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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
I am down quite a bit on SNN? I am temped to sell for a tax loss and replace with xlv or IHI but am concerned that xlv or ihi as etfs do not have the same bounce potential as snn. is there another healthcare stock you can recommend or would you replace with xlv or ihi?
thanks
Read Answer Asked by Mary on December 09, 2022
Q: Real estate obviously having a rough ride with interest rate increases. Do you still maintain holding a weighting in real estate in a diversified portfolio even though this sector is clearly not doing well? I know other fund managers are very strategic and would say hold zero real estate. Is the issue if one exits one will not know when to get back into the sector and diversification is always key, in that not all sectors will ever rise and fall at the same time. Would like your general thoughts on continuing to hold your favorite real estate names through these times and also your thoughts on a less popular name Firm Capital and whether you feel they can weather a recession.
Read Answer Asked by Neil on December 09, 2022
Q: I have shares of bam.a. I'd like to buy a few more of one after the split. Which would you choose to invest in?
Thanks.
Read Answer Asked by Robert on December 09, 2022
Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.
Read Answer Asked by Dan on December 08, 2022
Q: I am managing RESPs for a two-year-old and a 4 -year -old grandchildren so there is a very long runway before they will need to start cashing in. The funds to invest available so far are fairly limited. I would like to add some US stocks but not sure it is worth the fees to convert to US $ and most of the good companies have high-priced shares. But I am familiar with Canadian Depositary Receipts (CDRs) and that there is a pretty wide selection of stocks available.
Can you suggest 4 of your favourite of these US CDRs that would be suitable for this type of investment?
Thank you.
David
Read Answer Asked by David on December 08, 2022
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Read Answer Asked by Dave on December 08, 2022
Q: Further to your reply to Gord on November 02, 2022, please explain why I should not simply select the ETF with the best historical "total return" if no tax implications (RSP or TFSA). My Koyfin Watchlist tells me that HSAV offered 0.32% more than the next best ETF over the past year (HSAV 2.40%; CASH 2.08%; PSA 2.02%; CSAV 2.01%). Are there liquidity issues with any of these ETFs? Or will their values move in different directions in rising rate or decreasing rate environments? I'm just trying to understand the different offerings, and unlike historical equity returns, can I just select the ETF that is offering the best historical total return - Thank you.
Read Answer Asked by David on December 08, 2022
Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks
Read Answer Asked by Hali on December 08, 2022
Q: Tudor spun out some assets to Goldstorm, and I now own some Goldstorm shares, in addition to the Tudor shares. It seems the transaction simply took some of my cost base, and applied it as cost to the new shares. Am I reading this right? Basically, nothing has changed, right? Or will I need to record a capital transaction on Tudor?
Read Answer Asked by Brad on December 08, 2022
Q: Are any of these worth buying now, especially before a potential recession: CU-T, CPX-T, EMA-T, ENB-T, FTS-T, TRP-T and DGRO-A?
Thank you. Ron L
Read Answer Asked by Ron on December 08, 2022
Q: Mutal Fund RBF653: This fund is held in a tfsa- would it be wise to sell the units and use the funds to purchase a gic- the interest rates are pretty good right now and may go up also
Read Answer Asked by jane on December 08, 2022
Q: AQN was cut today from RBC top energy picks. Part of the reason is they feel the dividend will be cut because the payout ratio will exceed 100% in 2022 and 2023. In an earlier post you mentioned they have more than enough cash flow to cover their dividend (From that I concluded their payout ratio was well below 100%). Some financial writers have used earning when calculating the ratio, which is inaccurate, Is RBC doing the same? Find it hard to believe they would make that mistake. In your opinion is the ratio (at least for now) below 100%?
Read Answer Asked by Albert on December 08, 2022
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