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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: I sent this question in last weekend and haven’t had a response. I know you have been busy and it may still be answered yet. So in case it got buried somewhere I will send again.
I have bought the 3 companies recently based on the areas of the market they are in. The idea being that they are in popular fields that they could do well. I purchased a 1/3 position in each and hoping they would increase in value. They have and am now looking at adding to them about another 1/3 position. Should they increase another 10 to 20% I will probably repeat.I would like your expert opinion on each and whether this is a good strategy with each one? Or do you feel any one of them is a little too much risk? If you feel negative or positive on any please give me a brief summery on why.
Please take the appropriate amount of credits, cause I know there is more than one or two questions here.
Thanks for your advise. John
Read Answer Asked by John on February 22, 2021
Q: Every time I've looked at BAM or related companies I see a negative EPS (over a period of time). Everyone loves the parent and most of the subsidiaries and the buyers are usually rewarded. I don't understand how this works. I can't think of many companies with a similar profile of consistent success and apparently consistent losses. Is it all about cash flow?
Read Answer Asked by Peter on February 22, 2021
Q: I have these four ETFs currently and I have new money to add. Should I top up one (or all) of these, or is there one you feel would be a good complement. The four ETFs probably indicate my risk profile, but generally I am pretty conservative (a couch potato). Thank you.
Read Answer Asked by Gordon on February 22, 2021
Q: I do not have any exposure to the medical devices area. Would you prefer ABT or SYK or is and ETF like IHI a better idea Thanks
Read Answer Asked by gary on February 22, 2021
Q: Hello Peter and Team,

I am curious about your opinion regarding Silver. I attempted sorting through questions as I am sure there are many which have been asked but that is fairly time consuming. If you could, please either steer me in the right direction regarding questions which may have been asked and or provide me your opinion as an answer to this question. And also, which companies you would consider a good addition to a portfolio if you do in fact consider Silver as a good addition to a portfolio at this time.

Thanks for all you do

gm
Read Answer Asked by Gord on February 22, 2021
Q: Starting last august I was convinced by my financial advisor to put 50% of my non registered portfolio into bonds so that I would have money available to invest into equities if there was a down turn. (the dry powder part) The funds used for this allocation were:
HAB 46% allocation of bonds at present time.
FID5732 Multi sector bond fund. 30%
HAF. 12%
XBB. 12%
Of these the XBB has fallen quite a bit
The FID5732 is falling now.
No income is needed from this portfolio for five years.

My question is this a good strategy for the dry powder of the portfolio?
Is there a better suggestion for the bond mix? or is cash better?

Your help is greatly appreciated.
By the way during this time period no mention of using any of these funds to reallocate to equities has been made.


Please note that this part of the portfolio has now fallen to be 30% of the portfolio total.
Victoria

Read Answer Asked by Anna on February 22, 2021
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