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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 often read mentions of "full position" or "half position" here. What is a "full position" in a stock? Pardon me for a naive question.

Thanks.
Read Answer Asked by Bhaskar on June 10, 2019
Q: I’m going defensive in my portfolio. What is your opinion of these 3 possibilities?
Read Answer Asked by Gary on June 10, 2019
Q: Retired income oriented long term (10 year focus) investor.
Already own CPD, CVD and XPF.

In the process of rebalancing asset allocations with the objective of increasing fixed income, and given the current interest rate environment can a case be made for buying one or all of these stocks? Why or why not?

Any other thoughts also appreciated.

Thanks.
Read Answer Asked by Donald on June 07, 2019
Q: What is your view of structured products such as PaRs and PPNs? I had thought you had previously commented on these products but cannot locate. These products appear to be designed by the financial industry for selling rather than real investor needs.
Read Answer Asked by Richard on June 07, 2019
Q: I would appreciate your take on Saputo's results.Revenues are up for yoy and qtr vs 3rd and last year but earnings appear weak. Is this a one-off due to the recent acquisition or something more concerning. Quite frankly I have difficulty judging the impact of IFRS accounting on the income statement. I look forward to your insight.
Thanks
Ian
Read Answer Asked by Ian on June 07, 2019
Q: I’m looking to add a U.S. utility stock to my portfolio, what are your thoughts on these companies? Any others you would suggest?
Read Answer Asked by Dan on June 07, 2019
Q: In your answer to a June 5 question from Russel ( about no withholding tax on US dividends when held in an RRSP), you said "However, the important distinction to make is not what currency the ETF is based in, rather what country the ETF is listed in." So, are there any Canadian dollar denominated ETFs listed in the USA?
If so, does that mean there would not be any withholding tax on dividends from them if they were held in an RRSP or a RRIF, and does that mean that there would be an advantage to investing in them ? What are your thoughts about this idea? Thanks.
Read Answer Asked by Leonard on June 07, 2019
Q: Hi
I am increasing US exposure by 15-20% to a total of 35-40% from cash into ETFs. Portfolio Analytics suggests VUN for this exposure. I am thinking of using a more factored ETF, IWO or VGG. The US exposure would be the similar, the latter two have a lower financials weight (helpful for sector balancing also needed at this time), and possible relative out performance with small cap or dividend growth. Do you think 1, or a combination of 2-3 is better than the other? Any suggestion on weight (1/3 each)? Do not want to overlap too much nor one factor negate the other.

Any suggestions for adding some torque to passive component of US exposure welcome.

Thanks
Read Answer Asked by John on June 07, 2019
Q: Wondering if this is a good time to take a position in one of these Canadian mid-stream oil companies. Which one would you buy today if looking for the highest short term price appreciation? (say over the next year). Why?
Read Answer Asked by Les on June 07, 2019
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