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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,

My RRSP funds are with TD Strategic management balanced portfolio, MER is about 1.8%, it does not look like it is doing good. What are your thoughts about TD Strategic management balanced portfolio, and will self-manage option be better to save 1.8%
Read Answer Asked by Manjit on August 23, 2024
Q: hello 5i:
regarding the calculation of dividend payout ratios: can you tell me the difference between using Adjusted (Operating) Earnings and Free Cash Flow? And what is your preference between the two? Are there times when its better to use Operating Cash Flows?
thanks
Paul L
Read Answer Asked by Paul on August 23, 2024
Q: Do you have suggestions for websites that provide historical equity information? Particularly performance such as best 1 month, 3 month, 1 year ect. Worst 1 month, 3 month, 1 year ect.
Read Answer Asked by Joe on August 23, 2024
Q: Hi, looking to replace Telus, (I would have a tax loss), could you recommend 2-3 companies that might have a little better prospects going forward,( better growth)and also have a decent dividend. Or do you like Telus and continue holding?
Thanks
Read Answer Asked by Brad on August 23, 2024
Q: I hold all these in my TFSA and they are all down considerably (ranging from -35% to-90%). I am wanting to clean some of these up. Are any of these worth keeping?
Thanks
Read Answer Asked by Marjorie on August 23, 2024
Q: It is my understanding that these two companies offer similar services. Are they direct competitors? Can you please compare and contrast these two on balance sheet strength, potential moat, growth prospects and current valuation?
Read Answer Asked by Matthew on August 23, 2024
Q: Could you pls suggest a hedged and the related unhedged US Utility EFT that will earn about 10% including both dividend plus yield over 1 year?
Read Answer Asked by Ron on August 23, 2024
Q: Hi Peter, can you suggest 5 good companies one might put in a Tax Free Homeowner Saving account, what would one look for here. Thanks
Read Answer Asked by Nick on August 23, 2024
Q: I REALIZE THAT ESTATE QUESTIONS ARE NOT YOUR EXPERTISE HOWEVER THIS IS MY QUESTION. IF ONE HAS A LARGE VALUE OF USA DOLLAR STOCK DOES ONE'S ESTATE HAVE TO PAY ESTATE TAX. COULD YOU REFERENCE ME TO A SUITABLE SITE THAT COULD TELL ME THE AMOUNT OVER WHICH US$ TAX APPLIES AND BECOMES TAXABLE ON A VERY LARGE CANADIAN AND US PORTFILIO?

THANKS
Read Answer Asked by John on August 23, 2024
Q: Regarding Savalai's question on August 22, 2024 about insurance for grandkids.

Many years ago (25-30) my parents purchased permanent life insurance for all their grandkids and after that time the cash value, unfortunately, was negligible in comparison to what an index ETF tracking the general market would have been.

Of course there are many variables to consider and perhaps the insurance purchased by my parents was an inferior product, but they often wished they had purchased blue-chip stocks (ETFs were not widely available then) instead.

Just letting you know my experience.
Thanks.
Read Answer Asked by Harvey on August 23, 2024
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