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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: My allocation to financial services - with a RIF (US and CA)and TFSA (US and CA) is under 10 % , with BMO, BAM, MA and FFH.
Please rate these for growth and safety - and whether this is a good mix.
Read Answer Asked by Valerie on January 17, 2022
Q: Would you consider apartment REITs as good inflation hedges? Rental rates and property values should presumably increase in an inflationary environment. However, the currently low dividend yields on these REITs, I assume, could cause some weakness in a rising interest rate world. What's the right way to look at these? Thank you.
Read Answer Asked by Greg on January 17, 2022
Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?
Read Answer Asked by Neil on January 17, 2022
Q: A couple of showdowns for you — which of the following would you pick today for a 5-year hold with an eye toward growth?
- RDFN vs. EXPI
- UPST vs. ARFM

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Which of the above names would you be comfortable adding to today? Of those, what would be the priority order for additions? Finally, are there a couple of other names you would see as strong buy candidates to throw into this mix that are trading at attractive levels today?

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Is there any possibility that you could add start date to the portfolio reports. You give the start price but not the start date. Or you could add a column giving the compound annual return. This would be more meaningful than the return since inception column.

Is there any way I can access all the transactions made in the portfolios. I can go back thru the monthly reports but that is a lot of work. To add to that the sell prices are not given, only that the position was sold. I also noticed that when you add to or divest part of a position, the start price is not adjusted.
Read Answer Asked by Rob on January 17, 2022
Q: Banks had another big run in January. Are prices already reflecting all the good news for the banks, namely higher interest rates and a good economy?
Secondly if someone had new cash looking for a home in big cap blue chip dividend paying companies which of the financial, pipelines, telecom and real estate sectors give the best upside from here?
Thank-you.
Read Answer Asked by Albert on January 17, 2022
Q: I am extremely low in International and US stocks, I would like to have an ETF for each that I can put in either my RRSP or TFSA. I know you have mentioned in the past that you like IWO for small caps, is that still the case or is there a better choice.
Thanks for all the excellent help
Read Answer Asked by James on January 17, 2022
Q: Hi - it's been a while since I've seen comments on SHW so wanted to know your current thoughts as it approaches its earnings release in a couple of weeks. Does it seem to be a bit pricey based on it's historical valuations? Do you have any concerns about this qtr and their possible upcoming commentary? Is it a price taker or setter. Bottom line...any concerns in near term and especially since market seems to be in mode for beating down high multiple stocks. Thanks as always
Read Answer Asked by Doug on January 17, 2022
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