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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, would you take this opportunity to begin a position in these names after missing earnings? Can you rank current opportunity for long term growth. Thanks
Read Answer Asked by Jordan on August 09, 2017
Q: Dear Team,
While I am aware that these stocks are quite diverse, I am interested in your assessment from a growth and momentum perspective.
Thanks, as always!
Read Answer Asked by Sigrid on August 09, 2017
Q: Hi. My portfolio has no US ETFs. I have some individual US technology, financial and industrial stocks. (total 10% weight). Now, I'm planning to sell some of my Canadian stocks and to increase US stocks to 25 to 30% weight.

I'm in the process of adding more US stocks into my well diversified portfolio. My questions are 1) Do I need to buy into every US sector? If not, what US sectors should I concentrate into buying and what other US sector should I ignore? For instance, I assume I don't need US energy and US material stocks. 2) In my US portfolio, I have GOOG, ADBE, VISA, AIG, CGNX. What others US stocks should I also add?

I'm still unsure how to incorporate US individual stocks into a portfolio. Please give guidance... Have a great day.. Thank you in advance.
Read Answer Asked by Esther on August 09, 2017
Q: Re: your advice to Gary this morning.

Through BMO Investorline we transfer stock in-kind directly from RRSP to TFSA.

If there's insufficient cash in the RRSP, we'll contribute just enough to cover the withholding tax. So we don't have to sell any shares.

We're slowly winding down our RRSPs and transfer only enough, in low-income years, to be able to recover the withholding tax. (Seniors often have enough tax credits to make that possible.)
Read Answer Asked by chris on August 09, 2017
Q: Good morning,

Looking for an industrial sector stock and I am looking at TFII. Would it be a good buy right now?

Thanks

Paul
Read Answer Asked by Paul on August 09, 2017
Q: I thought I was reasonably patient and comfortable with a reasonable amount of volatility . . . but it is still disconcerting to see a 12% drop in both KXS & SIS in the first two months after adding them to my TFSA! And KXS looks to be even more in free-fall this morning.
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?
Read Answer Asked by Lotar on August 09, 2017
Q: I am going through my portfolio and finally looked at my balances per sector. Overall it isn't terrible, but I do have to make some changes. I have some Tech positions that I can lighten up and get down to 20% and I have some cash I can add. I have quite a few questions, so please take the credits needed.

Sector Percentage
Consumer Disc 11.75
Consumer Stap 6.41
Energy 7.28
Financial 16.16
Healthcare 5.12
Industrial 7.74
Tech 24.16
Materials 6.3
Telecom 3.69
Utilities 4.54
ETF's/Cash ~7


Should I consider Enbridge a Utility or Energy? Below i have it as a Utility. My other utility is BEP.UN. Should I add to one of these or add another position. They are ~2% each so I could go up on both, or add a third.

I see Magna and CCL are Consumer Disc, but can they also be considered Industrials?
For Industrial I have SIS, WSP, and QST. I was thinking of New Flyer and something else to get my industrial weighting closer to 15 %. Maybe ZCL or is that considered Energy? Or a US industrial?

Do you consider Chartwell Healthcare?(it is above)

Which sector should I focus on first and do you see anything that should be addressed right away. I know tech is heavy and the money should go to other sectors, but which area is lacking the most, Industrial, Utilities or International?

I have approx. 22% in US stocks, but I only have 1.75% IN TDB911 and about 5% in a few US ADR's for international exposure.
What ETFs should I look at to get international and emerging markets exposure?

How much of ones portfolio should go towards stocks Outside of of North America?

A lot of the companies I do own have international exposure such as CSU,MG,TOY,CCL,MX ect;

I am 39 and have fairly high risk tolerance if that makes a difference.

Thanks again for your great service and advice.
Read Answer Asked by Colin on August 09, 2017
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