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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: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.
Read Answer Asked by Peter on April 11, 2022
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Read Answer Asked by William on April 11, 2022
Q: Hello Peter and team,

What is causing Topicus and Gladstone Land Corp to surge today (Friday April 8th) and Lithium Americas to decline when the recent news from USA was very positive on the metal. Thanks very much
Read Answer Asked by umedali on April 11, 2022
Q: " It was a taxable spin off, but the deemed value was essentially zero. T3s are not always given in these scenarios. The cost base of TOI shares was determined to be less than 1 cent per share."

So, the deemed value of taxable spin off being essentially Zero, it's not required to be reported for Taxable Income in any form, for 2021 tax year - Is this the correct understanding ?

What should the ACB of the spin off shares used, when sold - Zero - For Capital Gain purposes ?

Thank You
Read Answer Asked by rajeev on April 11, 2022
Q: Hi 5i,

After being unable to receive a rational or timely response from my Investment Advisor(Big Bank) nor a return call from the company(CSU/TOI), I beleve other members have in the past asked this same question regarding the spin off value of TOI from CSU for tax purposes --- is the value of 'TOI' shares received deemed to be a 'taxable dividend' for tax purposes for tax year '2021? If so, should I have not received a 'T5' by now?

Thank you and confused,

Dean
Read Answer Asked by Dean on April 08, 2022
Q: Can I get your top picks for Small and Mid sized Canadian Growth Tech stocks for the next 12 months. Also, should we mind witch exchange these stocks are on?
Read Answer Asked by Neil on April 07, 2022
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Read Answer Asked by Marco on April 05, 2022
Q: Looking to lighten the load on above names. In terms of growth please rank their prospects over at least 3-year time horizon. Thanks.
Read Answer Asked by Randall on April 05, 2022
Q: Topicus has a press release revealing they are going to buy a tech firm that creates vertical market software for numerous markets in Poland. I’ve converted the $ to USD because I don’t understand the currency:

Offer price: $61 million
Annual revenue: $38 million
P/S multiple: 1.6X
Free cash flow per annum: $5.5 million

1) What do you think of the deal?
2) Did Constellation Software ever buy a public company? If so, when and what was the name or names?

Thanks for the great service.
Read Answer Asked by Michael on April 04, 2022
Q: Hi Peter and Staff

In my basket of TECH, I have many losers that you have been high on(not your fault).

I have regretted selling "losers" that recovered sharply and sat on some that the opportunity cost turned out to high.

Are there any in the list above that the risk/reward of hanging on justifies not selling to top up positions in SHOP,TOI and/or CRWD that are also down.

Which order would you sell from the sell list and which order would you buy from the 3 buys

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram
Read Answer Asked by Ray on March 28, 2022
Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
Read Answer Asked by Chris on March 28, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.

a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any

Moderate risk tolerance
Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 25, 2022
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.
Read Answer Asked by ALNOOR on March 18, 2022
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