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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: Hi there,

I recently sold my position in Shopify at a big gain (thanks to you!). The majority of my portfolio is made up of the top 20 growth names in your Balanced Equity Portfolio. What names currently look good to add to from my Shopify gains?

Also, as a young investor I try to not invest in slow growth names and would prefer a concentrated portfolio. What names from the Balanced Equity Portfolio would you remove to bring it down to 20 holding, for a growthier tilt?

Thank you!
Read Answer Asked by Michael on September 13, 2019
Q: Hello there,
Seems like investors are not rewarding growth in production in the oil patch. I own PXT which has done well over the last year but has been stuck in the mud around the same price since February but has bounced around a lot. Because the market is currently not rewarding for production growth , PXT is focusing on share buybacks and a very strong balance sheet which is great. Any thoughts on them initiating their first dividend and becoming more of a growth plus yield story? Return even more cash to shareholders?
thanks
Read Answer Asked by Chris on September 13, 2019
Q: based on your comments, it looks like I should sell this investment. do you still recommend selling it even though the share price has been going up recently and it still pays a hefty dividend? If I sell should I wait until just after Sept 30, the next dividend payment date? if not why? what do you currently recommend replacing it with?
thanx
Read Answer Asked by Stuart on September 13, 2019
Q: Portfolio Analytics categorizes Sienna Senior Living as Health Care and Northwest Healthcare Properties as Real Estate (I get that it's because it's a REIT). A couple of questions:
1) Does it make sense to consider NWH.UN as being in the Health Care sector?
2) In general, does it make sense to override the sector a stock is allocated in cases like this?
3) Have you thought of adding a column to your database to allow users to do this? Using an extra column rather than overriding the Sector provided by Portfolio Analytics would give the user access to both values.
4) Same questions for Geography (see my previous question).

Thanks
Peter
Read Answer Asked by Peter on September 13, 2019
Q: What sectors are best for stagflation?
What sectors preformed best during the 1970’S?
Read Answer Asked by Nino on September 12, 2019
Q: AYX, OKTA, TEAM, TTD, TWLO, VEEV

It's clear that software stocks are taking a heavy beating right now. Are there any concerns for recovery and continued growth at the companies above? What sort of expectations might you have for the above stocks down the road at the 1-year, 3-year and 5-year marks?
Read Answer Asked by Laxmyharan on September 12, 2019
Q: What are your thoughts on selling all common stocks in a non registered account to preferred shares for an 86 year old senior ( this move is for capital preservation concerns)? Apparently the preferred share asset class has been beaten up lately, according to this senior's advisor! what would be your top 5 preferreds that you could suggest? Please take as many credits as you wish. Thank you!
Read Answer Asked by Jacques on September 12, 2019
Q: Hi Peter, Ryan and Team,

There are two questions in my query today. Please charge me the appropriate number of credits.

I am looking to open a new long-term position in my TFSA. Can you rank the following stocks. LSPD, DSG, TOY

In my RRSP, I want to get some US exposure. Can you recommend a stock or ETF that is for a long-term hold.

Thanks.
Read Answer Asked by Marvin on September 12, 2019
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