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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 hold A&W and CSH in my non registered trading account at a small gain. From a tax point of view would it make sense to move to my RRSP so the distribution(dividends) are not taxed as interest? I have contribution room in my RRSP.

Thanks Greg
Read Answer Asked by Greg on January 13, 2021
Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!
Read Answer Asked by Paul on November 16, 2020
Q: I'm looking for some ideas on how to strengthen my healthcare holdings, which only account for 5% of my portfolio. I have a full position in NVO, half positions in CSH.UN and SIS, and have just started to build a position in the PSCH small cap health care fund. GUD and COV are technically present, but both are losers and small enough to ignore/sell.

Q#1: What additions/changes would you suggest for a retired person who is in pretty solid financial shape (5 year holding horizon, can tolerate some risk, but not aiming to shoot out the lights)?

Q#2: What percentage of the total portfolio would you aim to put in healthcare these days? It seems like there are a lot of developments in this field.
Read Answer Asked by Dave on October 20, 2020
Q: Greetings!
RE: Trying to get the hang of Tax loss selling

Our holdings in Chartwell is down 17% and Sienna down 13%.
Comparing both on a 12 month chart seems to indicate more resilience with Chartwell.

Does it make sense to sell Sienna, take losses then on the same day buy Chartwell?

Cheers!
Read Answer Asked by Arzoo on September 28, 2020
Q: Do you see any reasonable prospect that any of the above will rebound or should I just sell and move on?

Thanks for your great service, Paul.
Read Answer Asked by Paul on August 28, 2020
Q: In the aging demographics trade, which of the three companies would you buy right now and which would you sell?

What are the valuation and growth projections for PLC and SIS?
Read Answer Asked by Max on July 27, 2020
Q: I know Chartwell is and will be under scrutiny under the current context. I fell in love with the drip and the monthly high dividends not so much the stock.

What would be your 2-3 suggestion to replace it with? Considering I want a high monthly div that a can drip without investing 100k in!

Thanks
Read Answer Asked by Claude on July 17, 2020
Q: I currently hold 2,000 exe.a and 1,000 csh.un in one of my RRSP accounts and am down considerably on both.

1/ Do you feel the dividends are relatively safe?

2/ Do you think think they will rebound?

3/ Or - should I just trim them both and move on?

Thanks for your insights.



Read Answer Asked by Dave on July 15, 2020
Q: My income portfolio consisting of the above equities has taken quite a beating in the recent market downturn. Except for LB, there has been some recovery in prices, and so far dividends have been maintained. I have some excess cash to deploy, and would like your advice on whether to double down on some on my current investments, or your suggestions for other beaten down income investments. Thank you.
Read Answer Asked by Jean on June 12, 2020
Q: I am looking at Chartwell (CSH.UN) and wondering if the stock has been unfairly punished by the terrible issues that Sienna and other LTC facilities have experienced. Apparently Chartwell is a well managed company and it only has about 10% of its facilities in LTC. I am thinking to buy CSH at the current low prices. I would appreciate your thoughts and guidance.
Thank you, Patrick
Read Answer Asked by Patrick on June 01, 2020
Q: Do you have any information about how Chartwell is faring in the present crisis, compared to other companies in this industry? Are any of its residences among the 5 disaster cases in Ontario? What about in Quebec and the other provinces? In other words, is there information available that lets us assess how a particular long-term retirement residence company is doing relative to the others?
Read Answer Asked by Philip on June 01, 2020
Q: Hello Peter,
Both XBC and BLDP have china exposure. Is this something to be concerned about given issues with Huawei? I own Sienna and Chartwell. Is it worth holding given the situation of long term care or move on? I recall Brookfield had purchased a long term care facility at one time so am wondering if both SIA and Chartwell could be potential takeovers? Thanks very much.
Read Answer Asked by umedali on May 29, 2020
Q: Peter; CBC has just reported on a investigation by the armed fire es into LTC facilities in Quebec and Ontario that is quite terrible. Your premier is going on air shortly - seems to me this could cause disruption in those stocks. Do,you think it is serious enough for them to do a “ takeover” of the offending facilities for a period of time? Thanks. Rod
Read Answer Asked by Rodney on May 27, 2020
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