Investment Q&A

Q: I have been hearing and reading a lot about "The death of the 60%/40% asset mix. I manage several portfolio's for our family and use different mixes based on age and risk, but for myself (66 ) and my dad (87) I have been at that mix (or close to) for several years now. I feel its has served me well in this correction and am resistant to taking on too much risk. When considering the fixed income it is not all individual bonds or money market holdings I include in the 40% but ETF"s such as CBO,ZAG, ZHY and XSB. Am I right to assume Fixed income ETF'S can be included with with straight up bonds in the makeup of that portion of ones holdings and do you see this mix as a poor choice going forward. thank you

Q: Hello,
I couldn't find any questions on this ETF. PTH Invesco Healthcare ETF
Could I have your pros and cons list please?
Dave

Q: I know you've said in the past that one could replicate FIE relatively easy by owning say 3-4 bank stocks and an insurance company - but I don't think you could get the same yield as FIE, which is close to 8%. Even after subtracting the MER, I don't think you can match the yield (which is somewhat confusing to me).
Can you? If not, would you see a benefit in owning FIE?

Thanks
Robert

Q: Hi,
SVA & AZN are both in phase 3 of COVID-19 vaccine.
What are your thoughts about these companies?
Which one has the better financial ability to see the end of the vaccine development, approval and production of the vaccine (if their vaccine will prove itself successful).
Thanks,
Morris

Q: They's issues shares and the funds are not going to the company. Who's the seller?

John

Q: Good Day
I'm look to add ~3% weighting in precious metals. I currently own 3.9% HEP:T.
Your thoughts please.

Q: Ng looks interesting to me. Was wondering if you had info on insider ownership and how it might reflect on how good a stock it would be to purchase.

Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).

Q: Is there any advantage in any scenario to holding BEP.UN units over holding BEPC shares going forward, or any scenarios where one would want to convert the BEPC shares to BEP.UN units as they offer? Will investors just stop buying BEP.UN and just buy BEPC instead?
This deal will be quite dilutive to BEP will it not by fundamentally diluting the share count by 25%?
Thank You

Q: Hi there, can you provide insight regarding Apple and the expiration of the thirty days they had to appeal? Seems as though both parties are being very quiet regarding the matter! I can't find any information or news release as I write this question. What would your experience suggest here, serious negotiations going on behind the scene...to finally settle all current and future patent claims/contracts? Possibly, a real big win for QTRH going forward with Apple?
Any insight would be greatly appreciated, thanks.
Thanks!

Q: Hi Guys,

Delighted to be a member of this community. Your advice and thinking has been invaluable.

I've been on a long search with what to do with the conservative part of my (and my elderly mother's) portfolio.

The prevailing sentiment seems to be that cash and bonds are safe, and anything touching on equities are higher risk.

I question the bonds though. They go up and down quite a bit during normal times and went down quite a lot during the crash.

Meanwhile, big low volatility companies like Microsoft, CNR and many of the stocks you've recommend as defensive stocks seems to steadily grow during normal times and, when there is a shock, recover quickly.

In short, the defensive stocks seem less risky than the bonds and seem a better option for the conservative money. Am I mistaken in my thinking? Is the industry just stuck in a paradigm of thinking that bonds are the safest thing next to cash?

In that frame, I'd also like to ask where low volatility, dividend and preferred share ETFs sit on that spectrum of safety.

Thanks, as always, for your wisdom.

Kevin

Q: Hi Group thing of moving from 8% exposure in gold and silver to 20%- is this low medium or high risk considering the mess the word is presently in?

Second question I presently own following
- AEM - Up 19%
- GLD - Up 10%
- GDXJ - up 40%
- WDO- Up 7% (jut bought last week on your recommendation)
- FNV - Up 10%

Thinking of selling GLD and replacing with AGI + KL also want to buy some silver stock leaning towards FVI + PAAS + USA. Your comments please

Deduct credits as you see fit Thanks

Q: Can you tell me your outlook on TFII over the next 3-5 years. Do you see this as a good entry point. How would you rank in terms of risk?

Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike

Q: I am looking at buying some ETF 's from the balanced ETF portfolio as and just wanted to know if starting at a 2% position is good for now and increase later or should I buy up to 3% as I do have the funds to buy up to a 3% weight.

Thanks

Q: Hey Team,
If you were going to swing trade some high volatility stocks (15%+ swings like MTY.to) in the current economy, what would be your top 7 CAD stocks with fundamentals that will surely take it to the other side of COVID?

Q: Hi folks
I own all 3 in my RRIF. I'm confused with the split for BEP.UN coming on the 26th. Should I switch BEP.UN to BEPC now? Or do nothing. should I switch my BIP TO BIPC? are the Cs better?
Much thanks as always

Q: Is DND similar to REAL or DOCU . Is it OK to have in portfolio DND together with REAL and DOCU.
Andrew

Q: Peter and crew; I hold shares in both Lightspeed and shopify, the former plods along at a snails pace and the later is on fire. Is it just the difference between the Canadian and US markets or are there other fundamentals I should be aware of. I currently hold US funds that could be used if a better choice could be made in the US markets.
I have been more than pleased with your past suggestions and look forward to your comments..

Q: I'm short out of the money covered calls for August expiry for some of my shares in BEP.UN. Given the BEPC shares dividend, I expect the BEP.UN shares to drop after the July 24th expiry date but I'm a bit confused as to whether the BEPC shares will follow the option or remain with me after July 24th. In other words, will the option be priced for just the BEP.UN shares or the BEP.UN + BEPC shares after that date.
Thanks
Peter