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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: In my RRSP I am 7% over weight in the Energy sector and 1.17& under weight in Utilities.

Thinking of selling some of my ENB and split it between BIP.UN and FTS., to get my energy sector reduced and utilities increased.

Your comments are always welcome.

Thank you

Mike
Read Answer Asked by Mike on April 18, 2022
Q: I am looking to increase my allocation to the Materials and Real Estate sectors. My current exposure is only through various index ETFs. Can you provide 3 companies for each sector that trade on the TSX to have a balanced exposure?
Read Answer Asked by Alexander on April 18, 2022
Q: I want to set up an investment account for my 3 year old grandsons. Since they are under 18 how do I do it. Also do you think GSY is a good choice to start with considering they have 15 years before they access the account.
Read Answer Asked by Jerome on April 18, 2022
Q: I am interested in adding a copper producing company to my portfolio.
I would appreciate your comments on 2 or 3 that I might consider.
Read Answer Asked by Gary on April 18, 2022
Q: I am trying to ensure my portfolio is appropriately balanced to deal with both the inflation we're currently facing and the recession most feel is coming in 2023. Should I target a portfolio that is balanced across all sectors and hold on for the ride? Or should I try to strategically overweight/underweight certain sectors? And if the latter, do you have any advice with regard to sectors and timing? Thank you.
Read Answer Asked by Maureen on April 18, 2022
Q: GSY stated in their Q4 financials that interest rates would need to rise by 2 per cent before any material impact would be felt in the business (due to floor agreements and fixed rates in place on current funding sources). Since then rates have risen .75 % and it looks like they will increase further. What is your guesstimate of how much higher they will rise to? If your guesstimate is above the 2% threshold, then how badly would that effect the business. How would that change your earlier thought that $125 share price would be an excellent buy.
Read Answer Asked by sandy on April 18, 2022
Q: Hello Peter and team,
Can you expand on your answer please on Topicus and Nuvei? You had indicated these are good growth names but add when there is a sustained recovery in tech.. how does one gauge it? Do we use technical analysis and also it seems that yield curve may flatten should that not bode well for tech? With rising rates, banks are supposed to do well but i see a decline.. Is the view now that only short term rates will go up and long term may not go up much; lastly, do you think Abcellara is a good buy now?
Read Answer Asked by umedali on April 18, 2022
Q: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan
Read Answer Asked by Milan on April 18, 2022
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