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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 am looking at purchasing an etf in the s&p500 and the nasdaq for my son. Is there a preference between the zqq or xqq and same question for the zsp or xsp. They seem to have the same mer but performance seems to be a bit better for the ishares product. Is there a seasonality aspect (time of year) to buy these or is just on dips?
Read Answer Asked by pietro on September 18, 2017
Q: Hello

I m looking for a etf or mutual fund of quality blue chip who can growth in bull market and minimize the the risk during a bear market for a long run minimum of 5 years.

Which product between VIG, ZGQ, MAwer global equity, edgepoint global, black creek global,do you suggest me?
If you have other suggestions let me know.

Thank you for your help

Have a nice week end
Read Answer Asked by Alexandre on September 18, 2017
Q: Downgraded to a target price of $20.00. I watched my holding start to firm up about $32.20. I had to leave house and put in a trailing stop and was stopped out at $33.60. Employees at your place (the pros) how would they have handled it? Since you guys are more long term would they still own it or would they have got out at a higher price than me? I get a weekly newsletter and have been told know what you can afford to lose e.g. $500.00 on a $5,000.00 stock and get out when you are down $500.00. Thanks. Dennis
Read Answer Asked by Dennis on September 18, 2017
Q: I am 70 years old, been retired for 14 years, and can't risk losing capital. Thus my portfolio is currently 100% in fixed income.... 65% in laddered 1-5 year GIC's, 10% in bond ETF's (CBO, CLF, XBB), 5% in preferred shares, and 20% in cash. In the preferred share category, I currently hold CPD, HPR, and ZPR equally. Given a steadily increasing interest rate environment, would you recommend selling CPD and adding to HPR and ZPR, due to their leanings towards rate re-sets? Is a 5% total weighting for preferreds appropriate for this fixed income portfolio? What do you recommend for the remaining cash, given my mandate for "safe" investments? Should I stick with additional GIC's or expand the bond allocation? Thanks!
Read Answer Asked by Paul W on September 18, 2017
Q: I've been unsuccessful picking my own stocks thus far but have roughly 15k sitting in cash (afraid to lose it). What/How would you suggest investing this amount to return consistently over a long period.

Thank you
Read Answer Asked by Kevin on September 18, 2017
Q: Hi Team,
Looking at the charts of these companies- 5, 10 & 20 years ago, they had a very high peak which diminished to today's prices (fraction of their high prices)
Since you are positive toward these companies today, how relevant is to look at their history? (Peter used the performance history of a company as a negative sign)
Thanks,
Moe
Morris
Read Answer Asked by Morris on September 18, 2017
Q: My first year of my 5 year GIC ladder is due.I have $20,000 /year in GIC's most at 2.75%.Oaken is still maintaining the renewal 5 yr. GIC rate at 2.75% I have a good pension, cash in the bank and debt free. I am 71 with a balanced value /income portfolio.
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley
Read Answer Asked by STANLEY on September 18, 2017
Q: I have a question about Altius. The earnings report just came out and it seems quite positive. Yet the stock is dropping like a stone today. I really like mngmt and their philosophy of buying companies and land near the bottom of the cycle. They have been quite successful in growing revenues and jvs. Can you tell me what you think of their latest earnings report and explain why you think the stock is dropping so much today?
Read Answer Asked by arnold on September 18, 2017
Q: I am looking for quality canadian companies trading on the us stock exchange. I have some us cash which I would like to avoid the exchange fee. I like canadian companies for the dividend tax credit. Or companies not paying dividend but offering good growth prospects. I already hold csu and tucows under us listings. is Enbridge a good candidate at this time? any other suggestions.
Thank you
Read Answer Asked by francois on September 18, 2017
Q: Good afternoon,
I need to sell some losers in a taxable account. I have had WCP for a long time and would like to sell to capture a loss. Could you comment on replacing it with RRX immediately to maintain exposure to energy, or would I just wait the 30 days and re-buy WCP.
Thanks as always.
Ted

Read Answer Asked by Ted on September 18, 2017
Q: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George
Read Answer Asked by George on September 18, 2017
Q: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Read Answer Asked by Jeff on September 18, 2017
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