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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: Hello Peter
15% of my total portfolio are HQU shares. 18% of them are in non registered acct. and rest 82% are in TFSA & RRIF's accts. I am down on them 27%.
My question is: because most of my HQU shares are in registered accts. there is no tax losses on them, what would you do in this situation ,sell all and wait 30 days for repurchase if they go down or hold on to them for next couple of years.
thanks Andrew
Read Answer Asked by Andrzej on December 18, 2018
Q: I have a position of about 4% in JNJ, which is still showing a return on investment of 52% even after last week's plunge. It's in a regular account so is liable for tax. In view of the current litigation concerns, would you recommend that I hang tight and see if it comes back, sell the lot and get out while I am ahead, or hedge and sell half. I am what most people would consider to be elderly - I don't have twenty years to wait for a recovery.
B.
Read Answer Asked by Bryan on December 18, 2018
Q: Looking at adding a 2% position of Blackstone (BX) to my RRSP Portfolio. Started following the company in October and has since dropped 25% - close to it's 52 week low. Dividend is now at 8% - seems to fluctuate. Is it okay to buy at this time and is the dividend safe.
Read Answer Asked by JOHN on December 18, 2018
Q: I am trying to consolidate my U.S. TFSA into ETF's. On the tech side I own AMZN( nice profit) NVDA ( down 38%) and SPOT (down 4%) I am thinking of selling them and buying QQQ ETF instead.
On the financial side I own JPM (down 2.7%) V (down 1%) and SQ (down 6%) Thinking of selling these and buying DGRO ETF.
Your thoughts on this? Also if there are other ETF's that you think would be better for tech and financials, please let me know. Please deduct two credits if you deem it necessary.
Thanks for your great advice,
Jen
Read Answer Asked by Jennifer on December 17, 2018
Q: I have just read about this company which trades on the Nasdaq.
see attached link:https://www.forbes.com/sites/afdhelaziz/2018/07/24/how-loop-industries-is-becoming-the-intel-inside-of-the-circular-plastics-economy/#6a5d3d1e1fd7.
I would be interested in hearing your views and whether or not you think this would be a good company to invest in. We know that we are drowning in plastic and this company seems to have the technology to do something about it.
Look forward to your comments.
Shirley
Read Answer Asked by shirley on December 17, 2018
Q: I am trying to understand the ins and outs of the 11 billion special dividend from VM Ware VMW I hold the stock in my registered accounts. My thinking is that the stock will drop following the payment by a like amount, but I will be subject with US withholdings on the dividend, netting significantly less. Even though I think VMW is a good stock, doesn't seem like a good play for me. I am thinking of selling and possibly buying later. Your thoughts would be appreciated.
Read Answer Asked by Leo on December 17, 2018
Q: With this big market downturn, I have a couple of US watch lists and these 4 stocks ESTY, CHGG, NFEC and RARK are humming along like it is still a Bull market. Could I get an opinion of these from you? They are US but I find US is the only market in the world that is still making money. Thanks Dennis
Read Answer Asked by Dennis on December 17, 2018
Q: I believe JPM is your preferred US bank based on a prior question. I'm wondering if you can compare and contrast it to Wells Fargo and make the case for one over the other? I'm curious as P/E difference seems insignificant between the two. The Buffet backing of Wells Fargo is interesting as well. Can you comment on why he prefers it? Take 2-3 credits as needed! Thanks
Read Answer Asked by Tim on December 17, 2018
Q: Hello -

Being aware that you don't necessarily cover US stocks to any great extent, are you able to tell me what UPS's valuation is compared to it's past, on metrics you find useful?

Is debt concerning to you for this type of industry?

This company's stock has dropped off a lot - likely some to do with current market conditions and partly with Amazon supposedly taking over this industry, and the rest of the world while they're at it :)

Thanks.

Jim
Read Answer Asked by James on December 17, 2018
Q: Hello Peter, Ryan, and team:

I'm making some tweaks to my U.S. holdings, and I'm considering selling my Micron shares (at a significant loss) to buy Trade Desk. Do you think this is a reasonable move at this time?
Thanks,
Brad
Read Answer Asked by Bradley on December 17, 2018
Q: Considering the market volatility, I have retained cash to eventually purchase some solid stocks. How would you assess LYB vs EMN for a longer term hold? What cyclicality do these companies have?
Read Answer Asked by Sigrid on December 14, 2018
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