Investment Q&A

Q: We are a retired couple min 60's with large portfolio of Canadian large cap dividend payers plus assortment of NA and euro index etfs. Do we still need to carry bond etfs

Q: When does cardinal report? What are the chances of getting our dividend back? How high could it be ?

Q: Which stock would be a good proxy for VEEV for a tax loss? Would you repurchase or would you recommend another stock in the same sector?

Thanks for your service!

Q: Thoughts on their 1/4 please.

Q: Hi, Could you please comment on AI earnings. Can you compare it to Palentir?
Thank you

Q: Unless I misread your reply, in a recent response you suggested that you can claim both the interest charges as well as the principal amount of a loan as a deductible expense when its used to purchase an investment. To my knowledge, only the interest portion of the loan is a tax deduction.

Q: I like to look at total return including capital gains plus dividends over the previous 5 or 10 years when considering the purchase of a stock. This sometimes keeps me from purchasing a stock with a big dividend but little or no price appreciation. But I do not have a site that I am confident in to provide total return information for US or Canadian listed stocks. I use Globe watchlist which has a 5 year return but it does not agree with Canadian Stock Channel, for example.
Is there a site or simple method to get this statistic?

Q: Please comment on today's results from RHT and also current thoughts on AKU and their financial situation. Thanks

Q: I hold ERF, NVA, ARX, TVE, GXE, and VET in the "play money" part of my portfolio and I'm certainly benefiting from and enjoying the large increases but I know all good things must end and sometimes quite abruptly.

Are there a couple of key indicators I should be particularly watching for that it's time to get out of all of these quickly before I give up all my easy gains?

Thank you,

John

Q: Can you provide your view on SOFIs earnings. Cash flow. Future growth. Potential. Do you like it, would you buy at these prices?

Q: Good day 5i,

I hold SEMR and VEEV and both reported recently. I would appreciate your analysis of their earnings reports as well as what you see going forward for both.

I have a long-term outlook and a high tolerance for volatility, if the growth story is intact.

Thank you for your insights.

Q: Hello Peter,

I have 6% of my portfolio in Gold and Silver stocks with PAAS as the lone silver holding. The rest are in gold distributed between large (AEM,FNV) and small (MMX,KRR,WDO).
I am considering selling PAAS to harvest a tax loss. I could replace it with another Silver stock(MAG) or replace with increasing a Gold producer or let my portfolio weight drop.
Given the current geo political situation, what would be your suggestion?
Regards
Rajiv

Q: Your opinion on the latest quarter? Big drop Pre market.
Thank you

Q: Turbulent times.
Yesterday you seemed to give a preferential nod to BCE in the domestic telco sector. Is this a change of view on Telus, which you have been preferring for some time? If so, could you please elaborate. Still grateful after all these years, so thanks again. Al

Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?

Q: What companies are comparable and are they getting decimated like Anaergia Inc.

Q: I think I have over-diversified and I am now trying to condense my portfolio. I own these three and am thinking of selling one of them. Any suggestions on which one? or should I keep all three?
Thank you

Q: I have questions:

1. ATCO vs BIP.UN - Do you agree with this article making a case that ATCO is maybe a better buy?

https://seekingalpha.com/article/4492123-forget-brookfield-infrastructure-buy-atco-instead?mailingid=26881852&messageid=dividend_ideas&serial=26881852.14358&utm_campaign=Dividend%2BIdeas%2BLaunch%2B2022-03-02&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend%2B%26%2BIncome%2BSmart%2BList

2. Does ATCO have a rock-solid balance sheet that could potentially ride out an possible long recession?

3. Is there significant overlap between ATCO and BIP.UN ? Could a person own both? (I do also own BEP.UN which has utility exposure).

Q: I am in a quandary, I have no idea what is going on with this split shares. I bought the capital shares at the low of oil stock companies, the shares were $.50. I know that it was highly leveraged and there was no value in the capital shares. I accepted the fact that they could be worthless by 2023, the time that they would be redeemed. I was hoping that the oil stock would recover and the net asset value would go back to $5 as it was in 2018. Well the underlining stocks have mostly hit 5 year highs, but yet the net value of the capital shares are about $ 2.00, so the way I read it the stocks would have to go up another 100 % to get to this value, if my calculations are correct. Rhis is not going to happen, I emailed the company but no response I just do not under stand why the value is so low. Do I have this right if so I blow these shares out. Sorry for the long winded question.
confused

Thanks
auftar

Q: What did you think of their earnings?

I know you like the stock, despite it being high risk. I bought the dip in Jan, thinking of adding more. Would you consider it a buy at this time?

Thank You