Investment Q&A

Q: I am reconsidering this company, TJX, and wonder if I should switch from WMT to TJX.
Thank you for your assessment.

Q: Thank you for your answer regarding the Can $ interest payment of ZAG. I would appreciate it if you could also please respond to the last part of my question, re XBB or ZAG purchase decision. (which I am copying below). The amount of purchase being suggested by the Portfolio Analytics is a significant (to me) value of $240,000, so I would like to get it right.
"Are there other pros/cons I should be considering ? Also, any thoughts on purchase timing of these bond etfs - or would you recommend a gradual entry over the next 6 months or so?

Q: Please comment on the above ETFs for gaining exposure to Africa, and more generally, whether you believe an investment in Africa is a good idea at this time.

Q: Andrew Pelliers Ltd. has Class A and Class B common shares. What is the difference and which one should I be buying.

Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.

Q: What’s up with Molsons? Getting hit pretty hard recently. Any news that I’m missing? I don’t think beer consumption has declined that much. Good time to buy?

Q: Bsm Technologies is up a lot this morning. Would you know of the reason? Has there been any new info out about them? Thanks!

Q: Your Portfolio Analytics recommendations was a good reminder that I really should increase the Fixed Income component in our RIFS by a fair amount. There were 3 categories each with two suggestions: 1) "Regular" Fixed Income 2) Fixed Income Defensive Diversifier 3) Fixed Income Aggressive Diversifier. In the 1st category - what I call "Regular fixed income, Two suggestions were given : ZAG and XBB. I was going to select ZAG as it has a better yield (3.86 vs 2.83 %) and a lower MER (.10 vs .19), however, I also notice that the distribution for ZAG is paid in US $. We do not have a significant need for US $ and do not have an active US account . Will the cost of conversion from US to Canadian $'s offset the better yield offered by ZAG ? Are there other pros/cons I should be considering ? Also, any thoughts on purchase timing of these bond etfs - or would you recommend a gradual entry over the next 6 months or so?
Many thanks as always.

Q: Your thoughts on OPI

Q: HI,

I sold both both position I had in those two company last August. I am considering buying back in. Love the management and dividend. Would you wait for a pul buy or get in half position now.

Thanks

Q: With WSI up a fair amount shouldnt some of the oil gas sector ,WCP,Tog etc become more attractive

Q: Thinking of different options for GUD and was wondering if Goodman has the means to take it private. Your thoughts?

Q: WCP has been going up in leaps and bounds the last few days. Do I smell a but out? Your opinion please.

Q: GC was recovering nicely & basing after big drop on Q results.Any news for the drop today($48.92 down 1.68). $55.96p/p, a 2% position.Buy more o or hold.Thanks for u usual great services & views

Q: Can you tell me what am I missing what is the point in investing in Preferred’s his has lost 40% of its value since 2007 the chart looks horrible If you could time the market you could do better. You could be better off with just blue stocks and bonds.

Q: How do I enter a pension into Portfolio Analytics?

Q: Hi Team,
I noticed TSGI is in your balanced portfolio but it has not performed at all. Do you believe it can reach the previous highs of +$50 per share. It has exceeded the estimates three times in the last four quarters but expected to make less money than last year in the next two quarters. Thank You.

Q: I was intrigued by your answer today to the Q re selling shares: If a bid shows for more than 2,000 or 3,000 shares at a 1 cent to 2 cent spread, we would hit that and leave your other offering in place.
I am curious what is the thinking behind that strategy. I also have large position in a few small or microcap stocks and it often seems difficult to reduce a position in a way. My broke has offered to place an "iceberg order".

Q: Any concerns arising from the report from Cormark?

Q: With the stock up 45% in the last year, would you still consider Merck a buy for a long term hold?