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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 have these four ETFs currently and I have new money to add. Should I top up one (or all) of these, or is there one you feel would be a good complement. The four ETFs probably indicate my risk profile, but generally I am pretty conservative (a couch potato). Thank you.
Read Answer Asked by Gordon on February 22, 2021
Q: I do not have any exposure to the medical devices area. Would you prefer ABT or SYK or is and ETF like IHI a better idea Thanks
Read Answer Asked by gary on February 22, 2021
Q: Hello Peter and Team,

I am curious about your opinion regarding Silver. I attempted sorting through questions as I am sure there are many which have been asked but that is fairly time consuming. If you could, please either steer me in the right direction regarding questions which may have been asked and or provide me your opinion as an answer to this question. And also, which companies you would consider a good addition to a portfolio if you do in fact consider Silver as a good addition to a portfolio at this time.

Thanks for all you do

gm
Read Answer Asked by Gord on February 22, 2021
Q: Starting last august I was convinced by my financial advisor to put 50% of my non registered portfolio into bonds so that I would have money available to invest into equities if there was a down turn. (the dry powder part) The funds used for this allocation were:
HAB 46% allocation of bonds at present time.
FID5732 Multi sector bond fund. 30%
HAF. 12%
XBB. 12%
Of these the XBB has fallen quite a bit
The FID5732 is falling now.
No income is needed from this portfolio for five years.

My question is this a good strategy for the dry powder of the portfolio?
Is there a better suggestion for the bond mix? or is cash better?

Your help is greatly appreciated.
By the way during this time period no mention of using any of these funds to reallocate to equities has been made.


Please note that this part of the portfolio has now fallen to be 30% of the portfolio total.
Victoria

Read Answer Asked by Anna on February 22, 2021
Q: I purchased QBTC and BTCG.UN which I understand are closed funds, therefore can trade at a premium or discount to NAV. Now I see Purpose has come out with an ETF. Can you compare these funds and provide pros/cons for the closed funds vs ETF. If someone had new money today and if the closed funds were actually trading at NAV, which would you recommend and why? Don’t want to switch un-necessarily but if BTCC.B is a better product, it might be worth it.
Read Answer Asked by Leslie on February 22, 2021
Q: I have enjoyed a decent runup in the price of PHX this year. What is your perception of its future potential? Would you, for instance, partially divest in favour of QST?
Read Answer Asked by David on February 22, 2021
Q: Hi,

Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?

Thanks,
Jason
Read Answer Asked by Jason on February 22, 2021
Q: Stocks like EMA and FTS have declined about 10-12% during the last four months whereas the TSX is up by about 12%. Are there any fundamental issues with these companies? Or the rotation of funds from utilities to riskier companies is causing the decline of the utilities?
Thank you for your insight.
Read Answer Asked by Terry on February 22, 2021
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