Investment Q&A

Q: Hi team,

Based on the U.S. election result and the change in tone in Washington towards a more pro growth and pro inflation scenario, can you recommend some CDN and U.S. cyclical stocks that could do well in this environment? I'm looking to trim defensive and interest rate sensitive stocks and establish positions in more cyclical industries.

Thank you,
Jason

Q: is the rise in the stock price the last couple of days warranted by news facts and could it go back down as fast as it came up

Q: Any opinion of the firm and their funds, Ewing Morris, in Toronto?

Q: I see that a number of very interest-sensitive vehicles are still included in your income portfolio such as CPD, XHY and BEP.un and a few others.
Given what happened last week and right now with interest rates should we be lightening our position on these types of investments? Put another way, is it your call that medium and long rates will keep on going up?

Q: Hi team,
what are views on this companies latest report? They seem to be picking up momentum over the last year and are now profitable.What would make you recommend them and what would be a reasonable price to enter the stock?
many thanks,
Jean C.

Q: If you were bargain hunting today, irespective of the sector, which would be your preference Savaria or Davis and Henderson? These are looking good to me, but you might even favour another? I see these two as less risky than some others, of course. and that is an important criterion.
thanks for the good work

Q: Portfolio question..if I sell a security in my cash account at a loss, can I immediately buy the same security in my sheltered account (RSP or TFSA) without endangering the capital loss or do I need to wait 30 days?

Q: How would you suggest I invest $100,000 in fixed income today, or would you recommend I hold the cash position into December? My only fixed income holding at present is a $200,000 5 year GIC ladder. Thanks, Barrie

Q: Hi Peter I have a good gain on rnw .I would like to dump it but I have tax implications for 2016.Do you see a bottom for this stock it lost 10% in the last 2 days.
Regards Stan

Q: AcuityAds reported another quarter of excellent growth on Tuesday and yesterday, news of another competitor (TubeMogul) being snatched up by Adobe.

Comments?

Q: Dr is seriously ailing. What's the prognosis please?

Q: Hi, unfortunately I'm holding the above and would like your take on the company if there is a chance they could make a comeback or should I take my loss and move on.

Thank you
Anthony

Q: Is SIS negatively impacted by the repeal of Obamacare if and when it goes through?

Q: CIX was purchased at $32.61 in March 2015 - being involved in mostly mutual funds what is your opinion on this stock going forward - do I hold or sell even though it pays a good dividend
Thanks - Hanna

Q: Hi Guys,

My 82 year old parent's new financial advisor ( the other one just disappeared without notice) has propose the following for their TFSA:
Mr.; MER Allocation
Fidelity Global Monthly Income F .80% 20%
Fid Monthly Income F .70% 20%
Fiera Income Opportunities F .82% 20%
First Trust Senior Load ETF ? 10%
Northwest Healthcare Property 10%
Pro Real Estate Inv. Trust 10%
Healthcare Leader Inc Fund EFT ? 10%

Mrs.;
Dynamic Blue Chip Eq. Fund FE ? 30%
Dynamic Global Value Fund DSC ? 3%
Dynamic Stragic Yield Fund LL ? 21%
Fidelity Strategic Income Fund F .75% 26%
Cibc Cdn Equity Auto ? 6%
CI High Income FE ? 8%
CI High Income Dsc ? 6%

Both are low income and live off their dividends.

What I am looking for is a general answer; yes it looks OK or are they still paying way too much for fees (the advisor is charging 1% + to handle their investments).

thanks,

Jim

Q: I am down about 10% in my holdings of Loblaws. I would like to crystallize the capital loss to offset capital gains. Would you suggest a switch to George Weston for a holding period of 5 years or more, or would you suggest sitting on the sidelines for 30 days and buying back into Loblaws.
Thanks
David

Q: Could you provide me with 5 Dividend {Non Financials} paying Companies for a long term hold {3+ Years}.

Q: CHW raised dividend now stock is suffering. Bought some should I but more?

Q: Can you please comment on Mr Baazov's offer. More smoke and mirrors, and would you tender shares at $24 if it hits that mark today?
Thank you

Q: Do you see OTC as a potential takeover candidate?