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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: Some articles now speculate that the federal government will increase the capital gains tax rate in the budget. If this was to occur, how does the government typically announce such an increase? Typically, would the government announce the increase retroactively to the start of this calendar year, or would the increase start as of the date of the announcement in the federal budget? I want to determine, for my particular circumstances, whether it would make sense to sell some winners ahead of any possible increase in the tax rate.

Thank you for your excellent advice.
Read Answer Asked by Dale on March 24, 2023
Q: Hi,

Just checking in to see if you could add an updated opinion on this company? Your last Q&A comment was Feb 2022. I understand that when an industry rises, it can 'lift all boats', but INTT seems to be in amongst the top performers lately. Has it been able to effect changes that would make it more attractive now, vs then?
Thanks!

Dawn
Read Answer Asked by Dawn on March 24, 2023
Q: Hi Team,
What's your read on the short report on Block? Is the selloff justified or is it a buying opp? This is frustrating after the stock just finished getting a few upgrades with earnings and momentum starting to pick up in the name. Buy Sell or Hold after the report? Thanks

Shane.
Read Answer Asked by Shane on March 24, 2023
Q: When I listen to Knight's analyst conference calls after reviewing their latest results, I am very unimpressed with management's attitude towards "just doing better". The same four executives have been at the helm for at least six years and the stock price is down by half. They are the only ones making money. I wish Goodman would clean house or maybe it's time for him to go, as well. This company is a major disappointment and needs some fresh initiatives from a brand new group. Their performance is embarrassing.
Do you think this Company, that seems to have so much potential, will ever accomplish anything beyond mediocre performance? It's time for new blood. The present team is too rich and definitely not hungry for success. What do you think?
Read Answer Asked by Steven on March 24, 2023
Q: Lightspeed and Shopify seem to be trading at low valuations while still flourishing during tech's recent unpopularity.
Would you "go crazy" on either/both, go easy or avoid them? I do like to gamble and feel both will be much higher in two years. What do you think?
Read Answer Asked by Steven on March 24, 2023
Q: This is in regard to Mark's recent question and Jim's comment about TFSA trading. I use BMO Investorline and I have never experienced the issues they describe.
For my most recent trade a month ago, I sold VET and within minutes bought EIF (and no, there was no cash in the account). The transaction was just as straightforward as they are in the unregistered account - no notifications, no charges.
(Perhaps because Jim was buying a GIC rather than a stock?)

Chris M.
Read Answer Asked by chris on March 24, 2023
Q: Do you think it is all clear for megacap tech from here? It would seem that a lot of energy money and now financials money is now flowing into these stocks.
Read Answer Asked by Michael on March 24, 2023
Q: Retired, dividend-income investor. Following up on your answer to my earlier question. I hold AQN in an RRSP and am considering replacing it. You suggested the following stocks = PPL, NPI, BEPC, BIP.UN, BLX

I have researched their metrics (P/E, Beta, P/B, P/CF, P/S, ROE, Payout, Market Cap) and technicals. My ranking, based on a desired conservative holding, Is = PPL, NPI, BEPC, BIP.UN, BLX.

My rationale is I hold FTS, TRP and AQN representing 8.6% of my portfolio vs NNRG and NRGI at 7.3%. I am leaning towards adding a more conservative name...such as PPL.

Q#1 = Is there an overlap between TRP and PPL, to the point that I only need one? What % do each of these names have in Nat gas vs oil? I know TRP is heavier to NG, not sure about PPL.

Q#2 = based on my above notes, what would your suggested ranking be?

Thanks....Steve
Read Answer Asked by Stephen on March 24, 2023
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