Q: can one contribute to one's TFSA with some of existing stock holdings held in a non-registered account, reporting a capital gain on the contributed shares but now having a new cost base in the TFSA? thanks
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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: Hi,
I'm considering the purchase of a full position for a 5yr + hold in a company that pays medium range but increasing dividends as well as modest yearly capital growth. I already hold full positions in TD, BNS, Fortis, BCE, T. I'm looking at CU but would appreciate your recommendation for several other preferred companies.
Thanks,
Joe
I'm considering the purchase of a full position for a 5yr + hold in a company that pays medium range but increasing dividends as well as modest yearly capital growth. I already hold full positions in TD, BNS, Fortis, BCE, T. I'm looking at CU but would appreciate your recommendation for several other preferred companies.
Thanks,
Joe
Q: Looking to start an entry to BPF.UN as an income fund at this point.How do see this ?
Q: Hi 5i,
My current strategy is to have a hybrid approach so that I have some of the income portfolio holdings, some growth and some from balanced. In addition I have taken the same approach with US holdings and UK/Australian (to a lesser extent) so my version is diversified (both by sector and geographically, well hopefully) and I think of it like a balance equity portfolio.
Generally how does this (balanced) approach compare to the income or growth portfolio which seems more targeted in its purpose. Are there persuasive arguments to follow one style over another?
Thanks
Mike
My current strategy is to have a hybrid approach so that I have some of the income portfolio holdings, some growth and some from balanced. In addition I have taken the same approach with US holdings and UK/Australian (to a lesser extent) so my version is diversified (both by sector and geographically, well hopefully) and I think of it like a balance equity portfolio.
Generally how does this (balanced) approach compare to the income or growth portfolio which seems more targeted in its purpose. Are there persuasive arguments to follow one style over another?
Thanks
Mike
Q: Hi 5i: Are there any general observations to make about how markets and different sectors usually react once a yield curve inversion occurs? I understand that subsequent recessions may not typically begin until 9-18 months after a yield curve inversion but I’m wondering if bear markets in equities most often tend to lead recessions and by how much. Along similar lines, at what point during the sequence of events would you expect to hear a lot of talk about 'engineering a soft landing’ and expect to see ‘easing’ steps such as interest rate decreases? I’m happy to do a little further reading on this myself if there is a good info source you’d like to point me toward. Thanks!
Q: Why using the IShares Diversifieed montly income ETF as benchmark in order to determine the total returns of the Income portfolio,just curious how the portfolio would graphically compare with a broader S&PTSX.
We hang in there and collect divi.
Thank You for your soothing stand.
Daniel
We hang in there and collect divi.
Thank You for your soothing stand.
Daniel
Q: please explain differences and evaluate potential
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: What would be your 2 best ideas in the REIT sector for capital appreciation, 2-3 year hold.
Q: The tobacco sector is down again, with these stocks at or near 52-week lows. Could you provide your current views about investing in these stocks today?
Q: I understand that Parex is in the middle of a strategic review, I just don't understand (a) why a sale of the company makes sense, and (b) why the stock price continues to fade. Doesn't Parex have one of the better business cases out there? Cash, Brent pricing, new wells - what's not to like?
Some months ago, on BNN, Dennis de Silva suggested that their assets are entering a declining phase - which would certainly make a prospective buyer think twice. But aren't most (all?) O&G companies constrained by the wasting-assets problem? Yet we continue to invest in them.
Some months ago, on BNN, Dennis de Silva suggested that their assets are entering a declining phase - which would certainly make a prospective buyer think twice. But aren't most (all?) O&G companies constrained by the wasting-assets problem? Yet we continue to invest in them.
Q: I have owned Dorel Class B shares for a few years and it has gone down quite a bit. It currently trades in the range of $18.50 which is a far cry from the trading range of the low $30's in 2016 and 2017. Do you know why the price has sunk so low lately? Would you sell this stock now or wait for the price to recover?
Q: Apart from P/E ratios, is there a key valuation metric for a sector that would help one to select one stock over another in that sector?
There are many valuation metrics - P/BV, FCF, FFO, EV/EBITA, for example. Some are more suited to one sector versus another. Could you advise which valuation metric(s) you rely upon for each sector.
Thx
Sam
There are many valuation metrics - P/BV, FCF, FFO, EV/EBITA, for example. Some are more suited to one sector versus another. Could you advise which valuation metric(s) you rely upon for each sector.
Thx
Sam
Q: Hello, HTB was suggested as a top pick on BNN recently. I had never considered such a long term bond fund, however I am not that smart...comments please
Q: Would their 2025 bond be acceptable for inclusion in a well diversified bond portfolio? Total exposure to ATD within the investment portfolio would remain well below 5%.
Q: What are your thoughts on buying POW at this time. It is near the 52week low and is trading at below cost with a 5.67% yield. We are interested in the income and some growth. Do you have any concerns on the future of this company? Many thanks, Len
Q: Hello Team
Could you please give me you opinion on DC.PR.E should I keep holding or sell, it represents about 3% in my overall portfolio. And if I should sell, it seems to be thinly traded how do I get rid of it with out having to sell 50 or a 100 shares at a time. I am down about 35% on this security.
Could you please give me you opinion on DC.PR.E should I keep holding or sell, it represents about 3% in my overall portfolio. And if I should sell, it seems to be thinly traded how do I get rid of it with out having to sell 50 or a 100 shares at a time. I am down about 35% on this security.
Q: Morning guys:
In regards to tax loss selling, I sold some holdings which I was down significantly such as new flyer, dollarama, crh medical. I took the remaining cash and added more shares to pbh, savaria, and ccl which are on sale. Is this a good strategy ?
Thanks
Mark.
In regards to tax loss selling, I sold some holdings which I was down significantly such as new flyer, dollarama, crh medical. I took the remaining cash and added more shares to pbh, savaria, and ccl which are on sale. Is this a good strategy ?
Thanks
Mark.
Q: I have not done very well with HNL recently. A few days ago it announced some new contracts or extensions. What is the impact of this news on future earnings? Will HNL profit from BC LNG projects? Is it a sell or a hold? Thank you.
Q: Hi Team
Came across this etf on BNN. any thoughts? Would it have a place in a portfolio for this kind of volatile market? Thank-you in advance. Sam
Came across this etf on BNN. any thoughts? Would it have a place in a portfolio for this kind of volatile market? Thank-you in advance. Sam
Q: VNOM has gone down quite a bit in the last couple of months. I am up on the stock nicely - do you think it's a time to take profits? Where do you see it going in 2019?