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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 have too much cash and too little fixed income investments. We are facing inflation headwinds and the GIC rates I'm looking at ( sub four per cent) don't come close to this years forecast inflation. My pref shares are slumping. Can you suggest any inflation adjusted investments that are as safe or nearly as safe as GICs? In the US the treasury offers i-bonds in limited amounts. Do we have any equivalents here in our fine country? Thanks, al
Read Answer Asked by alex on April 26, 2022
Q: Inflation/recession fears are putting pressure on stocks. Rising interest rates, with even more increases to come, are putting pressure on bonds. Looking a few years out, what would be your stock/bond weighting today for a balanced portfolio with the hope of earning 4+% per year? And of your bond weighting, do you still prefer short vs long? Thanks.
Read Answer Asked by Curtis on April 25, 2022
Q: Hello 5I,
I recently bought $GSY on your recommendation as I thought it was a good fit for my portfolio. I then came across some comments it was a predatory lender.. I wondered is this accurate or just a disgruntled ex-employee or customer? I know they deal with less qualified borrowers and get paid more for that risk but is it not a necessary service that is policed by the government?
Thanks
Read Answer Asked by Tyler on April 25, 2022
Q: I noticed the question about "phantom" distributions. I was very surprised to see that the capital gains distributions at the end of the year which are rolled back into NAV show up as taxable but without the Return of Capital adjustment that is needed. So a RoC distribution that requires the ACB to be decreased is shown on T3s but when a phantom RoC distribution that requires the ACB to be increased to the benefit of unit holders is not shown on the T3. How many people are going to pay twice the amount of tax as they should on these distributions?
Read Answer Asked by Earl on April 25, 2022
Q: Would Bam.a be your best all round Canadian idea at these price levels currently?If not what would be?Kim
Read Answer Asked by Kim on April 25, 2022
Q: Sorry maybe i was unclear in my last question see below . I wanted 3 stocks in both Canada and US you supplied 4 American stocks can you give me your top 3 Canadian stocks as well please


Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.
Read Answer Asked by Terence on April 25, 2022
Q: Hello, what is your opinion of OneWater Marine that is dedicated to purchasing and operating top marine retail dealerships across North America ?

It looks like a promising roll up model in a fragmented market.

Thanks
Read Answer Asked by jean on April 25, 2022
Q: True North REIT is paying 8.41% as of today. Is this dividend sustainable and is the share price solid?
Please recommend two other REITs with a relatively generous but safe dividend for steady income? Thanks.
Read Answer Asked by Steven on April 25, 2022
Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.

2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks
Read Answer Asked by Terence on April 25, 2022
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