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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: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
Read Answer Asked by sam on September 18, 2018
Q: VMD is up 300% since March while of RHT drop more than 50%. They were supposed to be in the same space and RHT was supposed to be the better company. It makes lower lows every week with no end in sight. Is there any other option that will provide growth in a TFSA account.?
Read Answer Asked by Marios on September 18, 2018
Q: Am i right in thinking that if i don't tender my ECI (Enercare) shares capital gains on all the shares will be triggered?

TD direct investment got my notification to me by mail today after the deadline for tendering and I then spent over an hour waiting to get through to them by phone. A broker I was finally connected to is putting a best effort offer, but cheerfully noted that the worst case scenario is the units would be sold for $29! Not happy with TD direct investing!
Read Answer Asked by M.S. on September 18, 2018
Q: Morning guys:
I have a cash trading account. I need to put some names in a tax free savings account. Looking at the above names . Can I sleep at night with these names for tax free accounts. Thanks for your great work.
Best in the business boys.
Mark.
Read Answer Asked by Mark on September 17, 2018
Q: Good Morning,
I see this morning that RNX announced over the weekend that they have found more gold at their Beta Hunt mine. I'm about break even on this after holding for a few years , any thoughts on this? Perhaps hold and let it run for a bit? I heard Eric Sprott over the weekend discussed it on his Podcast and seems to have even further interest in RNX.
Thank-you
Read Answer Asked by Chris on September 17, 2018
Q: I understand, above a certain amount, it is NOW more complicated to hold non-sheltered American stocks. Please explain.

Paul
Read Answer Asked by PAUL on September 17, 2018
Q: I would like to increase my global exposure and was looking at Cymbria, or would Edgepoint Global be a better investment? From your last answers on Cymbria, you stated it was trading at a high premium. What would be a good entry point to buy Cymbria? I notice it has come down a little bit since then. What about the management fee for these products, are they reasonable?
Thank you for all the advice I have received over the years!
Read Answer Asked by Shirley on September 17, 2018
Q: This company seems to have changed its focus drastically within the cannabis space since your last assessment in Jan. Could you update the outlook for the company, including the spinout of Poda. Scotia research forecasts .04 earnings in 2019 and .13 in 2020; achievable?
Its trading symbol has changed, now GENE, perhaps to reflect the involvement of its Chief Evangelist Officer, Gene Simmons, whom I know Peter will meet on Friday. Perhaps Peter could find out the duties of a C.E.O.?
Read Answer Asked by Jeff on September 17, 2018
Q: Peter/Ryan,
What strategy/positions would you recommend now for a new TFSA with $30k cash and no other holdings ? Owner is 55 and with a well balanced RRSP etc. Thanks.
Read Answer Asked by Paul on September 17, 2018