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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 have a question about gold I want some thought on please.

I'm considering taking a position (about 5% of portfolio) in gold for a medium term hold. Given the potential volatility of individual gold stocks I am thinking of an ETF, likely XGD. Two questions, do you recommend entering at this point and if so...... should I consider an ETF of mostly large caps such as XGD, or would you recommend balancing the position with an ETF with more of a junior focus. Would a position in a streaming company such as Franco Nevada accomplish the same thing?
Read Answer Asked by jeff on May 04, 2018
Q: In my will ½ of the assets are to be shared between my grandchildren until the age of 25. There current age range is 2 year to 15 and new grandchildren are still potentially on the horizon. I would like to be able to direct the executor to invest in funds in your balanced portfolio transitioning to the income portfolio in the final 7/10 yrs. However your continued service is not guaranteed.
The prudent route for executors is to safeguard principle and stick to GIc’s. However for grandchildren that have a 10/15 or 20 time year horizon Gic’s seem to be a worst option compared to a well-balanced equity/bond portfolio.
I know this is outside of the scope of your service but I don’t know where to go and hope that you can give me some directional advice in this regard.
Thanks
John
Read Answer Asked by John on May 04, 2018
Q: Hello Folks;
Do you an have opinion on Northern Pacific Railway. Currently I have a 5% position in CSX railway and considering selling my 5% position in Parkland Fuel for Northern Pacific, as Parkland appears to have topped out. What is your thinking on such a trade..... CN and CP appear to offer more limited scope. I realize rails are riskier bellweather industrial stocks than a Parkland Fuel, Boyd Collision etc. I My uncertainty results from concern of whether the US economy continues it’s upward momentum. Do you consider a 10% allotement to US rails excessive?
Thank you for your great service
Brian
Read Answer Asked by Brian on May 04, 2018
Q: that is great news that you are working on an update where we can have a watchlist with up to the minute news on the stocks in our portfolios.
what the globe and mail did to its watchlist is beyond
understanding, their new watchlist has real time quotes but the news on the stocks you own is days old , nothing immediate and generally nothing at all and i pay to get the globe.dave
Read Answer Asked by david on May 04, 2018
Q: In answer to Victor's query for free/inexpensive portfolio tracking websites, I actually think Yahoo Finance is pretty decent for this now (free, 15-minute delay on Canadian stocks), and the corresponding Yahoo mobile app is very good.
Read Answer Asked by Peter on May 04, 2018
Q: Greetings,

Can you provide a link or point me in a direction of where i would find a master list of Canadian companies whose dividends are eligible for the dividend tax credit.

Thanks for all you do.
Read Answer Asked by kelly on May 04, 2018
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