Investment Q&A

Q: Considering the next 3 years: BUY? SELL? or HOLD?

Q: Your thoughts on NRT please

Q: Good afternoon!
I have substantial room in our TFSAs this year due to large withdrawals made. I plan on moving some combination of these four equities into it from RIFs and my unregistered acount:

BCE, T, LIF, CHE.UN

Taxation is not a concern, as the only one in an unregistered account is BCE, and it is just slightly down from my purchase price (no doubt due to tax loss selling).
My reasoning on choosing these four is that each of these has some potential growth of a substantial nature, and therefore would be better in a TFSA as opposed to a RIF or unregistered account.
Could you please comment on this logic, and also rank them on the basis of growth from most likely to least likely over the next few years?
Please take as many credits as necessary.
Thanks!
Paul K

Q: Could you comment on CJ going forward on current energy levels and perhaps a trend dowward,especially with the high dividend

Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!

Q: is there any reason to expect meaningful growth in TD during the next year or two? I have a full position and I think the yield is down and the stock is getting tired. I am thinking of selling some (e.g. 20%) shares or selling covered calls in some at about 135/share.. What do you think of the stock going forward for the next two years?

Q: I’m looking at buying into one of ATRL, STN or WSP. I am struck by the low PE of ATRL vs the other 2 (5.6, 30.9 and 36.7 respectively).
I understand this is due to higher earnings this year from ATRL. Is this likely to continue or is it an anomaly?
Which would you buy today for a long-term hold?

Q: FYI!!!!! Just confirmed with TD Waterhouse even though X dividend is today, you can not sell it today to get the Special $10 dividend.

John

Q: After years of holding this company I sold it for tax loss. I'm confident I have time to rebuy after 30 days without the need of a proxy. The question is, should I rebuy it. Even though it has grown for the last 3-4 Q's as a result of its entry into the RTD market, investors don't seem to care. Perhaps with a risk off market and a shift to value it could run. What do you think? How would you rank this stock, as an income stock with moderate growth or just a straight income stock? What would you consider a better income stock with moderate growth? Can you review it's last 2 or 3 Q's in your response? Thank you.
John

Q: Have a capital loss with Telus of 23%. Would you recommend selling Telus and buying one of BCE, QBR.B or RCI.B or just keeping cash buying back T after 30 days or doing something else? How would you rank BCE, QBR.B, RCI.B, T for an income account for purchase?

Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?

Q: Hi, I’m looking to create a portfolio of dividend growth stocks split over Canada and Us stocks with 10-12 names. Can you make a recommendation on the names you would use?

Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?

Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.

Q: What are you thought on taking a half position at current prices in my TFSA? I currently hold a very small 1/4 position in TCP which I would like to increase, but not at current prices. What are your thoughts? Is there a better buy within the sector?

Q: My Interactive Brokers margin rates are now ~2.85%. I am a reasonably sophisticated investor, and understand the potential perils of margin. I do not have a heavy margin balance currently, but would like to use about 1/3 of the available balance to buy Canadian low risk stocks with eligible dividends, ideally monthly.

I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?

Q: I have full position of both Telus and BCE, both at substantial losses in a margin account. Should I leave them be, reduce, or get out? I do not have much in the way of capital gains this year. If reducing these stocks is a good idea, what would you replace them with in today's very expensive market, not worrying about sector, more about regaining the losses? Could GSY be a replacement or would you consider this much more high risk? Thank you!

Q: Hey everyone, I’m developing a Canadian portfolio with XEI as the core. XEI is heavy into energy and financials so as part of my core it will only be 40 to 50 percent of the entire Canadian portfolio. If you could help me by picking stocks from your three portfolios to round out the portfolio it would be greatly appreciated! It really doesn’t matter how many stocks you pick as it’s $10 a trade and will be in the portfolio for a long time (hopefully). The only consideration is that it pays a dividend.

Q: Everytime PPL issues a press release the stock drops ! Was the guidance and business update that bad ? Why not just not do the release, and let the stock do its thing.

Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?

If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)