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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 there, I have an interesting question regarding sell equities from a global etf to live on in retirement. I would sell once a year to set aside money for yearly living expenses. I suppose indiscriminately a person could do this on Jan 1 every year but presumably the ideal time to sell equity to live off would be at their yearly highs. Based on this presumption, technically and seasonality wise historically when would be a good time in the year to pull expenses to fund a years worth of living expenses?
Read Answer Asked by Michael on July 19, 2024
Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Read Answer Asked by Lois on July 19, 2024
Q: Cemetrix is a small Cdn. Co. with a unique concrete product. It fits in well with infrastructure upgrades. They have good future contracts and I have been slowly building a position. Now they have issued a "bought deal" private placement financing of 7,778,000 units (the "Units") of the Company at a price of $0.45 per Unit (the "Issue Price") for aggregate gross proceeds to the Company of $3,500,100 (the "Offering"). The Units will be issued under Part 5A (the "Listed Issuer Financing Exemption") of National Instrument 45-106 - Prospectus Exemptions ("NI 45-106").
The shares dropped like a stone. Your thoughts please on this Company going forward.
Regards Gordo
Read Answer Asked by gord on July 19, 2024
Q: I have noticed that the real estate ETFs have been languishing over the last 10 years. What is your view of the real estate ETFs over the next 5 years? Under what conditions will these ETFs do well? What type of real estate ETFs do you expect to do well (domestic vs international, commercial vs residentical, etc.)?

Please recommend a North American and an international ETF which you feel could do well over the next 5 years. What percent of a portfolio would you recommend include real estate for diversification purposes?

Thank you for this excellent service.
Read Answer Asked by Dale on July 19, 2024
Q: A follow up question to my earlier Q wrt Brookfield Companies.

Can I have you views between BIPC.CA and BIP.UN.CA. I believe they are basically the same company, is this assumption correct??

BIP.UN is a Limited Partnership where BIPC is a corporation, what is the difference, is it mostly how taxes are managed, I know the unit pricing and dividends are different. I will be holding in my RRSP, is one better than the other for this registered account
Read Answer Asked by jeff on July 19, 2024
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Read Answer Asked by ray on July 19, 2024
Q: For diversification purposes, I would like to add infrastructure to my portfolio, preferably international infrastructure. Can you please recommend one or more infrastructure ETFs/stocks which you feel would act separately from the broader markets in times of turmoil.

Thank you for this excellent service.
Read Answer Asked by Dale on July 19, 2024
Q: I am concerned that over the next few years, the US dollar will gradually lose its reserve currency status. Currently, the US dollar is high relative to other Western currencies. Can you please suggest a way that I can track the value of the US dollar relative to not only Western currencies, but to those of the BRICs, emerging markets, etc.. My view is that once the US dollar starts to weaken, then the value of gold, commodities, and emerging markets will increase. Do you agree with this hypothesis?

Thank you for your excellent advice and service.
Read Answer Asked by Dale on July 19, 2024
Q: Hi Team,
After the sell off of the last couple days now what are 3 of your favourite Canadian stocks you would be keen on buying today for a long term hold, regardless of sector ranked best to least. Also if there are any US names available as cdrs that are good buys today after some extreme selling I would be interested in those to.

Thanks ,
Shane
Read Answer Asked by Shane on July 19, 2024
Q: Questions on CTS:

How similar is its business to GIB.A, if at all? Does it make sense to hold both?

Do you have a good feel for its resiliency (i.e. competition and poor economy)?

Is there any vision or plan on this company growing going forward?

Are there odds of a takeover in the future?

Read Answer Asked by James on July 19, 2024
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