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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: Hi group can you suggest 3 Cad + 3 US must own stocks that will excel when /if recovery takes hold.
Second question is CN attractive at this time (buy sell hold and why- thanks for your thoughts
Read Answer Asked by Terence on June 01, 2021
Q: In my RIF, if I sell shares in a company with capital gains and then use those gains to buy shares in another company for my RIF, will I still be paying taxes on the capital gains the next tax year?
Read Answer Asked by Fred on June 01, 2021
Q: Hi, how to calculate beta of a stock? Or is there a website that one can obtain such information? thanks.
Read Answer Asked by victor on June 01, 2021
Q: Hi team:

this stock is doing very well, however, there are rumors that the US
will put tariffs on the dairy products from Canada
to protect the US farmers
I have a small position, it pays a small dividend
should I add more, hold or sell due to the potential upcoming tariffs ?
thanks
Michael
Read Answer Asked by Michael on June 01, 2021
Q: I currently own Eric's Mutual Fund (NPP314) and am considering switching to his ETF (NNRG). Just to understand the tracking differences, I monitored the daily movements on 3 days...May 26-28-31 (small sample, I know).
May 26 => NNRG = 0.91% vs NPP314 = 1.68%
May 28 => 1.70% vs 1.90%
May 31 => 4.93% vs 3.71%
Total all 3 days => 7.54% vs 7.29%

Can you please provide your understanding of the daily differences?
Also, is the May 31 difference, due to month-end adjustments?
The totals seems to make sense, due to the different MERs...agree?

Do you still agree it makes sense to move to NNRG (I can't find much information on the ETF in their website (or through RBC), except it is in their drop down box for options to buy, on the Ninepoint website. To me this implies that the holdings are identical)? There is only $1.1 Million in NNRG...is this an issue to be concerned about?

Thanks for your help...Steve
Read Answer Asked by Stephen on June 01, 2021
Q: I currently own some of these shares and am trying to find out if they are being called at the end of June when they are subject to the 5 year rate reset...are you able to tell me if an announcement to that effect has been made yet and if not provide a good website where I would be able to ....I monitor the BPY news releases but have seen nothing yet...the date of the meeting for BAM. to acquire BPY is after the reset date and not sure if a redemption call could be made prior to the meeting...any insights you could provide would be much appreciated...many thanks
Read Answer Asked by Cam on June 01, 2021
Q: I am a new member and am quite impressed with the Q&A section and Model Portfolio. I am thinking about planning to upgrade the subscription to add Portfolio Analytics. I was not able to clearly understand from reading the description under manage subscription about the additional services provided. Is there a demo version / trial version, sample reports or more elaborate information about it?
Read Answer Asked by Nimish on May 31, 2021
Q: In my income portfolio, I have held a full position in BNS for some time, benefitting from nice dividends and now an 8% capital gain. I am aim to sell BNS and take a new full position in NA now that its price is weaker. What do you think of this approach? Should I buy a different bank instead?
Read Answer Asked by Jean on May 31, 2021
Q: I follow the 5i balanced etf portfolio. Please rank the top 5 positions that would be favorable to adding new money in the current market conditions.
Read Answer Asked by Richard on May 31, 2021