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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 few different portfolios like many people. My RSP, my wifes RSP, her spousal RSP, Mine and her investment account, TFSA's and my kids RESP's. How does one do sector weightings for each of these? Should they be bunched togeather and considered as one or each of them should be viewed as a seperate entity.
Like your article pointed out in general some of these are weighted more towards finanlcials (SLF, BNS and HCG) and Oil (SGY and WCP) I am am trying to balance to consumer staples, health care and consumer descretionary. I am inclined to wait a little bit for the oil sector to improve prior to balancing. Some guidelines and suggestions are welcome. Thanks very much.
Read Answer Asked by Shyam on February 17, 2015
Q: could you tell me rtk, is it a hold or sell?
Read Answer Asked by Sunny on February 17, 2015
Q: could you tell me bkx at 0.36 cents,is it a buy? what would be the down side.
Read Answer Asked by Sunny on February 17, 2015
Q: hi from the big Island of Hawaii, I'm on holidays. Anyway I would like your opinion on after oil stabilizes , how long do you think an investor should wait before the energy service companies that are still in good shape become good buys. thanks jim a.
Read Answer Asked by jim on February 17, 2015
Q: Hi - we have bce, otc and cm invested in a rdsp.
could you please provide suggestions for 5k to be invested?
thanks for your help.
Read Answer Asked by Lois on February 17, 2015
Q: Hello,

I would like to get into trading options in Canada, mainly by selling covered call options as I intend to own the underlying stock. I recall reading that the options market in Canada is quite thin. Can you point me to where I can get more information on trading options, specifically in Canada.

Thank you
Read Answer Asked by Vee on February 17, 2015
Q: Hi Peter, Ryan, and the team, This isn't a question but rather a big thank you for Ryan's latest blog posting "With Valentines Day behind us, is it time to dump market-cap weightings on the TSX?" The article makes perfect sense, and I look forward reading more about it in the Canadian Money Saver! Thanks for the superb service.
Read Answer Asked by Jerry on February 17, 2015
Q: Quick question, gud or crh for best growth. I m ok with risk.
Read Answer Asked by ron on February 17, 2015
Q: I need a little more exposure to HC. What is your opinion of this stock in terms of debt and growth potential? It owns 51% of U.S based facilities - any FX concerns?
Read Answer Asked by Carl on February 17, 2015
Q: Would you suggest having bond exposure in a portfolio. If so can you give an idea on 3 etfs to diversify the exposure thank you
Read Answer Asked by jason on February 17, 2015
Q: Can you suggest a couple small cap value etfs that trade in can that have us companies
Read Answer Asked by jason on February 17, 2015
Q: Hi 5i,
I am in the process of completing our portfolio re-balancing after our 5i review. By the end of the process, I will have about 2.5 % cash left to deploy in our Non-registered investment account (i.e.: fully taxable). I was thinking of putting 1.25 % in each of any 2 of the following - in order of (my) preference:
1. DHX.B
2. HCG
3. CSH.UN
4. XTC
5. SJ
6. CXI

I believe we will be well diversified and well balanced for the most part and so this money will only have the constraints around taxation as an issue. So, given the foregoing, how would you rank these and are there any other suggestions you might make??

Thanks for everything - you folks are awesome!!!
Cheers,
Mike
Read Answer Asked by Mike on February 17, 2015
Q: I would like to add some European exposure to my US dollar portfolio. Would you suggest investing in one or two of the stronger economies such as England (EWU) or Germany (EWG) or would it be better to invest in a broader ETF such as the 10 country EZU? Are there any other ETFs that might be preferable to these large cap ones?
Read Answer Asked by Ken on February 17, 2015
Q: Hello Team
What is your current view on Counsel Corp and their latest results? How would they fare in a rising interest rate environment ? Do they have any positive or negative U.S. exposure?

Thank You for your good advice
Read Answer Asked by Clarence on February 17, 2015
Q: What are your thoughts on ABM with the recent release of the PEA? The stock jumped almost 25 % Friday on the news. I have averaged down over the past few months but am debating whether to add further to my position. Thx.
Read Answer Asked by Mark on February 17, 2015
Q: Hi Peter;
I am starting my RRIF. The value of my RRSP is $164,000 which is currently in cash. My first withdrawal is on the 25 Dec 2016. I have to take out $4,000 per year which is based on my wife's age. This has been approved by BMO.
My plan is to keep $12,000 in cash to be used for the withdrawal of the initial three years.
I want to put the remaining $152,000 into Sentry Diversified Income Fund or Sentry Canadian Income Fund. I know the MER is high but they delivered over the longterm.
Out of the two funds which would you choose and can you recommend any other funds that would give me a steady income stream with some capital gains.
I am no longer comfortable with picking individual stocks and ETFs.
Thanks
Read Answer Asked by Ron on February 17, 2015
Q: Hi Peter:
what is your opinion on REE (Rare Element Resources - US) as well as the Rare Earth Sector ?

Al
Read Answer Asked by Al on February 17, 2015
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