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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: Which of these names would you prefer to top up today? Do you view any as sells?

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Freehold is an oil & gas royalty streaming company. Was there not at one time a competitor to them? Can you name the other oil/gas streaming companies.
Also - the names of the gold/silver streamers - thank you.
Read Answer Asked by Reg on January 17, 2022
Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,
Read Answer Asked by Donna on January 17, 2022
Q: My allocation to financial services - with a RIF (US and CA)and TFSA (US and CA) is under 10 % , with BMO, BAM, MA and FFH.
Please rate these for growth and safety - and whether this is a good mix.
Read Answer Asked by Valerie on January 17, 2022
Q: Would you consider apartment REITs as good inflation hedges? Rental rates and property values should presumably increase in an inflationary environment. However, the currently low dividend yields on these REITs, I assume, could cause some weakness in a rising interest rate world. What's the right way to look at these? Thank you.
Read Answer Asked by Greg on January 17, 2022
Q: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?
Read Answer Asked by Neil on January 17, 2022
Q: A couple of showdowns for you — which of the following would you pick today for a 5-year hold with an eye toward growth?
- RDFN vs. EXPI
- UPST vs. ARFM

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Which of the above names would you be comfortable adding to today? Of those, what would be the priority order for additions? Finally, are there a couple of other names you would see as strong buy candidates to throw into this mix that are trading at attractive levels today?

Thank you!
Read Answer Asked by Andrew on January 17, 2022
Q: Is there any possibility that you could add start date to the portfolio reports. You give the start price but not the start date. Or you could add a column giving the compound annual return. This would be more meaningful than the return since inception column.

Is there any way I can access all the transactions made in the portfolios. I can go back thru the monthly reports but that is a lot of work. To add to that the sell prices are not given, only that the position was sold. I also noticed that when you add to or divest part of a position, the start price is not adjusted.
Read Answer Asked by Rob on January 17, 2022
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