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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 Peter, I was contemplating selling half my GSY holdings and buying into AVO for diversity purposes, as I am up 40% on GSY. As far as growth and SP potential going forward, and comparing the two, is this a ok move? If I am going to sell off part of my GSY holdings I would be hoping that the funds I allocate (possibly into AVO) will perform equal or better to GSY going forward. I have also noticed AVO has ran up quite a bit; is it still a good buy here? It seems to be above the average analyst "targets" at the moment;
Read Answer Asked by Shane on January 24, 2018
Q: I have the good problem of MX and WSP doing very well but now both at 2% overweight. I hate to sell stocks on a good run....time to rebalance or ride it out a bit longer. If time to rebalance what materials and industrial stock ( balanced equity portfolio follower) to buy right now with the 2% position.


Read Answer Asked by Tom on January 24, 2018
Q: Hello,

What do you think about this company? I have seen one firm with a seemingly decent track record suggest that $4.00/share is realistic as a target. I don't know them or the company and would love your input. Thoughts on whether to initiate a position if an appetite for risk is assumed? What do you like or dislike about the company and why would you invest (or not)? Is it something that would ever get growth portfolio consideration?

Thank you!
Read Answer Asked by Tim on January 24, 2018
Q: Good Morning;

What do you feel is the best company for natural gas? Specifically, I am looking for a company with low debt, a dividend and a strong track history (good management).

I currently own a very small natural gas play (CQE) that is down 66%. I am seeking to move my remaining money into a company that will pay me to wait and provide an opportunity down the road to recoup my loss.

DON
Read Answer Asked by Donald on January 24, 2018
Q: I recently asked a question asking for guidance regarding the need to buy an ETF that would give me exposure to the world outside of the United States. You suggested VXUS but it has to be purchased in U.S. dollars. Is there a similar product I can buy in Can. $?
Also, if I were to buy VXUS, what kind of exposure would I be getting? i.e. how much exposure to the different areas of the world? Asia? Europe? Other areas?
Again, how exceptional I can access your guidance this way. Many thanks.
Read Answer Asked by Les on January 24, 2018
Q: A. With the expected further increases in interest rates in 2018.
Should I anticipate pullback from certain sectors? your opinion please.
if so which sectors, DOES 5i recommend adjusting asset allocation in response to interest rates?

B. I have been a student of the DIY investing for the last 10 years but have no experience with a potential era of interest rate rise and don't know what to expect.

I struggle with this, probably too much media coverage, I would prefer to be a buy and hold, all of my equities are blue chip dividend companies. (but it is hard to see portfolio drop on no news other than interest rate rise.) I believe I am looking for reassurance in this last comment:)

Ernie
Read Answer Asked by Ernest on January 24, 2018