Investment Q&A

Q: Saturday morning on CBC Mark Warner warned viewers not to be too overconfident about Canadian banks compared to US banks. His reasoning was that Canadian banks have been buying banks in the US.
As I am a holder of Canadian banks this has me concerned. I was wondering if you could shed some light on his comment and which banks might be at the most risk.

Q: If I have capital losses from any previous years (including 2022), are they automatically applied to my capital gains by the CRA when I do my tax return?

Q: I have a 2% position (of overall portfolio) in Savaria, and up until I looked up its sector classsification, I had considered it to be in the healthcare space, given it is in the business of improving accessibility for those who are physically challenged. As per the Yahoo! Finance portal, Savaria is listed as an industrial company. This investment is held in a RRSP account, so capital gains taxes are not a concern.

My questions are as follows:

- Is it reasonable for me to continue considering this as a healthcare investment, due to its target consumer base?

- Using a long-term (at least five years or longer) time horizon, would you be able to name any other potential companies of interest in the healthcare sector in both the Canadian and US spaces which I could target as potential replacements? The availability of a dividend from a replacement investment would not be a requirement for consideration for me: I am primarily concerned with total return over a longer time horizon.

- Of these companies, would any of them serve as probabilistically (given there are no guarantees in investing) better investment vehicles given the time horizon I have provided?

As always, I appreciate your time, and I look forward to reading your response. Thanks so much!

Q: I bought ERE.UN a few years ago when CAR.UN got involved with them . The thesis among a lot of analysts recommending them was " growth " ..... Then Covid showed up and the stock has languished ever since. I haven't lost any money but I am getting bored with it. So what is happening internally with the company ? What has management been up to ? Has this lofty growth everyone was excited about disappeared ? How does 5I rate this REIT ? .... Thanks Garth

Q: Hi Peter, Ryan, and Team

In your answers to other members, I’ve observed that National Bank isn’t one of your recommendation, and I’m wondering why.

Their 5 year CAGR is 9.4%. For the 3, 5, and 10 year periods, the beat their peers (BMO, CM, RY, BNS, and TD) by 6%, 6%, and 3% respectively.

Watching the negative news involving GSY, I’m considering switching it to NA. Since we’ve held GSY for some time, we’re still up quite substantially.

In our combined accounts, we also own TD, which we’ll keep.

I’d appreciate your thoughts on this proposed switch. Thanks in advance for your insight.

Q: Retired, dividend-income investor. My wife and I are 68 years old. I receive a company pension, along with CPP, OAS and income from an Insured Annuity.

It has been quite a while (years) since I asked about your suggested asset allocation for the equity portion of a typical conservative retired investor. Could you please provide me with your suggested allocations to the 11 TSX sectors that you think is appropriate in our circumstances. I will then adjust as I see fit, if necessary.

I understand that your answer is without the benefit of more knowledge specific to us.

Thanks....much appreciated...Steve

Q: Is the dividend safe??? It appears they are trying to partner with someone???. Will that put he dividend in jeopardy. Thanks Ken

Q: I am currently 14.5% NVDA in a 1.2M portfolio. Should I trim back my shares and go into QQQ or VGT?

Q: Can you give me a brief overview of the evolution of Brookfield Office Properties. In which corporate entity do the BPO preferreds reside and what do you think of this preferred share?
Thank you, Hugh

Q: would appreciate your comments on VQS recent financial results out March 30.
Thank you.

Q: Hi . If I buy BAM shares on the NYSE, and hold them in my cash account, will I be able to keep the dividends in $US. and benefit from the Canadian dividend tax credit? I am a Canadian citizen and reside in Canada. Thanks. Ben

Q: What is your take on the OPEC+ output cut over the weekend...will this immediate positive reaction in company stock prices be sustainable...or better to fade this rally? If the cut is a new path higher for oil stocks, which do you prefer (Cdn or US)

Q: With TD's purchase price of FHN @ $25, is FHN a buy since it is trading around $17.50 currently???

Thanks!

Q: Hello,

Can I please get your opinion of Pizza Pizza (PZA). Thanks

Dave

Q: value plus dividend is their a bank that sticks out as an ok buy

Q: Your view on the company, latest results, and prospects, please. Thanks

Q: Hi 5i,

What is your opinion of the growth prospects for iJS over the next 2 years?

Thanks for the opinion.
John

Q: Early in the winter I bought some Keyera, but only got about half of what I had bid for. The price started to climb, so I just let the remainder of the bid expire. The price is now back down near my initial purchase, and I am debating whether to purchase the other half (I hold a 1% position, this would make it 2%). Could you comment on:
1) current guidance from management
2) debt levels, and how this compares to others in the industry
3) dividend payout percentage
4) do you consider it a "buy", and if so, buy now or wait a bit

Thank-you, Grant

Q: You’ve been recommending First Majestic (FR) as a top silver play. How will it be affected by the developments at Jerritt Canyon, and why do you prefer it to other significant silver producers in Mexico, particularly MAG and SIL?

Q: Can you comment on the quarter please, buy ,hold or sell?