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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: Good day,
I have positions in both of these Canadian banks. I do have a long term investment timeframe ahead of me. I am sitting on cash in my portfolio. Do you recommend continue buying at these levels? Or should I wait until the market uncertainty clears, or buy into another sector?
thank you.
Read Answer Asked by Marc on May 14, 2019
Q: Thanks for your prompt answer on FSZ this morning, agree overall results and the transaction are a net positive. As a followup, I see that Mr. Desjardins (DJM Capital) has sold close to $30 mill. of FSZ shares as part of the transaction. Any concerns regarding this divestiture?
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Read Answer Asked by Robert on May 10, 2019
Q: Hello,
Our financial weighting is still quite a bit higher than you suggest for a portfolio...so my plan is to sell our (underwater) CIX as well as one or two of our (positive) bank stocks. Appreciate your ranking and thoughts regarding our bank holdings noted above. Thank you.
Read Answer Asked by Bill on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: We have just transferred from an advisor to a discount broker. We have a 8% position between two separate RIF accounts . As the risk is the same in a RIF or a TFSA account would it make sense to move this holding to our TFSA accounts with a total 5% holding
as there is no tax in the TFSA accounts? Your overall opinion of of the company please, and if 5% is too high of a holding for this company? Any other recommendations would be appreciated.
Thanks MJ


Read Answer Asked by M J on May 07, 2019
Q: My questions are on FIH.UN..... First... When does it report next ? And in the last quarter there was a large offset to earnings due to a drop in value of IIFL. It lost 50% of it's share value between the beginning of September and the end of October. I can't find a reason for that drop. If they had a bad quarter I'd like to know what it was attributed to and prospects going forward. So my question is why did it happen and what's up ahead ? ....Also with roughly a third of the bank deal done how are we going to see it on the upcoming quarterly report ? Are we going to see earnings, expense, valuation, a combination ? Basically I'd like to know how the purchase will be treated in relation to earnings from the other owned entities ? Are we going to see bank earnings from what they have thus far purchased ? Thanks for your great service.....
Read Answer Asked by Garth on May 01, 2019
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Read Answer Asked by David on April 30, 2019
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