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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 guys , I saw a recent report that Chw was in the the top ten shorted Cdn stocks with 795000 shares short. This is apparently 8.9 % of the public float. I guess the high percentage is due to insider and other significant holders? What may be the thesis behind the dreaded short sellers position? Is Canada just a target in general? Thanks man
Read Answer Asked by Alan on April 11, 2019
Q: How does the Interest rates NOT increasing anymore according to U.S. and Bank of Canada affect the utility and financial sectors. How much volatility should I expect in these sectors over the remainder of 2019.

Ernie
Read Answer Asked by Ernest on April 10, 2019
Q: I have owned this fund for a few years now and enjoy the high percent payout but am concerned as the price I payed is considerablely higher than the present price. are the overnight offerings diluting the funds or is this because the banks are lower right now or perhaps both? some of my costs were over $12.00 a share so is this a good time to cut my losses? Thankx for your great service. gord
Read Answer Asked by GORD on April 09, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: According to the Asset Allocator, I am considerably underweight in the financial sector. I hold the above stocks, and they are about 3% of my portfolio [balanced income]. I hold a lot of cash at the moment. What would you recommend that I add, to increase my weighting in this sector to the recommended 17%. I am 72 with pensions, and do not need the income.
Kind regards, and thank you for all you do.
Ellen
Read Answer Asked by Ellen on April 08, 2019
Q: I currently own a combined 25% share in Canadian financials. I love the dividend, but I know it is heavy and I am concerned about the negative news I read about the banks. Is the future really that bleak for the banks. Thanks.
Read Answer Asked by JAMES on April 08, 2019
Q: I am finding your 'Portfolio Analytics' to be an outstanding service. The imbalances within my portfolios are abundantly clear.
I am overweight financials with
TD - 3.55%
JPM - 5.19%
BAC - 6.77%
GSY - 1.29%
CXI - 0.71%
All stocks show a decent profit except for CXI which is down 23%.
I have fairly high risk tolerance and I look for reasonable growth. I would appreciate your recommendations on how to reduce my financials by approximately 3%
Read Answer Asked by Ed on April 05, 2019
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