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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: The value of this ETF seems to have been holding steady at between $19.50 and $20.00 over the past year. What would make this ETF move higher or lower ? There is now talk of interest rates starting to move up, plus speculation that the Fed will get rid of some of its bond holdings. Are either of those likely to have any effect on value of this ETF ?
Read Answer Asked by Don on April 12, 2017
Q: Hi,

We have a HELOC with a rate at 2.70%. We are planning to invest a portion of it ($100,000) using the smith manoeuvre strategy. Just want to ask your recommendation on 5 solid dividend yielding stocks that can give a good return and can benefit using this strategy. Any member in this group using this strategy?

Your thoughts and comments would be greatly appreciated.

Thank you very much.
Read Answer Asked by sunday on April 12, 2017
Q: I am planning to own all stocks in growth, income and model portfolio excluding ETF.
I would allocated Growth = 1%, Income = 1.75% and Model = 2.25%
Do you think this is the good strategy and it will work going forward?
Total stocks = 59.

I set up dummy portfolio since Nov 2016 and it has the gain of 11%.

Currently, I own all stocks in Model portfolio with 3% waiting and it has gain 6%

My portfolio is over 500K

Thanks for the great service.
Read Answer Asked by Hector on April 11, 2017
Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks
Read Answer Asked by Al on April 11, 2017
Q: As it is the only company that doesn't use chemicals to get rid of caffeine, I am a believer that they can and will do better. I have a small position at present and am interested in taking on a bigger position but, I am awaiting your update due sometime this month. Any news?

Thank You,

Stephen S
Read Answer Asked by Stephen on April 11, 2017
Q: Under the heading miscellaneous there are questions about a particular stock but the stock's name does not appear. On April 7th the following question was asked “Q: Our financial advisor has exposure to other countries with this mutual fund (3%). This is in my RRSP. Your thoughts please.” Your answer refers to the stock but never mentions its name. Could you please explain why that is. Thanks.
Read Answer Asked by cal on April 11, 2017
Q: 2 questions on GUD:
* Recent report states " GUD also invests in funds, which have substantial assets under management in the healthcare sector..." What type of funds, private equity or mutual, and how major is this part of their business?
* Your models have 3 and 6% positions in this name, my weight is 2.5% and I'm wondering what is a suitable number, though I would be comfortable up to 5%. I am retired and it is presently my only health care stock.
Thanks, J.
Read Answer Asked by Jeff on April 11, 2017
Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?
Read Answer Asked by Graeme on April 11, 2017
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