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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: So an "A" rated company, MDA, gets kicked out of the Balanced Porfolio for TOY. TOY seems to have public for about a year and looks to be much smaller than MDA. So why do you prefer TOY over NFI? Are you sure TOY should be in the Balanced portfolio - it looks to me to be more a candidate for the Growth portfolio?
Jim
Read Answer Asked by James on September 01, 2016
Q: My 22 yo son recently opened an RSP. I wish to invest in one stock in his RSP (limited $ at this time - his TFSA is in order). I believe that good companies seldom/never come on sale. Given the concept of capital preservation for RSPs, cannot use cap loss, very long time horizon, etc, I like the 3 companies identified, and am open to others. There is no need to shoot the lights out - slow and steady will win the race.

Can you see any difficulty with any of the 3 companies I have it narrowed down to, and is there one or two others I should consider (don't care for securities like SH in RSP).

Thanks in advance. Bob
Read Answer Asked by Bob on May 14, 2016