Investment Q&A

Q: Happy 2019,
Do you have any concern with buying equal amounts of TD, CNR and SU with the recent market pullback? Long (10+ year) hold for a TFSA. Thanks again.

Q: May I have your thoughts on the apparent loss of a satellite to MAXR. The satellite is insured. You have already indicated that the satellite business is not a great money making business for MAXR. Currently the share price is off about 30%. Is it a buy or sell at this stage, please.

Q: Hi There,
I figured out how to compare tickers with your provided Interactive Charts feature. It is very useful, but I would like to know whether it displays Total Return including accumulated Distributions or just Price? If it only shows price it would be a nice feature to have the option to include Distributions so one can get a fair comparison.

thanks

Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?

Q: Good Morning and Happy New Year: I have funds to add to, or start new position in, one of the above companies (I already own a couple of them). If all other factors are not considered, which of these would you recommend with a comment as to why. Also, how would you rate the four mentioned. Thanks, Don

Q: Hi,
Can you provide us with a link to a website that provides accurate stock sector classification that we can use in determining our portfolio diversification of stocks?

Q: Hello, Happy New Year! Does the sector balancing tool un the etf and mutual fund update work only on excel? Is there a way to make it work on google sheets..Thank you. Shyam

Q: I am new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .

Q: I am now down to three companies that are under a 2.5% weighting. I would (as usual) appreciate your thoughts about these three. Thanks. RAM

Q: I am in my 70s and my focus is on capital preservation, income and, hopefully, a bit of growth. Would you recommend the income portfolio with a sprinkle of equities from the B.E portfolio? Have you ever given thought to developing a portfolio for seniors?

Q: Hi All:

Hope you all have been enjoying the X'mas season. Happy 2019 to each one of you!

I noticed the cost per unit on the monthly statement changes sometimes for the ETFs I own. I own another one other than ZBK. I wonder what makes it change? When I sell them should I use the cost per unit on the monthly statement as ACB? If I sell part of it that I should use that month cost per unit to calculate the ACB?

Thank you.

Louisa

Q: Hello,
Back in 1998 I purchased my first ever shares in a public company called Ontario Hose Specialties Inc. It was such a poor investment I have forgotten all about it until the share certificate materialized recently. The certificate is for 500 shares but the company no longer appears to be publicly traded. It does however still exist and appears to be a private company. I am wondering if my shares have any value today. If the company went private and they had to buy out the shares am I entitled to that payment all these years later? Any assistance is appreciated.

Q: Hi,
I originally got into nvda at $160, and photon at $1.20. After watching good companies climb to great highs then fall lower than ever do you ever recommend averaging down? I’m only 33 and don’t need the money back for years. Since this is my first major correction since beginning investing I actually find it exciting to see so many things on sale. Would you recommend topping off these and and other good names (bns, aqn, gsy, sis etc.) or initiating new positions In names the methanex, magna etc.? I use all drips available (including proxy drips in my tfsa to save on fees). I only have about $10-$15k available to deploy right now, but will have more in the new year, so I don’t want to spread it too thin.
Thanks and Merry Christmas!

Q: Hi Team,
I hold KP tissue at a loss and thinking to replaced it with RPI.UN Richard's Packing, so that I am still in the sector and get the "tax loss"'
Your expert commend PLEASE !
Thanks as always, have a good Christmas every one !!
Tak

Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak

Q: I am selling RME for tax loss selling. Any suggestions for a proxy?
Thanks

Q: I am a conservative,retired income investor looking to invest when (hopefully) this s###-show has settled down. What would you suggest for Canadian companies? I've been watching the banks but they seem to be continually weak.?
Your thoughts would be appreciated.
Bob

Q: Could you please provide me with your opinion on the importance of global diversification within a portfolio. How comfortable are you with a heavy weighting in Canadian stocks for a couple in their mid 60's. The way I see it - we live in Canada, spend in Canada and am wondering if having exposure to US and/ or global equities exposes us to currency risk.

Q: Hi Peter:
Season greetings to you and your team.
I would like your opinion on the trade(s) I was thinking about.
1) Sell full positions in POW and NFI.
I've had POW for 5 years and it has done nothing during that time except go down about 20%. However, I also think that at $24.00 it has potentially hit a bottom support number. I would be happy collecting the nice dividend it pays.
I also think based on your recent answers to questions that NFI has potential going forward.
2) If I sold POW and NFI, I would add to the positions that I already have of the other companies that are mentioned.
I'm well diversified and this would not interfere with my sector or geographical weightings or the amount of dividends I am receiving.
I think both scenarios have their positive attributes and would appreciate your thoughts. Do the trade or remain the course.
Thank you very much for your valued opinion.

Q: Can you comment on why Onex has been so terrible in terms of this years performance.....and what you think it's prospects for 2019 are?Also is Vermillion dividend safe in your view?