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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: Hi,

I've sold my house and moved overseas; I will return in about 3-4 years and may need to buy a new home at that time.

I have about $700K I'd like to invest while I'm overseas.

Can you suggest some dividend stocks to hold while I'm overseas, that I'd be able to liquidate to sell to buy a new home when I return in 3-4 years?

Thanks,
Robert
Read Answer Asked by Robert on July 30, 2023
Q: I am looking to transfer money from my sons RESP into a TFSA. He is working a lot with ample overtime and likely won't require the money to cover tuition etc.. Could you please suggest some Canadian and/or U.S. etfs that would provide a well rounded portfolio to start him on his investing journey.
Read Answer Asked by Michael on July 17, 2023
Q: Emerging markets are getting some attention lately for reasonable valuations.
India is being mentioned as a strong growth country. Many experts suggest US large corps as a better way to invest rather than the corps of the emerging markets .
What are your thoughts and ideas for investment to take advantage of emerging markets as far as actual emerging market etf or etf of large cap US based major exporters/worldwide etf. ?
Read Answer Asked by Tom on July 17, 2023
Q: Would you suggest some ETFs that capture U.S. & Cdn stocks - top ones that hold top DOW, NASDQ & S&P? My son is 33 YO - has RRSP, TFSA and Non- Reg acct, I believe he owns some NVIDIA stock. I realize not a lot of info. My investment strategy is quite different as I am not - as a priority, focused on growth; but, dividend growers which has served me well over the last 15 years.
Thank you,
James
Read Answer Asked by James on June 28, 2023
Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.
Read Answer Asked by Jacques on June 23, 2023
Q: Can you suggest a few stocks and /or etfs either us or CDN?

Thank you, michael.
Read Answer Asked by Michael on June 22, 2023
Q: cdn110k suggestions please. ETFs or singleStocks please, us orcdn
Read Answer Asked by Michael on June 21, 2023
Q: Late starting a RESP. First annual withdrawal will be August, 2028. Deposits to the RESP will come from an initial funding and annual contributions thereafter. Please suggest appropriate investments in the scenario. Thank you

Read Answer Asked by Richard on June 20, 2023
Q: JEPI did reasonably well vs. US markets in 2022 and YTD 2023. The fund is now beginning to see net outflows. Question: Are US-listed covered call ETFs going to do less well “going forward” -- say , in the period from now to end of year 2024. My rough calculations of JEPI’s returns including distributions *appear* to show JEPI did not outperform a general index like SPY.

What are the main signs to look for to help one decide that’s it’s time to sell. No, not market timing! One would simply like to *try* to leave before the exits get overcrowded.

Read Answer Asked by Adam on June 15, 2023
Q: Hello Peter,
Thanks for your service. My renewal is coming up and yours is the only service i plan to renew.

For the three index funds, over a 5 year comparison, VFV out performs all , SPY 2nd and XSP is the last ... Why such a discrepancy? Am I better off with VFV going forward? Thanks
Read Answer Asked by umedali on June 12, 2023
Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!
Read Answer Asked by Trevor on May 02, 2023
Q: Hi Peter,

I do not believe in technical analysis, however, from a technical analysis perspective, what would be a great entry point in the next three to six months to purchase shares of SPY, QQQ and XIC? What is the likelihood of these great entry points happening in the next three to six months?

Thanks
Read Answer Asked by George on April 11, 2023
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