skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your thoughts on the following funds:
BMO Sélect trust growth portfolio and BMO growth ETF portfolio class? Thank you!
Read Answer Asked by Jacques on November 22, 2018
Q: You have said that you prefer tsgi over pbl. Looking at the financials the roe, roi, debt, eps growth, price to cf is better at pbl than tsgi. What is the reason for your preference?
Regarding plc can you tell me what the reason is for the huge earnings spike in 2021?
Read Answer Asked by Jerry on November 22, 2018
Q: Is there an easy way to follow the S&P Energy Bullish Percent Index?

Thank you
Read Answer Asked by SHANE on November 22, 2018
Q: The Nov.19 response to the tax treatment of GIC interest question is not quite accurate.
Most interest received is treated on a cash basis, so on a 1 year GIC a holder must only wait for the issuer's T5.
As for a COMPOUND interest GIC beyond one year, the second part of your response would apply, except it is the onus of the issuer to do the accounting and issue T5s.
See CRA link:
https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/completing-slips-summaries/financial-slips-summaries/return-investment-income-t5/accrued-interest/investment-contracts/what-investment-contract.html
Read Answer Asked by Jeff on November 22, 2018
Q: I have a 10% position in TD and a 2.5% position in BNS. Would you reduce the TD position and use the proceeds to bring BNS up to 5% or just add to BNS using the 25% cash position in the account? In addition, I have 5% positions in V and BAC. Over exposed to financials period? I am a retired conservative investor who would ideally prefer to have good dividend with some growth. I have substantial gains in all financials mentioned.

Thank you for your great service.

Tom
Read Answer Asked by Tom on November 22, 2018
Q: I wish to iniate a position in gold. What do you believe is the best investment at this time? Would it be Agnico Eagle as you have chosen for your balanced fund or is there a different investment.?Perhaps an ETF OR Franco Nevada. Others?
Thank-you for your appreciated guidance.
Read Answer Asked by Les on November 22, 2018
Q: Hello
Would you please tell me where I can find the Screener-Tax- Loss selling list of companies.
Thank you
Read Answer Asked by Ignatius on November 22, 2018
Q: hi, does this company have a manageable debt level if nat gas stays low for a couple more years? thanx
Read Answer Asked by jim on November 21, 2018
Q: Have to raise cash for YE withdrawal from my RIF. These are the smallest holding and are under water. Would you please rank them as to which you recommend to sell. Your input is appreciated. Thank you.
Werner
Read Answer Asked by Werner on November 21, 2018
Q: Why the sudden drop of preferred reset shares?
Thanks
Read Answer Asked by Terry on November 21, 2018
Q: Your answered to a member about BBI merger that larger is usually better. I bought BBI at 47cents, I want to average down at current price 22 cents. please provide details cash flow, debt and earnings, is it worth holding and share price will appreciated in 3-5 years? could I have your expert opinions please. Thanks always.
Read Answer Asked by Hue on November 21, 2018