Investment Q&A

Q: Currently we have 2 TFSA's which I am trying to design for maximum growth. The holdings are as follows:
1-ZLB,HXS,GUD,OTEX,PTG,SIS
2-ZLB,HXS,ITC,KXS,SHOP,TOY.

Please suggest on both of the portfolios (treating them as one) which stocks should be sold, and what should be purchased to replace them. I want the TFSA to act as the supercharger to my overall holdings.

Thanks and Happy New Year.

Sheldon

Q: There have been a number of comments recently on your site concerning Warren Buffet's advice to put 90 per cent in an etf which follows the broad U. S. market and 10 percent in an bond etf. There has also been a considerable amount of concern on the site that the American market may be over valued at the current time and something like emerging markets might be a better bet currently. If that this worry has substance, is there some portion of the US market which might be a good bet at the mement--for instance a small cap etf? What would a US small cap etf be a good one? Also what bond etf might be appropriate. There are probably a lot of questions in here. But, I have just shown my confidencein5i by renewing for a couple of more years. So I have lots of ammunition in my questions bag.\t
thanks

Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Q: Gordon Pape wrote an article on Fixed income vehicles that was published in the December 28 edition of the Globe and Mail. My question is on the Pimco Monthly Income Fund ETF. Apparently the fund has gained 6% in the last 5 years. can you comment on the fund and the ETF. Would you recommend either for the fixed income portion of a portfolio? Thank You.

Q: Hello 5i team,
What is a good ETF that tracks the tsx broad market that pays a decent dividend. Is CDZ a good choice or do you have another suggestion that would be a counterpart to VFV.
Thanks,
Andrew

Q: Comments

Q: I am an income investor seeking capital preservation over capital appreciation. I am thinking of purchasing some or all of these ETFs. Do they meet my requirements? How would a downward market correction affect these ETFs?
Thanks for your assistance

Q: Can I have your opinion of CMA. With probable rising rates, it should be in a good position to benefit. Thanks

Q: I am a retired investor with little exposure to the mining/metals sector.
I would like your opinion on Sherritt.
Is this company worth investing in or are there better companies to invest in?
Also your view on the commodities cycle would be appreciated and helpful in making this investment decision.
Thanking you in advance.

Q: Hi 5i team,
What would be examples of high yield bond ETFs within Canada?
Thank You,
Andrew

Q: Gentlemen,
I have PPL , weighted 1.8% PF.
I read a comment saying PPL is overvalued compered to peers with a sell recommendation. Your thought ?
I have ENB (2.5%), TRP (1%),
These 3 companies can be considered in a utility sector instead as Energy sector ?
Thanks
Best Regards
Happy New Year.

Q: Is this a good time to buy CSU or should I wait?
And CXI, I am down 25% and waiting! Should I sell?
What is your opinion of HBF?
Happy New Year and thanks,
Connie

Q: Currently I deal with several brokerage firms. National, TD, Scotia, Royal and MD Management. This has been an evolution but dealing with so many accounts is a bit cumbersome. I am looking at consolidating into one House. I.e. MD Management. Can you give me your thoughts on dealing with only one firm and any insight you may have on MD Management? Very difficult to get a handle on MD since they are the financial arm of the Canadian Medical Association and as such are private. I enjoy dealing with them therefore the reason for favoring them. Thank You

Q: you replied to a question re pgf that schulich owns 5.4% at one time he own 18%
did he sell down or was this a misprint?.

Q: My materials and precious metals exposure is limited to the above two stocks, and both are very small positions. With recent talk about positive prospects for materials going forward, what etf would you recommend if I decided to put some more money into this sector?

Q: Hi Peter can you please help me understand this three stocks in USA 1 Tyson food 2 WLKP 3 RIGP . Risk factor ? Is div o k? Please take 3 credits away. Thanks. Alnoor

Q: Which company would you choose GUD or COV for a hold period of 5 years?

Q: Hi Team,
I would appreciate your thoughts on why Taseko Mines dropped over 12% rather abruptly today on a higher than average volume?

Thanks, John

Q: Why is Tucows down today?

Q: Happy New Year,
I have read recent media reports suggesting that the investment world views Canada as the primary listing location for many speculative "Cannabis" and "Blockchain" companies and that this is hurting overall investment in Canada and the TSX/Venture exchanges.

Any views on this perception?

Robert