Q: Back to back 52 week lows to kick off January. Is this atypical and a sign there will be no bounce off tax loss season.
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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: Looking through past questions, your comments and outlook on PRN are quite positive, yet I don't see much to like about this stock. The company has missed earnings estimates for the past 2 years (all substantial losses), and its revenue seems to be growing (somewhat) but it's been inconsistent, along with several other negative signs (e.g. 27x sales, inherently higher risk of a small company). Could you please explain your reasoning so I can better understand what I'm missing. Thanks.
Q: I recently sold a stock on Dec 17th 2021 in a margin account. Is it possible to rebuy the exact same stock for my TFSA now (it has been less than 30 days) and still claim the tax loss or do the same rules apply to a TFSA?
Also, is the 30 day time frame for tax loss 30 calendar days, or 30 days that the exchange is open?Many thanks Don
Also, is the 30 day time frame for tax loss 30 calendar days, or 30 days that the exchange is open?Many thanks Don
- Sangoma Technologies Corporation (STC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.
Thank you. Appreciate your service.
Howard
Thank you. Appreciate your service.
Howard
Q: Your thoughts on this company going forward?
Thx
Thx
- ATS Corporation (ATS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Year 2 of my 19 year old daughters TFSA. Year 1 suggested she get BAM.A and she is very pleased she followed my suggestion....I am thinking year 2 of more of a growth stock. LSPD has been really beaten up, good buy for very longterm hold or is there a better " foundation" stock from your growth portfolio you would suggest?
- Equinix Inc. (EQIX)
- Crown Castle Inc. (CCI)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
Q: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.
My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN
On my watchlist for this sector are TCN and CCI
Can I get your opinion on:
1) Are there any redundancies in my current holdings and if so, what could be sold?
2) Could you rank my current holdings for which to add to - first to last?
3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?
Thank you as always for your sage advice!
Doris
My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN
On my watchlist for this sector are TCN and CCI
Can I get your opinion on:
1) Are there any redundancies in my current holdings and if so, what could be sold?
2) Could you rank my current holdings for which to add to - first to last?
3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?
Thank you as always for your sage advice!
Doris
Q: Happy New Year!
With GE splitting into 3 companies is this a good time to initiate a position on GE? I think it is still cheap.. GE energy and healthcare have a lot of potential in my opinion. What is your take on this company. Thanks.
Regards,
Shyam
With GE splitting into 3 companies is this a good time to initiate a position on GE? I think it is still cheap.. GE energy and healthcare have a lot of potential in my opinion. What is your take on this company. Thanks.
Regards,
Shyam
Q: Hi, I hiope that you had a nice holiday. I would like to add an ETF that provides a diversified health care focus. I am also desiring income / over growth. One such
ETF is HHL - Harvest Healthcare Leaders Income ETF. Questions:
1. Are there others that could be considered and if so how would you rank each, including HHL?
2. If I were to purchase HHL, which version should I consider HHL, HHL.B or HHL.U and why.
Thanks Len
ETF is HHL - Harvest Healthcare Leaders Income ETF. Questions:
1. Are there others that could be considered and if so how would you rank each, including HHL?
2. If I were to purchase HHL, which version should I consider HHL, HHL.B or HHL.U and why.
Thanks Len
Q: UPST, LSPD, and NVEI are my biggest losses. The recovery is little to none. In order to recover my money over time, would I be better off selling UPST and replacing it with NVDA; selling NVEI and replacing it with TFII; selling LSPD and replacing it with ATZ? Hoping to hear from you.
Q: I know you tend to espouse wide diversity in the market and no stock greater than 5% of the portfolio, which I respect and understand, but if one were to overweight a sector (or sectors) what would you choose?
Q: Which would you select at this time for a TFSA …Tricon or Granite REIT in the real estate area.
Q: With all the infrastructure work coming up the first two look like a coin toss to me. I know you like WSP and J but STN has had a good 2021 run and looks strong. Do you have any issues with STN vrs WSP?
Q: Any news on why this Ovintiv popped almost 12% today?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- The Walt Disney Company (DIS)
- Visa Inc. (V)
Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you
Q: I have a large gain in CNQ and likely going to trim by 50%. Advice on where to put cash afterwards? Looking for similar dividend outside of oil.
Telcos and banks are maxed.
Telcos and banks are maxed.
Q: Any particular reason for DSG’S drop in stock price today?
Q: It’s my understanding that Chinese ADRs listed on the NYSE are in the process of being delisted. I don’t hold any directly but I have ETFs that hold them [IEEE. KGRN]. I’m assuming they will be directly affected. Am I best selling them, or holding them and waiting. How are the ETF companies likely to deal with any Chinese ADRs they hold. I’m sure they will appear in a number of ETFs that are not directly tied to China, for example BYD and BABA. I’d appreciate your thoughts. Thanks for the great service.
Bryan
Bryan
Q: This company has been coming down for some time. What are your views regarding adding more shares to reduce the average cost. Would also appreciate your views re. short and medium term prospects for the company.
Also, I could not find symbol FRDM in your Dara base?
Thanks
Also, I could not find symbol FRDM in your Dara base?
Thanks
- Parkland Corporation (PKI)
- Savaria Corporation (SIS)
- Xebec Adsorption Inc. (XBC)
- Topaz Energy Corp. (TPZ)
Q: I hold the above securities in my TFSA in relative equal $ amounts. Putting aside asset allocation, which company would you invest new TFSA money in?
Thanks Ken
Thanks Ken