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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: I am looking for a three or four Canadian stocks in any sector that have some dividend and a decent premium on call options to provide income for a senior friend.
With appreciation,
Ed
Read Answer Asked by Ed on November 12, 2024
Q: I turned 71 this year and I am pulled between GROWTH & DIVIDEND stocks in my RRIF starting in January. Am I wrong in thinking that it does not make a difference, if: (I do have growth stocks in my Cash & TFSA accounts).
My Tech & other Growth stocks appreciate by 6% or more and I withdraw 6 % via my RRIF, or
Withdraw 6% of my Dividend stocks? Compounding does work, as I bought $20K of RBC a few years ago @ $112 & is now @ $172. Tried the same with TD which did not work.
Obviously, the idea is to not deplete my assets by the RRIF withdrawals? Am I right in my thinking?

Thanks!
Read Answer Asked by Austin on November 12, 2024
Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much
Read Answer Asked by umedali on November 12, 2024
Q: How will Trump’s tariff policy impact Canadian companies operating in the United States? Taking ATZ as an example, will the tariffs raise Aritzia's costs, making their clothing less competitive in the U.S. and potentially slowing their expansion there? Additionally, which Canadian companies with U.S. operations are most likely to feel the effects of these tariffs?
Read Answer Asked by Colum on November 11, 2024
Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?
Read Answer Asked by James on November 08, 2024
Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank
Read Answer Asked by Frank on November 08, 2024
Q: My overall Industrial weighting is fairly bang on with SIS, TFI, WSP, and a US industrial ETF.

I have been looking at TVK. Would it make sense to trim WSP at 4.59% of total portfolio down and add TVK?

WSP has been a great and I assume safer, but I can see trimming it down to 3% and adding TVK?

Thanks again.
Read Answer Asked by Colin on November 08, 2024
Q: Lots of volatility based on the election results. This may be too early to ask, but are there any stocks that have risen (or fallen) too much on fundamentals as a result of the election? Looking for potential sell (or buy) opportunities if you think appropriate.
Read Answer Asked by Mike on November 07, 2024
Q: Everyone, what are the next headwinds and when will they show up in the markets. Clayton
Read Answer Asked by Clayton on November 07, 2024
Q: In response to Alex's question on Nov. 6, 5i responded in part "(the) confluence from today's US sector performances (financials up 4.6%, industrials up 2.8%, energy and communications up 2.1%, and tech up 1.8%), we feel that the financials and industrials sectors are other areas that can benefit." Would you please advise me where to find this data, and if possible for Canadian market sectors as well. BNN used to supply this data for the latter but no longer. Your service is sincerely appreciated.

Rob

Read Answer Asked by Rob on November 06, 2024
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