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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 did a revue of my PORTFOLIO ANALYTICS and have a couple of questions as follows:
Under Fixed Income Defensive I have CBO, VGG & ZDI in my TFSA. Are these okay here or can be added to or any deleted?
Under International Allocations I have VXC, XAW, XEF, VEU & XWD in the TFSA. Are these okay as they are or shoud I be considering some changes?
Best wishes for the New Year and thanks for your great service!
Read Answer Asked by Terry on January 11, 2022
Q: If you would like to do a short term trade with a long position are calls a better option than purchasing the stock?
Read Answer Asked by mike on January 11, 2022
Q: I am looking to get some broad exposure in my portfolio outside of Canada and the US. I came across the CIEI ETF and it seems to have a good mix of solid names (and some dividend payments) from what I can see online (https://www.cibc.com/en/personal-banking/investments/etfs/international-equity-index-etf.html). I am looking for a 10+ year hold and it would be in a TFSA. My only issue is that is a new ETF - and was wondering if it would be suitable for a 10+ year hold or if there is something more established that you would suggest.

Thanks and all the best for a safe and profitable 2022 - really like your service!
Read Answer Asked by Rossano on January 11, 2022
Q: So I read in the G&M that household savings are at record numbers ; some $ 300 billion , twice the average of the last 2 years , yet I understand that Canadians are in debt to an unprecedented degree. How can this be ? The savers and debtors must be not the same person. Personally, I believe the boomers will come to the rescue of the many indebted GenX and Millennials by passing their sizeable assets over upon their last gasp.
Any thoughts ?

Derek ( boomer)



Read Answer Asked by Derek on January 11, 2022
Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?
Read Answer Asked by Adam on January 11, 2022
Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....
Read Answer Asked by Warren on January 11, 2022
Q: This small cap was over $200 a few years and is now under $1. Does it have any positive attributes and possibly a chance to do better given the supply chain issues?
Read Answer Asked by Brendan on January 11, 2022
Q: Hi Peter/Mike I've been away from the markets lately and have noticed that SHOP is way down as is my LSPD. My cost for my 5 shares of SHOP is 66.76 and it's 13% of my TFSA acc. My cost on my 200 shares of LSPD is 26.06 and it's 8% of my RRSP acc. Would it be wise to sell at this point and use the gains elsewhere or is it still hold these two. Thanks, Nick
Read Answer Asked by Nick on January 11, 2022
Q: I have made good profit by investing in these ETF's. Now as the S&P 500 begins to roll down, I see losing some of the gains made so far. Should I sell these ETF's and park the money in cash and wait for the S&P 500 to move up and then invest it back. Alternately , should I leave it invested in these two ETF's. This is part of my fixed income investment. Thanks for the excellent advice you guys have consistently provided.
Read Answer Asked by Vinod on January 11, 2022
Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?
Read Answer Asked by Patrick on January 11, 2022
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