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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: Your view on continuing to hold these stocks?
Read Answer Asked by Harold on January 22, 2019
Q: A great-grandparent has sent us $5000 for our 13 year old, as a small pre-inheritance gift. We want to using this as an investment learning tool, and currently plan to deposit it in my husband's TFSA (he currently has room in it) and will track it's performance separately. We use TD Canada Trust, and thus have access to their WebBroker platform. What would you suggest for a secured investment (GIC or otherwise)? We are looking at a 5 year term, and it can be locked-in.
As always, thanks for all your good info!
Dawn
Read Answer Asked by Dawn on January 21, 2019
Q: I hold Loblaw's in an RRSP account. Have nearly a full position in Loblaws. 75 shares of Weston was added to my account late last year. Should I hold both, sell Weston or add to Weston holdings. Your thoughts ?? Many thanks
Read Answer Asked by David on January 21, 2019
Q: Big drop in GS today. Any idea why ? Also would you endorse selling and replacing with either TFI or TCL.A and if so which one at current values ?
Read Answer Asked by Garth on January 21, 2019
Q: I propose a 8-9% allocation to this sector. I would sell GUD [gain] and small position in CPH [loss]; hold TD Health Sciences at 15% [good long-term performance and good cross-section of sector] and add to ISRG initial position. That would enable me to add approx. 15% to each of IHI ETF {little overlap with TD Fund], ZTS, IDXX, ILMN, and LHCG.
This is a difficult sector to pick stocks. What would you advise re allocation and selection?
Read Answer Asked by sam on January 21, 2019
Q: I currently hold Markel (MKL) for some conservative balance to my portfolio, and I have (had) high hopes as it's commonly called a 'mini Berkshire' and hey, it's insurance they always win... While my position is still up, it's underperformed relative to my expectations. Further, I'm increasingly anxious about how extreme weather events (read climate change - fires, hurricanes, floods) will effect the insurance business.

In light of the above, I have two questions:
1. How do you feel about MKL, and;
2. Can you recommend an insurance company that is less exposed to property and more exposed to life insurance, travel insurance, or other?

Best.
Read Answer Asked by Cameron on January 21, 2019
Q: Regarding the above noted portfolio introduced in the November, 2018 etf/mutual fund update, I am uncomfortable with the overweight of the financial sector. Would you please suggest some possible alternatives to the 10% allocation to ZWB. Thank you.
Read Answer Asked by Richard on January 21, 2019
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