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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: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.
Read Answer Asked by Alex on January 24, 2022
Q: I have converted a RRSP into a RRIF this year and subsequently my mandated withdrawal and consequent income will be much more than is required for me. My portfolio is chock full of banks, utilities, reits and other solid dividend stocks ( think EIF, SPB ) , essentially matching the present required withdrawal amount. My non registered account has essentially the same composition.
I am considering taking the RRIF withdrawal money and incrementally buying more solid growth stocks such as BAM , TFII , WCN , FSV , etc. instead of higher yielding dividend stocks.
Your thoughts on this portfolio transition is appreciated. Derek
Read Answer Asked by Derek on January 24, 2022
Q: Do you think we are near capitulation yet, today Monday? Markets are really down!
Read Answer Asked by Shirley on January 24, 2022
Q: With respect to Dev's question today about increased fuel costs. My personal experience with the trucking industry is that there is a fuel cost price adjustment added to every invoice which more than offsets the cost of the fuel. You are correct it is not perfect, but I found we more than covered the increased cost. Trucking is very competitive, but TFII is one of the best in my opinion.
Read Answer Asked by stephen on January 24, 2022
Q: In answer to a question I had earlier this year, you mentioned the following when looking for capitulation:

“Looking at volume 'at the bid' is helpful as well, indicating sellers are hitting bids in a panic rather that waiting for a buyer. Gap downs are also a sign, indicating investors just don't care and want out.”

What is the best way to find this information?

Thanks.
Read Answer Asked by Alan on January 24, 2022
Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.

How would you rank them, Today, based on the current valuation, growth prospects and risk ?

Also, should MA,V and PYPL be considered different than others ?

Thank You
Read Answer Asked by rajeev on January 24, 2022
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Read Answer Asked by Grant on January 24, 2022
Q: As already mentioned by Marvin,I also would like to complement 5I on the introductory to all pages with " one of the hardest thi ngs" Thanks Larry Also my question is I am down 11% with BTO thinking 5$was a decent entry point for gold exsposure. Would you consider a swap to AEM a good move?Tks.Larry
Read Answer Asked by Larry on January 24, 2022
Q: Hello. I have ~$50K cash to deploy for investing. Given current volatile market, I am thinking of investing all in ETF (which might be safer), unless you feel strongly about some undervalued stocks. I'd like expose to world economy including the US, Canada and perhaps others. The investment can be long term as I don't need these money right away. But in case of decent gain in a short term, I probably would take money out for real estate purchase. Can you please recommend 3-5 ETF? I understand you don't timing the market. But given the outlook for rising interest rate, would it be better just hold them as cash for now?

Thank you.
Read Answer Asked by Yiwen on January 24, 2022
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