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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 know you don't believe in timing the market but after the last few years i've ended up with a fair bit of cash on sidelines, yielding around 5%.
Post pivot i'm now thinking about when/how to deploy. Assuming interest rates have peaked and we start seeing cuts in 2024 i expect cash yields to start decreasing as well.
So if you wanted to "broadly" deploy your cash reserves throughout 2024 how would you proceed? Thinking some mix of SPY, RSP, EMV (much smaller allocation) as I have retained most of my high convinction Canadian stocks.
Dollar Cost Average monthly or quarterly
Wait for next broad pullback, we know it's coming just not sure when. Can still get a nice cash yield while waiting.
Read Answer Asked by Rob on December 18, 2023
Q: AC,BTE,BCE,BIR,CJ,CP,CVE,CPG,EIF,FRU,GEI,NVEI,OLA,PD,
US STOCKS DIS,FOXF,INMD,ICLN,OPRA,PDF.
Please also advise if any of these don't need to sell.(TAX REASON)
Highly appreciate your opinion.
Read Answer Asked by Nizar on December 18, 2023
Q: If you were forced to use borrowed $ to invest where would you park it? Interest cost is close to 6%, bonus points if the investment or investments pay a monthly dividend.
Read Answer Asked by Charles on December 15, 2023
Q: If both stocks were held and both at a loss of 10 to 12 % and I was thinking to need cash from one.I like the better dividend from white cap but if going forward I would have only one .Which one do you feel is a better bet to regain and provide higher growth potential? Tks Larry
Read Answer Asked by Larry on December 15, 2023
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
Read Answer Asked by rajeev on December 15, 2023
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?
Read Answer Asked by Doug on December 15, 2023
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?
Read Answer Asked by Doug on December 14, 2023
Q: Hello Peter,
Is there a way to participate in SpaceX for retail investors? Also, with Elon Musk being involved in many companies (space x, twitter, tsla), how will this affect performance of tesla in the long run? I have small weighting in well health, is it good time to buy some more.. much appreciated
Read Answer Asked by umedali on December 14, 2023
Q: I'm down a fair amount in registered plans after holding each of the 13 listed stocks for some time. Please rate in terms those that are worth keeping as the prospects are good vs those where it's probably time to cut losses and move on. Timeframe of 5 years before starting to draw down from portfolio.
Read Answer Asked by Chris on December 14, 2023
Q: I realize it's not a very long time horizon but of these three stocks, how would you rank them for Capital appreciation over a one year period, thanks?
Read Answer Asked by Pat on December 14, 2023
Q: Hi, can you please give me your top 3 or 4 individual stock picks for an RESP with 12 to 15 years before withdrawals? I would like to avoid the expense of currency exchanges but CDR's are welcome. Current holdings are GOOG-ne, XCG & XIT.

Thank you.
David
Read Answer Asked by David on December 14, 2023
Q: I want to add one of the above with the expectation of a total yearly return of 8% in the next five years.
Could you rank the above and explain your rational
Best of the season
Raouf
Read Answer Asked by Raoul on December 14, 2023
Q: I have just read your report covering the hidden gems in the cad market.

Kindly rank, from best to worst, how attractive they are for an immediate purchase.

Thank you
Read Answer Asked by Karim on December 13, 2023
Q: Hi All,
I'm helping my common law wife setup a high six figure investment portfolio. She is 57 and attempting to retire as am I (64). She is hoping to be able to make an income from this portfolio and some of that monthly if possible. We will be setting her up a new Cash and TFSA account with Qtrade. Would you also set up an RRSP at this point? I'm thinking she should put some in Gics, High Interest savings ETFs (at least for now, and Dividend stocks (Banks, Pipelines, Utilities etc.) I would love all the advice you could give in this format? Possible list of some ideas as well as what accounts would work best for these holdings for tax purposes? Thank you in advance!
Read Answer Asked by Harry on December 13, 2023
Q: Hi, my question is of a general nature concerning banks and the differences between Can. and Amer. mortgage systems.
Firstly, why are there two different systems(term lengths) of issuing mortgages and how can Amer. banks afford to issue long term (30 yr) mortgages at such low interest rates (which until recently were very low), now with higher rates their costs for deposits increases substantially compared to their long term loan rates. how can they survive in this situation? Is this the reason Canadian terms are s much shorter?
Thanks, Chris
Best of the season for all
Read Answer Asked by Christopher on December 13, 2023
Q: What companies do you think are getting excessively beaten up do to tax loss selling?
Read Answer Asked by Paul on December 13, 2023
Q: As we head into 2024 and hopefully a lower interest rate environment, I have set up the following portfolio for dividend income and growth. Can you please recommend if I should add or reduce anything. Thank you

BNS BCE ENB EIF FTS H MFC NWC PPL SLF TD GOOG AMZN BRK BN CSU LMN MDA MSFT NVDA SHOP
Read Answer Asked by Vineet on December 12, 2023
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