Investment Q&A

Q: My wife and I treat our individual accounts as a single portfolio. Based on the Portfolio Analytics we are significantly underweight on the US and rest of the world. We have on RRSP representing 12% of the portfolio that will be converted to a RRIF next year that we would like to simplify. We will maintain 40% - 50% in fixed income, but would like to invest the rest in equity ETFs with holdings outside of Canada. Could you please suggest one or two ETF for exposure to each of the US and the rest of the world. Thank you.

Q: You found this company interesting in 2021. Would you continue to hold today?
Thanks for your answer

Q: CWB had a weak quarter with lower net interest margins than expected and weaker guidance as well. EPS of $0.84 missed estimates of $0.90.It appears loan and deposit growth came in lower than expected but the company expects higher rates to act as a bit of a tailwind over the year. On proximity to the oil sector, this type of activity can have a lagged impact but also financing activity might be more muted as energy companies are more focused on shareholder returns compared to capital investment

I asked the question show above you did not answer my question as to why CWB results were so bad please answer the question on CWB

Q: Everyone. TOST and LSPD have recently posted their quarterly reports. How would you characterize the POS business as it relates to their comments. Clayton

Q: Pls comment on earnings/guidance and price action for CWB & GWO. Which do you prefer ? Thank you.

Q: Hi Peter

Can you provide your expert analysis on Plurilock financial results from Friday and also what you of the company overall - buy sell or hold.

Thank you

Q: The current market turmoil has made me realize that a certain amount of commodities exposure as an "asset class" should help with portfolio diversification and therefore risk/return profile. Is this thinking correct? What options, if any, are available for the average retail investor to get broad commodity exposure w/o a lot of overhead which you would recommend?

Q: Can I please have your opinion on ADN? Do you feel the dividend is fairly safe and sustainable.
Would you prefer another lumber producer and if so why. Thank you.

Q: Hi, to what extent could food shortages and rising costs impact these stocks. Thanks.

Q: What is the rate of return including dividends/distributions of the above 3 over the last 5 years and what would be your top2 picks of those 3 for a 5 year hold

Q: Dear5i
I have either ETF or individual stock investments in all the major exchanges
except for the Dow Jones . Do you think it would be prudent to have some Dow representation or is the Tsx , S&P500 and nasdaq sufficient ? I understand that ZDJ is an ETF on the DOW but i`m not sure if being Canadian hedged is a good idea now . Your thoughts ?
Also i know this is a geopolitical question but would appreciate your thoughts .The Ukraine/Russia war seems to be an additional source for supply chain disruption especially with regards to commodities , which in turn drives inflation which in turn drives interest rates higher . My question i guess would be what`s your best guess as to what percentage the war has to do with inflation and rising interest rates . In other words does the war have to come to an end to see any real and sustained improvement in inflation and therefore rising rates ?
As always thanks for your input , much appreciated .
Please deduct the appropriate credits .
Bill C

Q: How much does one actually save using Norbett's Gambit as opposed to simply buying the stock and letting the company convert?

For the sake of simplicity, let's say we're talking about Questrade and that the exchange rate doesn't change over the 5 or so days it takes to process.

Q: Hi Peter,

I am fortunate enough to have added the following big tech names to my portfolio recently. I currently do not hold an ETF although have been considering SPY as I have about 20k US at my disposal. Or take advantage of other big names currently on sale?

Do you feel there’s better ETF’s since I currently have full positions of it’s top 5 holdings?

Thanks

Q: I have significant tax losses on NFI and am considering selling to use those losses. On the other hand if we go into recession that should help with the supply issues NFI is facing and they have a large book of orders from government bodies who should be able to pay for their orders. Do you see NFI as overvalued at this time in which case I will sell or undervalued and I should hold on in case we enter recession? Thanks for your input.

Q: Hi Team,

Which of these two would you select for highest upside?

Thanks

Q: Thanks for the quick response to my question on TTX. I would like to know what this means.
(we have solid info to account for the gains) What is the solid info that may or may not pertain to
the over 60 % gain today? Thanks, James

Q: These dogs of mine were barking today with Eglx the loudest at 14.8%(maybe due to activist).Any reasons? Is it timely to add in this market backdrop? Txs for u usual great services & views

Q: Beside ex-dividend today is there anything else?
Up 6.58% at the time of writing this question.

Q: If I hold BAM.A in my US account and they proceed with the spin out, will the new entity end in my Canadian account, and do you think there is a generally conversion fee for that?

Thanks.

Q: Is it best to buy before a stock split or after?

Thanks