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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: Hi, could you please post the estimates for upcoming earnings. Thanks
Read Answer Asked by rajeev on May 04, 2018
Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.
Read Answer Asked by Aaron on May 04, 2018
Q: Group - Several weeks ago I asked a question about both Canadian + us banks +Pay pal +Score and so on. The question was that I was watching my profits slowly but surely disappearing in the sector ( I have been heavy into Financials for the last 2 yrs so have done very well) . I wanted to cash out but was advised that with strong quarterly results expected to hold on and everything would work out (I hold 20 % total portfolio exposure). I want to revisit the question now all the companies have reported earning and they continue to drop especially US holdings. Please give me your present thoughts on the sector (both Cad + US Financials+ the overall market its getting ugly and strong earnings are not helping the overall trend downwards. Thanks for your valued opinion . There are several questions here so deduct as you see fit
Read Answer Asked by Terence on May 04, 2018
Q: Hi there,

Which of these would you say is better for income with some growth and why? What would make one a better buy than the other? Finally, once you identify your favourite of the two is it a buy, sell or hold?

Thanks
Read Answer Asked by Tim on May 04, 2018
Q: I have a question about gold I want some thought on please.

I'm considering taking a position (about 5% of portfolio) in gold for a medium term hold. Given the potential volatility of individual gold stocks I am thinking of an ETF, likely XGD. Two questions, do you recommend entering at this point and if so...... should I consider an ETF of mostly large caps such as XGD, or would you recommend balancing the position with an ETF with more of a junior focus. Would a position in a streaming company such as Franco Nevada accomplish the same thing?
Read Answer Asked by jeff on May 04, 2018
Q: In my will ½ of the assets are to be shared between my grandchildren until the age of 25. There current age range is 2 year to 15 and new grandchildren are still potentially on the horizon. I would like to be able to direct the executor to invest in funds in your balanced portfolio transitioning to the income portfolio in the final 7/10 yrs. However your continued service is not guaranteed.
The prudent route for executors is to safeguard principle and stick to GIc’s. However for grandchildren that have a 10/15 or 20 time year horizon Gic’s seem to be a worst option compared to a well-balanced equity/bond portfolio.
I know this is outside of the scope of your service but I don’t know where to go and hope that you can give me some directional advice in this regard.
Thanks
John
Read Answer Asked by John on May 04, 2018
Q: Hello Folks;
Do you an have opinion on Northern Pacific Railway. Currently I have a 5% position in CSX railway and considering selling my 5% position in Parkland Fuel for Northern Pacific, as Parkland appears to have topped out. What is your thinking on such a trade..... CN and CP appear to offer more limited scope. I realize rails are riskier bellweather industrial stocks than a Parkland Fuel, Boyd Collision etc. I My uncertainty results from concern of whether the US economy continues it’s upward momentum. Do you consider a 10% allotement to US rails excessive?
Thank you for your great service
Brian
Read Answer Asked by Brian on May 04, 2018
Q: that is great news that you are working on an update where we can have a watchlist with up to the minute news on the stocks in our portfolios.
what the globe and mail did to its watchlist is beyond
understanding, their new watchlist has real time quotes but the news on the stocks you own is days old , nothing immediate and generally nothing at all and i pay to get the globe.dave
Read Answer Asked by david on May 04, 2018
Q: In answer to Victor's query for free/inexpensive portfolio tracking websites, I actually think Yahoo Finance is pretty decent for this now (free, 15-minute delay on Canadian stocks), and the corresponding Yahoo mobile app is very good.
Read Answer Asked by Peter on May 04, 2018
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