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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 there. Can you comment what the impact of GOOG, MFST and AMZN and their creation of their own Quantum chips is on companies like RGTI and IONQ? Are RGTI and IONQ trying to do the same things as the bigger companies but from a weaker position or are they complimentary or poised to benefit from innovations of these larger companies? Obviously RGTI trying to beat GOOG at R&D if they are racing the same race seems like a long shot.
Read Answer Asked by Tim on March 03, 2025
Q: Hello 5 I,

Just wondering the best avenue to invest it Bitcoin or Etherium directly. I dont want to do the whole wallet route and want to hold in my brokerage account. With that said is there a product that directly moves with the ETH and Bitcoin? Are either of them buys in your eyes? Thanks
Read Answer Asked by Tyler on March 03, 2025
Q: Re: Roberts tax question today on reporting requirements (T1135 & T1137) does your answer `yes & yes` apply for Non-Registered accounts and for Registered accounts such as TFSA or RRIF ?
Read Answer Asked by Alexandra on March 03, 2025
Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Read Answer Asked by Ken on March 03, 2025
Q: Is it concerning that NVDA had really good results (but not good enough) and the market is selling off? When all the good news is baked into prices and there's nothing stock earnings can do to impress the markets, is it time to get defensive? Is it more tariff and recession related? The 10 yr is down to 4.3% so you would think it's good for equities that rates are coming down, but if the reason for the decline is because we are expecting a recession, it's not good. I'm not really panicking but portfolio is mainly growth oriented and there are signs that the market is rolling over due to excessive valuation and a whole lot of other worries. Any advice on how we should be positioning or getting more defensive? Thanks!
Read Answer Asked by Keith on March 03, 2025
Q: Hello my last question on this forum was about Royal Bank and as an investor who relies on the dividend for survival should i be concerned about all this tarif talk,the answer given was basically it would not be affected, How can you explain the drop in price after putting up those kind of numbers today?
Read Answer Asked by Andrew on March 03, 2025
Q: Hi,

You aren't tax experts and this isn't a tax forum - but to the extent you can answer please:

If Canadians own shares in USD on the US side of their brokerage account in US companies, such as Google and Microsoft, and the COST of those shares exceeds $100,000 CAD, is that Canadian required to file Form T1135 with the CRA?

Alternatively, if a Canadian owns a CDR for Google, for example, on the TSX in CAD, and that COST exceeds $100,000, does that Canadian need to file a Form T1135?

Thank you,

Read Answer Asked by Robert on March 03, 2025