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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: Just a follow up to my previous question on the above. I checked with Quadravest and I can tender my preferred at the lesser of $10.00 or the NAV if it's less than $10.00 on December 1/24. According to the last NAV of $15.62 we have 56% downward protection. Given that it holds the 15 biggest companies on the TSX with dividends would you agree that it would be a fairly safe investment with a 9.8% return over the remaining 23 months to maturity?
Read Answer Asked by Albert on January 04, 2023
Q: when momentum was in vogue price to sales was a favourite measuring stick for valuing tech companies. so it would seem to make sense to apply this metric in the current environment. accordingly what are the historical metrics for MSFT GOOG. AMZN and what are the latest price to sales metrics for these 3 companies. thanks Richard
Read Answer Asked by richard on January 04, 2023
Q: US stocks in my RRSP: I strongly believe that 2023 shall be another year with high volatility, for numerous reasons (world economy ,geostrategic factors,debts,China
slowdown,etc..).In this perspective,I increased the proportion of US covered call ETF using call options on 100% of portfolio in order to : 1) reduce volatility et 2) maintain significant dividends during this coming period.When the market will stabilise ,I will reduce the % of these ETF in order to increase the % of Cies stocks and of "conventional ETFs".Please comment this strategy ,plus your point of vue will be appreciated since I know that "no one can predict the future" ! regards,J-Y
Read Answer Asked by Jean-Yves on January 04, 2023
Q: I completed the Portfolio Analytics Tool and uploaded my own holdings. It suggested I should invest in 30 percent fixed income - I’ve spent my investment years in the equity market - any suggestions for this asset class such as which bonds, what terms, etc… ?
Read Answer Asked by Gary on January 04, 2023
Q: I sold Nutrien at a much higher price in 2022 with the intention of rebuying if the share price pulled back. While the share price has indeed pulled back, the 50 dma is heading down and the 200 dma has recently turned down. These technicals are giving me pause. I know 5i prefers looking at fundamentals. Considering fundamentals, NTR looks cheap to my inexpert eyes. Would you be comfortable buying now given the fundamentals of the company?

Thank you as always for your expertise.

All the best in 2023.
Read Answer Asked by Richard on January 04, 2023
Q: What are a few non-tech, non-financial stocks that you are high on right now?
Read Answer Asked by Stephen on January 04, 2023
Q: Thanks for all your help!! If you need US funds is there any downside to moving stocks that trade in Canadian and US markets to US markets and receive the dividends in US funds?
Read Answer Asked by Bryan on January 04, 2023
Q: Regarding the T1135 form, my understanding is that by owning both ILF (U.S. ETF) and Vale (ADR), they would need to be declared (i.e. not exempt from reporting) above the $100,000 threshold correct? I believe this is true unless they are held within an RRSP or a TFSA, in which case both would be exempt.

On the other hand, ETF's with foreign holdings that are created by Canadian institutions such as the BMO's ZEM would also be exempt from reporting, even if that one was held within an open account.

If the above is true, is there a Canadian-based alternative to the ILF ETF ? I would like to have some exposure to Latin America. ZEM, for instance, has holdings I'm not really interested in.
Read Answer Asked by James on January 04, 2023
Q: Good morning, Can you see a turning point after bottoming out for growth stocks of this nature this coming year for company's like Shop, Nuvei and Lighrspeed, just to name a few, thanks?
Read Answer Asked by Pat on January 04, 2023
Q: hi folks:

what am i missing here?

time and again, when a dividend company comes under pressure (in this case AQN) all the wags talk about 'soaring and unsustainable dividends'

this clip from today:

Yes – Algonquin’s juicy dividend. The drop in share price has caused Algonquin’s dividend to soar. As of the time of writing, the stock is down over 50% year to date, while the dividend yield has swelled to 10.93%.

That’s an insane, if not unsustainable, dividend yield. Even if Algonquin were to slash its dividend in half, it would still offer a very competitive yield, and still one of the better-paying options on the market.


the dividend $ has NOT changed; only the yield as a % of share price has

either the company can support the dividend or it cannot

my point: a dividend is a reflection of the strength of the balance sheet and the companies cashflow

that the price gets knocked in half is irrelevant to the dividend paid

UNLESS said bal/sht and cashflow will no longer support the divy at that amount

(yes, i understand that the current price reflects people's belief that the balance sheet cannot continue this level of dividend)

so, are these type clips just sensationalizing or am i completely wrong?

again.........

thx

happy new year team
Read Answer Asked by Robert on January 04, 2023
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