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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'm going to retire next year and have recently received a inheritance. I have this money in a non registered account. PA is telling me that I need more US and international exposure. I'm looking at ETF's with dividends but being non Canadian holding I will not get the tax credit. Should I still look at dividend ETF's and not worry about the tax? I have a low to median risk for these non Canadian ETF's. I have a diversified group of large cap Canadian stocks to take advantage of the dividend tax credit. Can you give me some names to look at buying?
Thanks Greg
Read Answer Asked by Greg on February 27, 2020
Q: I wonder if I could get you to speculate what impact Bernie Sanders being elected President might have on the markets. And how one might adjust a portfolio in response/anticipation of such an event. For example, I imagine there could be a major impact on health care stocks.
Read Answer Asked by David on February 26, 2020
Q: What do you think is the motivation behind Trumps proposed tax incentive to buy equities and what would be the ramifications for investors should it happen?
Read Answer Asked by michael on February 19, 2020
Q: Hello Peter,
If the US economy hypothetically grows closer to 3 percent as forecasted by Trump; which sectors would lead the way in your opinion?
Also, the Canadian economy should also experience a tailwind. How would you suggest the portfolio could be adjusted?
Any pointers to specific stocks both here and south that one could look at?
Regards.
Read Answer Asked by Rajiv on February 12, 2020
Q: I have read that investing in AMD seasonally ,from October to April generally results in great returns . I own NVDA which has finally come back to my purchase price due to the Trump/China war. The best performing names are semis that I haven’t heard of . Are Semiconductors best as investments or swing trades ? Do you feel that AMD, INTC will perform better than NVDA .
Read Answer Asked by Thomas on January 07, 2020
Q: Most mj stocks are down -80% from their "highs"

Was this a market bubble much like jr mining stocks in 2007? Were participants led by greed to speculate in assets which they did not know how to value?
Read Answer Asked by malcolm on January 06, 2020
Q: I have been purchasing these three oil Companies this month with a view Tax Loss Selling will end on Dec 27th, Oil Prices moving UP, world economies are improving, demand for Oil will increase, China USA Tariffs will come off, Trump will remain as President may even be reelected in 2020. I expect a good rebound in Oil shares in January, February. TMP is being built perhaps other pipelines as well. Both Liberals & Conservatives want TMP to be completed.

Am I on the Correct Course ? What Oil companies would you Buy if you agree with my Thesis ? What do you think of my selections ? Joseph Schacter likes them .RAK
Read Answer Asked by bob on December 23, 2019
Q: I have quite a bit of money to invest but I am in no hurry, maybe even in January as there are a lot of problems in the world just now.
impeachment, British Vote,,Brexit, Trumps antics, upset world
What are your thoughts or suggestions

Ernie
Read Answer Asked by Ernest on December 09, 2019
Q: What is the ‘street’ telling you about the upside, flat or downside in the market for the remainder of this year?
Clayton
Read Answer Asked by Clayton on November 19, 2019
Q: In my opinion the U.S. China trade relations will soon improve. One reason being Trump does not want to go into an election without the economy firing on all cylinders. Can you suggest a stock that will benefit from the easing of trade barriers.
Read Answer Asked by Brian on November 18, 2019
Q: GIL is on my add to holdings at next opportunity to align with the 5i portfolio. Is today the day to do it with the drop? I assume this is greatly Trump China trade related so who knows how it will go. CAE and BYD.un are also on my buy at next opportunity list would you prefer one of those...
Read Answer Asked by Tom on October 18, 2019
Q: BABA & other Chinese Companies got hit from Trump's comment re not listing of Chinese Companies in New York. .Assume this would be for new listings and not effect Companies presently listed. This downward move effects U S Pension Funds and U S Citizens that hold Chinese companies . Not a smart move. China holds $ 1 4 Trillion US Treasuries. All they have to do is start selling these U S treasuries in retaliation to his moves. Your comments please .
RAK
Read Answer Asked by bob on September 30, 2019
Q: Peter,U were great on Market Call on 9/19.Thanks for answering my Q on AW.un. Please u short comment on LSPD's new retail 3.0 POS app. On Sep 23 the G&M filed a report on LSPD stating that it was oversold, co's forecasts of fiscal 2020,2021 & 2022 are greater than the street,Cassie de depot is the biggest owner below 40%, & tech support @ $30,then $25 & Resistance @ $40 & $45.Txs for u usual great services & views
Read Answer Asked by Peter on September 25, 2019
Q: Greetings 5i,

Trump retaliates in trade war with orders for American companies to "immediatly start looking for alternatives to China".

Where, what industries or companies in Canada, would you speculate there to be rising opportunities as a result?

Any additional thought would be welcome.

Cheers!
Read Answer Asked by Duane on August 26, 2019
Q: Hi Peter

You recently wrote an article about investing versus gambling which neatly explained why investing was not gambling. I had no issue with your explanation, but must admit that lately I am concerned that investing is starting to feel more and more like gambling. You just do not know what Trump is going to Tweet or do next. China’s reactions are another issue. I am not confident that Trump fully understands what he is doing. Case in point , his remarks that China is adding all kings of money into the US Treasury due to the tariffs he is imposing. Look at the reactions to his plan to impose further tariffs on China and subsequent devaluation of the Chinese currency. You just do not know what he will do next. But it does look like China is digging in for along term battle. Your comments please. Uncertainty is extremely high now. So why not sell most equity investments and move to the sidelines?
Read Answer Asked by John on August 07, 2019
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