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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: Can I have your opinion on this etf. Has done well since the March sell off, but long term not so much. Has many of your growth favorites. Was there a recent change in management or strategy to explain this uptick.
Thanks Peter
Read Answer Asked by Peter on October 05, 2020
Q: Please take as many question credits
you need to fully answer this. I would like growth and reasonably safe stocks. I have losses in all of these; should I sell and take the loss? Hold as they are likely to recover in next 6--12 months? Thanks. Helen
Read Answer Asked by Helen on October 05, 2020
Q: I have a small (30K)cash account that is currently divided into three, with equal amounts in cash, AQN and ENB. I am adding more money to the account and would like to either add another position or add to one of the two securities I already have. Please advise. I do not have to worry about diversity. I just want a good, fairly safe, dividend payer.
Read Answer Asked by Bryan on October 05, 2020
Q: Back in July 2020, I purchased ABBV, in a non-registered account, to get exposure to the healthcare sector and to continue to diversify my portfolio outside Canada. Since that time, I am down 16% on ABBV. Knowing 5i recommends ABBV, would you suggest I purchase more ABBV (average down)? Perhaps it would make more sense to sell it, take the tax loss, and purchase another healthcare company based outside of Canada. If your recommendation is to sell, what other healthcare sector companies would you suggest?
Read Answer Asked by Sean on October 05, 2020
Q: PNG recently did a $10M "bought deal" financing at $.67. If it is a "bought deal" does that mean Canaccord are in essence buying $10M worth of newly issued shares at $.67 and they are getting a big discount (prior market was $.78-.80)? Will Canaccord be re-selling these shares to clients at a premium to themselves or just adding them to their own portfolios? Also, if Cannacord have already bought the shares why is the market reacting so negatively? Is it because of the dilution? Last but not least why such a big discount for Canaccord?
Read Answer Asked by Morgan on October 05, 2020
Q: I have read about Vanguard Index Funds and would like to pursue.
I have excess cash that I would like to invest long term in the broad US stock market. I DIY via Questrade - my current portfolio follows your Income Portfolio.
Which of the Vanguard funds would you suggest and could you provide the symbols for such? I'm assuming I could purchase these thru Questrade.
Thanks for your help.
Read Answer Asked by dave on October 05, 2020
Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.
Read Answer Asked by Warren on October 05, 2020
Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.
Read Answer Asked by Ian on October 05, 2020
Q: Looking at my portfolio, would there be any changes you would make? All of it is held in my TFSA, I'm 24 and don't require the money for atleast a few years if not much longer.
I know I'm very tech heavy but I like the exposure to high growth industry leaders. If I should adjust which would you sell/trim and which would you buy.
I also have 10k CAE shares held in another account.

Thanks, Dan
Read Answer Asked by Daniel on October 05, 2020
Q: I bought some FNV last year and exited my position in April 2020 (too soon but still a double). I am thinking of returning to gold as I now have none (and feel uncomfortable with none).
a) Is this a decent time to return?
b) Should I return to FNV now that it has dropped back from its high?
c) Or should I choose one of GLD:US, IAU:US or SGOL:US and if so which do you prefer?
Thanks for your help.
Read Answer Asked by Paul on October 05, 2020
Q: this is down quite a bit since August/2020 when I entered my position.
Is most negative news for oil/gas priced in?
If you were existing holder, would you add to your position, hold or sell?
I love the dividend but is it sustainable?
They have been buyers of distressed companies like Painted Pony but is their balance sheet and lending facilities strong enough to purchase more distressed assets?
Read Answer Asked by Neelesh on October 05, 2020
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