Investment Q&A

Q: This is a follow up to my question about oil companies transitioning to renewable sources of energy. How about any Canadian companies?

Q: hi, bought these 2 with my mad money, but now that I( ATE FOOD)
Im ready to bring up. Would you suggest to move on and if so what
would you replace them with for low cost growth stocks for retired couple. Already own small positions in CMC,CURA,KXS,TOI,TOU in a mostly income portfolio, thanks.

Q: would you recommend a high tec Cdn ETF for TFSA? Would appreciate your reasons. If not high tec ETF, alternative ETF would be appreciated. thank you. Fooklin

Q: What price would you get in for Sklz ?
Is Sklz a long term hold?

Q: which of these two do you prefer?

Q: I am thinking about starting a position in BYD because of its battery technology and EV focus. Which ticker to buy? You only list BYDDF which is the OTC ticker. There is also the ADR ticker BYDDY which is said to have greater liquidity. Also hat is opinion of this company?

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: With regards the question asked by EARL on ECN stock, what would be the result if you own the stock in a TFSA (like I do)with no taxes payable. I am thinking of keeping the stock no matter what and purchasing more stock with the dividend issued. Is this a good idea?

Q: Good afternoon!
This is one of Dorr Capital's funds that invest in mortgages (assumedly higher risk), and are speculating (pun intended!) a return of 7.5% annually, with distributions monthly.
The management fee is 1.25% (Series "A") or .85% (Series "F"). There is a cost to redeem on 30 days notice of 2% if in 1 year or 1% if in the second year.
I don't think this is much of a good idea, but was wondering:
1) Your thoughts on this specific investment?
2) Would there be any equities you could steer me towards that do this type of investment but without the management fees or the slow redemptions?
Thanks!
PaulK

Q: I am trying to steer my and my husband's TFSA's more toward growth. The stocks listed are some of the stocks in our TFSA's that I am considering swapping out in favour of growth-oriented stocks on my watchlist. Can I get your opinion? Do you think that any of the listed stocks have enough growth potential to belong in a growth-oriented TFSA?
Thank you, Doris

Q: QSR considering that the 3yr revenue growth is 0.05%, what is the company's long term plan to increase its revenue and earnings going forward? what other companies in this area have better prospects for increasing revenue and earnings?

Q: Hi 5i,
For the equity part of my portfolio I'm looking to diversify internationally. As a percentage of my total equity portfolio I'm thinking 4%VXUS 2%DLS and 2%DIM. Is 8% international stocks a reasonable number for a conservative investor and is there maybe a better way to adjust the percentages? The equity portfolio will be rebalanced yearly. The bonds and cash part of the portfolio have not been included this is strictly equity.
Thanks

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: I have done some calculations for me re selling or holding ECN that others may be interested in doing. My ACB for ECN is $3.75/sh and a sale at $11 would result in a $7.25 capital gain/$3.63 taxable and about $1.81/share taxes to be paid.
If I hold, the $7.50 dividend would result in my ACB going to zero (3.75-4.15) and a $0.40 capital gain and a 0.10/share tax liability plus the $3.35 special dividend would likely require about 32% tax payable (AB) or $1.07. So total tax payable by keeping the shares for me is about $1.17/share. Since I want to own the ECN shares after this, it is cheaper for me to hold the shares than to sell and rebuy. Interesting to me that my ACB will be zero after this. I hope this helps others do the math.

Q: Hi folks...opinion of Q results for Copperleaf....& what do you view their "Valuation" with some other tech high flyers like Magt/t or Lspd/t etc....and do view them as Buy, Hold, or Sell....thanks as always for great service, jb Piedmont QC

Q: TSK: This company has done little over several years, is it worth holding on to? Which small to mid cap gold company would have better prospects?
Thanks
Dick

Q: do you have an opinion on the above; reco,t

Q: Hello Team,
Could you comment on these two securities. Would you prefer one over the other. Are they too similar to own both.
Thank You,
Barry

Q: I've held BNS for 5+ years as a core position in my portfolio. I've noticed it's relative underperformance compared to the other Canadian Banks and I was wondering if you could shed some light on the reasons behind this? Are they simply not meeting their growth expectations or is there another fundamental reason? Thanks

Q: Can you give your updated comments on Gmg graphene stock price movement, their recent partnership with Bosch, to further production of this New age battery. How would you define this company? The space their in? It seem to have their hands in other interesting spaces such as graphene coatings for HVAC market…is this the NEXT BIG THING? Martinrea has already bought shares in NanoXplore (GRA) and the etf/fund industry hasn’t started throwing buckets of money in the space as of yet but if the imperfect lithium batter gets replaced GMG Graphene, it seems like a no brainer with it’s better charging power/capacity and the fact that aluminum and graphene are readily available AND recyclable. Do you agree with my assessment? So far I’ve more than doubled my money….seems like longterm this is the space to be in.