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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 Peter & Team,

If I understand bonds correctly, we are in a period right now where we could see them do quite well over the next number of years. Do you agree or disagree with this statement?

If you said agree.... Some of the best performing in the past have been Municipal bonds. Could you please share your thoughts on Municipal bonds specifically regarding risk? If you think they would be a good to hold in a long term portfolio? And do you have any Municipal bonds you could recommend that might do well by us?

If you said we disagree with my statement in paragraph one... could you please explain why?

Thanks for all you do

gm
Read Answer Asked by Gord on February 29, 2024
Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.
Read Answer Asked by John on February 29, 2024
Q: If I sold a stock for a capital loss and if is dual listed(ie. ccl.a &ccl.b) could I buy the other listed stock within the 30 day time frame and still keep my capital loss??
Read Answer Asked by terry on February 29, 2024
Q: My View! Bought my 1st. stock 50 years ago, and have owned stocks since, so i have had a lot of ups and downs over the years, but what i have learned is that people take too many gambles in the market and than have wipe outs or tax loss selling, when all they have to do is buy great companies that make lots of money. It is amazing how much your growth is if you do not have to write off these loses on IFFY companies. I love 5i for reading but sometimes i wonder where do they find these IFFY stocks, are they looking for another 1000% banger or a another tax loss seller. If you take Berk.B and only bought it 5, 10, or 20 years ago you would be very happy with just 1 stock, they do not buy IFFY and hope. The market will reward you over time, but Greed is hard to control.
Read Answer Asked by eugene on February 29, 2024
Q: According to the T3 published on the CDS listing for 2023, the Return of Capital for 2023 for HBND was 70.7% and for HPYT it was 48%. I'm holding them in non taxable accounts so the source of the dividends doesn't matter, but isn't that level of ROC completely unsustainable and will just mean an erosion in the NAV?
thanks
Read Answer Asked by John on February 29, 2024
Q: I'm looking at BIP and BEP primarily for dividend reliability and some growth. According to Morningstar, they both have very low return on assets (somewhat understandable given that they are very asset heavy) but also return on equity.

Normally, that would be enough for me to avoid the stock but they are both generally well thought of by analysts. What am I missing?

Thanks
Peter
Read Answer Asked by Peter on February 29, 2024
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