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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: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.
Read Answer Asked by Harold on January 22, 2020
Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?
Read Answer Asked by Andrew on January 22, 2020
Q: I own LSPD and am up 30%+. Would you recommend staying the course with Lightspeed or selling and purchasing KXS? This represents the 2% of my portfolio I allocate to higher risk equities. (In my TFSA so capital gains is not an issue.) Thank you.
Read Answer Asked by Maureen on January 21, 2020
Q: I have a young person who own TD and FSZ as their only financial stocks. They have been under water since they bought FSZ 4 % weight and wondered if better to sell or buy another financial stock or just hold FSZ and buy a third financial stock? For a young person which financial stock would you recommend if buying a third stock to add to the portfolio?
Thanks
Read Answer Asked on January 21, 2020
Q: FYI: TD Waterhouse - This is what I get when I try to buy PSA or CSAV:

This order cannot be placed electronically. Please contact TD Direct Investing ... to place this order. [ 90211 ]
This symbol is not eligible for trading online. For assistance, please call TD Direct Investing. [ 44221 ]

Gotcha!
Read Answer Asked by Paul on January 21, 2020
Q: Could you please tell me the difference in these choices? Are all dividends paid by all the Brookfield entities in US dollars. Thanks so much.
Read Answer Asked by Nancy on January 21, 2020
Q: I started following the 5i balanced equity portfolio in my LIRA a couple of months ago, but to change it up I am thinking about taking a 5% portfolio position in one of these companies. I have a 25-year investment time horizon for my LIRA. If I wanted to replace one of the 5i balanced equity portfolio funds with one of SHOP, APPL, TSLA, GOOG or AMZN, what would you recommend (both the one I would sell and the one to replace it with)?
Read Answer Asked by Keith on January 21, 2020
Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?
Read Answer Asked by Harald on January 21, 2020
Q: Hello Peter, Asked this question over weekend, but may be lost somewhere so asking again.
As part of a balanced portfolio in TFSA, which of these are worthy of new money in order of preference ( FROM TOTAL RETURN PERSPECTIVE - 3 YEAR TIME FRAME), I own all of these but low in weights. X, NFI, TOY,NTR,QSR,SIS, ATD.
Or if anyone else you like better.
Also, if any of these is a outright sell and re-allocate into others.
Read Answer Asked by RUPINDER on January 21, 2020
Q: Good morning team
Can you steer me in the direction of some very good articles on Reverse mortgages please? I'm thinking of major upgades/renovations to my home. I spoke to an appraiser and he pointed out to me that if we hit a 10 year ish stretch of decline or no growth in realestate that it could be a very bad idea if I chose to sell??
Thanks for keeping me on track. All is going very well at this juncture.!
Read Answer Asked by El-ann on January 21, 2020
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