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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: If you had to pick 5 ETFs to fill an RRSP, for an investor with a 20+ year timeframe, which would you choose? To add a little context, mid 30's with a TFSA geared towards growth and I am comfortable with risk in that account. I also have a business account where I hold blue chip dividend paying stocks. Comfortable with risk in the RRSP as well but trying to find the sweet spot in between these two accounts.
Read Answer Asked by Mackenzie on February 18, 2021
Q: I would like your analysis and opinion on both companies and what your thoughts are on them as a more speculative buy. How are they situated financially and is their product something that could be in demand? I believe NEO does have a dividend.
Thank you John
Read Answer Asked by John on February 18, 2021
Q: I currently own only VA for international exposure and will be buying XEF. Would it better to sell VA and buy VEE or buy VEE as well and hold all 3 ETFs ?
Thanks
Read Answer Asked on February 18, 2021
Q: These companies are treading on new technologies on batteries. What is your opinion of their investment prospects.

Thanks

Thomas
Read Answer Asked by Thomas on February 18, 2021
Q: Please could I have your assessment of Growgeneration GRWG. Very little debt, good fundamentals but fair value is 30 now price $57. I do not know if that is too high for a growth stock. Your opinion on a buy please.
Read Answer Asked by STANLEY on February 18, 2021
Q: I would like to transfer in kind a stock position ( presently down 4%) from a joint non registered account to my wife TFSA. Does the 30 day rule apply in this exercise?
Thank you as always.
Read Answer Asked by Jacques on February 18, 2021
Q: BEPC has been steadily declining in recent weeks. At what point will the shares represent good value to purchase , in my case, additional shares? And at what price would the shares represent excellent value for purchase. Please provide rationale for your position. If you have any thoughts about how much further the shares might fall, that would be helpful.Thanks.
Read Answer Asked by John on February 18, 2021
Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated


Read Answer Asked by Terence on February 18, 2021
Q: Recently I read John De Goey's Sept 2020 MoneySaver 'Portfolio Insurance' article. His custom-built inverse notes moderate risk by moving in the opposite direction of the market. He advises his clients to use them for up to 40% of their portfolio. Are there preferred Can and US ETFs that do the same thing, and what would your thoughts be about their use?

I have tried to moderate risk by building RRSP, TFSA and to a lesser extent, the unregistered accounts around all-in-one ETFs (VGRO, VBAL and VNCS) using specific growth or income stocks and bonds to augment the ETFs according to the type of account. The US side follow the same pattern but with themed ETFs (ARKK, ARKF, IHI, VIG, VDC, IWO, VHT, SPY). According to Port Analytics, I am sitting at approx 70% stock, 20% income, 8% cash and 2% diversified.

My thanks.
Read Answer Asked by David C. on February 18, 2021
Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord
Read Answer Asked by Gord on February 18, 2021
Q: Hi, can you recommend your top companies that deal in AI ( artificial Intelligence )

Thanks.
Read Answer Asked by Costa on February 18, 2021
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