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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: 2 questions for a margin account with 10+ year time horizon:
(1) What 10 great Canadian income stocks would be the core of your margin account?
(2) What 6 core great Canadian balanced stocks would you hold (must have a dividend no matter how small)?
Please rank from with best first; selection ignores sector and cap size.
Thanks!!
Read Answer Asked by Grant on June 11, 2021
Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)
Read Answer Asked by Mark on June 11, 2021
Q: Hello, I hold 450 shares of BAM.A in my non registered account. If I understand correctly, on June 28th I will receive 3 shares of the new Brookfield Reinsurance company plus some cash for the fractional share. For tax purposes, will this be entirely considered as dividend (the 3 shares + cash amount)? Thank you
Read Answer Asked by Gervais on June 10, 2021
Q: I only own 50 shares of BAM. Will I get any economic benefit from the BAMR spin off?

Thanks
Read Answer Asked by David C. on June 10, 2021
Q: Good Morning,
I am still holding the old NML from years ago when they were involved with the iron ore deposit and Tata Steel in Eastern Canada. I went through the RTO and consolidation and now hold Abaxx Technologies (ABXX). Any thoughts on this company? I see that it's a financial services software company. Is this worth holding?
Thank-you
Read Answer Asked by Chris on June 10, 2021
Q: I have Kinaxis in the growth section of my portfolio and have had for years. It's done well, but has receded and stagnated, so I am considering replacing it with one of the above which have been on my watch list for a while. I also hold PHO and DND which will eventually have to be replaced. I'm not concerned about sector, except, no tech because I'm overweight, but am looking to replace with a decent quality Canadian stock with good capital appreciation expected over the next few years as the economy recovers. Please order all five, including KXS as buy and hold growth stocks. Thanks!
Read Answer Asked by Kim on June 10, 2021
Q: can you recommend a Canadian and Us biotech etf and stock?
thanks
Read Answer Asked by Mary on June 10, 2021
Q: I currently have all 4 of these etf's in my tfsa. Would you think that some of these etf's are holding the same companies, if so which one would you suggest i keep and which ones would you say i sell. And if there any other ones would you suggest i replace them with. THANKS GUYS
Read Answer Asked by wilson on June 10, 2021
Q: What do you see as the top 5 defensive stock plays for both Canada and the US as it stands today?
Read Answer Asked by Mark on June 10, 2021
Q: I’m 71 years old. As I get older I’ve tried to simplify my portfolio, going from about 50 stocks years ago, to my current portfolio of about 16 stocks, 3 ETFs and 15% cash.
I am a subscriber to your Portfolio Tracking and Analysis service and I’m told I need to make changes to reach a suggested asset allocation and portfolio diversification. Right now I’m tech, utilities and financial services heavy.

Here’s what I’d like to do:
The following set up gives me an allocation of 70% equities, 20 % bonds and 7% cash. I’m comfortable with this and have gone through many 20 and 30% corrections in the past 30 years without too much despair.

In my Canadian cash account I’d have CDZ, FTS, AQN.
Locked in RSP (LIRA) I would have AAPL, ZSP, ZEM.
Unlocked RIF I ‘d have CLF, ZAG.
TFSA would have QQQ, ZEM, ZDI, CSU, TOI, SIS.
I’d like cash around 8% of portfolio.

I’m wondering if I have my portfolio diversification covered and if the right stocks or ETFs are in the appropriate accounts for best tax efficiencies?
Your input would really be helpful.
Thanks
Frank
Read Answer Asked by Frank on June 10, 2021
Q: Could you suggest five Canadian and five American companies that would benefit from inflation. Could you also suggest five Canadian in five American companies that would benefit from higher interest-rate. Thanks
Read Answer Asked by Paul on June 10, 2021
Q: Any information that you can provide for this upcoming ipo would be appreciated
Read Answer Asked by Todd on June 10, 2021
Q: Hi 5i
Currently holding BMO for last 3yrs and see that its share price appears to have increased about the same as CM but appears to have increased quite a bit compared to the others, in last 6 months, TD, BNS and RY.
Why do you think this is happening and Is this something that would be cause for concern? Would you continue to hold or lighten up? My Position size 4%
Even though its a bank, I begin to get uneasy when share prices seems to be out of step with peers.


Thx
jim
Read Answer Asked by jim on June 10, 2021
Q: This sounds like a great idea, over the years other fund companies have had income for life ideas, Some with guarantees, one off market corrections can cause havoc. The Dynamic one went into protection mode then you were only guaranteed to get your own money back.
This one the fund company does not take on any risk, the investor does. there is more then one risk to look at.
Here is a link to a good article.
https://www.moneysense.ca/save/investing/is-the-longevity-pension-fund-a-cure-for-retirement-income-worries
Read Answer Asked by fwb181 on June 10, 2021
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