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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: What are the forward P/Es for Microsoft, Apple, Google and Facebook? How much cash per share does each company have?
Read Answer Asked by Jeffrey on May 03, 2021
Q: I am just entering retirement and my financial advisor wants to increase my fixed income weighting to 55% of my portfolio, in order to reduce risk. My feeling is that this would be dead money (at best!) for some time to come because interest rates are likely to rise.. Can you get out your crystal ball and estimate the probability of each of the following annualized total return outcomes for a bond portfolio over the next 5 years. The portfolio would be geographically diversified, 70/30 investment grade vs, high yield and average duration of 5 years.
> +5% -
+2.5% to +5% -
0 to +2.5% -
0 to -2.5% -
-2.5% to -5% -
worse than -5% -
Thanks.

Read Answer Asked by ROB on May 03, 2021
Q: What do you think about their announced NCIB? Since they are a growth by acquisition growth company, they have a tendency to issue shares and they need their available cash. Why would they start buying back shares in this case? Are they just trying to ‘stick it’ to the short sellers? Seems like a weird capital allocation strategy to me.
Read Answer Asked by Leo on May 03, 2021
Q: If ones owns shares in company ‘x’ in their TFSA, and one wants to buy more shares but they have no more cash in their TFSA, what is left is buying more shares in a cash account. In the cash account, is the cost base determined only on the shares in the cash account, or are the shares inside the TFSA used in the cost base determination?
Thank you
Read Answer Asked by Leo on May 03, 2021
Q: Re my Q on Ap 30,allow me to clarify that a group of Bank increased the credit of CRH by $100m to $300m after Well had completed acquisation.How come? Txs for u usual great services & views. Article by P Hodson in Financial Post on May 1 re short sellers is very educational, It appears to me that it is an opportunity to buy Well.
Read Answer Asked by Peter on May 03, 2021
Q: When I first contracted for the portfolio analytics product I had an investment in MFS International Eq Segregated Fund A and you were kind enough to tell me the name I should use to input that investment in my portfolio. I transferred the full amount of that seg fund into another SLF seg fund entitled "Leith Wheeler International seg Fund" today and I need to know what name/title I should use in my analytics portfolio. Could you provide me with a name please. Thanks you Mike
Read Answer Asked by Michael on April 30, 2021
Q: I am hoping you can help with some suggestions for review for a RRIF portfolio. The plan is for one third to be invested in a 5 year laddered bond portfolio. Is it best to buy bonds or an ETF ? Please suggest a couple of bond ETF's for review.

The remainder would be invested in equity ETF's. Half would go to 3 or 4 ETF's which would pay dividends and would have some growth potential. The remaining third would be invested in 3 or 4 ETF's focused on growth.

Obviously the dividend tax credit is of no benefit in the RRIF but currency fluctuations would be a consideration.

Any assistance you can provide would be appreciated.

Mike
Read Answer Asked by michael on April 30, 2021
Q: Clean energy ETFs. Of these three do you favour one over the other 2? Why? Or is there a better one?
Read Answer Asked by William Ross on April 30, 2021
Q: Hi Guys
Just curious why last March during the big sell off, XLB traded down so far. I would have though during times of crises, people would run into buying Govt Treasuries for Safety.
Also, at what yield would people consider buying back into XLB, i think the current yield is around 3.3 % My current Portfolio weighting is 2.06% and I'm down 11% you think its a good idea to increase my position to around 4% at this time. I'm also about 40% in GICs , which should perform inversely .
thanks
Read Answer Asked by Gordon on April 30, 2021
Q: Hi team,
I was wondering if you could briefly describe the business model of eglx. I realize it’s a gaming platform , but how do they make money, and what are their plans for long term growth? On a separate note I am a little confused as to why eglx is being compared to scr? From what I gather scr is pretty much solely online sports betting now , and eglx is gaming? Also, would eglx be one to buy right now? And how bullish are you on the name? Is it a potential multi bagger ? Thanks
Shane
Read Answer Asked by Shane on April 30, 2021
Q: In a well diversified portfolio, thanks to Portfolio Analytics if one wanted to be overweight in one or more industries which would you pick? Which would go underweight? Long term holder but don't mind playing trends as the post pandemic era comes to fruition.
Read Answer Asked by Yves on April 30, 2021
Q: I am up 72% on TFII in my TFSA account, the total value of this holding represents ~2% of my portfolio. The funds in my TFSA are targeted for growth and I have no immediate need for the cash so I can take on reasonable risk for greater reward with a longterm view. Should I sell my holding to realize the capital gain or hold? If you suggest selling what would you suggest as a replacement?
Read Answer Asked by Simon on April 30, 2021
Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob
Read Answer Asked by Robert on April 30, 2021
Q: Which of these poses the best opportunity for a recovery in the space? Would you please rank? Thanks for all you do.
Read Answer Asked by Rob on April 30, 2021
Q: Hi,

Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.
Read Answer Asked by HARRY on April 30, 2021
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