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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,
I am looking at setting up RESPs for both my children (both under 3 years old) and would like to set up the following asset allocation:
Cdn Equity 30% US Equity 30% Int'l Equity 30% and Fixed Income 10%
At 9 years old I would start converting more into fixed income.
No commissions are paid on ETF purchases.
I am comfortable with an aggressive approach.

I have two questions, if I may:
(1) Do you agree with this asset allocation strategy?
(2) Which ETFs (TSX only) would you recommend for each of these categories if you were buying in the next 3 months.
Thank you
Read Answer Asked by Mike on September 25, 2014
Q: . what are your feelings about alibba'

thanks don
Read Answer Asked by donald on September 25, 2014
Q: TN.UN True North Apartment. Although not alone TN has been swooning of late. Looking over past Q's I noticed you were waiting for the financials to assess the recent purchase. This looks like a classic 'cookie jar' stock. Great yield! Is the market going to slap my hand for buying it now? Should I wait one more Q?
Read Answer Asked by Gerald on September 24, 2014
Q: It's said that a buy time could be on a 10% index correction. Would that apply to individual stocks as well as the index. If so, that may make selected energy stocks a buy now.
Read Answer Asked by Tim on September 24, 2014
Q: The Russell 2000 index is now negative for the year and looks (to me) like a topping pattern. Is this likely to be an early warning?
Read Answer Asked by jim on September 24, 2014
Q: I need to add US and International Exposure to my locked in account. It is currently 60% cdn equity and 40% bonds and gics. I want to have fixed income remain at 40%. I want to reduce Canadian equity to 40% and add 12% US Equity and 8% other international equity.
1 Would ishares Core S&P Index (XSP) and ishares MCSI EAFE (XIN) index be appropriate?

2 Both are hedged to the Canadian $. Is that the best way to go? If the Canadian $ strengthens by 10% what effect can I expect to see?

3 Should I make this change in equal purchases of 1/3 of each index over 12 months?

Thanks for your help and great service
Read Answer Asked by Bob on September 24, 2014
Q: For your Model Portfolios do you reinvest dividends or let them sit as cash and then redeploy at a later date?
Read Answer Asked by Ian on September 24, 2014
Q: What is your opinion about northwest Pipe (NWPX )?What are other pipe line companies that are maker of pipes for TRANscanada or ,ENBRIDGE and other pipelines?Are these companies are good investment ?Your opinion appreciated Thank you.ebrahim
Read Answer Asked by ebrahim on September 24, 2014
Q: Hi 5i: In past you have expressed a favorable view on Ship Finance (SFL). Yesterday they announced that a proposal for a capital reorganization failed to get enough votes at the company’s general meeting and was defeated. The stock has been falling very recently (with the market) and is down again today (Tuesday) on above average volume. Can you please comment on the capital reorganization proposal, the recent trading activity, and update your view on the company. Thanks!
Read Answer Asked by Lance on September 24, 2014
Q: Hello Team
Well done Peter great cause and a great achievement.
Please share your thoughts on AG Junction AJX I've held 8 moths is there a possible hope here? Off about 40%, cut my losses or hang in there. Thanks for the support, looking forward to your portfolio review service. Sign me up.
Read Answer Asked by Peter on September 24, 2014
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