as 4%? Does it matter if these new shareholders are part of Company A's regular operations?

Thank you.
Read Answer Asked by Richard on January 20, 2020
Q: Today on BNN, David Burrows suggested using the 150-day moving average to determine a stop loss point. Would he be referring to a "Simple 150-day Moving Average" and over which period of time on a chart does one apply the 150-day M.A.?
Read Answer Asked by David on January 20, 2020
Q: Hello team, I am considering taking a position in the 5G evolution. I can't decide between telecoms or wireless equipment mfg. What are your thoughts for highest growth? And can you recommend a few stocks ?
Thanks for your help,
Carlo
Read Answer Asked by Carlo on January 20, 2020
Q: Hi- what taxes (both American and Canadian) do you encounter for US equities regarding capital gains in a TFSA and Canadian non-registered account?
Read Answer Asked by Cliff on January 20, 2020
Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking

thanks
sal
Read Answer Asked by Sal on January 20, 2020
Q: From a tax perspective, does it make a difference where I hold XUU? I'd like to put it in a non-registered account but I'm wondering whether there is a tax benefit to put it in my RSP.

Thanks,
Read Answer Asked by Robert on January 20, 2020
Q: hi there, currently own Dollarama and CSH.UN in my TFSA and was thinking of switching out and purchasing XEG for some energy exposure and HMMJ as both ETF's seem to be exhibiting some upside after a down year. What are your thoughts on this switch (based on your examination of where DOL and CSH.UN seem to be going from here)? Note, this only effects approximately 1.5% of my total portfolio so neither will represent a significant weighting. Thank you.
Read Answer Asked by Patrick on January 20, 2020
Q: I want to get back to just one Canadian bank, planning on 3-5 years. I traded BNS for BMO last fall. BMO is up about 12%, and BNS is back to par. I did not intend to be trading the stocks again, but now I am thinking I should take the 12% BMO profit, and put it in BNS. BNS has a slightly higher dividend, and long-term, both are good, stable stocks. I have about 1% in TD, which I plan to sell. BMO IS about 3% of my portfolio. US banks another 2%.
Is this a good idea, or do you have one Canadian Bank you prefer for 3-5 Year. Thanks
Grant
Read Answer Asked by Grant on January 20, 2020
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