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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: Hello Peter and team,
I look after a TFSA for a 25 year old, which currently has about $12,000, divided evenly among 4 stocks: PHO, GOOG, COV, and KWH-UN.
It also has ~$3000 cash to deploy. I am planning to buy CSU on the recent dip, but before I do, I wanted to check whether you would support this move, or perhaps have another suggestion, since the account is already quite tech-heavy. I don't mind being overweight in tech, esp. given the long investment time horizon. Any suggestion either for or against, and any other stocks you would suggest instead of CSU?
Thanks again for your excellent service!
Read Answer Asked by Ed on September 10, 2018
Q: Hi guys
Quick question about sog. I have owned this for a while and have seen it go down like the Titanic. They are looking to sell the assets, usually mean a spike in the price, but in this case they just took on more water. One of the reasons I bought into this is because the large buying by the insiders, what in your opinion is the value for this company,
Thanks and have a nice week-end
Auftar
Read Answer Asked by auftar on September 10, 2018
Q: Hello Team,
Although you do not cover US stocks, please give your recommendation on below healthcare stocks based on current valuation and future growth/dividend income potential for new money investments.
1) AMGN OR ABBV
2) GILD OR BIIB
3) PFE OR MRK
4) MDT OR ABT OR BDX
5) UNH or ANTM
6) ISRG OR SYK

Appreciate your great service.

Thanks
Ninad
Read Answer Asked by Ninad on September 10, 2018
Q: I have owned these names for a few years. I did ok with them and was planning to add simply because I have some liquidity to invest. Do you expect decent return going forward (5 years time horizon), they have been going sideways in the last year or so. Do you consider these names as ''high quality'' ?
Read Answer Asked by Pierre on September 10, 2018
Q: What is you considered observation on Peekaboo Beans 'BEAN' on CSE. This company has a rather interesting marketing style a la 'party' type sale of kids clothing. The context and dynamic approach to sales along with the very focussed founder, president and CEO, Traci Costa. The numbers $ are growing and there seems to be forward motion and depth. Also what is the significance good or bad, on the switch from the Venture to CSE listing. As an aside observation, the CSE seems to be growing in listings and has an increasing IPO issue output. All in all, your in depth opinion please...
Read Answer Asked by Ryczard on September 10, 2018
Q: Trudeau's Canada is dead for business. No Pipelines, he wants to wean off Tar Sands, farmers can't get grain to markets Railways too busy hauling Oil, major international Oil Companies have left Canada, Why would any International Company want to expand into Canada ?, Uncertainty towards NAFTA is overhang to stock markets. Do we have to wait for Conservatives to come to power for our Stock Markets to improve. I guess the alternative is to be fully invested in the USA , Frustrated Investor RAK.
Read Answer Asked by bob on September 10, 2018
Q: A portion of my portfolio is cash and invested in an investment account with my discount brokerage. Current rate is just shy of 1.00%. Seems too low when I compare to various 1 year GIC now at 2.00% or more.

Would you know a better alternative within a discount brokerage account. I would appreciate members comments as well. I will add the topic in the forum. Thank you.
Read Answer Asked by Pierre on September 10, 2018
Q: Follow up questions:
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre
Read Answer Asked by Pierre on September 10, 2018
Q: Hi, Can you explain and provide an example of how the Management fee is calculated and how it affects me as a purchaser of an ETF (how much does the management fee cost me?).
Read Answer Asked by Thomas on September 10, 2018
Q: TFI - TFSA or Unregistered account?

Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?

RHT / TSGI- average down or be patient?

Thanks. Keep up the excellent work.

Best Regards,

KC


Read Answer Asked by Kelly on September 10, 2018
Q: With the variety of ETF's available, can you explain your decision making process when evaluating which ETF to Purchase?

ie. S&P 500. Is it as simple as picking one with good volume, low expense and with your preference of US or Can $, Weighted or non weighted?

Do you have preferred ETF providers?

ie. iShare or Vanguard or Horizon, etc....
Read Answer Asked by Thomas on September 10, 2018
Q: Can you explain a leveraged ETF? If it is a leveraged Dow ETF, Does it hold the 30 DOW companies? or is it doing something different. I see some that attempt to achieve 2x or 3x the Dow Jones Industrial average. From a risk perspective, is it safe to say the at the would come with 2x or 3x the risk as well?
Read Answer Asked by Thomas on September 10, 2018
Q: Hi Peter/Ryan,

I bought TSGI at 40 in my RESP account and it is down 20%. I was thinking of buying at current price of about 32 in my TFSA account. However, Scotiaitrade research team rating on TSGI is HOLD (Thomson Reuters, Valueengine). I would appreciate your opinion in terms of should I wait for some good news before I add more money into this stock.

Thanks
Ninad

Read Answer Asked by Ninad on September 10, 2018
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