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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: My wife and I are interested in growth possibilities for our 2020 TFSA contributions. Thanks to your previous advice we’ve done very well on SHOP, LSPD, KXS, GSY, CSU. We’re solely interested in tax-free growth in our TFSA accounts and have investing balance covered in other accounts. Considering positive momentum, which of these would you recommend adding to for the most torque?
Alternatively, could you recommend 2-3 other picks you could get behind at this time.
Read Answer Asked by Warren on November 28, 2019
Q: I hold BEP.UN in both my RRSP and non-registered accounts. It's having a good run and is now roughly 7.5% of my portfolio. I'm starting to think about lightening up to 5% on it even though it shows no sign of slowing down yet. The 2.5% i would sell would eliminate the holding in the RRSP to no tax consequences.

Deciding to sell a stock is always a struggle for me. Which of these options would you recommend:
Use a trailing stop loss (for the 2.5%) to protect against a hard reversal in SP and just let it ride?
or
Use near the money, 1 or 2 month covered calls on the 2.5%?
or
Sell the 2.5%.
or
Just continue to hold the 7.5%

Your advice is always appreciated.
Peter
Read Answer Asked by Peter on November 28, 2019
Q: I have small positions in the above,except for npi. I am considering selling some of bep.un,which is up close to 80% and purchasing some npi. I also have bam.a and bip.un. In my portfolios. Would you please comment on this proposed adjustment and your rationale? If yes,would you wait for a pullback in bep.un. Thank you.
Read Answer Asked by Steve on November 28, 2019
Q: As I requested in August, would appreciate your analysis of their latest results which were released yesterday evening. Thanks as always.

TORONTO, Nov. 26, 2019 /CNW/ - VersaPay Corporation (TSXV: VPY) ("VersaPay" or the "Company"), a leading provider of cloud-based invoice-to-cash solutions including electronic invoice presentment and payment, automated collections and cash application, today announced its financial results for the three and nine-month periods ended September 30, 2019.
Read Answer Asked by karl on November 28, 2019
Q: Like a few of your previous questions I find myself in the pleasant position of being overweight BIP.UN { 21.4 % for the third time } and BEP.UN { 5.6 % } . The latter is only marginally overweight so I'm good with that. The former will be trimmed to 15 % for the third time. I know that is still too high but I'm comfortable with it. I was planning on deploying the funds taking a 4 % position in EIT.UN and 2 % into cash. But I've noticed that 5 I generally recommends taking at " least " a 5 % position in ETF's. I wouldn't be adverse to that as it has a juicy yield. I realize that weightings are a personal decision so I'll ask it this way. Between what percentage weighting low to high would 5 I recommend I make my decision in a moderately conservative portfolio ? Also I have done my due diligence on EIT.UN... I'm aware of the MER. I'm aware of the energy weighting. And I'm aware of being capped by a covered call strategy.... What I don't know is the return of capital and how much this should affect my decision . On their tax page I see capital gains as a return of 48 % and return of capital as 46 %. To make it meaningful should one be subtracted from the other ? Basically I'd like to know what the number is and " how to ? " and " should I ? " use it in making my investment decision ? Also in the selling of the 6 % BIP.UN should I wait to receive my free shares before doing so ? ... Thank you for your terrific service.....
Read Answer Asked by Garth on November 28, 2019
Q: Hey guys,

The grandbabies are 5 yrs, 3 yrs and 6 months, a long time before university. We have SIS, GUD & SLF in their resp, like to add another name or two, please advised.
Thanks,
Jim
(CSU, SHOP, OTEX, BAM.A, BYD.UN, ATD.B, PKI, COST, NVDA are already at 5% levels)
Read Answer Asked by jim on November 28, 2019
Q: I own 3 banks: CM:CA, BMO:CA and BNS:CA. I am thinking of selling CM:CA and split the proceeds to buy 2 Brookfield positions. What would you recommend between BIP.UN, BPY.UN, BIP.UN? Thank you
Read Answer Asked by Kimberley on November 28, 2019
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