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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 an Alberta resident and in a low (15% federal rate) tax bracket and have the option of placing my $US investments in my TFSA or a regular investment account. Recognizing the 15% US withholding tax but also the foreign tax credit against Cdn tax owed, which account is preferable from a current income perspective?
Read Answer Asked by Jim on December 11, 2017
Q: May I have your analysis and opinion of Mogo's business model and its suitability for an investor with above average risk tolerance. Are there other small to mid cap names in the space you think might be a better investment, and how do the management teams compare. Thanks.
Read Answer Asked by Alvin on December 11, 2017
Q: Dear Gentlemen,
My Financial sector (including REIT) is 13% actualy.
After selling PWF, CUF.un I want to add 5%
Actual holding : SLF 3%. BNS 2.5%, TD 2.2%, GS 1.8%, BAM.A, 0.7%, PWF 1%, CUF.un 1.1%,
Please suggest 2 Can or US stocks and 1 US/Global ETF for long term (don't need income).
Thank You.
Best Regards
Read Answer Asked by Djamel on December 11, 2017
Q: Hi Peter, I am wondering if you have heard about this US stock. I find this REIT pretty interesting in owning properties of data centers rather than commercial, residential, shopping mall developments. Their financial statements looks pretty sound since 2005. Is this the only player in town? If all they hold is the land and tech just keeps advancing long term, what possibly could go wrong with this company (besides bad management)? Your thoughts? Thanks.
Read Answer Asked by Michael on December 11, 2017
Q: Good morning Gentlemen.
I need to re-balance my Industrial sector.
Actual holdings BAD 1%, ATA 1.5%, SIS 3.3%, and WSP 3.4%.
By selling BAD (1%) I will have 5% to add to the sector.
Can you please suggest 2 or 3 Can or US solid mid-cap stocks for at least 5 years.
Thanks
Best Regards



Read Answer Asked by Djamel on December 11, 2017
Q: Hi Peter and Team,
I recently read an article on bitcoin. In this article, the author identifies a number of companies as equity proxies for bitcoin. Square (SQ), Advanced Micro Devices (AMD) and Goldman Sachs Group (GS) are 3 of the companies mentioned in this article.
Would you please enlighten me on the connection between the 3 above-mentioned companies and bitcoin. Your comments, as always, would be much appreciated.
Cheers,
Read Answer Asked by Harry on December 11, 2017
Q: Argan took a hit today, they reported better than estimate results. What has changed, Do you think the drop is over reaction, I bought it at a much higher price and I would appreciate your opinion on should I sell take a loss or average down at the present price,

Thank you
Read Answer Asked by Saad on December 08, 2017
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