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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: Can you give me your opinion of the ETF FFTY? Do you like the weekly rebalancing? What about the expenses, do you consider them high? I'm looking for something I can buy and hold and was thinking of allocating 10% of my portfolio to this. If you don't like it can you suggest something else for US exposure? Thanks!
Read Answer Asked by TK on August 13, 2018
Q: I hold mid 236 series f active energy income fund in my son's RDSP. I have purchase this fund when it was closed end and last year it was changed to open ended. Sponsor middlefield has said it would reduce portfolio management to 1%. My broker quote shows MER of 2.2% and yield of 5% is the same except distribution is by way of shares instead of cash. Would you endorse this fund for purchase.
Best Regards,
Harold
Read Answer Asked by Harold on August 13, 2018
Q: What would be your top picks in the small cap sector outside the TSXV
Read Answer Asked by James on August 13, 2018
Q: Questions:
(1) How would you rate Lassonde's earnings report? Is it a company worth holding taking into account their eps growth and debt profile?

(2) Do you see any red flags for the longer term regarding TSGI's eps growth. I'm surprised the market has such a negative view of the lowered eps guidance if most of it was a result of the higher share count. I would be interested in hearing your thoughts.

Thanks.

John
Read Answer Asked by john on August 13, 2018
Q: HI again 5i (third try). We are a mid 70's couple needing to increase our monthly div. income slightly to satisfy our monthly RIF payout. Please suggest your best ideas to increase our low cash position and which monthly div. payers to add. We could take some profits or sell from among nflx, vmd, xhc, itx, vun, toy, iyt, zuh, atd.b, aem.
We have half positions in your income portfolio excluding cpd, cvd, plc, tcl.a, xhy.
We realize our fixed income is very low for our age group but with 10% of our 425k portfolio in slf and our 700k home adds some safety. Please deduct as many credits you see fit. Thanks so much.
Read Answer Asked by Peter on August 13, 2018
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