Investment Q&A

Q: This stock has been a tough ride for me. Bought it for income and some growth as my only exposure to the defense sector. The dividend cut and share price decline leaves me thinking its time to sell and move into another defense stock with higher growth opportunity. Would you agree, and if so, any recommendations with similar dividend, or one that at least has a dividend (held in RSP).

Thank you.

Q: How would you rank AX.UN, CHP.un, CHW. DOO, ET, FN, HPS.A, ISV, LB, QSR for overall return with some growth. Please rate as well if you would Buy, Sell or Hold Each one of them. Would you prefer at this time not to invest and just hold cash?

Q: This morning Simpson Oil Limited Provided an Early Warning Disclosure Regarding Investment in Parkland Corp. plus PKI say that third-quarter results will fall short of its expectations.
Will this have a major affect on PKI and if so should I get out of this stock asap?

Q: Hi folks
I received a letter from Facebook about the Facebook Fair Fund FBFF. it's about their alleged misleading disclosures. I did have about $5400.00 in their stock at the times stated in the letter. I no longer have any shares. Do you think it is worth my pursuing?
Much thanks

Q: Would you recommend LIFE for healthcare exposure? Would LIFE be less volatile due to its covered call strategy? What % would you recommend?

Thanks for your service!

Q: Hello Peter, Ryan et al:

I know you have answered this question asked by different people! Still, here is a repeat! If only to clarify some of your previous answers.....

How do you differentiate between Bear market rallies and the onset of a new Bull market after a period of correction? Many seasoned pros including some wise old folks who have been around, both Technical and Fundamental analysts, seem to say that the bottom isn't in....yet! Thee will be capitulation. Wait and watch.

As a true subscriber of this newsletter, I have funds allocated in different baskets. However I know that I have to move some of my cash positions if I want to benefit from the new Bull market. Hence this question.
Many thanks.
Mano

Q: Which stock would have the best growth potential and why?
Thank you, Team!

Q: Hi - do you have an opinion on investing in the Uranium market with the potential globally for increased nuclear power generation? If a positive view, do you prefer owning CCO or Sprott for exposure...and is it worthwhile to start building a position now? Thanks as always.

Q: Currently down substantially on these two , in your opinion are either likely to recover in the next 2-3 years, or should they be disposed of?
Thanks

Q: Hi, I would appreciate if you can provide your feedback about NUVEI Corp. Pros, Cons, potential, Balance sheet & Cash etc. Also, how would they perform in High inflation and High Interest rate environment.
Thanks

Q: I am considering dipping my toe into the bond market via ETFs. I know the market is forward-looking as it pertains to equities but does the same hold true in the same way for bonds? Would pricing for XLB, for example, have likely already factored in expected rate increases for the next couple of months or do bonds tend to reprice only after the fact?

Appreciate your insight.

Paul F.

Q: Please comment on these high dividend payers. Are they returning capital to achieve these lofty rates? How secure are the dividends?

Q: Today I harvested a capital loss with ZRE and plan to rebuy after 30 days. I wanted to double check the earliest day I could rebuy, should I wish to do so.

"Sale" date was Oct 18 and the "settlement" date would be Oct 20. I understand it is "calendar" days, so I believe the earliest date from the sale date would be = Nov 17.

Agree?

Thanks...Steve

Q: I am considering adding to BNS or SLF (existing positions) or TD (new position). Capital gain primary - fairly risk tolerant. Your preference - Thanks Jim

Q: Hello, I hold BEPC, CSU in my Canadian account. I thought it was mentioned in the past that the shares can be kept in the CDN account but dividends can be put in the US Acct to avoid brokerage fees so I called TD Waterhouse and they said it’s not possible without transferring the shares to the USD Acct. Did I misunderstand? Is there another way around this?

Q: How you rank BIR, GXE and POU for income and some growth and ability to handle a recession? Where would you rank these vs other energy names that you mention often (such as ARX, CNQ, CVE, FRU, SU, TOU, TVE, WCP)?

Q: I note in a recent reply, you suggested the anticipated growth rate in 2023 for AQN was 19%, while BIPC was -12%. This being the case, would you suggest I sell BIPC (with a small capital loss) and purchase AQN?

Q: My Cash account. My plan is to top up existing positions in the following equities:
LIFE, AD.UN, BNS, WSP.

My thoughts were to buy in this order = LIFE (up overall, small capital loss on paper), AD (up lots, ETF-like stock), BNS (small paper loss), WSP (sensitive to economy-related projects?).

Could you please provide the sequence that you would buy these and why. The funds are available now, but I plan to spread out my purchases over time.

Thanks for your help....Steve

Q: UTWO:US and UTEN:US are ETFs of US Treasury bills: UTEN of US ten-year treasury bills, UTWO of the two-year. Both ScotiaiTRADE and RBC-DI make it difficult to buy US T-bills hence my interest in bond ETFs. Would you recommend — at THIS time— an ETF that holds’ 2 year and 10-year T-bills? ETF.com describes these as single-bond passively managed ETFs. RBC-DI shows UTEN:us has a yield of approximately 4.8 % pa and about 2.1 % on UTWO TODAY. For comparison, 2.5% is the approximate yield on US Money Market funds.

Is it worth buying either one or both of the above-noted bond ETFs? I am sure you have better ideas than the above ETFs, so would appreciate your suggestions of instruments that are better than the ones I have noted above.

Q: Afternoon, do you know if any of the brokerages that took the share offering of Aug 15 have sold any of those shares?Is there any significance in that the share price is below the offering price of those shares?
Thanks a million