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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: Is the current inverted yield curve predicting a recession in the next 6 months? Regards, Ron
Read Answer Asked by Ron on December 06, 2022
Q: Good Morning;

I own 500 shares of TOU. Because I bought them a couple years ago and trimmed as they rose, my dollar cost average on these shares is zero!! This position accounts for 24.5% of my portfolio, but is such a great holding that I am reluctant to sell any of it!!

I know it is a bad idea to become married to a holding, but with the dividend and special dividends this holding is providing, I am reaping approx 10% return this year!! How do I replace that kind of a return, and what would your advice be? Would you consider CWB as a good option for a new position (I own 225 shares of BNS as my only other bank holding.

Read Answer Asked by Donald on December 06, 2022
Q: I bought some medical start-ups in private placements around 2004 through 2007, including TMD Titan Medical. I bought into the both the Canadian and the US private placements. TMD has had a number of frustrating round-trips. Yesterday December 5, TMD stock saw considerable action both sides of border: opened yesterday at 0.90 Canadian , went up 40% to 1.25 closing the day at C$1.15 on high volume. Collapsed this morning. I see no news to explain the swing. The company sent shareholders anote about a strategic review. Perhaps a takeover is in the wings? Do you have any news on TMD? Would you hold or sell? (Tax loss not useable).
Read Answer Asked by Adam on December 06, 2022
Q: hi,
can I get your thoughts on BABA for a long term hold. Obviously huge uncertainty re China government. but China markets down lots due to lockdowns etc. I was thinking BABA could be a good proxy for the Chinese markets.
And, if not BABA, do you have an ETF that you think would perform best with an uptick in the Chinese stock markets ( and is very liquid )
cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: hi,
I hold these in my USD account. I'm trimming PFE today as it was getting too large a holding. could you please rank all as a current buy, sell, hold. I am a long term investor. and , could you provide 2-3 other US names, with a reasonable balance of growth and downside protection in this market. cheers, chris
Read Answer Asked by chris on December 06, 2022
Q: Looking to park some US cash and some Cdn cash with a reasonable assurance of safety (CDIC aside) while avoiding interest income in favour of capital appreciation via Horizons corporate class structure using these 2 ETFs. Do you see these as a reasonable means of achieving the goal? Both ETFs have substantial amounts invested and seem to use a similar approach to generating returns yet HSAV has more erratic up and down performance. Why? Any cautions or concerns? Whatcha think - does this plan make sense? Thanks as always for your generous thoughts.
Read Answer Asked by Ken on December 06, 2022
Q: I realize this stock has been beat up. looking to add a bank stock. Looking for a dividend stock for the long term. Should move on it now or wait until the dust settles. Or the other bank I'm considering is BNS. It's been the laggard for a while.
Looking forward to your comments.
Read Answer Asked by David on December 06, 2022
Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?
Read Answer Asked on December 06, 2022
Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?
Read Answer Asked by Chris on December 06, 2022
Q: Below is an email from Interactive Brokers.
"As a result of recent US legislation under Internal Revenue Code Section 1446(f), gross proceeds from sales of and certain distributions from Publicly Traded Partnerships ("PTPs") held by non-US tax residents (both individuals and entities) will be subject to 10% withholding starting on January 1, 2023."

It is not clear to me that the 10% withholding tax is on the distributions only or 10 % tax will also be applicable to the total proceeds amount when I sell it ?
The company involved in my case is ET but can also be applicable to other publicly traded partnerships.
Thanks for looking into this.
Read Answer Asked by Jabs on December 06, 2022
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