Investment Q&A

Q: Hello, Happy New Year! Does the sector balancing tool un the etf and mutual fund update work only on excel? Is there a way to make it work on google sheets..Thank you. Shyam

Q: THESE ARE HIGH DIVIDEND PAYING STOCKS.WHICH 5 ARE SAFEST ONE TO BUY AT THI TIME
ALA 16% MLPX 6 %
AMLP 9% POW 6 %
CFX 12% QCOM 5%
FN 9% QQQX 8%
GOV 25% RDS.A 5%
MFT 6% VET 8%
THANK YOU
EBRAHIM

Q: I am new to trading and managing my own portfolio. I have been investing for a few years now , but had everything managed by a broker. I decided i wanted to manage my own portfolio due to management fees and what i felt were average returns at best over the past few years. Is there a trading platform or two that you could recommend ? I read the reviews on Questrade and BMO Investor Line and both had really poor reviews .

Q: I am in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!

Q: David Fingold has mentioned this company a couple of times, but I can't find much information about it other than is is n the grey market and has a 5B cap. What are your thoughts? - Strauss Group

Q: It feels like the end of 2018 was simply a perfect storm of conditions suited to create an impressive (and painful) but not overly unusual pull back on the TSX. Yet there is talk of recession and looming bear markets (I suppose there always is).

What's your take on this? Would you be buying the many apparent opportunities (like mx, cnr, ctc.a) or would you be cautious still?

Q: Regarding Bob's question on moving stocks in kind from an RRSP to a TFSA , there would be a tax implication when the stocks come out of the RRSP would there not?

Q: I am in my 70s and my focus is on capital preservation, income and, hopefully, a bit of growth. Would you recommend the income portfolio with a sprinkle of equities from the B.E portfolio? Have you ever given thought to developing a portfolio for seniors?

Q: I was watching BNN today and the CEO for Gevo was on discussing the company.
I would love to hear your comments on this company.
Thanks
Paul

Q: Hi there, it seems like the VIX is creeping up over the last few weeks. At one point in the VIX do you think will signal a reversal? Thanks!

Q: Wishing you and your subscribers a happy and healthy 2019.
Thanking you for excellent service.
Ebrahim

Q: What companies do you think have the best prospects heading into 2019? Are there any recently discounted names you would suggest adding to?

Q: there was an interesting fast money halftime on cnbc today which i watch daily, mike wilson chief equity strategist was on and he was the only analyst period of all of them out there he predicted this correction back in january and he said now is not the time to be selling, we are bottoming but this process could take 3-4 months not weeks because of the damage done,furthermore he likes energy and banks and then they had a segment with lee cooperman and a guy from the sec talking about quants algorithms and computors causing this extreme volatility, and some feel until the vix hits at least 30 maybe even 40 this is not over, and there is tons of value in the market now but you still have to pick your spots slowly.i think you agree with some of this, just wondering your opinion which i value because lets be honest we all missed the severity of this. i think this is as bad as 2008. and everyone was in complete agreement that jerome powell was and is an idiot who cannot communicate properly. and how much is etf selling which causes the underlying stocks to be sold sonething we never had to contend with in 2008 or not as much. dave

Q: Continuation of my previous question.

After reading your response my understanding is that 5i portfolios will not build the cash position higher for any major downside risks that the market may have in next few years. What about any new money available for investing Do we hold on to buying any stocks in this kind of unpredictable volatile markets until a clear bottom or direction is indicated by the markets ? MLP are not a good option for canadians because of tax implications. What is your opinion about US CEF (closed end funds) and do they have similar tax impact like MLPs ?

Thanks
Ninad

Q: To confirm my numbers/thinking around tax loss selling could you please confirm if the following is accurate: If I have a capital loss of $5000 and my marginal tax rate is 40%, I can now or in the future use that to offset a capital gain of $5000. 50% of this capital gain is taxable, so I am in essence saving $1000 spendable cash for myself (40% of $2500). Thanks!

Q: Do you consider these stocks long term buy and hold ? : CCL, PLC, SIS, BNS, MG, MX, PBH, TOY, DOL, SJ, NFI, SLF.

Which are your favorites ? Would you sell any ?
Thank you !

Q: Today, Bill made a comment about Alan Greenspan. As a former US Federal Reserve Chairman, he has admitted that his policy was wrong when he said the banks do not need regulations and then reduced regulations which led to the great financial crisis. I liked your answer to the question.
You can share this comment or delete it if you want.

Q: Is there somewhere that investors can look to find up-to-date information on who the largest shareholders in a company are?
e.g. - If I want to know who the largest shareholder of Amazon is as of today (assume it's Jeff Bezos?), Is there somewhere to find that information?

Q: Allan Greenspan made the comment of CNN today "Prepare for the worst and run for cover". Do you have any comments regarding this statement. I am getting a bit spooked out about the market and wonder if I should get out. Thanks, Bill

Q: Everyone is feeling the pain nowadays ,some more than others. With no where to run to and keep holding on to our holdings, can you please give us three levels on the downside that we should look for?...best.medium.worse case scenarios please and thanks....pertains to the level of the Dow on a technical basis