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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: CIF 823 is the last remnant from the portfolio of my former financial advisor. How would you assess this mutual fund? Would an ETF (or several) be a preferred replacement?
Your input is always appreciated!
Read Answer Asked by Sigrid on April 10, 2019
Q: When we hold u.s. stocks in lif and rif do we have to report if the total in u.s. funds exceeds $100000 or is that only a factor in unregistered accounts.
Read Answer Asked by gene on April 10, 2019
Q: Can I please get your thoughts on the upcoming IPO for Beyond Meat? Thank you.
Read Answer Asked by Marco on April 10, 2019
Q: Good day,
Using your new portfolio tracking, I realized that the tech sector occupies too much space in my portfolio. I proceeded to some reductions, but I am still at 32% of my total portfolio, way above your recommendation of 11%.
My present tech holdings are as follows: SQ 2.71%, RPD 1.82%, AAPL 2.64%, PHO 0.93%, GOOG 2.89%, NVDA 2.52%, XLNX 2.48%, AYX 1.36%, KXS 2.27%, TEAM 2.68%, VGT 3.%, XSW 1.36%, IGV 2.29%

In your view, which holding could be reduced or eliminated (or even added) for a more solid tech sector, geared to growth, with reasonable volatility, avoiding unhelpful overlaps ?

Thank you in advance for your assistance,

Jacques
Read Answer Asked by Jacques on April 10, 2019
Q: Hi there, ATZ looks like its acting well and has broken to the upside past the deal price a few months ago of 16.90. Do you consider this a bullish sign and would you endorse a position today - either half or full? Would this be your growth choice of play in Canadian retail space versus something like GOOS or CTC etc?
Read Answer Asked by Michael on April 10, 2019
Q: Your thoughts on these companies at present values. Looking at 1 year hold.
Read Answer Asked by kenneth on April 10, 2019
Q: Which one of these 3 companies would you choose to buy and hold? Are there any other ones in this industry that you would prefer over them? Thanks!
Read Answer Asked by Keith on April 10, 2019
Q: Thank you for your timely e-mail this afternoon regarding Pensions as Fixed Income. I have always considered a DB Pension as good as a fixed income investment and when I set up my Portfolio Analytics yesterday, I was wondering how to tweak it to include my DB Pension. Your PV of an annuity idea allows me to test various values and also test it using a lower PV for a reduced % spousal survivor pension.
Thanks again and I think I have more to uncover in the use of this tool.
Paul
Read Answer Asked by Paul on April 10, 2019
Q: Gentlemen,
On the PF Analytics, 5IR consider GOOG (6.2%) & FB (<1%)as IT but the new Sector is CS.
I adjusted sectors by end 2018, but PFA gives a 28% in IT and CS 0.5%
Are 5IR will make the change on sector changes?
Thank You
Best Regards
Read Answer Asked by Djamel on April 10, 2019
Q: Hi,

By my analysis, Telus has achieved 6% growth of stock growth over the last five years, while RCI has achieved 12% over the last five years. Why the discrepancy and which telco do you think will perform better in next five years, if any?
Read Answer Asked by Graeme on April 10, 2019
Q: I have been watching ESI as part of my speculative portfolio. The ~8% div yield is currently unsustainable based on current earnings yet their acquisition of Trinidad at 40% of its value is somewhat compelling for future appreciation. They have indicated their plan to reduce debt and clean their financial statements yet, while the sector is negative, your opinion would be appreciated. Thank you!
Read Answer Asked by Martin on April 10, 2019
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