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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: Peter, what are your top 10 defencive dividend paying stocks in Canada in order of safety please.
Read Answer Asked by Ken on October 23, 2023
Q: I'm down 22% on Bank of NovaScotia. If history repeats again I should double down. I've lived thru cycles where the banks pay a yield over 5% and each time their price goes up and as a result yield goes to a more normal rate. I already have a 5% weighting on this stock, and my rule is not to go any higher, but this is so tempting. "Chasing yield". Where can I find charts showing prime rate vs BNS yield to compare over a 20 year period.
Read Answer Asked by Tim on October 23, 2023
Q: What would be your top picks for stable Canadian dividend stocks that are trading at historically low valuations?

Thanks so much!
Read Answer Asked by Tara on October 19, 2023
Q: What doing you think of the bank? I have heard several market commentators say they like this smaller bank.
Read Answer Asked by Rachel on October 16, 2023
Q: Tax Loss selling time is just around the corner and I would like to take advantage of losses I have in above companies. I have some gains this year and I paid taxes on gains for the last 3 years as well.
Would you sell one position only and which one would you suggest. I would like to buy back at the appropriate time as well.
I would appreciate if you could prepare us for this event of tax loss selling and refresh our memories.
Thank you!
Albert
Read Answer Asked by ALBERT on October 16, 2023
Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Read Answer Asked by Larry on October 12, 2023
Q: Re: the Bank 30Yr Mortgage Amortization Question asked by James... Could you explain the impact of more or less 30Yr Amortiztion Motgages ? Why is it important ? Also how would you rank the Cdn banks for purchase now and which could recover the best ? Which likely has the lowest impact from mortgages renewing ? Thank you.
Read Answer Asked by Paul on October 11, 2023
Q: Do you see interesting dividends stocks down that we should keep an eye on with potentiel harvesting tax-loss season coming? Canadian and US stocks with a good balance sheet.

I have been looking at dir.un, plc, ko and pfe
Read Answer Asked by Francois on October 11, 2023
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
Read Answer Asked by Kim on October 10, 2023
Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.
Read Answer Asked by James on October 06, 2023
Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?
Read Answer Asked by Peter on October 03, 2023
Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.
Read Answer Asked by Terence on October 03, 2023
Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?

RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI
Read Answer Asked by Brian on October 03, 2023
Q: same sector tax-loss strategy...What am I missing here...with the assumption that the banks move more or less in tandem...

If I sell BNS stock at a $30K loss and use the funds to buy BMO as a "placeholder", won't I be in the same position either way? i.e. after a 10% gain I would either recover my losses as the BNS stock increases or I would grow tax-free gains as the BMO stock increases (up to $30K)...

Surely for this tax loss strategy it is best to just stick with the company I most believe in, yes?
Read Answer Asked by Brett on October 02, 2023
Q: I was very surprised to read your answer to a question from Dennis on September 28th and I’m looking for an explanation as I hold BNS in all my accounts and have always considered it one of Canada’s top blue chip companies that has been paying a dividend for over 100 years. You ranked BNS second from last in dividend sustainability behind high debt, high payout ratio, low growth companies like BCE, T and ENB. Thanks.
Read Answer Asked by Anthony on September 29, 2023
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