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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 75% in equity with less than 10% in Canada, and mostly US with tech emphasis, plus Global and EM. The rest of the 25% is invested with a well known active manager (0.6% MER) of corporate bonds who invested in short-term corp bonds of no more than 2 years duration plus floating rate bonds. No Government or long bonds. With rising interest rate albeit not rapidly over time, bonds are not really a place to be in. Corporate bonds can lose capital as well if there is a significant downturn. What is your view on holding cash in MMF in lieu of corp bonds as a fixed income allocation of a portfolio in the foreseeable future as capital preservation? USD MMF instead of CAD cash?
Read Answer Asked by Ford on July 10, 2018
Q: Due to health problems my Doctor advised that I cease to manage my investments through a bank self managed brokerage account. I will transfer my assets to a advisor associated with Hollis Wealth. Because HW is not a bank I had to sell my holdings and then transfer the cash. The investment will be made this week. Should I invest all the funds or spread it out over a period of time? It wii be a very long time investment.
Thanks for your advise over the past years.
Read Answer Asked by Warren on July 10, 2018
Q: I just read an article about the future of Esports by B Carlson and he concludes that Esports is (will be) very big. Any ideas how to invest in this growing trend? Not sure that players bet on outcomes, so TSGI may not be relevant. Apparently Bezos owns a piece of the action, so maybe Amazon?
Thanks for helping with this rather difficult question.
Read Answer Asked by Gordon on July 10, 2018
Q: I recently entered into a 2% position in the recent dip when Amazon announced the PillPack acquisition. This dip was shortly after WBA's addition to the DOW. Do companies historically see short to medium term strength after being added to the DOW? The long term trend isn't great on WBA so I am trying to decide whether I should lock in profits and enjoy the successful trade or hold it longer term as an investment. My healthcare allocation is ~5% including WBA.
Read Answer Asked by Marco on July 10, 2018
Q: Hello,

Looking to park $2,000 in my TFSA. Torn between the 2.

Would you have a preference. I'm in my early 60's. TFSA well balanced and currently hold: AW.UN, AQN, BNS. BEP.UN,GSY,PHO,PEO,MG,MX,BNS,SLF,PBH,SIS

Any other recommendation certainly welcomed.


Thanks.

Larry
Read Answer Asked by Larry on July 10, 2018
Q: I am looking to add another US growth company in my TFSA, and am thinking about GRUB and SPOT. Which of the 2 would you prefer for growth, or do you have others that you would prefer over these 2 stocks. I am already pretty heavy with tech in my TFSA.
Thanks
Nancy
Read Answer Asked by Nancy on July 10, 2018
Q: Hello Peter / Ryan and Team,

Looking at COV. Seems like there is a huge difference between Shares Outstanding and Floating shares. Does this mean that there are a lot of shares locked by insiders? When are these scheduled to be able to be traded and is that a concern for the future with the stock up so much? With the large run up lately, do you still feel it is a good buying opportunity or would you wait for a pull back as the chart gives me a bit of a pause.

Thanks for all you do,

Wes
Read Answer Asked by Wes on July 10, 2018
Q: "We certainly see FCR as a 'slow but steady' type of income name, with not a whole lot of catalysts." A 5i response to a question dated 07 May 2018 from another Stephen.
With the investment news announced today (9 July) and the Short Description: Treasury Offering of Common Shares Price @ $20.50, is this looking good? Any possible problems for example debt loads? Unlike the other Stephen I am down a bit from where I bought this over a year ago.

Thanks
Read Answer Asked by Stephen on July 10, 2018
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