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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: After pulling back from it's high since the IPO would now be a good time to enter a small position? What are your views on the industry?

Thanks!
Read Answer Asked by Adam on June 24, 2020
Q: In his email, Mike is referring to a portfolio detail review. Where can we find it? Is he referring to your monthly report?
Read Answer Asked by Monique on June 24, 2020
Q: Hi, what are your views on CYH please? Do you feel it’s underlying holdings are secure enough and that the existing distribution can be maintained? Also, do you feel the underlying holdings are earning the amount of the distribution or is it possible the fund is paying above the collective distributions of the underlying securities as in other Blackrock funds? Are there other global Dividend C$ hedged alternatives that could also be considered? Thanks.
Read Answer Asked by Gary on June 24, 2020
Q: Hi group stocks appreciate your help picking your top 3 stocks in each of the following sectors - I am a medium to low risk investors and have a 50/50 Stock Mix in US and Cad
- Tech
- Consumer disc
-Staples
- Materials
- Energy
- Utilities
- Communication
-Financials
- Real estate
Please deduct credits at your discretion / Thanks for all your help navigating these difficult times it is much appreciated
Read Answer Asked by Terence on June 24, 2020
Q: Hi, My nephew was given some money (quantity unknown but probably less than 10k) and he wants to invest in stocks. I don't believe that he wants to start a trading account. So, I imagine that something at his Bank or Credit Union would be the most appropriate. Does this restrict him to mutual funds and if so please provide me with 3 or 4 that will get him on the road to investing.
Many Thanks Gord
Read Answer Asked by gord on June 24, 2020
Q: Hello,
I have Mawer Balanced Fund fund and Mawer Global Small Cap funds in my RRIF and RLIF to provide some diversification to the individual stocks that I also have. I am happy enough with these 2 funds, and woud like to add Mower Global Balanced Fund, to provide some further foreign diversification , but I do not wish to sell any thing right now to free up the cash, so I am considering
replacing the Balanced fund with the Global Balanced Fund. This might help my foreign diversification problem, but I am wondering if there is a disadvantage to making this swap that I cannot see. the resrt of my portolio is canadian and us stock and fixed income. Please let me know if you think that this is worth doing at this time.
Thank you
Read Answer Asked by Leonard on June 24, 2020
Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
Q: In my RRSP, I follow your Balanced Equity portfolio. I would like to add more US exposure, and for now, intend to do so buy selling some of my Balanced Equity portfolio holdings and purchasing either VIG or VGG. Of these, which should I sell to do so:

ATZ, AEM, ATD.B, BAD, BYD, CCL.B, CAE, ENB, GIL, GC, GUD, MG, NFI, PKI, SLF, TFII, WSP

Please disregard sector, geographical, and asset class allocation considerations in your answer. Thank you.
Read Answer Asked by Walter on June 24, 2020
Q: Luckily I have SHOP in my Roth IRA and need to dramatically trim.
I am currently transitioning into retirement within 6 months and want to set the Roth up as a consistent 5 to 7% income yield. I am looking at VIG and NOBL although they maybe higher risk. Would you please offer some other lower risk alternatives?

Regards,

Steve
Read Answer Asked by Stephen on June 24, 2020
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: Which of the above etfs is better/preferable. I am looking for growth with reasonable risk. Income is not important. Don’t need the cash for the next three or so years.
Thank you
Read Answer Asked by satish on June 24, 2020
Q: Are either of FITB, BK, or STI at risk of cutting/cancelling their respective dividends? Also, can you rank the most prominent U.S. financial institutions in terms of the reliability of their dividends?
Read Answer Asked by David on June 24, 2020
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