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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: My mother in law a recent widow and has no investment experience wants to invest the total amounts she has (Cash $400 K, TFSA $62K and a RIF of $285K) into Harris Bond Funds.

She going to be 80. Her monthly income consists of CPP, OAS (for now may be clawed back next year) and 2 indexed pensions hers (that is small) and his which is $2,300.00 per month and a RIF.

I can not see the point of paying the Investment Management fees to do this, where an ETF can get you the same thing.

I would like to see her invest in the model port.

Do you see a problem in my thinking?

Thanks for your time

Mike
Read Answer Asked by Mike on November 11, 2013
Q: Can we get an update on your views of TOL-US.
Read Answer Asked by Brian on November 11, 2013
Q: Peter:

Caldwell Partners (TSX: CWL) released Q4 results and except for one-time charges the results were strong. More importantly management seemed very bullish on the outlook for 2014 insomuch they raised the quarterly dividend rate. For small cap that raises its dividend rate isn't that very positive signal on what is come as to future in earnings in 2014?
Read Answer Asked by Charles on November 11, 2013
Q: I have only owned GIB for a few months and am not unhappy with it. However, you keep speaking glowingly of SYZ (and it pays a dividend, which is always nice) Would you consider it overlap to own both companies and if so, would you sell GIB to buy SYZ? I am generally a patient investor with a long time frame.

Thanks for your great service!
Read Answer Asked by Paul on November 11, 2013
Q: I was thinking about shorting twitter as the value appears to be all hype and their business model doesn`t really make sense. Let me know what you think,
thanks
Read Answer Asked by cary on November 11, 2013
Q: I know I'm giving up a little yield but would you endorse a switch from HR.UN to Fiera Capital? I just don't see much upside in HR unless their Q3 numbers surprise.
Read Answer Asked by Marty on November 11, 2013
Q: As an investor who is attempting to build a long term portfolio with an emphasis on growth + secondary consideration for future dividend yield, who do you favor between STN vs ESL? STN's more costly shares are a drawback but how real is the risk of ESL CEO Mr. Sadler moving on to other ventures given recent ESL success?

Much thanks for great insight..
Read Answer Asked by Darren on November 11, 2013
Q: Would you please recommend a basket of dividend paying stocks to replace my Sentry Canadian Income mutual fund . Thanx Robbie
Read Answer Asked by Robert on November 11, 2013
Q: Not so much a question as a note about forum etiquette, using LARGE CAPS to pose a question is like shouting at somebody, and nobody really needs to shout.
Read Answer Asked by Greg on November 10, 2013
Q: would baltic balt be worth taking a position in ?
Read Answer Asked by jim on November 10, 2013
Q: Please give me your opinion on Allied Nevada (ANV) as a speculative play on the price of silver long term. Also your comments on the chance of a takeover of ANV and what kind of premium would be expected (if any!!).
Thanks for a great service.
Read Answer Asked by Ralph on November 10, 2013
Q: WiLAN's CEO Discusses Q3 2013 Results - Earnings Call Transcript
Read the full article now » Does the attached transcript modify in any way your recent comments on the company ?
Read Answer Asked by Serge on November 10, 2013
Q: How do you feel about Sentry Canadian income and can you suggest a better alternative as these fund type investments are expensive. Thanx
Read Answer Asked by Robert on November 10, 2013
Q: What do you think of EGI Financial(EFH) in light of their latest financial report,
Thanks
Read Answer Asked by Saad on November 10, 2013
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