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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 was watching an interview with David Rosenberg and Ed Devland. They were stating that the Canadian interest rates are going to have to be cut several times due to economic conditions. Can you recommend investment strategies to benefit from this . For example bonds going up in value because of the inverse relationship of interest rates and bond values. What bond etf's ect. Can you give US recommendations also, as it sounds like the Us will be later than Canada.

Thanks
Read Answer Asked by Brian on June 12, 2024
Q: I have a large sum of cash from a recent sale. I will need the funds in the next few months but would like to "put it to work" in the meantime. If it was your money, which of the myraid of options would you choose that offers safety, liquidity and max returns.

Many thanks

Scott
Read Answer Asked by Scott on June 12, 2024
Q: Any predictions of when the $CAD is going to increase by about $.05 US? What will drive the increase?
Read Answer Asked by Ron on June 12, 2024
Q: I know your not a big fan of averaging down but I bought a half position of this at $138 and now after a bad quarter report do you think it’s worth buying another half position down here in the $-115s for a 1-2 year hold,your thoughts on the company and management and what you think is a good entry point ….Thanks
Read Answer Asked by Greg on June 12, 2024
Q: Hi, raising some cash so could you rate these companies as to which one you would sell first. And the one you would definitely like to keep
Thanks
Read Answer Asked by Brad on June 12, 2024
Q: I hold AVGO in my RRIFF. I sold half of my holding when it was trading at 3.5 times my cost base, to reduce my exposure back down to 3% target weight in my overall portfolio. It's now trading at nearly 6 times my cost base and is at 4.6% portfolio weight. If it continues to run I will sell half again when it hits 6%. Is this a sound strategy? At what price would AVGO need to reach before you would say it was approaching bubble territory and I should cash out entirely?
Read Answer Asked by David on June 12, 2024
Q: Sold both for tax loss.
Wondering about proxies for both. Could you suggest a couple? If the proxy goes up in the 30 days, I presume you would keep the proxy until it changed direction. What is the thinking on this process. What if it goes down?
Thanks on your thoughts
John
Read Answer Asked by John on June 12, 2024
Q: You recently replied rather positively to a question regarding using Wealthsimple as à brokerage. I have tried them out on a small scale and found them to be very good. I have vaguely considered switching our whole portfolio over there. I hesitate, though, because of the large and established companies like TD. Since you see Wealthsimple as safe as these, do you see any great advantages of these larger companies, which would be an impediment?
Thanks
Read Answer Asked by joseph on June 12, 2024
Q: portfolio strategy question

I have adopted a dividend investment strategy of investing predominantly in canadian dividend paying equities and as expected am overweight in financials, telecom and utilities, this strategy allows me to sleep well at night, I am looking at enough dividend income from the portfolio to retire on and not have to touch the principle investment.

besides the lack of diversification in geography and sector. can you give me your opinion about concerns you may have with such a strategy and what you would suggest doing otherwise ?
Read Answer Asked by Ernest on June 12, 2024
Q: It's been almost a year since I asked about this one (QTIP - Mackenzie US TIPS Index ETF (CAD-Hedged)). I've held it for over 3 years and it has certainly dropped (I'm down about 11%) and over the last 12 months it just seems to be flatlined between $ 83 and $87. Why should I want to keep this one vs. just selling it and moving $$ to something paying a higher dividend (maybe BCE or ENB) ? Or will dropping interest rate finally be the catalyst to breathe some life into this one ?
Read Answer Asked by Randy on June 12, 2024
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