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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, I'm looking to add another stock in the "Materials and Energy" category in which I already hold Methanex, Parkland and Chemtrade all at about 1%. I'm not keen on a pure energy (i.e no oil, Nat Gas or pipeline) play but have been watching the three mentioned stocks. Of these three, which would you prefer today and would you add any? Long term holder.

Thx.
Read Answer Asked by Cameron on August 23, 2018
Q: I hold a full position in both ONEX and BAM (BAM in US$). I'm 79 and have cash to see me through the next 2 years. I look to my portfolio to mainly provide growth with reasonable security. Is this too much private equity, and if so which one would you sell and what would be a better investment?
How do you allocate these two when considering geographic and sector allocation. It doesn't seem right to classify both as Canadian Financial
Read Answer Asked by Doug on August 23, 2018
Q: I would like to add one of the Big Three telcos. Which one has the best upside in your opinion over the next 1-3 yrs?
Read Answer Asked by Martin on August 23, 2018
Q: Hi,
Can you provide your top 3 picks for growth for my daughters RDSP.
Read Answer Asked by Bob on August 23, 2018
Q: Hi guys, I'm looking to reduce the number of holdings to 2 or 3 US financials. Please let me which names you like most from the following: BRK.B, C, JPM, ING, MET,V.

Thanks for your help!
Read Answer Asked by Brent on August 23, 2018
Q: I was talking to my financial advisor about getting into a couple of high dividend securities north of 4% with some growth. They mentioned AW.UN, LIF, CGX, EXE. They said most of them have had a run except for the KEG and they said that one might be the better one. Which ones do you like of this group I have mentioned or are there any that you could recommend?
Thank you, Dennis
Read Answer Asked by Dennis on August 23, 2018
Q: Gentleman,
I am looking after my mothers investment account which is currently valued at 400K. She is 75 and does not currently require the funds. I have 40K invested in each of the following ETF's - VFV, XSP, VVL, VGRO, XWD, VEE, XIN and 100K in VBAL and 20K in cash. Would you make any changes to my current ETF allocation? Will also be adding 100-200K to portfolio what would you recommend?
Always appreciate your advice,
Steve
Read Answer Asked by Steve on August 23, 2018
Q: I am looking for a safe investment for a 15 to 20 year period. A kind of investment that I can sort of forget about for 10 to 15 years. I have noticed that gold has gone up 288% in the last 16 years. Would it be a good idea to invest 25 to 30% of my portfolio in gold bouillon for this kind of investment? What about any other precious metals worth looking at?
Read Answer Asked by Robert on August 23, 2018
Q: Good day! I have all of my stocks in Canadian dollars, except one position in US dollars, Blackberry. Looking at the recent drop in Facebook, I am wondering if a switch to FB might provide more short-term (1-2 years) growth for this one position. Your thoughts?
Thank-you.
Read Answer Asked by Kim on August 23, 2018
Q: Thank you very much for your answers and service. You has been helping me in my investment decisions quite a lot.
I have noticed that responses to questions seems to be variable at times. It seems that some answers have a different approach than others. I am not saying that responses have been wrong of conflicting, just different. Different perspectives are indeed helpful, but can also be confusing.

My question is: How many people do you have answering questions? Would it be possible to sign the answers so that we know who is answering? I am sure each person has a slightly different view. All views are valuable, but knowing where the answer is coming from would also be valuable.

Thanks,

Fed
Read Answer Asked by Federico on August 22, 2018
Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers
Read Answer Asked by Harry on August 22, 2018
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