Q: I have very little US exposure in my portfolio. What would be a good Canadian US equity growth fund or ETF that would allow me to participate in the New America under the Trump regime?
Thanks
Peter
Thanks
Peter
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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: Good afternoon. What are your thoughts on holding physical gold (or silver) bullion as opposed to owning gold/silver stocks, ETFs or other paper? Also, do you have any information and/or opinions on Silver Gold Bull Canada (https://silvergoldbull.ca/) operating out of Calgary?
Thanks as always for your terrific service.
Thanks as always for your terrific service.
Q: I am not sure if my question was cut of. I did it on my phone. I would like to get your perspective on the number of companies that should be in various portfolios e.g. Income portfolio, growth portfolio and capital appreciation portfolio. For example 20 - 5% each, 10 - 5% each and 20 - 2.5 % each or some other combination.
mike
mike
Q: Hi !
How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?
For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52
Many thanks,
Jacques
How do you figure out the exact dividend percentage you receive when you bought a stock at different dates, different prices, and different quantities ?
For example, I bought 1000 Savaria (sis) at 7.90 on Jun.7, 2016, 500 at 11.30 on Nov. 11th, 500 at 10.70 on Nov. 11, and 500 today at 10.52
Many thanks,
Jacques
Q: My 20 year old son has asked Santa for a book about investing this Christmas. He has a sizeable investment account, having received inheritance gifts from both his grandfather and uncle. Do you have any suggestions? Thank you.
Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.
As always, thanks for the great service.
As always, thanks for the great service.
Q: I would like to invest in robotics both in Canada and the U.S.; could you provide some names that you think are invest-able? Thank you!
Q: you tout yourselves as small to midcap specialists as your strengths. advice please on a couple of your favorites heading into 2017 tkx pat
Q: Where can I find the date of next Earnings Report for Canadian companies?
(Zacks is good for US companies.)
Thanks!
(Zacks is good for US companies.)
Thanks!
Q: I am looking for short term (1 year) fixed income investments.With rates soo low,I have found best rates at People's Trust,Alterna Bank and Oaken.They are all CDIC .
What is your opinion of these 3 institutions and if too risky what alternatives would you suggest? As well, is the interest covered with deposit insurance.
You advise is most appreciated,
Thanks
Jean
What is your opinion of these 3 institutions and if too risky what alternatives would you suggest? As well, is the interest covered with deposit insurance.
You advise is most appreciated,
Thanks
Jean
Q: I notice that you are hosting the "How to Pick a Stock" webinar with Virtual Brokers. I also see that they had a very favourable write up in the recent Globe article. Is this a broker that you recommend? (I haven't yet done my research)
Q: My understanding is that financial stocks are rising due to the prospects of higher interest rates. Is the risk of defaults on consumer loans and mortgages due to higher rates and the impact on financials being overlooked?
I read consumer debt in Canada is at an all time high, a housing bubble and notice new billboards for debt restructuring services in my town. Am I valid in my concerns with the run-up in financials? I have my doubts that main street is prepared for higher rates without some sort of a crisis unfolding.
I read consumer debt in Canada is at an all time high, a housing bubble and notice new billboards for debt restructuring services in my town. Am I valid in my concerns with the run-up in financials? I have my doubts that main street is prepared for higher rates without some sort of a crisis unfolding.
Q: When buying a US stock is there more than the exchange rate to contend? I believe I read somewhere there could also be a fee. How does one find this out ?
Thanks
Jean
Thanks
Jean
Q: I thought I was being careful but I've still ended up overweight in industrials ( 17%) owning the above 5 companies. Is there any chance I could relabel any of them to get down to a better level, or must I drop some? If i "relabel" ECI as consumer staples, and SIS as health, I bring my holding down to 12%. Still high, I know, but acceptable? If I must sell some of them, would you rank them in order of reverse preference ?( Keep to not keep) Many thanks for your steady hand as always. I'd be on Advil without you!
Q: Just a response to the reader about DRIP. I just called webroker and asked them to put my dividend stocks on a DRIP. They can do it for just the stocks you want or for all of them. It was done in a flash. ( unlike many "please hold" calls!)
Q: I am working towards emulating the balanced equity portfolio across various accounts.
Would you please list the ones that would be best in a TFSA and the order was in which one would buy them.
Also, I have a RESP for my 3 year old grandchild which holds PBH and KXS. What would be a good addition to this account with next years contribution?
Thank you
Would you please list the ones that would be best in a TFSA and the order was in which one would buy them.
Also, I have a RESP for my 3 year old grandchild which holds PBH and KXS. What would be a good addition to this account with next years contribution?
Thank you
Q: Energy
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.
With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.
Comments?
Q: Hi there
Thanks for the info what is ticker for the manulife monthly high income fund
I can't find it .
Also is there a mutual fund in Canadian dollars that would play the rising u.s. Dollar
And the u.s. Economy , in my rrsp account I can't buy etf's unfortunately
Sam
Thanks for the info what is ticker for the manulife monthly high income fund
I can't find it .
Also is there a mutual fund in Canadian dollars that would play the rising u.s. Dollar
And the u.s. Economy , in my rrsp account I can't buy etf's unfortunately
Sam
Q: Hi 5i
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam
Q: Hi Ryan, Peter
Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!
Apparently there is some sector rotation going on. I noticed some quality names can go on sale pretty quickly, could you name some non-resources that look good to buy.
Great job as usual!