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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 need to add US exposure to my holdings and with a view to the anticipated rate increase by the US Fed wanted some assessment of US banks. What is your opinion of the large banks versus the regionals?
Specifically I am looking at Bank of America and Wells Fargo. do you have an opinion on the ETF KBE:US? If not any of these would you have a couple other specific preferences?
Peter
Read Answer Asked by Peter on December 12, 2016
Q: My IT sector weighing is 8% of total portfolio and consists of three equality weighted equities, SYZ, OTC, and ENGH. Long term holdings and have been happy with overall performance, but I wonder if they are diversified enough across their business segments. I would like to keep OTC, but what other two IT sector equities would you recommend to complete the trio?

Regards,

Robert
Read Answer Asked by Robert on December 12, 2016
Q: I am currently up 30 to 60% on these companies, all are held in an RSP or RIF account. Would you add, take profits, or sell full position in any of these funds. I have about $20,000 to invest currently in my RRSP and am wondering if it is to late to start a new US position. I am considering facebook or google? Thanks for your input!
Read Answer Asked by diane joan on December 12, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
Q: I have built up a 83k TFSA by using a mix of picks i have chosen on my own and with your valued advice but find it very stressful at times and would like to put it in hands of a trusted investment fund(s).I am seeking your opinion on dividing the TFSA into the three funds offered by Edgehill Funds.Guardian ,Advantage,and Select.Would this be a good strategy or should i continue to stock pick among your holdings in your funds.I am looking to retire in 10 years and this would represent 15% of my retirement total
Read Answer Asked by Brad on December 12, 2016
Q: A few questions have mentionned the ETF XBB. Since its fee is 0.34% versus ZAG's fee of 0.23%, shouldn't we go for ZAG? I also like the fact that ZAG is a BMO product which means I pay fees to a canadian company rather than a U.S company (bonus points). Thank you.
Read Answer Asked by Matt on December 12, 2016
Q: I am retired and looking for relative safety and dividends. I already own 3 banks and am looking to add a insurance company to the mix. What would be your recommendation on the companies listed above ? Or do you have another Canadian company in this area that you would recommend over this list?

Thanks Ken
Read Answer Asked by Ken on December 12, 2016
Q: With the Bloomberg article yesterday on the potential bubble in Marijuana stocks in Canada (also you have warn us about these stocks), I was wondering if there was a way to profit from this. Would you suggest shorting 3 or 4 of these stocks? And if so do you have some suggestions?

Thanks
Read Answer Asked by Steven on December 12, 2016
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