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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 have the above investments in my TFSA, TOY and MX being new. This account has been flat all year, so I am trying to make some changes. FB and AQN the worst, so I am looking to exchange those.
Now, looking at FB it is a strong buy/ buy. Are you expecting any growth this year, or should I sell. I have been looking at something with high yield like STB and PWF. Are they safe enough. I am going to use some of this money in one year.
Thanks for your opinion
Margita
Read Answer Asked by Margita Elisabet on December 30, 2016
Q: Bad day on the market. Virtually every sector is down but one. Real estate. I'm baffled by this. Almost every single REIT is up today, and REITs are performing well in New York as well. All the 'pros' have been saying that this is exactly the wrong sector to be holding now, that REITs will suffer more than any other sector in a rising interest rate market. Yet on the last day of trading it seems like everyone is tossing tech and everything else overboard and gobbling up REITs. Does this say something about the market going forward in 2017, that perhaps people are hedging their bets a lot and don't believe the "Trump Rally" will lift all the cyclical stocks after all?
Read Answer Asked by John on December 30, 2016
Q: My sister and I have joint power of attorney for my mother. My father passed away in 2015, leaving a sizeable estate that includes bamk accounts and investments at TD Bank. I am used to managing all my banking and investments electronically. My sister is so concerned about cyber security breaches that she does not want any of my parent's banking or investment transactions to be done electronically. I would appreciate your comments.
Read Answer Asked by Linda on December 30, 2016
Q: I am going to be purchasing all stocks in the balanced equity portfolio in the next few days. Would you recommend equal weights to begin with or mirror the current weightings?
Are there any companies you would wait for a bit of a pullback before buying.
Do you still prefer WCP over RRX? I am guessing maybe for stability and dividend?
Are you planning on making changes to the portfolio anytime soon. Thanks very much.
Read Answer Asked by Andrew on December 30, 2016
Q: I have all 3 of these reits and have been happily taking the payouts with not much attention to the rise and fall of the unit price. I understand that I should be lightening up on reits - so I hear!- so if so which of these would you hold, both for payout stability and increase in unit prices. I become attatched to something paying me between 6 and 9%! The 3 of them together are only 6% of my portfolio which is mainly dividend paying stocks,a few growth stocks and the odd juicy one just for fun!
Happy New Year
Read Answer Asked by Lynda on December 30, 2016
Q: Starting a TFSA and have narrowed down a larger list of 10-12 stocks to these four. Still doing research on each of these, but I was wondering if you thought this was a good mix for a TFSA, while adding different sectors as the years progress.

Thanks,
Jason
Read Answer Asked by Jason on December 30, 2016
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