Investment Q&A

Q: A U.S. based financial advisor who specializes in ETF’s and is bearish on the market states in his weekly newsletter that a retired individual should hold an equivalent percentage of bonds as their age in their portfolio:

What would be your thoughts on this degree of allocation and what would you suggest?

Would your allocation change if the individual has already accumulated sufficient capital to take them to the end and still leave a nice inheritance?

If you do think that a retiree should have a percentage of bonds in their portfolio can you provide some ETF’s?

Thank you for considering my questions.

Q: HI 5i,

Concerning American banking system, rumors are that under the Trump governance, some banks have gone back to the same financial strategies as before the financial crisis of 2008. I do have those 3 American bank in my retirement portfolio. Should I get a ride of those and, if the answer is yes, any suggestion for replacement.

Thanks you

Q: both BYL and PBL are up, should I sell or hold, thanks

Cindy

Q: Hello, I'm looking at adding PBL to my portfolio and noticed the one day price jump. Is this mostly due to the acquisition of Shafer Systems? Is it still a good time to buy (long term hold?), or should I wait for a pull back due to the current valuation.

Q: Premium Brands is down over .10%, is it time to Sell now?

Q: I recall reading in Q&A earlier in the year that in determining percentage of sector allocation in our portfolio we use the stocks only total sum and not include the sum of our ETF's. Did I understand that correctly? If so, then to understand our sector allocation of our ETFs do we take the average of the ETFs' specific given sector allocation(i.e. for Financials in VFV,SPY and VIG approx. 14.30%) ? So if we have Financials sector allocations of 15% in Stocks and 14.30% in ETF do we view it as approx. 15% Financials in our total portfolio or is is understood to be the sum of the two(29%)? In addition to our personal investment accounts we have an investment account within our small family business.Should I be adding the sum of this investment account to our personal accounts for tracking sector allocation? Thank you for your assistance with clarifying sector allocation .

Q: Cuple of companies that came up in Steopen Tackazy on market call
Stella Jones I owned this before was good. appears owners sold out and the management is sound . the stock close to year low.
the other is Andrew peller the positives is that wine is gaining more market share and the othere is Ontario is on track to provide more sales outlets .
Would you recommend eiher one or bothand if yes which one is more reliable

Q: Reportedly US & Can have agreed to a NAFTA framework.Please advise the top 8/10stocks that benefit the most(starting with the best).Thanks for u usual great services & views

Q: If one were to sell Atco at a loss and purchase Cdn Utilities, would CRA grant a tax loss or are these two companies considered too close to the same? Tx.

Q: Bought TSGI near the top. Would like to hold longer term. But considering selling now, crystallizing loss and, re-purchasing after 30 days. This would allow re-purchase before next earnings mid November ( I believe ) . With the caveat that price movement unpredictable , would there be any known potential catalysts in that 30 day window before next earnings?
Reasonable scenario or trying to be too cute ?
Thanks

Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks

Q: Hi
What is your preference for growth and dividend. growth.
Thank you

Q: On Brookfield Infrastructure Partners issue with free or positive cash flow, What is the present cash flow positive (free) or negative? In addition, what was the last three years positive or negative? Also, if you cantell if the future year will be positive or negative cash flow?

Q: What are your thought s on Keith Richards analysis of the directions of this stock?

How much value do you put in trendlines?
Was a strong uptrend since mid-2017, then broke the neckline. It'll end up the in low-$20's. He's bearish.

Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.

Q: I received a class action claim form in the mail regarding Amaya (didn't know there was a lawsuit against them). I sold my shares of this company before it became The Stars Group (1/3 for a loss, 2/3 for a small gain). I didn't have a lot of shares and normally don't get involved with these things. What do you usually recommend for people to do in these situations?
Thanks, Paul

Q: Hi Peter, considering a preference for dividend paying stock in tech sector - which would you recommend - QCOM, INTC OR TSM (or if any other your prefer). Already own apple, msft , csco and oracle. Thanks

Q: I was reviewing your model portfolios and noticed that you do not hold any bank stocks. Is there a reason why?

Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.

Q: hi there,

i can't locate ITA in your stock drop down - ishares etf aerospace and defense. Just looking to beef up my industrials - i understand that can do well late in the cycle. Your thoughts on this ETF - am i too late to this one?