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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: Hi Peter, www.bloomberg.com/amp/news/articles/2019-03-11/goldman-s-apple-card-said-to-land-big-win-for-tiny-georgia-firm is this company worth investing in? Thanks.
Read Answer Asked by Michael on April 17, 2019
Q: I have both APHA and OGI. Given the recent drop of APHA and OGI and the short term concensus for APHA, do you think there would be any benefit to selling off APHA and replace it with more OGI since it seems the belief now is that the entire sector got hit because of APHA results?? Would OGI be in a better position to make up the loss than APHA would be??
Read Answer Asked by Rob on April 17, 2019
Q: Yesterday you recommended this company as one of your top midcap industrials in the US. I'm trying to get a handle on why. Not just for this company but as a way of deciding among various factors in making purchases. For example, the Stockcalc report on it says it's 21.6% overvalued. Thompson Reuters report rates it a 4/10. It has a P/E of 41 with a 7% growth rate. On the other hand, this stock has risen 8% in the last week and 15% in the last month so clearly a number of people think it has very good prospects. Why?
Read Answer Asked by John on April 17, 2019
Q: Hi Peter and Ryan,
We received the last portion of our funds in cash from Sun Life today. We are a little hesitant to open new equity positions or foray into bonds. The stock analysis highlights that we need to add REITS but that sector seems to be under pressure this week. The risk and payback seems unbalanced everywhere we look today.
As we are into our early 60's we have given thought to placing 40% of our portfolio that arrived as cash into a temporary safe place. If you were to choose today which ETF's are recommended out of CMR, XFR, HFR to place funds for deployment at a later date.
Cheers
Jerry and Debbie
Read Answer Asked by Jerry on April 17, 2019
Q: Total portfolio $632000: 2 RRIF’s, 2 TFSA’s , 1 non registered C$ account and 1 non registered U$ account.
In registered accounts 4.3% of total portfolio In VGG.
In non registered U$ account WMT with BV of
U$ 9294.55.
If sold at today’s MV would return 10.3% in a little less than 6 months.
What is your opinion on selling WMT and using funds plus additional cash of 6000U$ to buy
VIG.
This would make approx 7% in US.
I also own , what I consider quasi US, AQN in TFSA and ENB in several of the accounts.
Appreciate your input.
Thanks
Read Answer Asked by Roy on April 16, 2019
Q: I have a non-registered a/c, a RRIF and a TFSA and would like to add fixed income investments to each using ETFs. I am looking at the above mentioned ETFs. Is there a general rule of thumb as to which type of income should go in to various accounts and would XHY and XPF be subject to withholding tax?
Read Answer Asked by Lloyd on April 16, 2019
Q: XTR iShares Diversified Monthly Income ETF top 10 holdings are iShares Canadian HYBrid Corporate Bd ETF XHB25.78% iShares Floating Rate ETF XFR19.75% iShares Edge MSCI Min Vol USA ETF XMU18.43% iShares S&P/TSX Composite High Div ETF XEI10.65% iShares US Dividend Grwrs ETF CADH Comm CUD8.78% iShares Canadian Select Dividend ETF XDV8.23% iShares US High Yield Bond ETF CADH XHY4.24% iShares S&P/TSX Cdn Prefr Shr ETF Comm CPD4.07%

XTR charges a MER of .62%. Is this in addition to the MER’s charged by each ETF holding?
Thanks
John
Read Answer Asked by John on April 16, 2019
Q: I want to sell 1 - 2% from my open portfolio. I own 14% cbo, 8% xdv, 6% cdz, .5% kxs, .5% sj, 54% vti, 3% vwo, 4% vea & 9% vfv.

What do you suggest to sell?
Read Answer Asked by Wayne on April 16, 2019