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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: Hi there,

I currently have a blend of your Balanced and Growth portfolio - mostly switching out the large, higher yielding names with small to mid cap growth names (which were suggested to me by your team in an earlier question). It has performed well in 2017 and I am happy with the results - however, my entire portfolio is TSX based. I am looking for diversification but don't want to sacrifice the growth tilt, which sometimes ETFs tend to lead to. Based on my existing holdings, which ETFs would you recommend that would be more growth tilted and add a broader global exposure? Also, what weighting would you consider making these holdings?

Thanks for your great service!
Read Answer Asked by Michael on January 22, 2018
Q: In regards to the reply to Terry's post, I'm a prime example of that. With all the uncertainties of Trump, US Gov't debt, NAFTA, Canadian housing & credit card debt, Brexit, etc. I've been expecting a correction/pull back for well over a year now. In the meantime I've held off buying ETFs for the US and Europe markets while watching them run up to record levels.
So here's the worse part. Psychologically I have a real problem buying those ETFs at today’s prices when I know I could have bought them much cheaper even though it looks like the run still has a way to go.

I'm sure I'm not the only one in this boat, so if there is any advice as to how to avoid getting into a trap like this, it would be greatly appreciated. Do you think in times of uncertainty, it is better to add monthly into an ETF rather than one lump sum?

Thanks for any help!

Paul
Read Answer Asked by Paul on January 22, 2018
Q: Hi Peter, Ryan and team
With the demise of Carillion, I wonder if you would hazard a guess as to which of the above companies would be most likely to pick up some assets based on the size of the war chest, past behaviour, etc.?
Gord
Read Answer Asked by Gord on January 22, 2018
Q: Good day...I am in the process of moving money to the u.s as currency seems to be at the proper spot and also I have all of the balanced and income portfolio now, so my question is would I be better using etfs - MXI - SOXX - XLV and IYF or using ICHR - NVDA - ISRG - HD - JPM - V - HD AND DIS...my thoughts are this will give me diversification that I cannot achieve with 5i stocks...your direction has made a huge difference to my portfolio but I feel I need some geographic diversification ....I look forward to your answer and thanks...gene
Read Answer Asked by gene on January 21, 2018
Q: Your answer could be more complete. The stock hasn't traded since Jan 12th, a surprising length of time given that the company announced record production of lithium from brine and firmed up expansion plans they had announced earlier. More confusing was the change to the capital structure of this dual listed company. How this will affect TSX shareholders in the company is hard to predict for any retail investor. Maybe the experts can puzzle it out. Their Toyota partner is also increasing its ownership share in the Australian listing. What is likely to happen when the shares start to trade again, possibly on Friday?
Read Answer Asked by Robert on January 21, 2018
Q: I have been watching both AW and PZA drop substantially in recent weeks. Do you think the sell-off is warranted and/or soon to stop? How sustainable are the dividends and how significant are the debt positions? AW appears to have a much higher P/BV, but I know you seem to like it better. Do you think one of these would be suitable at this time for a retired , dividend-oriented investor (probably a 2-2.5% position), and if so which would be your choice.
Read Answer Asked by grant on January 21, 2018
Q: Hello. This is my very first question. My question pertains to whether a realized gain from selling a TFSA stock can be used to contribute to the new year's TFSA contribution limit? (Rather than have to come up with new cash from other sources?) I currently have an $18K unrealized capital gain Thanks for all your help!
Read Answer Asked by Cheryl on January 21, 2018
Q: Do you follow income trusts? If you do, what is your opinion of Capital Direct? The company advertises high yearly income returns (over 7%). Just wondering if it is a legitimate company to invest in.

Thanks
Read Answer Asked by Glen on January 21, 2018
Q: Hi, it appears self driving cars are going to be on the streets much sooner than anyone thought a short while ago. Meanwhile technological improvements have the potential to greatly reduce the frequency of accidents and eventually may eliminate them altogether, perhaps reducing the need for insurance or significantly reducing premiums or coverages? What impact might this have on major auto insurer like IFC? Thanks.
Read Answer Asked by Gary on January 21, 2018
Q: I have some U S Dollars to invest. What 5 U S Companies would you recommend for Capital Appreciation over next two years. ?
RAK
Read Answer Asked by bob on January 21, 2018
Q: Can I get your present view on this company? Any suggestions for a replacement that might have better growth prospects? Thanks.
Read Answer Asked by Paul on January 21, 2018
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