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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: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin
Read Answer Asked by Marvin on August 31, 2018
Q: On 29 Aug I asked a question, part of which was: "Do you like the idea of holding some (10%) of a portfolio in active ETFs?" I did got a sense from your answer if you favour holding some actively managed ETFs, or would you stay with low MER index ETFs? I am planning to hold as much as 50% of my portfolio in ETFs for outside Canada exposure.
Read Answer Asked by Dennis on August 31, 2018
Q: Just a comment to Michael about TD investment savings account TDB8150. In the small print there is a note that there is a fee for selling within 30 days of a purchase. I think it is either a flat rate or percentage (I don't recall), but it is something to look in to if you plan to move money in and out in a short time frame.
Read Answer Asked by grant on August 31, 2018
Q: Today we are seeing another short seller, Citron Research, issue a report condemning Cronos whose reporting is being compared to disclosures by Canapy and Tilray.
Often, research assessments have been based on subjective judgment. What recourse do shareowners have to ensure there is accuracy? Are these firms subjective to recourse or penalties should their reports be issued for personal gain? Are there cases of class action lawsuits?

https://citronresearch.com/wp-content/uploads/2018/08/Cronos-The-Dark-Side-of-The-Cannabis-Space.pdf


Read Answer Asked by Martin on August 31, 2018
Q: Just curious if you have any comments about the recent developments with this company.
Read Answer Asked by Brad on August 31, 2018
Q: I would like to sell ONE of the above (need the money)

all have capital gains, ignoring tax consequences,

Which is the most overly valued right now, hence my way of looking at selling high.

I am open to your opinion about how else / other ways of looking at a sell (outside of tax consequences.)

thanks

Ernie
Read Answer Asked by Ernest on August 31, 2018
Q: My questions is about REIT investing. Seems that REI.un, BEI.un's 5 year return is cyclical, could be just back to original value whereas CAR.un and IIP.un value climb nicely over a 5 yr. period. Any difference in selecting these REIT's ?
Read Answer Asked by DAVID on August 31, 2018
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