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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 own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!
Read Answer Asked by Keith on April 24, 2020
Q: I am having a difficult time understanding the purpose of the analysts. The analysts group is: never right; the price variance is significant; they have a large conflict of interest problem; what side of the position are they on - buy side or sell side; who pays them; trust is important in any industry but who do you trust in the group; etc. etc. etc.
The never look at the analysts price information to make a decision, I review the information contained with the analysis to help me make a decision.
Comments are appreciated.
Read Answer Asked by Clayton on April 24, 2020
Q: Dear Peter and Ryan.
Thank you for your help through the volatile market. Though the Economy is not back yet, we may be able to see the light at the end of the tunnel soon. I checked a few stocks. Airlines and Energy have been down a lot. I want to take advantage of the market and consider allocating 10% of my RRSP to these companies (AC, UAL, EXPE, CVX and SU). I like to think about 2-3 years or longer. Currently I don't own any airlines. I own TOU only for oil industry.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 24, 2020
Q: This is a follow up to my question the other day regarding the Canadian government backstopping mortgages .... as well as querying the best option for dividend income if looking solely at preferreds, bonds and the Canadian banks ( given their attractive dividends and perceived safety - of course unless something really dreadful happens to wipe out their financial reserves and force them to cancel dividends)

My original question might have been a bit vague regarding this part of it. My apologies.

I would appreciate your assessment of these 3 options with dividend safety and size of yield ahead of any share price increases.

Thanks again.
Read Answer Asked by Donald on April 24, 2020
Q: which gold mutual fund would you recommend?
of Dynamic or Mckenzie which do you like best?
Read Answer Asked by Gary on April 24, 2020
Q: How much of an influence do American investors have on the price of our banks? Many Canadian investors have bank stocks and rely on their dividends for income.

Steve Eisman of "The Big Short" was talking about how an interesting short he sees is Canadian banks and that he has been short for some time. He says the Canadian banks have not had a credit cycle in 30 years, they are extremely unprepared for it and will have real problems.

What is your opinion?

Thanks!
Read Answer Asked by Mary on April 24, 2020
Q: Hello, I see that you will be adding QSR to the Income Portfolio. Is that because you will eventually remove AW from it? If you had to choose between the two, which one would you buy today ? Regards, Gervais
Read Answer Asked by Gervais on April 24, 2020
Q: HI GUYS
Just noticed when i printed out my T5 summary of the AMLP ETF it lists the distributions paid on the 1st line as Return of Capital. I would have thought it would be listed on the 3rd line as Foreign Income.
Just wondering if you guys happen to know if i need to enter this on my tax return. After looking around on Intuit turbotax, all i could find was maybe report it as Foreign Income, but even under foreign income, there is no place for "return of Capital"
Thanks Gord
Read Answer Asked by Gordon on April 24, 2020
Q: Is the only difference between these funds is one is hedged and the other non hedged.

Why do you prefer non hedged and if so what are the reasons?

And is the a BMO product similar to hxq?
Read Answer Asked by Thomas on April 23, 2020
Q: I would appreciate your thoughts about IDHD - Invesco S and P International developed High Dividend Low Volatility ETF. Thinking of selling and replacing with Corning or what?
Also your thoughts on PBH?
with thanks,
Connie
Read Answer Asked by Constance on April 23, 2020
Q: My daughter is 27 years old and is looking to invest around $35,000 as her first investment. She is considering investing 40% in Canadian equities (ZLB, PDC, and XRE), 50% in US Equities (VUS and DXU), and 10% in International Equities (FCIQ and VEE).

As an initial investment, does this balance seem reasonable or would you have other recommendations? Is this sufficiently diversified or are there too many funds?

Thank you!
Read Answer Asked by Geoff on April 23, 2020
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