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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: Do you have any recommendation's on an independent financial planner that specifically specializes with early retirement?

Thanks,

Joe
Read Answer Asked by Joe on November 17, 2021
Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
Read Answer Asked by Linda on November 17, 2021
Q: Hi, for an rrsp acct. who do like for 4years+ . I think maybe MFC and SLF would be similar, but not sure about BAMR? Would it be the better choice for growth? Dividend is always nice but not necessary.
Thanks
Read Answer Asked by Brad on November 17, 2021
Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).

Best!


Read Answer Asked by Saeed on November 17, 2021
Q: My question is about convertible debenture. What are they? What is the difference between a good one or a bad one? For instance, exchange income corp. Just put one out at 5.25%
Thx
Read Answer Asked by Todd on November 17, 2021
Q: This is not a question. Just sharing. Was thinking that taking profits is hard because after you sell and the stock continues to go up you miss out on more profits.

But holding losers too long is even worse.

So how do you win?
Read Answer Asked by Dave on November 17, 2021
Q: Good morning. I have VALE in my registered account, with a much lower value than cost. It does pay a substantial dividend and I am aware that it also has cash. Is it reasonably safe to hold since materials are doing fairly well generally? Should I consider reducing my position or selling? Is it safe to hold with its high dividend at this time?
Read Answer Asked by Catherine Ann on November 17, 2021
Q: I am down significantly in the above three stocks. 43 any of these worth holding or is it time to take the loss and move. Where should I invest Although I am also down on well health, I could add to it and average down.
Thanks
Read Answer Asked by satish on November 17, 2021
Q: Hello,
Out of the three companies, can you please provide which one is a better buy and why? New Flyer seems to get contracts, but i am assuming their update on supply chain issues and now an offering is holding the stock back. However, would appreciate your thoughts in which one you think will do well. Thanks very much.
Read Answer Asked by umedali on November 17, 2021
Q: Hi Peter snd staff

A question yesterday asked to rank some stocks -appears you are warming up to Viatris? Some commentators worry about drugs coming off patent - some say it is so cheap it should be re rated? Safe for a long term hold with dividend and done growth?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 17, 2021
Q: What is your take on Manulife’s recent announcement that it will shed $2B of its US variable annuity business and using the majority of the proceeds for share buybacks? It seems the markets are pleased but is this a good business decision for the long term? I am concerned that by prioritizing share buybacks management is taking a shortcut to earnings growth rather than actually growing revenues and profits. I guess your preference to SLF’s management in the past has me extra cautious.
Read Answer Asked by Matthew on November 17, 2021
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