Investment Q&A

Q: Federal Election
Jagmeet Singh has proposed a 75% Capital Gains tax.

If Trudeau gets back with a minority government, (proped-up by Singh) does this change seem likely? If so, what action do you recommend investors take?

Q: Canadian Vs U.S. Banks.

Are the banks in both countries taxed differently, if so, please explain.

Q: Yet another Q on ECN. Sorry. Was listening again to Hudson's interview on BNN on Aug. 11. In it Steve mentioned that he expects cash flow to grow to 120mil. a year in (relatively) short order. I was just wondering how that would look on a company that will trade (let us say) for $3.00 a share? I am imagining that there are few PF managers who could own ECN as it grew but soon won't be able to because of size and when I can hope for them to return?

TIA

Q: After selling a rental property I now have cash that equals approx 25% of my investment portfolio. My goal with this cash would be to create a mini portfolio within 2 TFSA's to produce dividend income to help with everyday expenses for the next 5 years or so. After this time the investments would be sold and incorporated into my balanced portfolio as the income should no longer be needed. I am looking to keep the portfolio to a max of 6 positions that are diversified from a geographical and sector standpoint. I do not have an exact income requirement, but 4% was my initial target. What investments would you suggest to meet my goals? Feel free to deduct as many credits as required.

Q: Is this a good time to buy BEPC?.If so,registered a/c or investment a/c? Why Bepc rised & Bep.u down today?Txs for u usual great services & views.

Q: Hello,

Can you comment on this stock. It seems to be in the right place at the right time. However, I am unable to conceptualize if the current math are right for this stock to jump in, i.e., P/E, EBITA, etc., etc. Thank you for the great service..

Q: What is your take on AI ?would you be a buyer right now?
You see a very bright future for this company?
If you want to buy a stock in a US company what would be your top 3 be,regardless of sector?

Q: Regarding purchases made on US exchanges….

a) If I purchase Canadian companies in my margin account on the NYSE in US dollars, will the dividends also be paid in US currency? What will the withholding measures be on those dividends?
b) If I purchase European companies on US exchanges, what will the withholding measures be on those European dividends? (Germany, France)

Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: I realize this company has not been public for long but what are your thoughts about taking a position?

Q: I hold the US portion of my portfolio in my RRSP. It represents roughly 20% of my total investment. I do not need to convert to RRIF for another 5 years and at that time will be taking the minimum required.
I currently hold ZQQ; ZPAY; ZDY; ZWH; ZSP.
I am thinking of switching my holdings to the following in roughly equal amounts: ZPAY; VUN; ZSP; ZNQ; XSU.
The objective is to get better coverage of the total US market through XSU and VUN. Maintain coverage of S&P 500 through ZSP. For Tech switching to non hedged via ZNQ. ZPAY will still provide good income with perhaps some downside protection through its options strategy.
Your thoughts and recommendations of alternatives.
The rest of my portfolio in my Non-Registered account and TFSA follow a mixture of your 3 portfolios which by the way have provide me with a return of 12 - 15% in the past 6 plus years.

Q: How big a deal is buying moda for enbridge.

Q: Hi 5i,
Can you please provide your high level opinion of U.UN?
What kind of investor might purchase this?
What account would you suggest; TFSA, RRSP or NonReg?
Is this a trading stock or better for long term hold?

thanks

Q: legato merger corp what about this merger with algoma

Q: Hi folks. El Salvador has accepted Bitcoin I believe and even given their citizens some of the currency. Why have they taken this stance? A safeguard against the inflation in their fiat currency? Do you think other countries will follow suite?
Has this changed anything with the outlook on Bitcoin?
Thank you and good day.

Q: Thinking of selling TRP and picking up PPL as I'm thinking it may have more opportunity for growth. Your thoughts on this are very much appreciated. I already have a full position of ENB

Q: I have owned this stock for a while and am looking at exiting it to deploy the cash into growth stocks. The bid/ask spread has always been quite wide historically it seems. What is the best way to sell this type of stock with large Bid/Ask spreads?

Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you

Q: Hi 5i,
I believe in diversification with a dividend bent. That said, I have Canada covered and thank you! The USA is mostly covered as I have bought large cap. div. companies and about to buy DES to cover the smaller cap. companies, does that make sense or is there a better way? Also the rest of the world is currently covered with VXUS, what else can be bought to cover equities in the rest of the world, if needed.
Many Thanks!