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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: Hi, SHOP had a really bad day Today and traded really poorly, sinking almost 7%, perhaps influenced by Alphabet's results and major large techs like META, AMZN etc, pulling the Nasdaq sharply lower. Shopify stock also broke the $68 support level today, which it has held, in the recent past. We added a little to our 6% holding, with a long term belief in company's strong fundamentals.

Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?

Thank You
Read Answer Asked by rajeev on October 26, 2023
Q: Hello, Is it better to purchase Canadian bank stocks in a RRSP or non registered acct and why ?

What about U.S. bank stocks?

Thanks so much.

Read Answer Asked by Lorraine on October 26, 2023
Q: In the event of windup, dissolution, liquidation, where do the various debt instruments rank with respect to each other ie. bank debt, debentures, notes and preferred shares? When there are several debentures, notes and preferred shares outstanding, how do they rank with respect to each other?
Read Answer Asked by Kenneth on October 26, 2023
Q: Do you think it is a good time to add bonds? It seems the most likely scenario's (slow growth with moderating inflation like now, or full blown recession) will be more favourable to bond investors than equity holders. What is the asset mix you would employ and do you favour longer bonds today? Thanks.
Read Answer Asked by Curtis on October 26, 2023
Q: I am aware you had dropped FSZ from the The recent announcement of the drop in AUM has precipitated quite a drop in share price. My 3 part question is:
1) How safe would you say the dividend is?
2) Can you estimate the payout ratio at this time?
3) Is this the proverbial falling knife, or is there a basis for some share price (are we there?) where a buy is in the order?
Thanks! ... PK
Read Answer Asked by Paul on October 26, 2023
Q: What are your suggestions for the best Balanced mutual funds that I could consider purchasing over the next 2-3 months?
Read Answer Asked by John on October 26, 2023
Q: Retired dividend-income investor. I own Park Lawn (70% in my Cash account and 30% in my TFSA). I am down 10% in the Cash account (without the dividends) and down 45% in my TFSA. My current thought is to sell all of my PLC shares held in my Cash account, wait at least 30 days and then re-evaluate and potentially add to my PLC-TFSA shares. I still believe in PLC, but think it might be a while before a rebound occurs and I could capture the capital loss.

Question #1 = I just wanted to check with you that the above plan would meet the CRA superficial tax loss rules (STLR).

Q#2 = Further, my understanding regarding "STLR" are that it does not matter if you hold the same security in multiple accounts (RRSP, TFSA, Cash) and if you are up or down in any of these accounts, that if you wish to claim a loss related to a sale in the Cash account, as long as you don't buy or sell in any account within the 30 day window either before or after the "sale" date, then the sale will meet the CRA Tax Loss requirements. Am I correct?

Thanks in advance for the clarification...Steve
Read Answer Asked by Stephen on October 26, 2023
Q: Fortunately I sold PRV.un and NXR.un over a year ago and now wondering if it is time to repurchase. I'm reminded of Warren Buffet's expression to be "greedy when others are fearful" and there is lots of fear out there at the moment. In your opinion, what are the three most important ratios when evaluating REITs and what are the yellow (caution) the RED (danger) zones for those ratios? What are the ratios for the subject REITS?
Read Answer Asked by Brendon on October 26, 2023
Q: As a divided investor would you be a buyer or seller of the Canadian banks today.
Read Answer Asked by George on October 25, 2023
Q: Dear 5i team.

In early Oct. after the possible take private offer on NBLY was announced, I started keeping tabs on it. From the initial pop the price action is down on a daily basis, it seems.
When do we expect more public info to be released on this one? It sure smells like the old DND bait and switch example of the past year or so and we know how that one has played out. (apologize for the cynical DND comment, but it's the most recent example I could think of)
Is the arbitrage opportunity here picking up speed, or a sign that the market thinks this deal will not complete, thus stay away?

Many thanks for your help.
Read Answer Asked by Arthur on October 25, 2023
Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.

Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.

Today Worldline SA is being cut in half. Worldline is a several billion dollar company.

Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC
Read Answer Asked by John on October 25, 2023
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