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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: In order to reduce Canadian content, increase US and International content and balance our equity portfolio by industry,I would appreciate your help.Since we have been drawing on our RIFs for a number of years (23) and plan to continue,most of the transactions will be in our TFSAs.
1)sell Telus and replace it with a similar US or International investment.Would you recommend doing this and could you suggest 2 or 3 replacements.
2)sell Power Financial and Alaris Royalty and replace them with similar non-Canadian investments.Could you suggest 2 or 3 financial investments.
I do not feel comfortable adding currency changes to the mix or any withholding tax on dividends,but I do not see any alternatives.
Once this is completed,I plan to work on our industry allocations.
Thanks in advance for you assistance.
Read Answer Asked by James Robertson on July 15, 2019
Q: Hello Folks:
We have held Costco in our U.S. equity portfolio for several years (approx 3% of our portfolio). As It has done very well we are considering increasing our position a few percentage points. At it's current high value do you deem this a worthwhile bet. We will likely raise the money by reducing our position in Bank of America; we also hold a 5% position in J.P. Morgan. As long time Chevron investors we could alternately reduce this position for more Costco. Thanks for your fabulous service.
brian
Read Answer Asked by Brian on July 15, 2019
Q: I am interested in these three stocks as a long term growth hold. Would you close one, two or all three? Would you put an equal weight or some other percentage into the stocks?
Clayton
Read Answer Asked by Clayton on July 15, 2019
Q: 5i's - Looking for a low beta low PE defensive US pipeline stock - found this one which had a precipitous drop in stock price this year - 3 questions - why the drop - is this one a defensive place to invest in that sector - what would you recommend (one or two stocks) for US pipeline exposure with above criteria - 3 thank yous - Ken
Read Answer Asked by Ken on July 12, 2019
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