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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: From the growth portfolio do you see any upside on the horizon for these 4 names, I have a large amount of small stock holdings that are under .05% of my portfolio value hence trying to sell some off and pick just 4 names to clean things up, I will still maintain a well diversified portfolio even after clearing out the low percentage stocks.
Are there 4 others names you would suggest if not the above.
Read Answer Asked by Peter on August 02, 2017
Q: My real estate exposure consists of CAR.UN. To increase diversity I am considering selling CAR and buying RIT. The MER is on the high side but the short and long term performance, relative to other REIT ETFs or mutual funds, seems justified. Volatility is also relatively low. What is your opinion on my plan and on RIT as a long term hold? Are there any other mutual Funds or ETFs I should consider. The percentage of my portfolio devoted to REITs is not high enough to obtain the diversity I seek by direct investments. I also do not wish to increase my security count by 3 or 4.
Read Answer Asked by Ross on August 02, 2017
Q: Good morning, If I sell ZWH, VGG and VIG in taxable accounts and replace with ZWA and VGH (both hedged and in Cdn dollars), will this trigger the disallowed tax loss? i.e. are they too similar to replace within 30 days? If so what would be a better solution? What would be your suggestion for US representation at this time?
Thanks for your never ending help.
Ted
Read Answer Asked by Ted on August 02, 2017
Q: In reagrds to your model portfolio update;

Sell full position in BMO Equal Weight REIT ETF (ZRE, NR)
Trade Rationale - We see a few headwinds facing the broad REIT industry. Higher potential rates may make this segment come out of favour while also increasing costs to the REITs themselves. Add in high property values and pressure on retail stores, and we think it is time to be more targeted with any REIT exposure.


I concur and shifted my focus to smaller, higher yielding albeit riskier REITS like PRV which is flat since purchase not including DRIP & NXR just bought. My question is what REIT's would you recomend for this targeted approach and retail concerns, I am familair with some of your more popular REIT suggestions so hoping to hear some diferent names.

Thanks!

Craig
Read Answer Asked by Craig on August 02, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
Q: what are a few gold stocks( I have non ) that are :
- reasonable and safe as per engagement and jurisdictions
- low debt or cash
- some growth but may pay a small div/or have intention of do so

would you advice an etf here for me ( usually I do not like etf'd in places I can get good companies )
thanks
Yossi
Read Answer Asked by JOSEPH on August 02, 2017
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