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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: Out of curiosity, if you've maxed out your TFSA contributions, had gains and withdrew, say $100,000, are you allowed to put back $100,000 the next year or only the max contribution allowance?

Thanks

Dave
Read Answer Asked by David on August 20, 2021
Q: Good afternoon,

Looking for some general guidance.

I currently have 25% of my portfolio in CAD-listed US ETF's - 14% XUU, and 11% ZSP. I have a few questions for you guys....

1. Would you ever put just 25% in (either) ETF or do you like that fact theyre different (I think you recommend no more than 15% per ETF max? is that correct?). I'd see the advantage of all-in one being better for DRIP'ing but think you (and me) prefer diversification.

2. I would like to add more American holdings in general (maybe 8% more to get to 33%). I am mostly interest in CAD-ETF's to achieve this. Would you view XQQ or XUS as a way to add some 'torque'?

Thanks for your help.
Read Answer Asked by Jeff on August 20, 2021
Q: Hi 5i,

This Active Global Equity ETF, TGGR created approximately 1 Year ago has reasonable 1 Year performance. It's Total Net Assets is listed as approx. 4.2M and has 200K shares out. Total assets seem very low for an ETF that has been available for at least 1 Year. The trade volumes are also very low. Does this suggest that investors have not been interested in the ETF in the past year and the 4.2M represents the initial seed money TD used to create the ETF? In general, should one avoid an ETF with similar characteristics?
Read Answer Asked by Ian on August 20, 2021
Q: Hello currently hold these 2 for my allocation to the metals sector. Both have been getting beat up. IF, I am looking to add shares at these prices would you recommend adding to these things company’s or would you recommend others?
Is silvercorps exposure to China something you are concerned with???
Thanks
Read Answer Asked by PETER on August 20, 2021
Q: Holding some decent gains in BAM, BIP, BEP and ONEX. Looking to consolidate BEP, BIP, BAM and ONEX in particular in registered accounts. Looking at past performance, ONEX has outperformed BAM over certain periods of time, while BAM looks to be the outperformer over the longer term. At this particular time, what is your opinion on switching from ONEX to BAM or would it be good to hold both for diversification? Which do you think will be the outperformer over the next 10-20 years? If my goal is long term capital growth and not income, would you sell BEP and BIP and just shift it into BAM? Current weightings are BAM 2.3%, ONEX 2.1%, BEP 1.1%, BIP 1.5%. Thanks!
Read Answer Asked by Keith on August 20, 2021
Q: I have some WTS-PAGES JAUNES 20DEC22 in my portfolio.
What can I do with them? Can I sell them like a share of any company? At market or with a limit?
Thank you.
Read Answer Asked by Serge on August 20, 2021
Q: Which stock has the most torque AND or WELL.I have a position in WELL.Wondering if I should add to WELL or start a new position in AND.This would be for a long term hold.
Read Answer Asked by donald on August 20, 2021
Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
Read Answer Asked by Shane on August 20, 2021
Q: Good Afternoon:
Further to Allen's question on the company's valuation post $7.50 dividend, does the market's then valuation of $2.60 per share accurately or fairly value the remaining divisions of the company considering their recent performance and that some debt may be repaid?
In that context, what factors in your mind exist or what positioning or news releases can the company make to mitigate the share price dropping by the amount of the dividend.
Lastly, aside from the direction of the general market in the last week or so, do you see the recent drop in share price as over reaction?
Thank you!
Ian
Read Answer Asked by Ian on August 20, 2021
Q: I have enough money to top up one of my positions and bring it closer to 5%. These are the candidates. I am diversified, but maybe a little tech heavy. I have Topicus at 5% All are in my TFSA, so a growth tilt is appropriate. But I'm stuck in analysis paralysis. Does any one of these jump out at this time as a particularly good candidate to top up. I know you like them all, so I guess it is a bit like picking your favourite child. But go ahead and pick. Your insight will be appreciated, and much better than me flipping a coin.
Read Answer Asked by Gordon on August 20, 2021
Q: I am getting close to retirement and have saved sufficient funds for my retirement. I am also expecting an inheritance equal to or greater then my retirement fund. I have always been a do it yourself investor, but at what point should I hire outside advise? And how do I find someone I like.

I have enjoyed your advise and don’t think I’ll find anything significantly better. It also gives me the confidence to keep doing what I am doing. But it is a case of I don’t know what I don’t know. Is there a size of investment portfolio that you feel would benefit from professional advise.
Read Answer Asked by Gordon on August 20, 2021
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