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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 have been following A&W and Boyd for years and years.
I finally bought A&W recently. Now I would like to switch
the A&W for Boyd. I have more stocks than i really need ,
and not enough spare cash to hold meaningful positions in both. I think that I would prefer the growth that
Boyd might offer over the income from A&W,since although
the position is 2% , the income really isn't meaningful


Would his switch be a reasonable one ?

Thanks in advance for considering this question.
Read Answer Asked by Leonard on June 12, 2017
Q: Can you recommend a handful of your preferred US tech names? Also can you suggest anything in your coverage universe in tech that you would be wary of right now? For the latter I am curious about Canadian tech companies that you like but that for one reason or another may be best to avoid in the shorter term. Thanks.
Read Answer Asked by Alex on June 12, 2017
Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.
Read Answer Asked by Paul on June 12, 2017
Q: I have stayed away from LP stocks due to worries about tax issues. Do you have any general comments on LP stocks? for example, If one holds BEP.UN on the TSX, should one purchase it in a registered or non registered account? Are there tax concerns....or is that only a problem if one purchases on the US stock exchange?

Thank you so much for your comments on this issue.
Read Answer Asked by Joanne on June 12, 2017
Q: HI 5i,

I unfortunately bought into Shopify and Apple right before the big tech sell off on Friday and today, and as such I am down quite a bit.

I know the financials and growth prospects of both companies are VERY strong and a rebound is likely within the next month, so I am wondering whether this is an opportunity to buy these stocks at a lower price. My sector weighting in tech is currently 12% (I am in my mid twenties with a higher risk tolerance), so I am also wondering whether you think I should instead sell to cut my losses if you see this correction continuing long term.

Thanks,

Grace
Read Answer Asked by Grace on June 12, 2017
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