Investment Q&A

Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you

Q: What did you think of ADBE recent earnings and would you be a buyer of this stock to day in a reasonably diversified portfolio?

Q: Hello 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?

Q: I've noticed on some charts that zinc "warehouse stock levels" are trending downwards over a 5 year period (perhaps longer). Is this is a bullish indicator for price of zinc and ultimately Trevali Mining?

Q: Are there any unpleasant tax results from buying these ETF's at this time of year?

Q: Hello Team,
What do you think of the acquisition announced yesterday.
After the recent drop on price, the stock is more attractive on a value basis but I am not sure to clearly understand how well the acquisition will be integrated with the current business they are doing so I would like to know If you think it is a good entry price now.

Happy Holidays!

Michel

Q: Please give your opinion on Biotricity

Thanks Mo

Q: We have some u.s money in a RIF acct and would like to compliment our balanced and income portfolio and were thinking of VG - IYJ- XLF and VXUS. Does this make sense as we are also playing the currency and this is profit from 2017 thanks to you and your service....thanks...Eugene

Q: Originally purchased LIF for income and some materials exposure. Capital appreciation in 2017 has been a bonus. How cyclical/volatile do you consider the underlying commodity? Does the company go through periods where it reduces/suspends their regular dividend?

Thanks,

Robert

Q: any current thoughts on the outlook for FCF? Thanks

Q: What is the best way to participate in the China/India market (buy and hold and ETF investor)?

Q: Blake asked about ENGH earnings for the quarter, but what about full-year results?

Q: I was wondering if the recent run up in scr was due to tax loss selling and if so should I sell the increase and buy back in January.

Q: For a retired investor, what % of your total would you deem appropriate for preferred shares and would CPD be a good ETF for this?
Thanks

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Your thoughts on the Linamar acquisition please. Thanks, Michael

Q: Google has contracted this co. to develop an optical face technology. The stock has moved up 30% since the announcement a few days ago. Looks like a good place to park some money. Your thoughts.

Q: Often I see two OTC pink trading symbols when looking to buy an international company. Is there a preferred one to buy (one often ends in 'Y')?

Thanks, cathy

Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.

Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.