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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, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.
Read Answer Asked by Lorraine on September 13, 2021
Q: I have margin accounts with one of the big five Canadian banks and wonder if I should convert these to non-margin accounts. I never use margin and don't short stocks. Does simply having my stocks in a margin account introduce any risks to me? And does the financial institution have the right to lend out my shares and make money off this while I get nothing for these behind the scene transactions? Thanks for the education!!
Read Answer Asked by Joel on September 13, 2021
Q: Thank for the answer yesterday and appreciated Garth’s Q&A.
Just to make sure I am not entirely mistaken, but at $3.00 ps there would (after sale) $2.00 ps in cash?
Of course the caveat on the transaction, but do you know how long Truist Bank has had a friendly relationship with ECN?

TIA
Read Answer Asked by Gerald on September 10, 2021
Q: What is your opinion on Wonderfi Technolgies, Kevin O'learys crypto trading company. Thank you for expertise and advice.
Read Answer Asked by Ian on September 10, 2021
Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
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