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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 looking at investing a small amount in Amazon, just for the heck of it and because I use it regularly (I am retired and living off Canadian dividends). Despite the stock growth in 2020, is this a good time to do so? Is there a seasonality pattern I should be aware of, e.g. around Prime day, Thanksgiving, etc.? Thanks.
Read Answer Asked by Martin on September 29, 2020
Q: Are there any etf's that focus on companies with, strong balance sheets and a track record of consistent dividend growth by sectors, specifically tech, health, cons. staples etc. and if not what would be your recommendation for a general etf that has the same focus. Thanks for expertise.
Read Answer Asked by Ian on September 29, 2020
Q: hello
What are your thoughts on MIC's these days? For income of course.
Could you please rank them in order of "distribution" safety?
Thanks
Read Answer Asked by Carlo on September 29, 2020
Q: Just a follow up to my previous question on BEP and GOOG. You didn't answer my GOOG question.
Thanks
jeff
Read Answer Asked by JEFF on September 29, 2020
Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?

Thank you,
Kevin
Read Answer Asked by Kevin on September 29, 2020
Q: Hi,

I'm interested in allocating a small percentage of my portfolio to Aston Martin. The company has had some tough years, however Lawrence Stroll and Toto Wolff have both recently purchased part of the company. I'm hoping to get your thoughts on the company as a whole.

Thanks.
Read Answer Asked by Brady on September 29, 2020
Q: Could you please give me your opinion on this company. Would you consider it a good buy at this time and are there any other companies you would prefer in this space. Thanks for your advice.
Read Answer Asked by Ian on September 29, 2020
Q: I started an RESP for my 2 grandsons about 3 years ago. Only 5 stocks in the account: 3 Cdn. banks, BAM and an energy company. It is doing much worse than my RESP or TFSA. I wanted safe, dividend paying stocks. Obviously the lack of diversification has hurt. I have some cash in account I would like to deploy. Please give me a few suggestions of companies I should add. Thx.
Read Answer Asked by Penny on September 29, 2020
Q: Hi,

I've held CDZ since I first began investing on my own, about 12 years ago, and it doesn't appear to have done a whole lot. The dividend is great, mind you, but I haven't seen much growth. Over these 12 years, I've been buying many of the individual positions that form part of CDZ.

Does it make much sense to continue to hold CDZ as an anchor for my portfolio? Or can I start to wind it down and use that cash to build up other positions, while maintaining a balanced portfolio.

Thanks
Robert
Read Answer Asked by Robert on September 29, 2020
Q: There was a question about US estate taxation. Here is an article I found helpful.

https://ca.rbcwealthmanagement.com/documents/233544/0/U.S.+Estate+Tax+for+Canadians+in+2019.pdf/ba88e6ce-fb64-4abe-bb57-8a6f4c3dad22

This was a key point in the document, page 5, to focus upon:

American Depository Receipts
(ADRs) — these are exempt from U.S. estate tax because the
underlying share holdings are not U.S. corporations
Read Answer Asked by Ronald on September 29, 2020
Q: I have been considering increasing my position since the beginning of September. Coincidentally, this is when WELL price jumped a few times. I have been waiting for a pullback (6$ was my target), but this never happened.

Argument to increase a position at this time:
1) Valuation reaching 1 bln $ - this may attract big institutional investors.
2) The stock help up well during the recent sell off, meaning strong sentiment.
3) Shareholder meeting approaching, and an announcement combined with a positive news may move the price even higher.

Arguments against:
1) Valuation
2) Potential volatility

Can you comment on the valuation for this stock? How does it compare to stock with similar risk profiles (growing small-caps)? Does the premium justify prospects in your opinion? Do you agree with my arguments, and would you add anything to my summary? Thanks for your service.
Read Answer Asked by Steve on September 29, 2020
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