Investment Q&A

Q: Hi, In a strong market and a FED induced rally, above stocks sold off sharply, in Today's trading, perhaps for different reasons. Drop in HPS.a, could be attributed to profit taking against the back drop of 300% jump, this year. But, the other three companies, I thought, will be benefitted with lower rates cycle over 2024/2025. May be, I am wrong. It;s just that, when some stocks don't go up ( and decline) in otherwise strong up market, makes me wonder, what am I missing ? Thank You

Q: Can you recommend 4 large Canadian stocks that have a good upside with a dividend in the 4% plus range.I do have RY,TD,BMO,BIP and TRP. Looking for a total yearly upside of 10% plus range.
Thanks

Q: Are you aware of any reason why GSY popped so much of late, especially in the last two days? Usually this kind of jump only occurs if there is a potential takeover bid (just guessing here). Thanks.

Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?

Q: IMO Recently completed a $1.5 Billion Substantial Issuer Bid,(Fancy name for share repurchase)buying roughly 19 million shares at $78.50.Can you explain to me other than improving their EPS and not having to $38 million in dividends a year going forward how this is good stewardship of $1.5 Billion and can you tell me question number 2-What happens to these shares are they simply “retired”so in other they just vanish from circulation never to be seen again and $1.5 Billion also retired. Thanks and Merry Christmas

Q: Thanks for your explanation on BN and BAM ..... However I still don't see the thesis for buying BN ..... Mr Market is giving no credit to " cash in the bank " ..... Mr Market knows everything we do yet gives the capital gains to BAM.... For example BAM is up 3.57% today and BN is up 1.6% on an upmarket day .... And since inception BAM has consistently been the one rewarded .... Mr Market is giving the nod for both income and growth currently to BAM...... Why shouldn't I have my cake and eat it too ?

Q: Hello,

I am looking for a regular dividend paying fixed income bond ETF in Canada. I have a 5 year horizon. What would you suggest ? I currently own CBO.

Thanks.

Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.

Q: Hi team,

What are your thoughts on the long term prospects of this company?

Also, what are your thoughts on the CEO and his capital allocation ability?

Thank you,

Q: Good day team,

What do think of this ETF to purchase?
Also CCLN.

Thank you, John G.

Q: This company has had some substantial gains. From my review the company does have a fair bit if debt, but other aspects of the company appear to be positive. What is your opinion on this stock and wcould it be an add to ones portfolio, knowing it's a small cap and on the riskier side.

Q: I hold PDYPF:US OTC Pink shares, and since 5i / affiliated companies have financial interest also, I was wondering if you know what will happen on Jan 29/2024 when Flutter Entertainment begins trading on the NYSE under the new ticker FLUT?

Q: I just wanted to make sure I understood the CRA attribution rules. Let's say I have $10,000 and it earns interest in a taxable account @ 5% = $500. I have to claim that $500 on my income tax. Now suppose the next year that $500 earns more interest @ 5% = $25. Again, I could claim that $25 on my income tax.

However, my understanding is that this 2nd generation interest (interest on interest of $25) does not need to be claimed by me. Instead, it could be claimed under my wife's income tax. Am I correct?

If I am correct, my plan would be to transfer the interest monies I earned during 2023 from RBF2010 (basically a RBC money market fund currently earning 4.55%) to my wife's account in early 2024.

Please confirm my understanding is correct....thanks...Steve

Q: I wanted some gold exposure in my TFSA-Any thoughts on GLCC.CA
Also what does the group think of buying CDR'S
Thankyou

Q: What are the best stocks to look at now for exposure to copper?

Q: Hi Folks,
I would like to add either COSTCO or Home Depot to my non-registered account. In your opinion, which one would be best
to add at this time and why?
Thanks

Q: Hi Folks,
I have room for one more Tech stock in my non registered account. I am interested in FICO and NVDA. In your opinion, which one would be the better buy at this time and why?
Thanks

Q: The U.S. is growing much faster than Canada. Canada’s much slower economic growth relative to the U.S. seems to be related namely mortgage debt, Given this situation, can you suggest 1) Individual U.S. stocks for capital gain 2) Individual U.S. stocks that pay dividends, and 3) U.S. ETFs? Thank you

Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.

Q: H - all 4 down sharply post fed day. Only one with earnings was DOL but they did very well. Any explanation as to why severe drawdowns today?