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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: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks
Read Answer Asked by Daniel on November 05, 2021
Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
Q: Hi Peter,

Can I please get your expert ranking with respect to the following list of restaurant stocks in terms of a long-term hold.

CMG, DPZ, MCD, QSR, SBUX, SHAK, and YUM

Thanks, from the hungry investor!
Read Answer Asked by George on November 05, 2021
Q: What is the current insider ownership at AcuityAds? The last question on this was June or July 2021. At that time it was 16%.
Read Answer Asked by Robert on November 05, 2021
Q: Hi,

I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).

I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.

Thanks,
Brad
Read Answer Asked by Brad on November 05, 2021
Q: When REITs have dispositions during the year does it prompt year-end special distributions?
How often does this happen.?
I saw a note about AX.UN maybe doing a distribution because new management sold all that valuable industrial property (a mistake in my opinion).
Is it mandatory?
When and why do shareholders get the bonus?
Read Answer Asked by Madeline on November 05, 2021
Q: HI
I am woefully low in real estate and notice you have only 1 REIT in your three model portfolios combined albeit an equal weight REIT but your total real estate sector allocation would still be low. Are you bearish on real estate?

What if any real estate stocks do you like or would you still just favor ZRE for diversification for an RRSP holding? What would you suggest for real estate sector allocation percentage?
Read Answer Asked by JEFF on November 05, 2021
Q: To gain exposure to industrials would you prefer TIH, FTT, Stantec or another? Are TIH and FTT similar businesses, meaning would you ever hold both in the same portfolio with a limited number of holdings?
Read Answer Asked by Gerry on November 05, 2021
Q: "We are not tax experts, but it is generally wise for dual citizens to avoid TFSAs" This was your response to an Oct 25 question. I have been contributing to a TFSA since they started in 2009 with limits soon to exceed $80,000. There is some paperwork required as the Americans consider TFSAs a 'foreign trust' rather than a self funded, self directed investment vehicle. The paperwork time is worth the investment advantage. Some general guidance from US tax accountants would be beneficial to your subscribers with dual citizenship and those filing US tax forms. I use RLB with offices in KW/Guelph (Jeff Hood is the US tax person)
Read Answer Asked by Richard on November 05, 2021
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