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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,

Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.

Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?

Thank you, Michael
Read Answer Asked by Michael on November 06, 2023
Q: Adding my two cents on the recent interest in direct registered DRIP programs, I would like to highlight the fact that some companies offer a direct share purchase program as well. Depending on the company, there may or may not be fees. I have several direct holdings and have found the ability to send a small cheque to add to my holdings as funds become available to be quite beneficial over time; especially with respect to the companies that permitted this with no transaction cost.
Read Answer Asked by Robert on November 06, 2023
Q: Hello Peter,
From what i gather, all three companies reported good numbers. Lumine group is surging, but bep.un is down and topicus from yahoo shows very little volume. Can you please comment on results? thanks very much
Read Answer Asked by umedali on November 06, 2023
Q: Are withdrawals from a First Home Savings Account eligible for the purchase of land to enable a person to build a house themselves, or is it only for the purchase of existing homes?

Thank you for this excellent service.
Read Answer Asked by Dale on November 06, 2023
Q: Good Morning

A hypothetical question. In a tax loss scenario where the stock in question has been sold and now has risen post sale, at what point do the benefits of the tax loss no longer come into play and it makes no sense to buy it back( unless of course it continues to go up). Is there any way to figure this out in general terms or do you have to weigh it out in a case specific manner. Post if you wish
Thank you
Read Answer Asked by Marty on November 06, 2023
Q: I am of the opinion that the Bank of Canada will lower rates before the Fed in the USA. If I am correct the value of the Canadian dollar relative to American dollar will decrease. Could you provide the names of 5 companies whose revenue is primarily in US dollars and their expenses are primarily in Canadian dollars?
Read Answer Asked by Robert on November 06, 2023
Q: I have a follow-up question to my Oct 26th question asking what are the 3 most important ratios to use when evaluating REITS. Your response to my initial question was "We would consider debt ratios (debt to value), with caution above 55%, cash flow to interest, with caution below 2X, and dividend payout ratio, with caution above 80%. Book value can be important but is often over or under-stated and needs to be looked at carefully. Valuation metrics (price/cash flow) are also important."

For NXR.un you calculated those ratios as NXR.UN 48%, 97.1%, 1.6X.

Is the Dividend Payout ratio calculated after the interest payment? If not, does that mean these companies are taking on debt to pay either the interest or dividend?
Read Answer Asked by Brendon on November 06, 2023
Q: In a non registered account,there is no tax on hsav monthly interest neither on hewb monthly dividend.When those ETF are sold though,do one has to pay tax on the total of interest accumulated in the ETF or on total dividends accumulated (+capital gains)since the acquisition,or tax shall be only due on capital gains ?
Read Answer Asked by Jean-Yves on November 06, 2023
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