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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: Hello great folks:

Any idea why TIXT is so weak here? Is it lumped in with the "high valuation" growth companies, or is it expected to suffer with higher rates?

Bonus question: Gold seems to correlate the best with real rates. If rates move up this year and is successful in moving inflation down, this would seem to be a double whammy against gold. Would you expect gold, and by extension mining stocks, to have a tough year under this scenario?
Read Answer Asked by Kel on January 06, 2022
Q: In response to a question from Stephen, about stocks that pay a monthly dividend, you said “There are not a lot of blue chips that pay monthly.”

I have enjoyed monthly income and a nice (unrealized) capital gain from LWRK for more than a decade.

Would you not consider LWRK to be a “blue chip” that Stephen should consider for monthly retirement income and, if not, why not?

The stock price is well off its highs. Is LWRK good value at current prices?
Read Answer Asked by David on January 06, 2022
Q: I have the following bond ETF's: HFR,VSC, ZAG and XHY. They total 22% of my portfolio. My question is do I move out, reduce or shift into different bond investments. I am 70 and they are split evenly in registered and non registered accounts.
Cheers and thanks for your great work. Bob
Read Answer Asked by robert on January 06, 2022
Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary
Read Answer Asked by Gary on January 06, 2022
Q: Hi group what you feeling on the big tech stocks at present are they a buying opportunity or a value trap? also is oil an attractive entry point right now or is it just a blip to the upside thanks for your insight. what your favorites in tech / energy or should i just stay away till everything settles down
Read Answer Asked by Terence on January 06, 2022
Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?
Read Answer Asked by Rod on January 06, 2022
Q: Happy New Year!
As a broad-ish generalisation, could one substitute 'structured notes' as an asset class in a portfolio with one or more covered call ETFs?
Read Answer Asked by David on January 06, 2022
Q: Hi,

I need a good dividend energy stock, with some growth, and limited volatility, for the next couple years? Can you give me 2 of your favourite CDN and 2 US picks?
Read Answer Asked by Graeme on January 06, 2022
Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen
Read Answer Asked by Stephen on January 06, 2022
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