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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: Could you list the above in future growth potential and safety of dividends?
Thanks
Jeff
Read Answer Asked by JEFF on November 15, 2019
Q: hi guys thinking about buying an etf would like a clarification on the fees that are charged and when and how they are paid and to whom thanks as always
Read Answer Asked by michael on November 15, 2019
Q: I have a friend who has trusted his advisor completely . His basic investment account has 92 positions ... less than one third of the value in US and Canadian equities ( all in odd lots, like 14 shares of AAPL @ a profit of $56.00 ) , but most are in Mutual Funds ( everything under the sun ) . RBC have convinced him that because it is a million dollar portfolio, he gets a very “low fee”, You have trained me well ... stop this insanity right ? Buy great stocks and where you want broad exposure and indices buy ETFs ...right ?

EXCEPT
I don’t know how he can get out of 40 mutual funds and 50 stocks without incurring ridiculous trading fees . His RSP,RESP and TFSA are all structured in the exact same manner ... same exact funds
If , for example , he directed his broker to transfer all positions to RBCdirect investing , would he avoid the initial hit of over 350 trades at 9.95 each ? OR does one make a deal with the advisor to get him out of this stuff ? OR does one make a deal with a different broker altogether ? OR does one complain to the securities people ?
I don’t know what strategy to use , but as per your video , he will be giving his advisor hundreds of thousands in fees and commissions .

Read Answer Asked by Thomas on November 15, 2019
Q: I see Lithium and related stocks have taken quite a beating as supply has overstripped demand. However long term growth in electric car and required batteries seems to bode well for the industry. Any lithium stocks you recommend at this time for a longer term hold? Prefer companies with production or close to versus speculative...
Read Answer Asked by John on November 15, 2019
Q: Hi,
My current portfolio is invested in 8% communication services, 2% energy, 27% financials, 4% industrials, 3% technology, 1% materials 3% international funds, and 22% utilities. I rely on the portfolio for income so I am looking for some dividend/growth stocks. I have another 120K to invest and was wondering if you could provide me a couple CAN and US stocks to invest in.
Thanks,
Read Answer Asked by Leigh on November 15, 2019
Q: If you could pick the best 6 Canadian stocks right now for long term growth, stability and in 6 different sectors what would they be? What would they be ignoring sector restrictions?
Read Answer Asked by Andrew on November 15, 2019
Q: Thanks for adding the MER calculation. I find that number very useful.
I was wondering what a reasonable MER percentage should be on a larger portfolio of approximately $1.0 million. Should the range between .05 and 1.0 percent or should it always be less than .05 percent? It seems like paying $10,000 per year on a $1 million dollar portfolio is a fairly significant number.
Thanks for your great service!
Read Answer Asked by Mauro on November 15, 2019
Q: For the moment, I'm satisfied with each of the CDN and US holdings in my portfolio. But I have nothing that is non-North American. So I'm planning to invest about $50,000 which would be 10% of my current portfolio. I haven't tracked international equities very much and am looking for recommendations. What do you think about purchasing individual stocks ... intending LT (5+ year) hold? Could you suggest 4 or 5 stocks I might look at? Asia? Europe? etc. Finally, if you're not keen on investing in individual stocks, can you recommend a few international ETFs for me to research? Thanks very much. (5i is an awesome resource for me).
Read Answer Asked by RANDALL on November 15, 2019
Q: EVERYONE IS IN ON THIS OBSERVATION.
DOES MAKE SOME SENSE.

https://ritholtz.com/2019/11/value-has-never-been-this-cheap-vs-momentum/
Read Answer Asked by Joseph on November 15, 2019
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