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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: Recent news reports talk about “The Granolas”. European companies powering markets like The Magnificent Seven are doing. Any comments and are there ETF’S for them? Term coined by Goldman-Sachs, I believe.
Read Answer Asked by James on February 14, 2024
Q: I am holding WEF for years in registered accounts. Looks like it cut the dividend but this was not easy to find a report on. It reports tomorrow after close.
It looks grim for this company going forward. What do you think about getting out before earnings report? Of course no tax loss to lessen the blow. Any thoughts whether this might ever be bought out?
Thanks so much for this opportunity to pose questions!
Read Answer Asked by Marcia on February 14, 2024
Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!
Read Answer Asked by patricia on February 14, 2024
Q: Your comment on earnings please, I have a small position in it, is it a sell, hold or buy more?
Thank you

Selina
Read Answer Asked by selina on February 14, 2024
Q: Hi, Just to clarify, do you adjust the "purchase/start price" of a stock added during any month while updating the Portfolios. So, the Monthly, YTD and Since inception returns, are based on the Start price or the actual ACB for each such stock, in a portfolio ? ACB of a holding will change with no of shares added and closing price on that day, in order to determine an accurate return. Not sure, if it was only the month of January, as IFC and LMN, which were added during the month, had the same Start price as before. Thank You
Read Answer Asked by rajeev on February 13, 2024
Q: Interested in these Canadian small caps. Can you provide quick thoughts on the prospects of these companies knowing the risks of small caps.
Do you know management at all and how would you rate each?
What is in your mind the main reason to invest in each company and the biggest worry for each? (debt, dilution etc)
Read Answer Asked by Michael on February 13, 2024
Q: My question is on First Trust Rising dividend Achievers ETF, RDVY and RDVI. Wondering if you know much about them, or if you had other suggestions for a US ETF that holds a group of strong companies that are growing their dividends. Thanks.
Read Answer Asked by Pat on February 13, 2024
Q: Gentlemen: I have held some shares of this in my TFSA for some time but see it has decreased in value since last October. I dont have to sell but wonder if you see any good news on the horizon or would I be better selling and getting something else
Read Answer Asked by Ken on February 13, 2024
Q: We have well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth. Across our various accounts we are overweight in the Financial Services sector. We are considering reducing our holdings in the traditional banks, which are currently roughly equal amounts of TD, BNS, BMO and RY.

Putting aside potential taxation issues, given the choice between reducing all the banks by roughly the same amount or reducing the number of banks to 2 or 3, which would you prefer and why? If it's the latter, which banks would you keep and in what order?

Thanks,

Peter.
Read Answer Asked by Peter on February 13, 2024
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