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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: I would like to make a substantial new investment based on your balanced portfolio with funds transferred recently into my LIRA account from another institution. Instead of buying everything now would you be able to group them into "acquire now" and "can wait" or similar buckets? You can also suggest new names.

Thank you for your most valuable service that I just renewed. Peter
Read Answer Asked by Peter on March 12, 2017
Q: (1) ALL Canadian Banks seem to be teetering now . Should we simply ignore this - trim, or are there still some gains to be had in staying the course ?
(2) Do you feel that a switch to TD from BNS would be a good move with the damage to TD's price ?
(3) I have done so well with Banks and fairly well on Insurance , but my REITS and Financial "Others" ( like CXI ) have reversed ... After the TD over-reaction, should we be expecting a mass exit from the financials on the slightest hint of bad news ?

Thanks for rescuing me from my fear-driven-frequent-trader past .
Read Answer Asked by Thomas on March 12, 2017
Q: To sell or not to sell, that is the question. I find it a more difficult question than whether to buy. Should I hang in to recoup some loss, based on the price estimate of $11 for 2017. Or should I reploy the capital for better quality and equivalent yield? My feeling is that I should take the bet and hang in on the basis that its balance sheet looks strong enough.
Read Answer Asked by Carl on March 12, 2017
Q: Blast...I missed seeing your customer survey. But I'm one happy, aka satisfied customer. As for an American, aka USA portfolio, I'm all for it. My preference would be for a balanced portfolio. And I would be willing to take out a separate or stand alone subscription for it. The sooner the better, too!......Tom
Read Answer Asked by Tom on March 12, 2017
Q: Hello:
RE: XLE Energy Select Sector SPDR (ETF)
(This ETF does not appear in your dropdown menu).

With the price of oil dropping today to the $49 level,
my position in XLE is down 10 % since I purchased mid Nov 2016.
I also hold SPE & PXT in my TFSA; my total Energy exposure is just over 4.5% of my total holdings.
What are your thoughts on XLE with regard to having it as a core holding in the energy space ? Would you recommend a Canadian energy ETF instead (i.e. ZEO) ?
My risk tolerance is medium to high, am looking for growth.
I purchased this ETF after Nov 8th and researched the "Trump" factor.
Appreciate your input ... thanks, Steve.

Read Answer Asked by STEVEN on March 10, 2017
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