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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: If I have a significant carry forward loss but have a small cash position in my non-registered account [mainly fully invested], does it make sense for me to move funds from my TFSA into the non-registered account to try and make some capital gains to offset the loss? In either case I would not be taxed on any gains.

Thanks...
Read Answer Asked by Ronald on May 17, 2021
Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views
Read Answer Asked by Peter on May 17, 2021
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
Read Answer Asked by Shane on May 17, 2021
Q: If you had 100,000 CAD cash to deploy, what are your top picks from your Growth/Balanced Equity portfolios you might consider buying today. Especially interested in you helping me identify the ones getting hammered these days with the current market volatility.

Thanks for your help.
Read Answer Asked by Arthur on May 14, 2021
Q: I am in a loop of indecision and would appreciate guidance. I am retired and for the past year i have been self-directing a portion of my assets while the balance sits in cash. I am now ready to start to deploy my remaining capital into the market. I am looking at a medium risk profile and would like to derive income from the portfolio in the next two years. I get stuck on how to allot and diversify my portfolio. Can you please comment on this general approach.
14% finance, 14% energy, 14% materials, 14% industrials, 7% utilities, 9% communication tech, 9% defensive consumer, 9% consumer discretionary, 5% real estate, 5% healthcare. I will use a combination of stocks and ETF's. Thanks.
Read Answer Asked by Robert on May 14, 2021
Q: Is an update for the "Canadian Stocks That Pay US Dividends" blog planned? - the current list is 2 years old containing names like ECA (now OVV and Denver based) and BHC which I show as having no dividend. Others like BEPC and BIPC could be added and the list might be amended to include current yield to be more useful to income investors. They may be other adds or deletes too...
Read Answer Asked by Jeff on May 14, 2021
Q: Given Apple is restricting personal information flow used by advertizers, hence the Facebook, Google wars, are these companies detrimentally affected? If so, which company would suffer most and which least?
Read Answer Asked by Jeffrey on May 14, 2021
Q: I have been searching for quality emerging market stocks with only moderate success to date. Does your information suggest that either of TIMB or VINP have the financial and marketing wherewithal to be strong long-term choices? Diversification and, to a lesser extent, income are my primary goals. Thanks!
Read Answer Asked by David on May 14, 2021
Q: Hello Peter and Team
Is it still time to invest in basic material.
I would like to increase my exposure to a reasonable level.
Between CMMC, HBM, LUN or Teck.B what will be your choice, could you rank them for a year exposure.
Thank You
Raouf
Read Answer Asked by Raoul on May 14, 2021
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