Investment Q&A

Q: In these times of rising interest rates, I am wondering if it is better to own rate reset prefs or perpetuals? Also are all REITs better on the back burner for now, or are there some that still look attractive?
Thanks

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: I have been learning about blockchain and crypto currency. Not highly educated on that field. I do understand it is very difficult to take a position in a company in that field. Was wondering if There was a company you were favourable on?

Q: According to the experts in seasonal investing, September is statistically the worst time for markets, but then things start to pick up again later in October and into November. Would you let this consideration influence your investment decisions? I have capital to deploy but I'm wondering if I should wait another month or so before I start new positions. Also, are foreign markets (Europe, EM, Japan, etc) subject to the same September curse, on average? Thanks very much.

Q: Good afternoon,

I own Boardwalk and it's the only reit that I have in my portfolio (4.7% of my prtfolio). I am down 23% on it but pays a nice dividend. Should I continue to hold it or sell it?

Thanks

Paul

Q: Hi Guys,

I have a very well diversified portfolio(thanks to you guys)you really do provide an excellent service. My question is why on earth do I own lucara, please give me a reason not to dump. I have a balanced position, don t mind holding for years but also don't mind taking capital loss. Is it worth holding?

Thanks again, keep up the good work.
Paolo

Q: Smart REIT keeps falling. Are rising rates clouding the outlook? Do you think it's wise to keep holding, or would you actually buy more? I'm not in it for income. Similarly, would you start a position in RIOCAN today? Thanks for your thoughts.

Q: I have room for an Industrial holding, and looking at either Boeing or Argan. PE on AGX better than BA, although I have read your recent comments about BA. If you folks wanted to buy only one, which one would it be, and perhaps a little justification?

Q: globe and mail today reported insider trading is ceu a buy sell hold tks

Q: Headline in the financial page of Vancouver Sun on Sep 11---"Poker face:The online gambling co formerly known as Amaya Ltd will face questions Monday at a hearing in front of the OSC which is investigating insider trading allegations",Is this TSGI.If it is,please expand & its effect o TSGI.Thanks for u usual great services & views

Q: Inovalis was reported as a TSX Breakout on the Globe today, any updates or thoughts on this REIT since the last question in July? Are there concerns about the Europe market , interest rates and REITS or does this present a potentially better opportunity than Canadian property REITS?

Q: Hi, Could you please give me your opinion about this small company, insiders, book value...the usual. Would you consider it a buy?

Q: I currently own TD and SLF in financials. I am very dissapointed in SLF's performance. I thought it would do well when interest rates increased. We've had two rate increases and I'm down 5%. I was thinking of replacing it with BNS. That means I'd have two banks, one with US exposure and the other with international exposure. What are your thoughts on this?

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott

Q: I have a question about ZZZ.
The stock has been in a downward spiral since I bought in in early August.
What is you take on the reason for the daily drop in price.
Would you average down at this level ?
Thanks as always, Steve.

Q: Can you tell me anything about the news released recently? It seems good to me but the stock is dropping.

Q: Recently recommended on BNN. What do you think? How high is it's debt, and will servicing it be an issue? I understand it's much cheaper than Cineplex. Nice dividend. Is it sustainable? Any other comments would be appreciated. Thanks for your great service.

Q: Can you compare these two companies and provide your preferred choice for an investment today? Many thanks.

Q: Hi,
What's the best account to hold VEE?

If you want to hold an emerging market ETF, then is it just a fact of life that there will be withholding taxes? Or is there some way around that?

Thanks,
Robert

Q: A few of your employees own this. It has dropped off a few per cent in the last few days. Any reason? Also, before I logged in I think on Sept. 11 you were talking about two stocks that had a rating change - one up - one down and basically when I logged in I could not find this. Where do I go to find rating changes? Sorry Ryan for asking a lot of questions at the Money Show - but I really appreciated your presentation. Dennis