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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 morning...my financials listed above make up 12.8% of my portfolio. (TD 3.8, BNS, 3.3, SLF 3.1 and GS 2.6)..I was looking at changing it up a bit and selling GS and adding to either TD, BNS or SLF..dividend not a big concern...looking for a bit more growth potential in the Financials...what do you think? or other alternative..
Thanks
Read Answer Asked by Matthew on September 19, 2018
Q: I would like to increase my global exposure and was looking at Cymbria, or would Edgepoint Global be a better investment? From your last answers on Cymbria, you stated it was trading at a high premium. What would be a good entry point to buy Cymbria? I notice it has come down a little bit since then. What about the management fee for these products, are they reasonable?
Thank you for all the advice I have received over the years!
Read Answer Asked by Shirley on September 17, 2018
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
Read Answer Asked by Tom on September 17, 2018
Q: Invesco just announced that its assets under management grew by less than 0.1% in August vs July. That does not seem like a good omen -appears to be capital gains growth inside portfolios (~3% S&P) just outpacing withdrawals.

In your opinion, what weighting should be given to this metric in this industry vs the large dividend yield 5% and low P/E of 8?
Read Answer Asked by Anthony on September 14, 2018
Q: With all the hurricanes, earthquakes, flooding, droughts, etc, etc ,etc. How can insurance companies profit? The Canadian Gov't is taxing everyone to death and there is only so much money left over for average people to carry coverage so something has to give and on top wages are not going up for these people.
I would like your take ion insurance with these obvious conditions.

Thanks, James

Read Answer Asked by JAMES on September 10, 2018