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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: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks
Read Answer Asked by Saad on March 23, 2021
Q: Good day gentlemen.
Your thoughts on Scotia's new notes.
Thanks, Peter
Read Answer Asked by Peter on March 23, 2021
Q: What is the difference between these mint receipts and the sprott product? Does one have an advantage over the other? Since I already own PHYS from sprott for gold would it be better for me to own one of mint producrs for silver as better diversification? Finally, what is the difference between MNS and MNS.U?
Read Answer Asked by Carla on March 23, 2021
Q: Is the energy industry oil and gas and also renewable green to late in the party to join
Read Answer Asked by Gary on March 23, 2021
Q: Please take as many credits as required. I have created a fixed income portion for my portfolio. Please take a look at it and pick it apart for me. I'm looking for capital preservation and even with this diversification, it's taking a beating in certain areas and markets. Would you remove or add anything? Thanks.
Name/Currency/Symbol/Percentage
BMO PREM YIELD ETF / CAD / ZPAY / 10%
DYNAMIC ACTIVE U S DIVID / CAD / DXU / 5%
DYNAMIC ACTIVE TACTICAL BD / CAD DXB / 5%
DESJARDINS ALT LONG.SHORT / CAD / DANC / 10%
DYNAMIC ACTIVE / CAD / DXW / 5%
FIDELITY GBL CORE PLUS BD / CAD / FCGB / 10%
ISHARES 20 PLUS YEAR TREASURY / USD / TLT / 10%
ISHARES TRUST / USD / SHY / 10%
ISHARES 1-5 YR LADDERED / CAD / CBO / 5%
ISHARES CANADIAN UNIVERSE / CAD / XBB / 5%
PENDER CORPORATE BOND FUND / CAD / PGF550 / 10%
PICTON MAHONEY FORTIFIED / CAD / PFIA / 10%
VANGUARD TOTAL INTERNATIONAL / USD / BNDX / 5%

Read Answer Asked by Gregory on March 23, 2021
Q: I am retired and would like a recommendation for 10 US and 10 Canadian core stocks. Also one or two ETFs for ex NA exposure.

Thanks
Read Answer Asked by Junor on March 23, 2021
Q: Could you give me an analysis of PTY vs PFL and their respective risk profiles in this environment and the eventuality of rates rising? Which would you recommend?
Thanks for your service!
Read Answer Asked by Ozzie on March 22, 2021
Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!
Read Answer Asked by Marc on March 22, 2021
Q: Hi Peter, Ryan, and Team,
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.
Read Answer Asked by Jerry on March 22, 2021
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