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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 hold both XBB and ZFH in my RRSP. Is there an advantage to holding both or should I consolidate in ZFH? ... or to another fund which you can suggest?

I need to add a greater bond exposure and want to ensure I'm not simply doubling up.

Thanks,
Ron
Read Answer Asked by Ronald on October 18, 2018
Q: I'm confused with your explanation on this arrangement. Please help me understand how many ACB shares I would get under the following two 20 Day VWAP scenarios:
If the VWAP is $10, how many would I get?
If the VWAP is $15, how many would I get?
Thanks as always for your amazing service!
Read Answer Asked by Austin on October 18, 2018
Q: When you add a stock to your portfolios, do you consider the liquidity of it? Unless you're buying 100 shares or so GDI it is basically unbuyable even with a limit order. You would have an offering of 100 shares all day.

When a sell order is given to all your subscribers--good luck.


Sheldon
Read Answer Asked by Sheldon on October 18, 2018
Q: Can you give me your definition of small and mid cap? I am trying to set up my portfolio to a certain percentage of small caps. Based on your definition could you categorize the following for me: ECN, SPE, SPX, SGY, GPS, ITC, ABT, SYZ, GUD, PLI, PTE. Thank you for your service
Read Answer Asked by Ozzie on October 18, 2018
Q: Help me understand. If a company pays a 5% dividend on a 50.00 stock I get $ 2.50 annually.
The sp goes to 40.00 I get 6.25% dividend, while still getting my 2.50.
The dividend payout does not change until the company’s board decides otherwise. If the company has the cash flow to pay 2.50, why would they care if the yield is now 6.25 and not 5%. In the case of KWH, it is now over 13%. , so I understand they would prefer a higher sp, who would not ,but if the price dropped because of interest fears only and only, then should KWH management have anything to fear, and should I ?? Whenever you talk about high yields, I get the impression that stock is a no go zone why ?
Thanks
Read Answer Asked by Luc on October 18, 2018
Q: Re my question about medical mari. companies.

I was hoping for more, for example I own a small position in Nanosphere producers of a patch that seems promissing but this far short of what exist in the market as companies gearing specifically to the MEDICAL market.
Thanks
CDJ
Read Answer Asked by claude on October 18, 2018
Q: I had to respond to " Asked by Robert on October 17, 2018" His timing on sharing his experience was amazing. Although I have only recently decided I would rather lose our own money as opposed to paying for the pleasure, his remarks sure hit home! To Bob from Bob thanks for making me feel less alone in my painful journey.
Bob
Read Answer Asked by Robert on October 18, 2018
Q: I have substantial capital gains on both these securities in both my cash account and in my TFSA. I propose to make some transfers in kind from (in Dec.) and to (in Jan.) using the holdings in the cash account. I would like to sell some of one or the other of PKI or NFI from the cash account now and use those proceeds to buy the other in the cash account. The question is -- of these two, which do you think has the better prospects over the next 24 to 30 months? I appreciate that I'm dealing with different sectors and will keep my diversification in mind. Thanks for your thoughts, they always help. Bill
Read Answer Asked by Bill on October 18, 2018
Q: Hi, My question is about NR stocks held in the model portfolios. I have created a custom stock universe using all stocks from your coverage list with a rating of B- and higher, plus all NR stocks from the Balance and growth model portfolios. I built a balanced 25 stock portfolio from the universe(all full positions). I have full positions in CLS and TECK.B, You have 1/2 positions in the Balanced port. You also had 1/2 position in RHT. I know RHT was risky for several reasons and AEM, CLS, TECK.b is for diversification? or is there high cyclical risk? For NR stocks i'm not sure how to decide full, half or exclude them. All stocks have different levels and types of risk. Is there a way to mention or grade the risk level and type of risk when adding NR stocks to a port? For example the new additions to the growth port. I assume GDI is lower risk then LGO? Can I consider full positions? I'm just trying to avoid accidentally having a full position in a very high risk NR stock.
Thank you so much!
Read Answer Asked by Derek on October 18, 2018
Q: Are you expecting a good Christmas for TOY ? Any insight as to new toys. I saw some weeks ago that some of their toys were voted by young participants as good ones.
Lack of Toys R Us in USA is a negative but Mom & Dad will find other avenues to purchase them. Deal with BABA must be a positive. I think it is looking good. Your thoughts please. I am considering increasing my holdings in TOY. RAK
Read Answer Asked by bob on October 18, 2018
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