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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 currently hold PEGI, TRP, ENB, PPL and CU. (approximately 20% of my RRIF portfolio)
However I am thinking of adding WCP, TOU and/or TOG.
Could you please rate these in order of preference. Or am I too heavy in resources.
Read Answer Asked by John on October 18, 2019
Q: I am very pleased with the Portfolio Analytics, and have found it to be a quite useful tool. Thank you for building this product.

Broadly, I would like to better understand how you developed your recommended sector/geographic allocations in the Asset Allocator. In particular, I would like to understand:

1) Certain assets (e.g. gold, REITs) are missing or very low percentages. What is the basis for this recommendation in the Portfolio Analytics?

2) Most if not all broadly based core index funds have a greater allocation to financials than the 15% recommended in the Portfolio Analyzer. Why are you recommending a 15% allocation?

3) Are your recommended asset allocation percentages static, or are you planning on adjusting these percentages over time as markets change?

4) Given that markets typically revert to the mean, how do your recommended allocations compare to the mean sector percentages of major indexes, for example EAFE or the S&P500?

Any insights you can offer to help me better understand the basis for how these asset allocations were developed would be most helpful. Thank you for this excellent service!
Read Answer Asked by Dale on October 18, 2019
Q: Peter Shiff was recently on USA Watchdog.com. He basically recommends that investors switch to gold as he feels the US (fiat based) currency will become devalued as bond investors demand higher rates given the huge US deficits.

What is your opinion of gold, and gold stocks, as an investment? Should investors allocate a percentage of their portfolio to gold as protection to a possible collapse in the bond and equity markets?

Thank you again for your insightful advice.
Read Answer Asked by Dale on October 18, 2019
Q: Hi 5i
I wish to add these 3 to my TFSA or non registered account. Which would be better in a TFSA or does it not matter? In which order would you buy at this time?
Thanks for all you do
Gary



Read Answer Asked by Gary on October 18, 2019
Q: I already own BAM, RY, T, BOYD Income, and ZLU, but I'm looking for another lo -volatility dividend stock with some growth. What do you think of my adding NPI or BEP? Is there another choice you like?
Read Answer Asked by Graeme on October 18, 2019
Q: BIP.UN,BPY.UN,DII.B,EIF,ECA,NRTH,HBC,MUX,MEG ,QST, rather than waiting for the tax-loss season which of these stocks I should keep?
Read Answer Asked by Nizar on October 18, 2019
Q: I have held CP for some time. After a period of strong increases, in the past few weeks it has pulled back by over 15%. CNR (which I do not own) also pulled back but not to the same degree. This surprised me as general economic conditions still seem fairly positive and I would have expected the rails to continue with strength. Do you see these companies returning to their positive path over the next 3-6 months? Thank you.

Read Answer Asked by Leonard on October 18, 2019
Q: Hi Peter and Staff
In an answer to George today , you indicated that Food Services got a lot of new shares in exchange for trademarks. Not sure what good that does for the existing unit holders? Or does Food Services get new units in AW.UN when new restaurants are added to the pool so our growth is limited to same stores sales increase instead of also new stores ?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on October 18, 2019
Q: I have a list of all earnings release dates and when I feel it is necessary I will do a protective put before earnings, which seems to work very well in this volatile market.
What the h--- happened with the GIL guidance which just seems to come out of the blue with no warning etc?
How does one protect against something that happens haphazardly?
Why would they do this? To piss off their shareholders?

Sheldon
Read Answer Asked by Sheldon on October 18, 2019
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