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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: Hello,

1) As an investor, is there any benefit to holding BRK.A vs BRK.B
2) Would holding BRK.B provide diversification? I assume BRK.B owns underlying stock such American Express, Coke, Wells Fargo etc ?
3) What is the advantage or disadvantage of holding BRK.B vs a S&P 500 ETF?

Please deduct as many credits as appropriate.
Read Answer Asked by Vee on July 26, 2018
Q: I have about 20% of my investments in an rrsp in the following mutual funds: Franklin bissett equity, Franklin bissett microcap and Franklin global growth. It had done well in the past however not so impressive lately. Can you please give me your opinion on these funds and perhaps offer an alternative fund. Good for 8+ years. I do not wish to put into individual shares. Thank you for your opinion.
Read Answer Asked by Lois on July 26, 2018
Q: In my well-diversified portfolio, in your view, which of the following are worth holding for possible capital gains in one year, and which should be sold now, with the intention of reinvesting the proceeds in some of your recommendations. DR GH ESN EMP.A DHX. I do not need the cash and do not need tax losses
Read Answer Asked by Harold on July 26, 2018
Q: Hello 5i, This is about re balancing my non registered portfolio by region. I currently have a my portfolio at 20% fixed income and 10% balanced. Now for my growth portion, what mixture would you be balancing your portfolio. US, European, Emerging markets and Canadian. It seems that over the next couple years the growth will be from the US and Emerging markets but would like your assessment for the regions and then what sectors. Thanks
Read Answer Asked by pietro on July 26, 2018
Q: Comment - it would be nice to see you comment on earnings reports of all the companies that you follow as they report vs. waiting for a member to ask. Have you thought about doing this?
Read Answer Asked by Sandy on July 26, 2018
Q: I noticed Abt is doing quite well this month and I am finally above water again. My questions are:
1) is there some news;
2) when do they report next;
3) is this a good opportunity to exit this stock or do you think the momentum can continue;
4) My husband and I hold this stock in a TFSA, Riff and Rrsp -is this stock better suited for one type of account over another if you think it is a hold.
Thank you.
Maggie
Read Answer Asked by Maggie on July 25, 2018
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