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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 there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter
Read Answer Asked by Linda on November 17, 2021
Q: Can you please comment on StoneCo results. Absolutely horrific stock price movement. What has me perplexed is how the big money has invested in this(ie- Berkshire etc..), are they expecting long term upside? If you owned $50 average would you cut bait and move on or ride out long term?
Read Answer Asked by Chris on November 17, 2021
Q: Hi, I saw an article about Brookefield almost defaulting on one of their properties in Chicago..I dont see why they would let that happen? They are flushed with funds and have a very good credit rating. Do you know anymore about this story? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on November 17, 2021
Q: Do you have any recommendation's on an independent financial planner that specifically specializes with early retirement?

Thanks,

Joe
Read Answer Asked by Joe on November 17, 2021
Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
Read Answer Asked by Linda on November 17, 2021
Q: Hi, for an rrsp acct. who do like for 4years+ . I think maybe MFC and SLF would be similar, but not sure about BAMR? Would it be the better choice for growth? Dividend is always nice but not necessary.
Thanks
Read Answer Asked by Brad on November 17, 2021
Q: Hello team,

I have to crystalize some losses to offset gains. I have a substantial position in ABCL (-56%) and BHC (-78%) and can sell either completely and be done with offsetting the gains. Do you suggest I do that or should I get rid of SDGR (-23%), BMBL (-38%) and PENN (-23%) as well ,if ABCL is worth holding onto, at least partially?

I know other than BHC, they all do have a good bounce potential after the tax-loss season is over. However, I also know that something like BMBL or even ABCL may be broken stories and may take a very long time to recover.

I appreciate it if you can share in which order you would sell and why (if you could kindly include the main reason for each).

Best!


Read Answer Asked by Saeed on November 17, 2021
Q: My question is about convertible debenture. What are they? What is the difference between a good one or a bad one? For instance, exchange income corp. Just put one out at 5.25%
Thx
Read Answer Asked by Todd on November 17, 2021
Q: This is not a question. Just sharing. Was thinking that taking profits is hard because after you sell and the stock continues to go up you miss out on more profits.

But holding losers too long is even worse.

So how do you win?
Read Answer Asked by David Michael on November 17, 2021
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