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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: Greetings 5i

In my TFSA I have enjoyed a nice run with PHO. I am thinking of selling my position and using the funds to buy TOY. My reasoning is that TOY is larger and thus more stable.

I am interested in taking less risk in my TFSA. I am not concerned with the balance allocation of the portfolio as my PHO is not a high weighting.

Your insights are always valuable

Thanks

Peter
Read Answer Asked by Peter on August 29, 2018
Q: Dear 5i,
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.
Read Answer Asked by Francesco on August 29, 2018
Q: Many times you remind subscribers that with microcaps you have to think long term ( 5years). Xpel is a great example of that. I remember buying shares in this one at 13-15 cents less than 6 years ago. Now it is trading at $6.00 They don't always work out that way but more times than you think.
Read Answer Asked by Murray on August 29, 2018
Q: I am aiming for 60% of my investments to be outside of Canada. I have a number of index ETFs (VFV, VA, XQQ, HXS, HXQ, VLQ, VMO) but I am wondering if I need some active ETFs. One I came across is Evolve Active Managed Core Equity ETF ( listed on TSX as CAPS) which has a solid return but higher MER at .95% plus very little information available. Are you familiar with his ETF? Do you recommend this active ETF or do you have other suggestions? Do you like the idea of holding some (10%) of a portfolio in active ETFs?
Read Answer Asked by Dennis on August 29, 2018
Q: Why would you buy a short term bond etf over laddering 1-5 year GIC. or for that matter just keep buying 1 year GIC.
I looked at BMO ultra short 5 year return 1.32.
I get it that it is liquid, but GIC has no risk.
Am I missing something?
Read Answer Asked by fwb181 on August 29, 2018
Q: Hi Peter & team,
I have to construct 2 portfolios for my son's RRSP & Lira accounts, each with 130 + k with a 15 year time line, each has a Canadian stock component, one with 20 stocks covering most all sectors and ETF's, XGG, VFV, ZDY and VXC for US and International. The other I has HXT and the 5 top stocks in XIT , for Canada, QQC.F, VGG, XWD and XEF for US and International. Am I on the right track or is there any other suggestions that you would want me to make. I greatly appreciate your input.
Thanks once again. Ivan
Read Answer Asked by Ivan on August 29, 2018
Q: Hello and Greetings,
Globe and Mail - Aug 28th 2018.
DR makes it on the Top 20 SHORTED companies for August.
"....stocks targeted by short sellers under-perform on average"
My question: So why did DR Just hit 52 week high?
What are we to think ? Should we treat short selling as "noise" or does it herald a medium / longer term decline?

Cheers
Read Answer Asked by Arzoo on August 29, 2018
Q: I am retired, live on income from investments which is sufficient for my needs and carry enough capital losses from past sins so I do not have to worry much about taxes on capital gains for a few years. I assume Return on Capital is essentially a capital gain.
I have assumed that keeping growth companies in my registered accounts therefore is the wrong way to do it as I lose the capital gains advantage. I therefore only put the fixed income (interest) investments in my RRSP. As many REITs and other .UN investments have sometimes a large RoC portion, it is also a mistake for me to keep them in an RRSP. Am I making sense?
Read Answer Asked by Don on August 29, 2018
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