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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: One of my financial advisors moved from TD to Canaccord. Got me wondering if I should sell the TD shares I own in my self managed account and buy Canaccord.

Also a comment to Garth who is having trouble contacting TD WebBroker, I contact them through their phone app with much better results.
Read Answer Asked by Brendon on February 03, 2021
Q: I handle my 40 year old daaughters portfolio. In her $170,000 balanced portfolio which is equally balanced, BYD has grown to 13%, LSPD to 19% and SHOP to 7.5%. The funds are not required for any other purpose than growing the income for retirement. We are not too concerned about the downside of these. Still, 5i keeps insisting that a maximum to hold for equities shwould be 5%. Should we trim and put the excess else where and if so could you suggest where or keep on with no change. We are comfortabl with this. Thank you
Stanley
Read Answer Asked by STANLEY on February 03, 2021
Q: Would you consider PEP a re-opening security? It reports on February 11, 2021 . Do you expect performance above consensus?
Do you have Forward P/E and PEG? I have PEG at 6.6 . But ROE *seems* over 50% . Is that the correct correct ROE? If yes, PEG at 6.6 does not look right.
Analysts are awfully lukewarm on the business. Is PEP worth holding on to if one is looking for for both modest growth, and dividend, or do you expect PEP to act more like a bond going forward?
Read Answer Asked by Adam on February 03, 2021
Q: Not a question but perhaps an answer for Garth and others re TD Waterhouse problems. I finally got thru on the phone after at least an hour AND MANY TRIES and they suggest using their APP...and that people have told them that it is acting better than the conventional path. However the phones remain an issue...and that they are working on improving the issue....(ya right! ).
Read Answer Asked by El-ann on February 03, 2021
Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and don’t disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I don’t consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David
Read Answer Asked by David on February 03, 2021
Q: I am a longterm holder in GPN wondering if it is time to gradually move on within the electronic payments space. Perhaps recent performance is just a stall from frothy heights or are they being pushed out by new entrants? Is GPN still the payments processor for some of the new service providers? I am not looking to jump on the fastest horse more looking for a reasonable expection of steady growth. GPN appears to have low recent growth, low ROE yet good margins. I also own Visa, Paypal and Ipay.

Thanks for your service, stay safe

Darrell
Read Answer Asked by Darrell on February 03, 2021
Q: Hi,
I have 10k that was invested with my banks GICs .. now looking for something different , any suggestions where I can put the funds for 2-3 years . .. safe money with a reasonable return ..
Thanks.
Read Answer Asked by Costa on February 03, 2021
Q: I have seen a couple of questions on TD Waterhouse lately. I too have been experiencing problems. Unable to trade online for 9 days now and put on hold every day for 2 hours before being automatically hung up on for 9 days straight using the telephone .....The only thing I can think of is to contact another bank and have them transfer the account to their service . I suspect they will be able to contact where I cannot. Just checked several bank trading sites and they are reporting unusual wait times which makes me suspect I may not get through to them either... Any idea what is going on ? And advice on how to proceed ?
Read Answer Asked by Garth on February 03, 2021
Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks
Read Answer Asked by gary on February 03, 2021
Q: I know you are not a fan of the weed stocks but being a long time holder of Aphria I think with the change of mindset in the US and the reverse merger coming and adding in the sweetwater deal that good things might emerge here. I believe once this marriage happens a large multinational will finally make a buy in offer. If canopy growth did not have the buy in from constellation they would not be trading where they are as they constantly lose money. I would appreciate your thoughts please.
Read Answer Asked by STEVE on February 03, 2021
Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Read Answer Asked by stephen on February 03, 2021
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