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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: I am 88 years old, I recently purchased a GIC in my name and I also added my two adult children to the GIC. Can you tell me what a bear trust is and would my GIC be considered a Bear Trust?
Also I put their name on my brokerage account to save probate fees.
I would like to know if these are considered simple joint accounts, or are they considered Bear Trusts?
Thanks as always for your expert opinion.

Read Answer Asked by Shirley on April 08, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: I am interested in buying Metro in a non-registered account with an investment horizon of 5 to 10 years. Dividends are not important. I am looking for capital appreciation in the stock price over that time.

Is Metro a good choice in the consumer staples space? And what would be a good entry point to buy it at? Thank you and have a great day.
Read Answer Asked by Cathy on April 08, 2024
Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks
Read Answer Asked by steve on April 08, 2024
Q: One of the recent questions concerned Apple. A 5i member noted that they had purchased the stock at a very low price and now had a huge profit. In essence the question was addressed to you to share with others and confirm their "skills" or good fortune. I would like to compliment you on your answers keeping all of us concentrated on what really matters. Investing in good, solid companies, diversification, and don't trade too much. Oh, and be very thankful when luck shines your way!
Gordo
Read Answer Asked by gord on April 08, 2024
Q: Peter and His Wonder Team
Here is a simple question for you but I do not want to make a mistake with CRA in regards to Capital Gains. If I have a stock in the green and sell ...do I have to pay on just 50% of that gain? On the other hand If I have a second stock in the red of an equal loss and sell...does that just negate the gain entirely? On the other hand are gains only at 50% and losses at 100%? In other words how does one calculate capital gains in general?Thanks...don't want to get into trouble with the "Tax-Man"! Ha!Ha!
Read Answer Asked by Ernest on April 08, 2024
Q: Greetings 5i, which one of these 3 companies would be your top choice today for a new position in a TFSA? Growth over 5 years is primary objective. Thanks.
Read Answer Asked by Barbara on April 08, 2024
Q: If the US decided to devalue their currency, how would that effect stocks?

I read some where they did this in 1933 and 1971.
Read Answer Asked by Mark on April 08, 2024
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