Q: Can you please comment on results.
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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: Hey guys,
Please confirm;
Should you own BYD.UN in a non registered account, the capital gains (thank you) will be realized in January 2020.
At that time, if you have room in your TFSA, should you place it there?
thanks,
Jim
Please confirm;
Should you own BYD.UN in a non registered account, the capital gains (thank you) will be realized in January 2020.
At that time, if you have room in your TFSA, should you place it there?
thanks,
Jim
Q: Thanks for your many comments on the securities cited. Currently I hold small positions in both in my TFSA and with the New Year fast approaching, I wonder if I would be best served if I transferred both to my taxable account and increased my contribution room in the TFSA for 2020 and expanded my holdings in the TFSA with other securities next year. Your insights and opinion would be appreciated as always. thanks, Bill
Q: Hi 5i.
Emerging Markets (EM): Looking at some EM ETFs (i.e. EEM, etc.) return graphs over the 2008-2009 market correction, they appear to be hit harder than North American (N.A.) markets (i.e. TSE, S&P500, etc.). But, over the long term (i.e. 20+ years), returns are very closely correlated between EM, TSE, S&P500, etc. EM ETFs seem to have a bit higher dividend (~ 3%) compared to TSE, S&P500 ETFs (~ 2%), but why bother owning them when they tank so dramatically during market corrections? Can't really be for diversification as they are so closely correlated to N.A. markets in the long run.
I do note that EM ETFs also recuperate VERY quickly/dramatically, so maybe they are good to buy after a (global) market down-turn?
As always, thank you for your wise advise.
Emerging Markets (EM): Looking at some EM ETFs (i.e. EEM, etc.) return graphs over the 2008-2009 market correction, they appear to be hit harder than North American (N.A.) markets (i.e. TSE, S&P500, etc.). But, over the long term (i.e. 20+ years), returns are very closely correlated between EM, TSE, S&P500, etc. EM ETFs seem to have a bit higher dividend (~ 3%) compared to TSE, S&P500 ETFs (~ 2%), but why bother owning them when they tank so dramatically during market corrections? Can't really be for diversification as they are so closely correlated to N.A. markets in the long run.
I do note that EM ETFs also recuperate VERY quickly/dramatically, so maybe they are good to buy after a (global) market down-turn?
As always, thank you for your wise advise.
Q: Could you please compare these two. Which one would you buy today?
Thanks,
Milan
Thanks,
Milan
Q: I do not currently have a position in GIL. It seems to be recovering well after the recent earnings miss. Would this be a good time to initiate a position?
Q: See previous question below - obliviously bad advise + poor judgment on my part Anyway in order to salvage something I bought 200 shares LSPD back today in another account. Am right in assuming that the loss in the first account still stands and that as long as I do not buy any thru that account I will still be able to claim the loss?. Thanks PS do you see LSPD going back to test the $49 high in the next short time ? Appreciate you guidance (win some lose some )
I recently sold LSPD to crystalize a tax loss I sold it on Nov 22 for $29:72 presently its at $31 and change. I sold it after getting your opinion on tax loss selling. When I asked the question I was specific about LSPD and pointed out the risk of the stock increasing beyond the $4599 loss in the 30 day window. (always planned on buying it back. Anyway in the last 2 days the stock has gone up over 2 dollars (I had 800 shares so that approx. $1600) I am getting nervous about the stock rallying. Can I have your thoughts should I buy it back now before it takes off and goes back up to previous high of $49 ? or?
I recently sold LSPD to crystalize a tax loss I sold it on Nov 22 for $29:72 presently its at $31 and change. I sold it after getting your opinion on tax loss selling. When I asked the question I was specific about LSPD and pointed out the risk of the stock increasing beyond the $4599 loss in the 30 day window. (always planned on buying it back. Anyway in the last 2 days the stock has gone up over 2 dollars (I had 800 shares so that approx. $1600) I am getting nervous about the stock rallying. Can I have your thoughts should I buy it back now before it takes off and goes back up to previous high of $49 ? or?
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Core Canadian Short Term Bond Index ETF (XSB)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core Canadian Long Term Bond Index ETF (XLB)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: Hi,
In your answer to James you suggested the following bond ETFS: XBB, XLB, XSB, CBO and/or XHY. I'm very interested in this as I'm trying to increase fixed income exposure.
What percentage would you suggest in each of the total bond portfolio? Also, unless I am missing something, CBO and XSB both appear to be the same thing, so why the need to own both?
In your answer to James you suggested the following bond ETFS: XBB, XLB, XSB, CBO and/or XHY. I'm very interested in this as I'm trying to increase fixed income exposure.
What percentage would you suggest in each of the total bond portfolio? Also, unless I am missing something, CBO and XSB both appear to be the same thing, so why the need to own both?
Q: Could I have your thoughts on BRP's recent quarter? Seems to be very good earnings growth any specific reason for the big beat? Muted stock reaction although it has had a great run this year.
Q: Can you tell me what you think of Ooma for a long term hold.
Thanks as always,
Peter
Thanks as always,
Peter
Q: At what level would consider Hexo a buy?
Q: I believe TV is being hit hard by tax loss selling and may now be way oversold as it is hitting all time lows. Your comments a few weeks ago were that the balance sheet is fine, It is very cheap on a cash flow basis, and production is good. Costs are improving, and the company is targeting a further $50M reduction in costs. You did caution that as a small market cap, down 58% in a year, you thought it may stay weak into year end. I am a patient, long term investor so short term pain does not bother me, but before I invest I always like to get your opinion. My questions are:
1) do you still believe TV is financially sound and will survive?
2) with tax loss selling and negative company/sector sentiment being reflected in the all time low stock price that TV may be setting itself up as a good/excellent risk/reward investment?
Many Thanks
Scott
1) do you still believe TV is financially sound and will survive?
2) with tax loss selling and negative company/sector sentiment being reflected in the all time low stock price that TV may be setting itself up as a good/excellent risk/reward investment?
Many Thanks
Scott
Q: Good morning team,
Given the recent news from Kirkland Lake, how would you rank your top 3 favourite gold producers?
If Gold itself was to break out again to new highs in the near future, do you think this acquisition will hold back the shares of KL relative to its peers as digests the take over?
Finally, what are your thoughts on silvers potential?
Are their any silver producers that look attractive to you?
Thanks for your great work!
Given the recent news from Kirkland Lake, how would you rank your top 3 favourite gold producers?
If Gold itself was to break out again to new highs in the near future, do you think this acquisition will hold back the shares of KL relative to its peers as digests the take over?
Finally, what are your thoughts on silvers potential?
Are their any silver producers that look attractive to you?
Thanks for your great work!
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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TD International Equity Index ETF (TPE)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
Q: What are your thoughts on TPE vs XEF or VIU for international equity in an RSP? It seems somewhat safer due to larger cap focus but the TER is higher so combined cost of 0.32 to 0.23 for VIU. Leaning towards VIU as it has the most holdings and includes Korea.
Q: What is your opinion of Spark? Last comment in Q&A was last year.
Q: I have been wondering about this for a while but haven't known were to find the answer, so I thought I would try you guys. If Quebec is the block to Energy East, why not build the pipeline to Lake Ontario and move the oil to east coast refineries via tanker on the St Lawrence Seaway?
Q: Much like KL's acquisition of Detour Gold, it doesn't seem that investors like Sun Life's arrangement with its subsidiary, Sun Life Vietnam Insurance and Tien Phong Commercial Bank (TPBank) which have formed a 15-year bancassurance partnership in Vietnam .
The agreement combines TPBank's distribution network with Sun Life Vietnam's market-leading life insurance products, giving 2.5 million TPBank customers access to a comprehensive range of innovative insurance solutions.
May I have your thoughts on the share price drop? Short term? Perhaps a switch to MFC is in order.
Thank you
The agreement combines TPBank's distribution network with Sun Life Vietnam's market-leading life insurance products, giving 2.5 million TPBank customers access to a comprehensive range of innovative insurance solutions.
May I have your thoughts on the share price drop? Short term? Perhaps a switch to MFC is in order.
Thank you
Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
Q: What do you think of BRE for higher risk income? Are there specific factors to look out for that would negatively affect the stock? Thanks, Martin
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QUALCOMM Incorporated (QCOM)
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Xilinx Inc. (XLNX)
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American Tower Corporation (REIT) (AMT)
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Keysight Technologies Inc. (KEYS)
Q: It is my understanding that that 5G signals will require a different type of transmission installation, namely smaller and much more numerous for the shorter distances involved. The two companies often mentioned are AMD American Tower and CCI Crown Castle however only the latter is specific to 5G. Am I missing something here as I am looking to invest in 5G transmission but don't want to go off in the wrong direction.
Thanks
Thanks