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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: Is the below option better to invest in than buying actual stock? Can notes be sold anytime or are they lockin? How do notes work in this environment? Can you please give me a brief explanation of the notes?


Brookfield Infrastructure Partners (BIP) said Thursday it has agreed to sell 700 million Canadian dollars ($517.6 million) in medium-term notes.

Thanks for the great service.
Read Answer Asked by Hector on November 11, 2022
Q: Just a note of total frustration in dealing with the big banks (for example TD). For the last couple of weeks, I have been researching high-interest savings ETFs. Some of my recent questions to 5i reflect this. I have been monitoring dividends, and price changes, etc. At the conclusion of my research investigation, I decided to pull the trigger on HSAV. I brewed a strong cup of coffee, did my finger exercises and fired up my trusty laptop with 2 screens glowing brightly in anticipation of a vigorous workout. I signed in to my TD direct investing account and entered all the appropriate data to buy HSAV.

After entering my trading code and proceeding to the next step I was advised in bright red letters that I am not allowed to buy this ETF and I should call TD. In that call, TD advised that I can’t buy that ETF. WHY? Because I can’t and the gentleman advised that even, HE can’t buy it. Why? He doesn’t know. Luckily your November news report on ETFs and Mutual Funds was released yesterday and hope was restored when other slightly similar ETFs including HSAV where provided: CASH, PSA, CSAV. It turns out TD does not allow me to buy those either.

Is this legal? If it is shouldn’t be!!!

Now researching Questrade where a 3 minute call revealed that I can buy any of these with no commission. Now the painful process of moving all my stuff may start.

Read Answer Asked by Danny-boy on November 11, 2022
Q: Peter; What did I miss this am. Markets are up across the board- ( except CTS ) did inflation drop to 2%? Haha. Rod
Read Answer Asked by Rodney on November 11, 2022
Q: thoughts and discussion on earnings and future acuityads thanks. please provide thoughts on earnings expected for eglx and cloudmd
Read Answer Asked by cliff on November 11, 2022
Q: Hi Peter
I am thinking of balancing the asset type in my income portfolio .
I am currently 40% financials , 25 % energy stocks . 25 % real estate, 10 % consumer
Do I need to rebalance?

Do you have suggestions for dividend paying growth stocks that i can add or health stocks that you would recommend over my current portfolio.

The minimum dividend for a stock in my portfolio income portfolio is 3.5 %

Thank you

Howard
Read Answer Asked by Howard on November 11, 2022
Q: In your answer to "K", you mention the following......

"....The thesis is that certain names are being unfairly punished, and while guidance and earnings may be coming in lower than expected, multiples are contracting and companies with a current price to sales of 0.5X can trade closer to 3X to 5X in a deflationary, falling interest rate environment. "

Do you actually mean deflationary, or should it be disinflationary ? Not trying to nit-pick, but there is a difference. If we were experiencing deflation I was thinking companies would trade at much lower P/S valuations since the market would likely be in a sell-off (?). Maybe I misunderstood the response.
Read Answer Asked by James on November 11, 2022
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