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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 growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Read Answer Asked by Ray on October 08, 2020
Q: I recently read that in 2009, the US accounted for 30% of world market cap. Today, that figure is about 55%.

In terms of portfolio allocations, I am trying to decide how best to do my geographic allocations for the next 10 years. My guess is that the main geographic regions (Canada, US, Developed International, Emerging Markets) trend over longer timeframes towards a norm, and the US is now overweight based on long-term historicals. However, I do not know where to find the data to test this hypothesis.

Do you have any data, starting after WWII, which show the relative geographic market cap weightings? Do the relative weights of the geographic regions revert to a norm over time? Which geographic regions are currently under and overweight based on historicals?

Thank you for your valued insights.
Read Answer Asked by Dale on October 08, 2020
Q: Hello!

Just wanted to get your thoughts on the game developer CD Project Red (CDR) which trades on the Warsaw exchange.
Read Answer Asked by Irek on October 08, 2020
Q: Which is better for an RESP in terms of growth and returns within the next 2-3 years? Perhaps a ranking?
Read Answer Asked by Maureen on October 08, 2020
Q: I am just getting started in DIY investing and have been introduced to 5i by family members who have had great success. I am looking for five-ten really solid Canadian dividend paying stocks to form the core of a balanced portfolio. In my TFSA, I have BCE, TD, ENB, BNS, SLF. Should I be looking elsewhere? Thank you!
Read Answer Asked by Christopher on October 08, 2020
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: Good Morning
I’m in the process of some year end house cleaning with the idea to reduce the number of holdings and adding some more upside potential. Considering selling partial positions in GUD and ATA and with the proceeds topping up two of either TRI,ECN TFII or AD. Would you firstly endorse the sells and which two would top up at this time.
Thank you for your continued guidance and support.
Read Answer Asked by Marty on October 08, 2020
Q: There is one thing I don't understand. GUD bought Biotoscana one year ago I believe for almost $200M. The stock ran up 20% on that announcement to nearly $9 and now it is $5.50's. The thing I do not understand is didn't that acquisition do anything for the top or bottom line and hence give a positive light on the stock? You have said the last few months that investors are bored and waiting for an acquisition.
Isn't Biotoscana the acquisition? Thanks
Read Answer Asked by Herm on October 08, 2020
Q: I am underweight consumer discretionary stocks (also underweight US stocks). I only own AMZN and REAL in this space. Considering ATZ or GRMN. Are there any others I should consider. What would be your suggestion to add? My portfolio has a mix of about 25 US and Canadian stocks based on reading your question section daily. Thanks for all you do for the independent investor!
Read Answer Asked by Paul on October 08, 2020
Q: Hi,
I'd like long term hold of five years, preferably without too much volatility. Which 2 or 3 stocks would be your best bet and why?
Read Answer Asked by Graeme on October 08, 2020
Q: I'm still holding shares in GuestLogix and noticed that there's been some trading activity the last week or so. Any idea what's happening? They're still worthless, but they bounced 1000% from the bottom of worthless.
Read Answer Asked by Rick on October 08, 2020
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