Investment Q&A

Q: What are your thoughts about Laurentian Banks results and is this a stock that's interesting in your view. I have Scotia already in my portfolio and was thinking of adding a smaller bank.

Q: Would U be a buy or a sell? What would a proxy be for U and/or would you rebuy in 30 days?

Is there a stock with the same upside potential that you would prefer?

Thanks for your service!

Q: I believe that life insurance companies benefit from higher interest rates . When I was much younger a-lot of people and families seemed to carry life insurance policies . But from what I can tell ,young people today could not care less about life insurance . Could I get your out look for these insurance companies in Canada and what could have the best upside , if any due to interest rates continuing to rise. . Thanks.

Q: Can I get your comments on Metalla please? It's been on quite a slide downhill. Would you be tempted to add an existing position? Thanks.

Q: Assuming we’re nearing a bottom for big tech, which of these two would be best for a broad play on big tech recovery and growth? What are the major differences between them other than a slightly higher yield on VGT? Thx

Q: Hi- what are your thoughts on buying the new debenture paying 5.4% over the common shares. I assume the deb has lower risk than the stock and will also somewhat participate in any future appreciation?

Q: Hi

TD Bank sells GICs for several other banks. Suppose I purchase two GICs through TD Waterhouse, both for 100K: one held by Homequity Bank and one held by BNS. Is the CDIC insurance limited to 100K since I bought through TD, or would both GICs be covered?

Thanks

Q: What does the market expect from ENGH next week?

Thx

Q: ABNB has come down significantly since the end of 2021. What are your thoughts about it and would you be a buyer now ?

Q: I own KRR in my portfolio. It is the only precious metals stock I own. My question is regarding the rising fuel costs associated with the mining process. Even if gold and silver go up a lot, wouldn't margins on producers be squeezed simply due to the rising cost of fuel?

If that is the case, would it make more sense to buy something like PHYS instead?

Thank you for all that you do

Q: Hi Peter
The IPO for WISE (previously TRANSFERWISE) was July 2021 and the share price has dropped from a high of GBP 11.4 to now about GBP 3.4. I realize you don't cover European or English stocks but I'd be grateful if you could provide some basic data, such as amount of debt, free cash flow, P/E etc. Is this a stock which you would hold over the long term? As there is a lot of competition in the fintec sector, is there any news of duress experienced by WISE, or a likelihood of the firm going bankrupt?
Thanks a lot.

Q: Could I have some clarification on the dividend for this stock. Your database shows a dividend of 1.94, but morningstar and globe and mail both report a dividend of 6.47. Just wondering on the big difference. Tnx

Q: With the ongoing markets volatility which markets sectors would be a reasonably safe to invest at this time? Thank you.

Q: Could I please have your comments on the above recent increase. Would this be a good time to add to my position?
Thanks
Rick

Q: The difference between these two is fairly wide. I am under the impression the gap should have closed over time but it remains fairly high. I have a small number of shares of BIPC and a larger number of BIP.UN. Thinking of selling BIP.UN and buying BIPC with the proceeds, both have some gains. Both in a Cash account. Thoughts?
Thank you.

Q: Is this Etf good for a 2 -5 year hold? Thank you.

Q: I read where the Chinese gov't has approved a digital yuan through Yuan Pay Group. They talk about having a fixed price and have someone immediately call you to put money in. They seem pretty pushy and articles say that once the digital yuan is adopted by others it could take off. Appreciate your thoughts

Q: Follow your balanced portfolio. I have about 15% of my portfolio in US funds. It is split with15% google and 85% vgg. Wondering if I should split my vgg with another us etf.
T Steve

Q: In other answers I see that you are recommending tax loss selling. My positions in PYPL and ROKU are down about 50% and they're large enough that the tax loss would definitely benefit me. However, I'm worried about selling them because I feel like if the market improves, they could bounce back to the point where my benefit from the tax loss is nullified by the missed bounce until I can re-buy after 30 days. (For reference, if they bounce back to their early April prices, that would outweigh my benefit from the tax loss).

On the other hand, I think both are attractive at today's prices so if I don't sell for a tax loss I would probably add a bit to both positions.

Do you like PYPL and ROKU at today's prices (to add to current positions) or do you think they're better targets for tax-loss selling and re-buying in 30 days?

Q: Just a reminder that there is some detailed info on Norbert’s Gambit In the forums under the heading Trading & F/X Strategies. Additional entries with newer information are always welcome.