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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: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Read Answer Asked by RANDALL on August 01, 2019
Q: Is this a good time to get into North American Construction Group? It seems to be stabilizing a bit, and wondered if its more stable trajectory is due to the recent blip uptick in oil/energy, or whether it's more company-specific? I note that in a comment last month you had said that its oil sands exposure was balanced by non-oil sands projects. What percentage, for instance, would projects in non-oil be compared to oil sands projects?
Read Answer Asked by Sylvia on August 01, 2019
Q: What is the best way to start investing in line with your proposed Balanced Equity portfolio? Many of the gains in the portfolio have already been achieved, so i'm concerned that buying positions in line with your portfolio now may be 'too late'.
Read Answer Asked by Michael on August 01, 2019
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Read Answer Asked by Marco on August 01, 2019
Q: Have a RESP with a 15 year time horizon. Looking for your recommendation on a mix of (growth) Canadian and US stocks and allocation; already have amazon.
Thanks as always for your great service!

Read Answer Asked by Gregory on August 01, 2019
Q: I'm down 23% on this one. I don't want to take a loss and am willing to hold long term. Do you thing that's the right decision. Do you think management is reasonably solid. Is raising the dividend prudent given that they had a rough quarter. looks like this is a last gesture that the CEO put out as he rides into the sunset.
Read Answer Asked by Anthony on August 01, 2019
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John
Read Answer Asked by john on August 01, 2019
Q: How many utilities are enough and where? I have AQN in TFSA and , BEP, BIP, FTS in cash account (along with BAM.A and BBU.UN - total Brookfield is 8.91%). My spreadsheet indicates I have 3% space left in utilities sector to add but your PA says I am over. Sold all of H (was largest utility holding) due to political risk of current chaotic provincial government. Looking at a replacement for H. Don't really need the income for living , looking more for safety and some growth. Looking for your view on how you would rank above prospects or should I add to existing, or stand pat?
Read Answer Asked by William Ross on August 01, 2019
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