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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: I'm using XIU puts for my CAD portfolio and spy puts for my US portfolio, whenever i feel there is a market risk.
A few weeks ago one of the 5i questions was about XIU short selling for down risk protection.
My US portfolio is $290k. I'm interested in providing protection for70% of my portfolio for the next 6months. I would appreciate your opinion of how you would use the SPY short selling for that.one of the problems that i see is that you tie up too much margin and i use it when i buy risky equities ( like NLY).

Best Regards

Frank
Read Answer Asked by Frank on January 23, 2019
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
Read Answer Asked by Matthew on January 23, 2019
Q: I receive emails from Contrarian Outlook on a regular basis and read them with interest. This week they’ve offered 8 high yielding US dividend/ income funds with potential upside. Are you familiar with this organization at all? Do you think their picks are valid? Examples: PDI, EOS, CSQ, EVT... I’m not looking for analysis of each fund but rather if you have a general opinion of this firm.

Thanks
Read Answer Asked by John on January 23, 2019
Q: I’m looking for suggested asset allocation percentages by region. I currently use Canada/US/Foreign/and Emerging Markets
Thank you
Read Answer Asked by Les on January 23, 2019
Q: Hello, Which of these consumer staple names would you consider. I was leaning towards MRU as it seems cheaper that than the other two and the Jean Coutou acquisition sets it up for further growth. I already own PBH but thanks to last year my position is much smaller. Thank you. Shyam
Read Answer Asked by Shyam on January 23, 2019
Q: What is the equivalent public company(s) to TMX in the USA?
Read Answer Asked by Albert on January 23, 2019
Q: I have redeployed some cash when the market was down but I still have a 12 per cent weight in cash. The cash is in TFSA's, RRSPs, and an unregistered account. While that money is set aside in case the market takes another hit, what can I do to get a least 1.5 to 2 per cent return (to stay even with inflation)? Or should I just go back in the market and maintain only a 2 or 3 per cent of cash? I don't plan to need any of these funds for at least a couple of years.
Read Answer Asked by Paul on January 22, 2019
Q: I've been looking at this stock. I've read the most recent comments on your posts. I'm wondering if things might be different with the current proposed changes to the board that seem to be a bit of a battle in the company. Nice dividend and pretty healthy balance sheet, what do you think of a possible takeover bid coming?
Read Answer Asked by Robert on January 22, 2019
Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks
Read Answer Asked by Morgan on January 22, 2019
Q: What do you think of AGI from their last announcement on Jan 14,2019? Do you think think stock is worth holding or sell and then buy both KL and AEM?

Thanks
Read Answer Asked on January 22, 2019
Q: SPB seems to be favourite among analysts at TD (All buy rate, Jan 2019) and also Thomson Reuters report writers. You have it as a sell . SPB has a high debt (due to adquisitions). (beta is 1.23 on TSX index). Can you comment on the risk due to a market downturn and also on the fact that management seems to be too focused on growing (at all cost) rather than protecting the co. for a storm in the market. Which one you worried more ?
Read Answer Asked by Alejandro (Alex) on January 22, 2019
Q: Hello ... I purchased SGY a couple of years ago at much higher levels and am now thinking of averaging down. I consider Surge to be one of the better names in the small cap oil space (if that's possible) as I feel they have good assets, solid management, manageable debt and a sustainable dividend (provided energy prices don't take a tumble). I also think they are a potential take-over target. I'm looking at a 3+ year hold.
Comments please.
Read Answer Asked by Richard on January 22, 2019
Q: I see you sold WCP in favour of SU. I am down substantially on both VET & WCP. If I am moving the remnants of WCP to SU should I do the same with VET?
Read Answer Asked by David on January 22, 2019
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