Investment Q&A

Q: Good morning and thank you for your great service. My question is regarding your portfolios. I have a considerable amount of cash to invest and as I'm nearing retirement would like to lower my risk. I am thinking of investing approximately 50% in the stocks in your income portfolio. My specific question is regarding the individual stocks in the portfolio, are there any stocks in the income portfolio that you would not recommend buying at this time?

Thanks you,
Kevin

Q: Peter; With the issue accruing nothing to the company is it just a exit plan by the selling shareholders and does it change your view of it re excess debt? Thanks. Rod

Q: Would you buy this company today and why or why not?

Q: Hi There,

I know you guys have (correctly) been bullish on goeasy in recent years. What do you think about the acquisition of Lendcare that they announced today? How does this improve their business and what do you think of their future prospects post-acquisition?

Q: Can you discuss how subscription receipts work in particular with this GSY deal ?

Thanks
Mark

Q: Cloud MD has had lots of insider buying recently, and is bouncing off its 200 day moving average with analysts target pricing 69 per cent above the current price would you recommend as this stock as buy at this time? Thanks for your advice.

Q: I am thinking of trimming a bit from BEP(up 300% with ROC) and adding to my positions of DIR.UN and DIV. I am retired and looking to increase my monthly dividend payout companies. Currently BEP is around 4% of portfolio, DIV is 4% and DIR is 2.3%. Is this a sound move or do you think there is a better option with another monthly dividend payout company.

Q: C3ai is now dropped 65% from it high, yet it appears to have a viable business. May I have your analysis of this company as a possible investment?
With appreciation,
Ed

Q: Hello,

Looking at dipping a toe in these companies. Any red flags here?

Q: 5 i's recommended vehicle for those interested in the bit coin investment opportunity appears to be BTCC.
GLXY , that appears to have been on the same scene since Oct 2018 has seen little price movement until recently but has now broken out to the upside.
How are these two investments different?
How do they compare as far as risk?
Is it too late to add to a position in GLXY or best to just allow BTTC the same opportunity to develop?
Your wise counsel has paid off handsomely in the past and is much appreciated!!!

Q: If one wanted to invest for the short and medium term and the choice was between Google and Facebook which one would you choos. Thanks
Mike

Q: What are your thoughts on Alibaba? There is an old saying “sell on news” but would you think with the settlement announced that it may be a good time to take a position?

Q: Hello, what did you think of their year end results announced in March? Thank you.

Q: These are the 4 losing stocks in my long term hold portfolio. I am considering to sell them because I start to doubt my original thesis of owning them. Please rank in selling order if a better buying opportunity becoming available. Thank you. Bill.

Q: I have a TFSA with RBC and another with TD. If I switch the RBC to TD will RBC charge a fee for the change and if so how heavy a levy?
Are there any other consequences re such a change as far as the tax free nature of the investment is concerned?

Q: I am considering investing in one of the following:\
Pinterest (PINS), Quanterix (QTRX), Cerence Inc. (CRNC)
Would please rank the stocks in order of growth potential? Do you have any concerns about the viability of any of the three?
With appreciation,
Ed

Q: Would you say TOI was a mini European CSU or something else?

Q: I have a 2% weight in GUD, would it be better to buy WELL for 2% or add to GUD? This is for a RRSP and have 5-7 years before needing to withdraw.
Thanks

Q: Would you continue to hold Macro? Please comment on their earnings report and their future prospects. Thank you for your service. Stella

Q: Hi

I'm trying to keep the US and international stocks and ETFs in my RRSP account and my Canadian stocks in my cash or unregistered account for tax reasons. Unfortunately, much of my RRSP account was built up with Canadian stocks. Further, I'm overweight Canadian stocks and am looking to increase my US and international exposure.
To do that, I would need to sell some of my existing Canadian stocks in my RRSP account to free up more cash. I could then re-purchase these same stocks in my unregistered where there are no limits to how much cash I can contribute.
Now, here's my question - and forgive me for the naïve question - if I sell my Cdn RRSP stocks with considerable gains and then re-buy them in my unregistered account at current levels, am I taking on more risk, or does my risk stay the same? In other words, am I really in the same position as before? Or have I assumed more risk because I'm now holding the stocks at a higher cost?

I hope this is clear.

Thanks
Robert