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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: Good morning,

I'm considering adding a Financial ETF to my overall portfolio and would appreciate your thoughts and preference between a US ETF and a Canadian ETF along with your best idea/recommendation for each.

Thank you.
Read Answer Asked by Francesco on December 15, 2022
Q: What is the last day to sell a stock and have it count in 2022?
Read Answer Asked by Brenda on December 15, 2022
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

Read Answer Asked by Kevin on December 15, 2022
Q: Good morning,

I'm looking at selling my VDY holding to harvest some capital losses. I would appreciate your recommendation on a suitable proxy until I can buy back VDY in 30 days.
Thanks
Read Answer Asked by Francesco on December 15, 2022
Q: POWER CORP. stock has been in the doldrums for the past 20 years as the second generation Desmarais family seemed content to basically live off what their father had developed. Now that the third generation is involved we have significant moves with the simplifying of the corporate structure and then the creation of Wealthsimple and also their involvement in tech joint ventures.

When younger, I felt the stock did not offer enough growth for my purposes ; now that I am retired I am looking at it as a solid dividend paying company having a new management with more of a growth oriented focus. Is this an accurate take on Power ? Thanks. Derek
Read Answer Asked by Derek on December 15, 2022
Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
Read Answer Asked by jim on December 15, 2022
Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?
Read Answer Asked by Chris on December 15, 2022
Q: Apologize for another Brookfield question, but like many others on here I'm confused with what happened with BAM.A
If this was a reverse split of 1-4, shouldn't the price of the stock have gone up (before trading)?

I had 400 BAM.A and now have 100 BAM for under $40 and BN isn't showing up in my account yet. The Investorline trader says he sees 100 BN in my account, so it should show up soon.
So 400 shares turns into 200 shares and unless BN is a lot more than BAM, this split is not looking right.

I know I'm probably missing something, but so far I don't get it.

thanks for any help,

Paul
Read Answer Asked by Paul on December 15, 2022
Q: "Is there a Canadian équivalent ETF ,or close to it,to this excellent sélection approach and choice of Cies like this US ETF?"
Sorry to repeat the question..
Concerning this recent question,I meant : a CDN ETF composed of Canadian stocks only,since the selection method of US stocks for SCHD is excellent,I wonder if there is a best Canadian ETF equivalent for CDN stocks
Read Answer Asked by Jean-Yves on December 15, 2022
Q: My biggest loosers are TCN,ECN,SHOPIFY,WELL,WFG, NOT MENTIONING LOWER LOSSES STOCKS, wHICH ONE SHOULD BE SOLD AND WHICH ONE TO BUY AFTER 30 DAYS.
Read Answer Asked by Nizar on December 15, 2022
Q: Good morning,

My holding of XLF is down quite a bit and although I[m still positive on the US Financial sector in the long term, I'm thinking of selling XLF in my US Non registered account to harvest some capital losses for the 2022 tax year. I would appreciate your thoughts on the following two questions:

Q1. What are your thoughts on the US Financial sector for the next few years;

Q2. Would you kindly recommend a suitable proxy for my XLF holding that I could purchase on the US stock exchange.

Thank you and I'll await your sage advice.
Read Answer Asked by Francesco on December 15, 2022
Q: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
Read Answer Asked by gabriel on December 15, 2022
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