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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 & thank you for continued sound advise.

I'm a Balance/Growth Investor with ~ 30% Fixed Income.

- Current Fixed Income: XBB (30%), CBO (40%), CPD (15%), XHY (15%).
- Planned Fixed Income: MMF659 (70%), CPD (15%), XHY (15%).

Reasons for change:
- Tired of poor returns of CBO, XBB.
- Want more diversifies (USA, INT) fixed income securities.
- The ~ 1% MMF659 MER seems worth it based on 6.23% compound return since inception [2005-11-25].

Haven't held a Mutual Fund in 8 years, but... Yours thoughts would be welcomed here. Thank you!

Paul
Read Answer Asked by Paul on January 09, 2018
Q: What sector do you see most opportunity in 2018 and top 3 names in the space?
Read Answer Asked by Kenny on January 09, 2018
Q: Hello,
I am in the process of taking over my mother's portfolio and getting her out of mutual funds. She likes the idea of ETF's to reduce risk vs: specific stocks. What would your top 4-6 ETF's be for a sleep at night portfolio that is well diversified globally and covers all sectors, time range 20 years? Starting portfolio value $750,000 cash by the end of January. Also how would you intelligently step into these ETF's as the markets could be positioned for a correction sometime this year?
Thank you
Read Answer Asked by Steve on January 09, 2018
Q: Is it worth getting rid of all these mutual funds? . Are they as bad as they look? Account is for a early 60s couple nearing retirement

Do you have any mutual funds or etf recommendations for replacing these? Maybe just keep Mawer balanced fund

Thanks


MAW 104 .
.Mawer Balanced Fund Class A
.

Fidelity Monthly Income
Class Series B .
FID 416


Fidelity Canadian Large cap  Fund  
FID 231  

Fidelity Monthly Income.  
FID 269


Invesco Select Canadian Equity Fund.
.AIM #1581.


CIBC Balanced Fund . Cib 901

Ci Signature High Income Fund.
Cig 14014

Sentry Conservative Balanced Income
Nce 534

Templeton International Stock Fund.
TML 705.

RBC Select Balanced Portfolio Series
RBF 460
Read Answer Asked by Thomas on January 09, 2018
Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!
Read Answer Asked by Jim on January 09, 2018
Q: Hi,

If the tsx were to go through a 15-20% correct in 2018, what five or six dividend paying companies do you feel would hold up best, irregardless of sector?

Regards,

Robert
Read Answer Asked by Robert on January 09, 2018
Q: Share price of Hardwoods Distribution fund has softened over past 2-3 months and is off its highs. Recent quarterly results were not staller. Company has also disclosed percentage of its China imports related business (subject to Trade dispute identified by US for dumping by China) to be 11% of its overall sales, but NR also said that company has already been preparing to replace these sources, over past 1-2 years and the impact is expected to be minimal. What is your view of the company with respect to its current valuation, prospects and choice as a safer name for investment in lumber/home construction sector, at present levels ? Thanks
Read Answer Asked by rajeev on January 09, 2018
Q: Happy new year Peter & Team

It was announced Wed QCC entered into a "letter of engagement with PI Financial as sole lead underwriter, pursuant to which PI has agreed to purchase for re-sale 7,142,858 units of the Company at a price of CAD$0.70 per Unit, for total gross proceeds of CAD$5,000,000. Each Unit consists of one common share and one common share purchase warrant . Each Warrant is exercisable into one common share (“Warrant Share”) at a price of CAD$0.83 per Warrant Share, for a period of 24 months following the closing date of the Offering"

What are your thoughts on this move and what effect it has on the Company moving forward?

Thanks for all you do

gm
Read Answer Asked by Gord on January 09, 2018
Q: Why was Telus dropped from the Balanced portfolio?
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?

Thanks!
Read Answer Asked by Andie on January 09, 2018
Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
Read Answer Asked by Helen on January 09, 2018
Q: Hello,

I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.

Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.

I am looking at TWM, Tidewater Midstream and Infrastructure.

What do you think of TWM? Or do you have a better recommendation?

Thank you very much.
Marc
Read Answer Asked by Marc on January 09, 2018
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