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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: I am managing my 83 year-old mom’s TFSA ($64,000.00) and Investment Account ($25,000.00). She contributes $6000 yearly ($500.00 monthly) to the Investment account and $5,500.00 to the TFSA.

I am thinking of purchasing the Mawer Tax Effective Balanced Fund (MAW 105) which comprises 30% Canadian Fixed Income; 2.5% Global Fixed income, 7% Cash, and 60% Equities (Canadian, US, and Global) and a ETF Bond Fund such as Ishares CBO. What percent of each would you suggest I purchase of each or should I just purchase MAW 105. She doesn’t need the money for spending. Any other suggestions are greatly appreciated. Thanks. Susan

Read Answer Asked by Susan on February 20, 2018
Q: I can't add to my RIF, I can't put more than $5,500 in my TFSA annually, so my unregistered cash account is holding shares that will mean major capital gains. I have trimmed periodically, but currently ATD.B is up 1,068 %, SQ up 119%, NVDA up 324%, SHOP up 207%, BYD.UN up 118%. I am not complaining. I offer 5i my sincere thanks for your advice over several years that has been so rewarding. I tend to hold overly long , so I am wondering whether I should in future sell when a stock has reached, say 40%, and buy another stock? What to do?
Read Answer Asked by Elaine or Gerry on February 20, 2018
Q: It is now clear that money laundering has been occurring at some of GC's casinos in BC. In particular at the River Rock casino. The Director of VIP Guest Relations has had her registration revoked by the BC Lottery Corp. GC is being investigated by the RCMP and it appears that GC could suffer other financial penalties. Should this be a concern and should investors be cautious?
Read Answer Asked by ken on February 20, 2018
Q: Peter and Team:
I already hold TV in a basket of stocks primarily picked from your balanced portfolio. I am pretty much even since purchase.
What are your thoughts about a switch to Teck.b.
I realise it is a larger company and more diversified, but wonder if there is a big difference in risk/reward between the two.

Thanks

Phil

Thanks
Read Answer Asked by Phil on February 20, 2018
Q: Hi, i'am trimming my portfolio and was thinking of selling Crh and Xtc both down 30+% and buying Syz for a full position.Do you sill like Syz or would you sell all. Sector not a issue as I have Gud and Mx.
Thanks
Read Answer Asked by Brad on February 20, 2018
Q: Hi, Sylogist stock price took a tumble on Friday, last week. A reasonable guess is large selling by a number of 5i Research members. Considering that it's been a holding in the Balanced Portfolio for many years and until recently, your advice was to be patient with this stock as it still holds growth potential. Also, it was clarified in your update that there was nothing wrong with company. In Nov/2017, company's guidance for 2018 was for Revenue of $36-38 mln and Adj EBITDA of $ 0.80-0.85 per share, which is much higher than 2017 results. CEO also mentioned that these projections did not include any future acquisitions. So, do you think, Friday's drop of 8% creates a buying opportunity ? Thanks
Read Answer Asked by rajeev on February 20, 2018
Q: Thanks for the recommendation on XIC. As with many ETFs linked to the Cdn market, it appears to be weighted to financials, energy and materials (~ 65%). If you were to want to cover the Canadian market in a more balanced way (sector-wise) by owning XIC and a few stocks, what stocks would you add on? Please prefer BE stocks. This is for an RRSP with a 30-year horizon. Thanks very much.
Read Answer Asked by Chris on February 20, 2018
Q: I think most investing houses recognize the US is going down a path of debt destruction. What is your assessment and thoughts of the the opinions expressed by Peter Schiff as it relates to the US. He has some very compelling arguments but many think the economy is actually in great shape..?
Read Answer Asked by Stefan on February 20, 2018
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