Investment Q&A

Q: Even though I'm approaching my 81st birthday, I am not, nor have I ever been a fan of the old balanced approach to portfolio composition, although I am quite aware that circumstances for some people may make that approach desirable. Just because I'm old doesn't mean I want bonds (which I don't really understand anyway).
I just spend a half hour comparing your three portfolios and my opinion has been justified in spades. I looked at the 3 year annualized performance, the maximum drawdown, profitable periods, losing periods and the up standard deviation.
The standard deviation for the BE portfolio is higher than the Income portfolio but that's the only metric that I would consider positive. The 3 year annualized performance of the BE is 12.95% vs. 4.51% for the income but most alarming was the maximum drawdown; that's the metric I thought the income portfolio investor would be looking for, that is a minimum drawdown. But the maximum drawdown for the BE is 6.8% compared to that of the income portfolio of 8.59%.
Okay, so here are my questions: Am I wrong in my all equities portfolio even at my age? Am I missing something in my interpretation of the results? And, why would anybody want to go income given the superior numbers of the balanced equity?

Q: I just sold XTC at a small profit, although it looked like it was improving but with the MG guidance in mind my patience ran out. I bought TOY (on sale today) what's your thoughts on this and how does this change my risk and growth prospects. Thanks Jerome

Q: Is there any possible reason for the substantial decline in TH in the last month? I got the impression you were warming up to the stock but this makes no sense in view of their new life-saving drug and solid financial position. Your thoughts please.

Q: Hi there,

How are the quarterly results from Canada Goose? It appears that the company is doing well internationally. What is your take on the stock and the company? This this a good time to step in?

Also, I own KL which seems to be an outlier in the gold sector. If there was an equivalent to KL, but in the oil space, what would it be?

Thanks!

Q: I have a question about 1743

That's a lot of stock, any further thoughts or concerns?

Q: Good morning,

I am looking for a listing of your 5 top companies that have a history of increasing dividends over time.

Thank you

Q: What do you think of LIVE? Can you give a brief overview please. The guy who started Wind Mobile runs/owns it I believe.. but the stock has tanked so far. Do you see it as a buy now?

Q: I have a question about 1054

Q: Given the recent drop in ACB and its price being close to the previous rally levels (Nov/Dec 17) of $6.00 range, do you think that the stock has been sufficiently corrected to justify entry?

Q: I'm planning to retire next year and looking for planning resources. We are about to meet with a fee for service planner, but would also like to explore online planning tools. Can 5i or perhaps the membership suggest a useful tool that I can play around with.
I would also like to mention that our plan is looking much healthier due to investment gains, almost double, made by following 5i recommendations over the last 4 years of membership.
Anytime you're in Winnipeg drop by for a beer.
Cheers and thanks, Peter.

Q: Can you comment on the investment merits of this name.....HHC

Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.

Q: Can you recommend a preferred share ETF that has rate reset preferred shares. And what percentage of a portfolio should it be?

Q: I have a 2.5% position on Raging River and undecided to hold/sell now or wait for the shareholders vote results in a few days. Assuming I sell , what are the top 3 companies in each growth and balanced portfolios that I could replace it with good momentum for the next 2/4 years?
Thank you as always!

Q: When is the merger expected to be voted on? The initial press release suggested the deal would close in August. I have hung on for this long so I figured I might as well wait in case the deal is voted down. In your opinion, is this the best course of action at this point?

Appreciate your insight.

Paul F.

Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

Q: What happened ?

Q: Can u give me your opinion in this company please.

Q: Hi there,

Could you please provide your thoughts on the quarter? The street seemed to respond negatively. Is this a good longterm hold or would there be alternative names that you would suggest?

Thanks!

Q: I have an RRSP account that I have had for years with only mutual funds in it. It doesn't have very much growth and I'd like to do something else with the money, but don't want to pay it a lot of attention, but rather let it sit in the background and grow for the next 15-20 years. It represents about 25% of my total holdings. All my other accounts are fairly balanced, mostly with your recommendations, but I realize I have no REITS at all. I'm wondering about rolling this one into a group of solid dividend producing REITS. Are you able to mention 5 or so that would be diverse and relatively safe for this kind of hold? If you find 20% too large of a position for REITS please suggest some other larger stable co's that I could buy and forget. Thanks. Kim