Investment Q&A

Q: Greetings,

Hoping you can help me to understand the fundamental differences between these funds and why the US preferred ETFs have significantly outperformed CPD since March.

Thanks

Q: Peter and His Wonder Team
Today KOSS CORP had a hugh spike with great volume.
Do you have any idea why? Thanks!

Q: I have these 7 stocks, they comprise about 30% of the equities I own, in part because the their stellar performance in recent months. Two parts to my question: first, though they are all categorized as "tech" ( well, maybe not Goog), I am trying to get a sense of how different they might be from each other so that 30% is better diversified than the label they fall under might suggest? Can you briefly describe the underlying businesses of the 3 Cdn ones and indicate if you see all 7 as diversified. Second, if the stock market should hit another significant pull back (like March or otherwise), would these 7 be resilient enough to avoid major losses, and are some better than others in this regard? Thank you for your excellent service.

Q: Hello 5i Team:

Thank you for your answer about DGRC today. With hindsight, I shouldn't have included VCIP in the same question! Here it is again as a separate question:

I know from your answers to other members that weighting is personal/that bonds despite all the bad news still play a role in one's portfolio/Short bonds are probably better than long bonds.
I have your Portfolio Analytics service and my input suggests 60 40 split. (Inputting data in PA is a work in progress!!)

With this mind, may I ask this question?

What would your suggestions be for retirees: 40% Fixed income .
All in something like VCIP. Or divide them into different boxes? VSB/VAB/VSC etc., Or some other ETFS?

40% is a lot of money to be in one ETF, no? Or these multi layered ETFs offer enough diversification?

Thanks.

Q: On a scale of 1 - 10 (1 low 10 high) what do you think are the probabilities of the Canadian major banks cutting dividends within the next year ?

Q: Thx for all your terrific guidance. I am looking to add two more growth names. I am deciding between AVLR, XBC and ABBV. What would you rank them in order for strongest growth, and secondly what would you rank them from least risky to highest risk.

Thanks so much,
Brian

Q: What would be your top 5 gold picks, mid cap or small cap?

Thanks

Q: This comment on Jimmy's question regarding a concentrated fund. I suggest that he looks at GFI good opportunities fund for comparison.

Q: Please comment on the share offering announced. Does this change your generally positive view of this company?

Q: dsg filed for something called a shelf today what is that.thanks

Q: Which do you prefer and why?
Thanks for your service

Q: I own Gib its okay. is otex or acn a better choice

Q: Can you please provide your outlook on the company? I’m at at 15% loss on a 2% position. I averaged down this morning and bumped it up to a 3% position. Why is it idling while the payment space in is on fire ?
Do you think it’s worth exercising a bit of patience with this one?
Thanks

Q: Would now be a good time to buy ENB. for a longer hold . We are a little concerned about the high payout ratio , do you think they may cut the dividend.

Q: What are your thoughts on bb I bought at around 8.50 Thanks

Q: What is your preference; trp vs enb and why?

Q: I have 3.0 % in BIP.UN.CA and .73 % of BIPC.T. Wondering if I should have a position in both. Both are held in a Registered fund. No tax issues. Your comments.

Q: Everyone seems to love Brookfield. But looking at it, the financials / accounting are to say the least convoluted, leverage is very high and two of their entities, BPY and BBU, look like they could be in some difficulty. I don't own any of the stocks but I own some of their debt and I am somewhat concerned. Am I way off here?

Q: I saw you made a comment on AOD a few days ago. I am currently in PKO and wondering would a switch make sense here or stay the course with PKO?

Thanks

Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.