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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,,

I know this company would not be on your radar given the small size. That said, could you provide commentary on the potential prospects for this company and the balance sheet. I understand they have cash and growing revenues. Is there insider ownership? Any further insights would be appreciated.

Thanks
Read Answer Asked by Greg on February 06, 2017
Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?
Read Answer Asked by Carla on February 03, 2017
Q: I see in past Q&A's you are not fond of Nobilis.
I was wondering if you could provide insight as to why?

Last years short report was disproven. Their delay in earnings was well explained.
I agree the move off the TSX was perplexing but they seem to be executing their business well. Assuming they meet guidance for Q4 I don't see what's not to like.
I have a small position and considering its current valuation I am thinking of adding.

Your expert option would be much appreciated.

E.
Read Answer Asked by EVAN on January 30, 2017
Q: I'm trying to create an Index portfolio and I have allocated 35% to the U.S. through the iShares Core S&P 500 Index (IVV). Of that 35%, I am looking at adding exposure to mid cap and small cap U.S. companies to generate more growth. Do you agree with this strategy. I plan to retain a 27% weighting in the IVV and add 5% to a mid cap ETF and 3% to a small cap ETF. I am leaning towards the IJH and IJR due to the low fees.

Thanks,
Jason
Read Answer Asked by Jason on January 30, 2017