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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: I'm 83 and have income stocks in my non-registered portfolio. There are many preferreds with 6% or 7% payouts, tax advantages. (I(I notice at least half of the new lows on several Saturdays, as reported in the Globe, are preferreds. I've also heard preferreds may be taxed differently. Are the feds thinking about not letting the corporations use preferreds in a tax-effective way, or might they no longer allow us to gross up the interest payments, which in effect gives us an even higher payout. There must be some reason why there are so many pref bargains.
John
Read Answer Asked by John on June 05, 2023
Q: What are your 10 top momentum plays?
Read Answer Asked by adam on June 05, 2023
Q: Please provide an update on POOL.

I am holding it at a 25 % loss in my TFSA.
What are its prospects? Do you still like it?

I understand you love CROX currently, of
Which I currently own a 1/2 position.

Would it make sense to sell POOL, take a loss (with no possibility of harvesting the loss to offset other gains) and consolidate it into CROX?

Please advise.
Thank you.
Read Answer Asked by Amir on June 05, 2023
Q: Re CGI; do you know the reason for the very large spike in volume on May 31 and if it has significance? I saw the recent question regarding Helsinki University. There was subsequent news regarding the company successfully accessing Azure on behalf of the US Marine Corps. These sound very positive.
Thanks for your insight.
Ian
Read Answer Asked by Ian on June 05, 2023
Q: Your response to my question on ROIC would be very difficult for me to calculate. You mention that very few paid sites would provide this which would imply that some do. Can you give me some paid sites? Thanks
Read Answer Asked by hal on June 05, 2023
Q: If one was willing to accept the smaller cap size risk and the much lower yield, could you endorse a switch from MG to DOO to stay (technically at least) in the same sector in the hopes of realizing a higher total return in the long run (5-10 years)? When I look at the history, Magna is about where it was 7 or 8 years ago, and DOO is up about 4 fold. I realize the past doesn’t predict the future, but still…..
Read Answer Asked by Stephen R. on June 05, 2023
Q: Good morning, At times you guys talk about a good company that has a long runway in the future but for now the investor will have to be patient. Wouldn't it make more sense to sell these stocks for the time being and invest in something that should have more short term potential? Typical of an Opportunity cost. A couple examples would be Aritzia and Brookfield, BN
Read Answer Asked by Pat on June 05, 2023
Q: Hello:

Are the "Market, Model Portfolio, and Report Updates!" emails archived on the website?

Thank you.
Read Answer Asked by ST on June 05, 2023
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