Investment Q&A

Q: Could I possibly get your opinion on Pimco Monthly Income (PMO005). Would you still start positions in this fund even in differing interest rate environments?

Thank you

Q: Could we have your opinion of the increased trading volume and increased share price?also your thoughts of debt and pay out ratio?

Thank you.

Q: Hello Team,
What is your response to the latest press release and stock move on XAU? When might it merit detailed coverage?

Q: Good Morning my question is on SPE spartan energy. there is analyst that have said recently this was the stock to go to as for a small or mid cap stock and would be a good core holding for the oil sector. Would you recommend a 1/2 position at this time?
Thanks for the great work you do.

Q: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs

Q: 5i

I have cash in both TFSA's and regardless of sector what 3/4 stocks would your top picks be to be purchased in a TFSA


W

Q: Good morning,
What do you think of ggi as a speculative position. It appears Eric sprott is buying like crazy.
Cheers

Q: How are management expenses calculated when the holding(s) of an ETF include one of more other ETFs? For example the single holding in VGH is VIG. Does the MER for VGH include the MER for VIG?

Q: Hello
I've been holding airboss for a year and a half, and down 25%.
Is it still worth holding, or can the money be more productive elseware, and if so what suggestions would you have.
Thanks Maurice

Q: I bought AGT in order to diversify into the Agricultural space (this is the only investment I have in the Agri sector.) Since I bought the shares AGT kept loosing its value. What is your recommendation? "Sell", "Hold" or Buy more. My inclination was to sell due to its high debt, however when Prem Watsa invested in the company I thought there was some value to be gained. What are your thoughts?

Q: Can u please comment on recent earnings.

Q: Please comment on these , compare growth potential near term for gold exposure- thanks

Q: A two part question so do dock me two credits:

1. GUD: just about of patience with this stock which is down 18% this year. I know Goodman's reputation, and they have plenty of cash, and it took Paladin a long time to pay off, but sales are minimal, and more significantly, there doesn't appear to be much going on. Can you give me a plausible reason to hang in?

2. Other than the REITS - csh, exe, nwh - and your fave SIS, is there anything worth considering in this sector in Canada, or should I turn to the U.S.? Tecsys is technically in the Tech sector but could you reasonably consider it a healthcare stock?

Thanks!

Q: I hold this in my TFSA and currently down approximately $2,000. Should I just accept my loss and sell or hope that it will recover

Dave

Q: When selling a covered call option with an expiry date for Jan. 2018 does the gain become taxable in 2017 or 2018. Thanks. H.

Q: Interested in placing direct investments in China, Japan & possibly India. Trading market must be US. Primary interest is Technology & Space.
This will be completely separate from our current traditional investments as reviewed occasionally with you over the years. Aside from established players in the above markets, I would consider vertically specialized ETFs that have a strong Bloomberg rating. Please deduct accordingly. Thank you.

Q: Recently came into inheritance of ~£100,000 and looking to purchase a basket of 5 - 10 global ETF's (minus Canada) on the LSE with the proceeds. Currently well diversified within Canada through RRSP, TFSA accounts etc. Seeking growth and income and mindful of MER's, would very much value your recommendations.

Thank you

Q: Hello team,

A couple of years ago you advised that your 'ideal sector classification' would be as followed:

Consumer Cyclical
Consumer Staples
Retail
Financials
Real Estate
Health Care (CDN)
Health Care (US)
Capital Goods / Industrials
Transportation
Information Technology
Internet / Software
Telecommunication Services
Energy
Gold / Silver
Materials
Utilities

I ask this question every 6-9 months when I am doing sector re-balancing. Given today's market conditions, what would be your ideal weighting for each of these for an investor who has a long time horizon and is a 7/8 out of 10 on the risk scale?

My current weighting breakdown is:

Consumer Cyclical - 12%
Consumer Staples - 9%
Retail - 2%
Financials - 9%
Real Estate - 1%
Health Care (CDN) - 3%
Health Care (US) - 2%
Capital Goods / Industrials - 14%
Transportation - 3%
Information Technology - 8%
Internet / Software - 15%
Telecommunication Services - 4%
Energy - 3%
Gold / Silver - 2%
Materials - 8%
Utilities - 4%

I find myself usually becoming overweight in Consumer Discretionary and Info Tech / Software as most of your top picks are in those categories. Any thoughts on where I should be scaling back / adding to?

Please deduct multiple question credits. Thank you.

Q: Hi there, I currently have no exposure outside of the TSX and the Canadian market. I know ETFs are often recommended as good ways to get exposure outside of Canada but I was doing research into mutual funds and the new Fidelity Insights fund managed by Will Danoff seems like it is performing well. In addition, it sounds like his Fidelity Contra Fund in the US seems to perform quite well over time. What are your thoughts on him as a fund manager and the Fidelity Insights fund for outside of Canada exposure? Also, there is the standard version and a currency neutral version - which I presume implies hedged and unhedged. If this will be a longterm position, which would be preferred between the two? Thanks for your guidance!

Q: Would appreciate your comment on this ETF. For example, is the thesis sound to you and are there similar ETFs? Thank you.