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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 see you have recently been supportive of MRT which has seen a substantial run down in pricing in the last five or so years, as has CUF. My understanding is that CUF has measures in place which address its prior shortcomings and should promote a recovery. Do you support this view for CUF and do you consider its prospects favour a recovery in MRT pricing. Thank you.
Read Answer Asked by Mike on December 02, 2019
Q: Another option for Paul aside from Sharesight is CanadaStockChannel.Com
On this one, you don’t have to register. If you use it repeatedly on the same day they will ask you to sign up, but you can come back another day and look up more stocks with no hassle.
Only tracks TSX stocks, and only based on $10k initial investment. It will compare returns with dividend reinvested and without, and will compare against various benchmarks.
Main reason I wanted to chime in though is just to urge everyone to do this exercise, whatever site you use, if you have not done so previously.
It is a real eye-opener to compare the longterm performance of different kinds of equities,, and seeing this should make some rethink their approach. A friend did this with me a long time ago (it was much harder then!) and I am very grateful today.
Good luck fellow investors.
John
Read Answer Asked by john on December 02, 2019
Q: Questioned asked by Paul; "a website that will calculate the current value of stock investment whereby you enter the original investment amount at a specific date many years ( decades ) ago and it calculates the current value, also taking into account the reinvestment of all dividends."

Try Wealthica | Wealthscope - Income widget. NOTE: Requires subscription. https://app.wealthica.com/

Roy
Read Answer Asked by Paul on December 02, 2019
Q: Hi,

I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.

Thanks,
Jason
Read Answer Asked by Jason on December 02, 2019
Q: I start withdrawing from my RIF next year. At this point I have just under 6% in VSC, 5% in XBB, 2% in XHY and was thinking of adding some CBH for the longer term corporate bonds.

If you feel my thinking is correct what % limit would you set for CBH? I know there is more to my investments than what is listed here with BCE and ENB et al also held for their income stream but I want to get your thoughts.

Thank you,
Ron
Read Answer Asked by Ronald on December 02, 2019
Q: Greetings,
Currently my tech exposure is coming from XQQ. Analytics is suggesting adding another 2.5%. Should I add more XQQ? Or what do you think of SOXX or RYT? Thanks
Read Answer Asked by Daryl on December 02, 2019
Q: Hi Team,
Can you suggest similar sector/quality stocks to replace the following stocks which I like to do the tax loss selling and would like to stay with the sector !
PD - loss 39%
MX - loss 32%
TCL.a - loss 25%
VET - loss 30%
WFT - loss 15%
Please deduct my credits as needed.
Thank you as always !
Tak
Read Answer Asked by Tak on December 02, 2019
Q: Questioned asked by Paul; "a website that will calculate the current value of stock investment whereby you enter the original investment amount at a specific date many years ( decades ) ago and it calculates the current value, also taking into account the reinvestment of all dividends. "
Try Sharesight. Up to ten holdings can be tracked for free.
https://www.sharesight.com/
Roy
Read Answer Asked by Roy on December 02, 2019