Investment Q&A

Q: I need to increase my US holdings. Please comment on buying BRK.B:US vs something like HXS in a cash account. Thanks

Q: Would you still recommend this company after the April 18th quarterly results?
It seems like this subsequent sell off is much too excessive and it might be a great moment to initiate a position. Do you agree?

Q: My Portfolio Tracker is suggesting I move my Fixed Income allocation from 15% to 25% and my Geography from 17% International to 35% International. Given current market conditions which is most important to focus on first. Fixed Income or Geography?

My Fixed income ETF's are as follows:
CPD, VAB, XHY, and CBO.

Thanks.

Q: Any idea what the recent rise in Manga is all about. Do you see it continuing? Would you sell or hold or maybe sell some (at a profit) at this point or buy more?

Q: Hello Team,
Could analyze this company for me and is it a buy in your opinion.
Thank You,
Barry

Q: I understand that you are not tax experts but this is regarding reporting a superficial loss on the tax return. I understand that a loss cannot be claimed if it’s a superficial loss. How does this get reported on Schedule 3? Do I set the ACB the same as the proceeds of disposition resulting in $0 gain/loss or is there a more appropriate method? I also started a thread on the Forums section. Thanks

Q: Could I have your evaluation of this ETF. Could I load up to 5%?
Thank's

Q: Are there ETF's out there that employ both Active and Passive investing under one roof, or do I have to buy one active and one passive to create my allocation to both strategies ?

Q: Please give me your opinion on this ETA .

Q: What are your thoughts about this company? The business opportunity and the technology look compelling.

Q: For some reason I am not able to log in my account portfolio tool. Did you change my subscription. I had requested a partial refund for etf newsletter. You had agreed to process the refund. Please check my account.
Thanks
Satish

Q: Hey guys,

MDT gets lots of love on here but seems to be losing a bit of steam. The chart is concerning and it appears ready to test the 82.50 mark. Do you continue to like it and how far are you willing to tolerate what appears to be a downtrend? Hold with conviction or is there a point you throw in the towel?

Q: Good day, looking at Street, could this be a take over target for a bigger player (lender or major mortgage brokerage) given share price and market cap. KWh comes to mind as a recent comparable takeout

Q: Hi Peter, Ryan & Team,
Happy Easter! Recently, the Motley Fool had quite a critical view of Allied.
https://www.fool.ca/2019/04/19/avoid-this-reit-till-canadas-recession-hits/
Do you concur with their view?
It's in my wife's TFSA (I realize that this isn't the right pace for a REIT, but it has done very well for her. Currently, it's 1.95% of our combined portfolio. Your thoughts would be appreciated.

Q: Hi, What's your take on People Corps' results, released this morning ? Thanks

Q: No previous questions on this company. I have owned Logistec a few years for a small gain, and it represents 2% of my holdings. Do you consider it a buy, sell , or hold?

Q: Could you please give me a summary of this company's last financials. Is there more than just political worries effecting their stock price?

Q: Hi 5i team, I am doing some due diligence on PEO. PEO will become a take out candidate (for a AON, Mercer, WTS, Morneau-Sheppell): at what conditions or what size? As the company ever discussed about a Toronto listing? What are your expectations about it? Would you agree that these two main lines (broker and TPA) of business are pretty much recession resistant? The CEO mentioned that he expects to make several acquisition of “non-controling interest” in the next few years: It should be a good move since it is less risky (less integration risks)?
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric

Q: Can you tell me which is better . 2.82 yield with .18 MER. Or 2.56 Y .06 MER
Thanks.

Q: Following up on my question last month on whether CAE would benefit from additional training requirements for pilots following the two crashes of Boeing 737 Max 8, it looks like Canada has stepped up with the following news late yesterday from our Transport Minister Marc Garneau. Do you know who might compete with CAE for any outsourced training and how CAE is viewed in the aerospace training industry?
Transport Minister Marc Garneau says airlines hoping to fly the Boeing 737 Max 8 in Canadian airspace must first train their pilots using a flight simulator.
The call goes further than recommendations from U.S. regulators as training procedures for the grounded plane come under continued scrutiny following two deadly crashes.
“Simulators are the very best way, from a training point of view, to go over exactly what could happen in a real way and to react properly to it,” Garneau said.
“It's part of it - the software fixes...and the training itself, which in my mind requires simulation time,” he said at an event in Montreal Wednesday.
Garneau's comments highlight the potential hurdles to landing on a common set of standards and getting the Max 8 back into the air.