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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: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?
Read Answer Asked by Paul on December 15, 2023
Q: can i sell a stock in my nonregistered acccount for a tax loss if I have a capital gain for this stock in another account such as a TFSA or RRSP or if my spouse has a capital gain for this stock in a nonregistered account?
Read Answer Asked by Mary on December 15, 2023
Q: If you were forced to use borrowed $ to invest where would you park it? Interest cost is close to 6%, bonus points if the investment or investments pay a monthly dividend.
Read Answer Asked by Charles on December 15, 2023
Q: Right now a large % of my portfolio is in TD 8150 money market paying 4.55%
If rates start to drop it will be hit right away---Some corporate bonds are paying over 5%---I like the liquidity of the 8150s and will continue being in fixed to perhaps a lesser extent---do you think I should lock in one of these corporate bonds for maybe50% of what I have in 8150s now?
Thanks
Peter
Read Answer Asked by peter on December 15, 2023
Q: in your answer to the question about this company you gave the stock symbol as AXL. can't find the company under this symbol. can you clarify company looks interesting thanks Richard
Read Answer Asked by richard on December 15, 2023
Q: Hi, In a strong market and a FED induced rally, above stocks sold off sharply, in Today's trading, perhaps for different reasons. Drop in HPS.a, could be attributed to profit taking against the back drop of 300% jump, this year. But, the other three companies, I thought, will be benefitted with lower rates cycle over 2024/2025. May be, I am wrong. It;s just that, when some stocks don't go up ( and decline) in otherwise strong up market, makes me wonder, what am I missing ? Thank You
Read Answer Asked by rajeev on December 15, 2023
Q: Can you recommend 4 large Canadian stocks that have a good upside with a dividend in the 4% plus range.I do have RY,TD,BMO,BIP and TRP. Looking for a total yearly upside of 10% plus range.
Thanks
Read Answer Asked by Al on December 15, 2023
Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?
Read Answer Asked by Doug on December 15, 2023
Q: IMO Recently completed a $1.5 Billion Substantial Issuer Bid,(Fancy name for share repurchase)buying roughly 19 million shares at $78.50.Can you explain to me other than improving their EPS and not having to $38 million in dividends a year going forward how this is good stewardship of $1.5 Billion and can you tell me question number 2-What happens to these shares are they simply “retired”so in other they just vanish from circulation never to be seen again and $1.5 Billion also retired. Thanks and Merry Christmas
Read Answer Asked by Greg on December 15, 2023
Q: Thanks for your explanation on BN and BAM ..... However I still don't see the thesis for buying BN ..... Mr Market is giving no credit to " cash in the bank " ..... Mr Market knows everything we do yet gives the capital gains to BAM.... For example BAM is up 3.57% today and BN is up 1.6% on an upmarket day .... And since inception BAM has consistently been the one rewarded .... Mr Market is giving the nod for both income and growth currently to BAM...... Why shouldn't I have my cake and eat it too ?
Read Answer Asked by Garth on December 15, 2023
Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 15, 2023
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