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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: Rob Carrick wrote an article in the Globe today suggesting that the current environment is an epic buying opportunity for dividend stocks. Do you share the same opinion?
Read Answer Asked by Joe on October 16, 2023
Q: I would like to earn some interest on the cash that is in my trading accounts. However, it is surprisingly confusing.

My broker offers mutual funds from various institutions but each institution has a Series A and a Series F. What is the difference between Series A and F?

And then there are various mutual funds within each series (for example TD Series F has TD8151, TD8156, TD8158). What are the differences between the funds within each series?

Are there any other issues I should be considering while temporarily parking cash?
Read Answer Asked by Ray on October 16, 2023
Q: Not sure if I understand correctly the transactions by insiders during the last few months. The corporation has bought and sold large amounts of shares. Individuals have bought and sold some as well. Looking at the overall number of shares traded I am not so sure that the result is positive. A second question is about the forcasts for next year (02/25) profit more than double. Is that realistic in your opinion and if so the stock is currently selling at 13 X next year's PE. I'm underwater in a registered account so no tax selling benefit. Buy more ? Wait for the next earnings release?

Thank you for your great advise.

Yves
Read Answer Asked by Yves on October 16, 2023
Q: I have a proposal to lend money though my funds manager at a current rate of 9%. Here is what I read:
The management team conducts due diligence on each investment, only invests in industries where they have deep expertise, and holds the companies to strict performance standards. The investment consists mainly of floating-rate loans, where payments increase and decrease with interest rates.

Could you tell me what is this all about and your opinion concerning this kind of investment , many thanks
Read Answer Asked by Jean-Yves on October 16, 2023
Q: With the proposed buy price $250 and the current price 248-249, and no additional bids likely does it make sense to sell now?

If I hold will I get an equivalent $ value of IMO shares?

And is there any idea when it would close?

Would we receive all the dividends in the meantime?

If the deal falls through would you expect a 10-15% drop in share price?

Thanks 🙏
Read Answer Asked by Donald on October 16, 2023
Q: Tax Loss selling time is just around the corner and I would like to take advantage of losses I have in above companies. I have some gains this year and I paid taxes on gains for the last 3 years as well.
Would you sell one position only and which one would you suggest. I would like to buy back at the appropriate time as well.
I would appreciate if you could prepare us for this event of tax loss selling and refresh our memories.
Thank you!
Albert
Read Answer Asked by ALBERT on October 16, 2023
Q: I have money invested in non-registered accounts which I will need in 1-3 years for a downpayment on a house.

Am I correct that money needed in a 1-3 year time frame should not be invested in the markets ?

If so, what should be done with this money ? Any "money" ETF s to consider ? Thank you !
Read Answer Asked by laurent on October 16, 2023
Q: I am closing down a corporation which holds an investment account based loosely on the balanced equity fund. To close the corp. this year, I need to liquidate all the holdings by year end. The performance of the market in the last few months has made me somewhat reluctant to do this. Do you see hope for some rebound by year end or should I simply liquidate at the earliest convenience and forget about market noise?

Thanks for your advice.
Read Answer Asked by Rod on October 13, 2023
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