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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,
I am thinking to borrow money from HELOC or LOC and invest in non-registered accounts. ($50,000). This is 1-3 years plan. Can I right off LOC interest from my personal income tax? please suggest if this is a good strategy in this time of year ? Also what are best options to invest ? Thanks
Read Answer Asked by Kapil on December 10, 2020
Q: Looking at the above MAWER funds which I believe you still like in the Mutual Fund field. I am interested in MAW 108 which is US Equity. MAW 120 is I think 56% US/ Canada with several of the holdings the same as in MAW 108 and 33 % Europe. MAW 102 seems to be 65% Europe incl UK ,27% Far East and only 5% US.So would MAW 108 and MAW 102 be a better combo? I guess it is a question of whether one thinks Europe will perform better than the US . Thanks for any help.Paul
Read Answer Asked by Paul on December 10, 2020
Q: ETFs
Can you suggest your top 1-2-3 ETFs traded on the TSX for Canadian, USA and International markets that should perform well (after fees) over the next 1-2 years and have good trade volumes? Also, would this be a good time to purchase hedge or unhedged ETFs?
Read Answer Asked by David on December 10, 2020
Q: I own both and at the share exchange price for TOG will have a loss. In order to realize that loss for tax purposes I assume I will need to sell it. Correct?
If I do sell but want to maintain a larger position in the new company, am I able to purchase more WCP right away without offending the superficial loss rules?
Read Answer Asked by angus on December 09, 2020
Q: You continue to hold XHY and CPD in the income portfolio. My understanding when purchasing these was that they would perform well in a low interest rate environment. That has not been the case. I am about breakeven on them over the past 3 years with dividends included. What is the investment thesis for holding them now that interest rates are already so low. Is it time to move on?
Read Answer Asked by justin on December 09, 2020
Q: I am trying to like CEE however a dividend of that size for such a smaller gold producer concerns me. Where are they getting the money to pay such a large percentage and why are they doing it. Addtionally, the same company trades in London (CEY) and there it trades at approximately 130 British Pounds with a very large volume while here in Canada, it's a $2 stock and much smaller volume. Can you help me like this company....thanks
Read Answer Asked by Norm on December 09, 2020
Q: C3.AI (symbol AI) Would appreciate your opinion of this new ipo ? today ?

JOHN
Read Answer Asked by JOHN on December 09, 2020
Q: Good afternoon, 3 questions...
Could you please give me your thoughts (after one public quarter) on Jfrog for a long term hold for growth?

There are lots of great new companies out there and only 1 public quarter for them. How would you rank the top ten “tech” stocks that had a IPO in 2020?

Your new USA fund forgive me if this is elsewhere but does this affect your answers or ability to answer any USA stock questions or does it not impact the current/past services? As I find your USA recommendations to be extremely valuable as a Canadian investor.

Thank you!
Read Answer Asked by Michael on December 09, 2020
Q: Good morning, I have a watch-list of vaccines, but it seemed like such a gamble in the past months, I didn't invest in any. Now that some are successful, I would like to have a position in at least one company. I've named a few above, but there are more. With the goal of growth in the next 1-2 years, which one or two "vaccine" stocks would you choose, and what percentage of the portfolio would you suggest as investment size. Thank-you.
Read Answer Asked by Kim on December 09, 2020
Q: hello again

For my non canadian and non USA holdings, I have relied almost exclusively on VEA for the last two years with ok results. I'm wondering if the Asian markets ( China, Taiwan, Japan in particular) won't fare better in the coming years than will many other geographics. Do you think it wise to switch to a different ETF and if so, which would you suggest? thanks. Al
Read Answer Asked by alex on December 09, 2020
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