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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: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...
Read Answer Asked by adam on February 22, 2021
Q: Hi 5i
In my tfsa I have the following by percentage
Fsly.us 1.76 %
Fts 1.44 %
Nwh.un 1.82 %
Rnw 1.5 %
Well 1.23 %
I'm in the green with all of them, but i have available cash and don't want to add more stocks to my portfolio ( 26 right now ) So my question if I add to these stocks what would be your thoughts?
Thx
Gerry
Read Answer Asked by Gerry on February 18, 2021
Q: I asked a question before Christmas about trimming or dumping my above laggards which I haven’t seen an answer to.
Thanks
Read Answer Asked by Craig on January 05, 2021
Q: I am retired, living off dividends and distributions I receive from my CDN portfolio. For a number of years, I have put my high-yielding REITs with less tax-efficient distributions in my TFSA. I have paper losses on all of them, but it is a long-term game and they still have high yields, except H&R. Given H&R’s holdings, in a context more negative toward retail and office spaces, should I take my loss, even in a TFSA, and replace it with NWH.un, which I have in my taxable account and has a higher yield? Thanks, Martin
Read Answer Asked by Martin on December 01, 2020
Q: Hi,

I hold SMU (up 100%) and NWH (up 40%). COLD, however, has come up as recommended from a few places I get my ideas from and I'm considering initiating a position in it. To free up some funds I need to dump either SU or NWH and am curious which one you would exit and why? I'm more interested in capital growth than dividend and generally hold mid-long term.

Cam.
Read Answer Asked by Cameron on November 16, 2020
Q: Hello and thanks for your insights. I'm looking at these three as long-term (~5years) paid-to-wait plays on demographics/pandemics/energy respectively. Collectively, 10% of my portfolio. I'm retired and 55 and could manage nicely if all three went to $0.

Question: Do you consider this move to be on the lower end of the risk meter?
Read Answer Asked by William on July 28, 2020
Q: Would you please rank these companies in descending order of dividend security.
Thanks; also BRF.PR.C:CA
Read Answer Asked by David on July 20, 2020
Q: I'm curious if come across any companies that would be a good way to invest in wellness clinics. Those offices that often have physiotherapy, massage therapy, chiropractor, acupuncture all in one office.


Between the aging population, working from home with less then ideal ergonomics and people willing to spend more on their health I feel like this area could see continued growth.

Thanks

Read Answer Asked by Dennis on July 07, 2020
Q: Have held 1000 units of NWH.UN in non-RSP account since 2015 and the ROC is now about 1/3 of what I paid for it. Confused about ROC and how it helps me but I do understand the lowering of the cost base when units are disposed of. Faithfully track all ROC’s for all units held including SPB. I don’t depend on the income from the portfolio but I am in a 43 % marginal tax bracket as a retiree. So when do I dispose of NWH.UN?
Your Q&A database says that NWH.UN is small, has wide geo distribution and not much growth, the distribution is safe but amount is only so so. However, there is a lot of ROC. In this down market, my 2 other similar amount of REs are down also (CSH.UN and SIA, 35 and 44% respectively). Also, have similar amount of AD that is down 52%. I am about “even” on my gains and tax loss sales so far for 2020 taken early in January but could use some carry-back for last year’s gains. Thinking of a trade of selling NWH and AD and perhaps CSH and SIA, waiting the 30 days before buying AD back unless you could suggest a suitable alternative proxy for the interim (or just buy CAR.UN instead all in non-RSP). Or would best option be to let it simmer and revisit during tax loss season to see if any of these have sufficiently rebounded? Have I missed something? Maybe the best decisions taken are those decisions that did not have to be taken.
Read Answer Asked by William Ross on May 26, 2020
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