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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 have been wondering about this for a while but haven't known were to find the answer, so I thought I would try you guys. If Quebec is the block to Energy East, why not build the pipeline to Lake Ontario and move the oil to east coast refineries via tanker on the St Lawrence Seaway?
Read Answer Asked by Ken on November 27, 2019
Q: Much like KL's acquisition of Detour Gold, it doesn't seem that investors like Sun Life's arrangement with its subsidiary, Sun Life Vietnam Insurance and Tien Phong Commercial Bank (TPBank) which have formed a 15-year bancassurance partnership in Vietnam .
The agreement combines TPBank's distribution network with Sun Life Vietnam's market-leading life insurance products, giving 2.5 million TPBank customers access to a comprehensive range of innovative insurance solutions.

May I have your thoughts on the share price drop? Short term? Perhaps a switch to MFC is in order.

Thank you
Read Answer Asked by Martin on November 27, 2019
Q: Goodmorning
I have a 1% position in ZGI and a 3% position in BIP.UN I am thinking of selling ZGI and using the proceeds to invest in BIP.UN in an effort to cut down on the number of positions I have in the total portfolio I am wondering what your thoughts would be with such a move?
Thks
Marce
Read Answer Asked by Marcel on November 27, 2019
Q: It is my understanding that that 5G signals will require a different type of transmission installation, namely smaller and much more numerous for the shorter distances involved. The two companies often mentioned are AMD American Tower and CCI Crown Castle however only the latter is specific to 5G. Am I missing something here as I am looking to invest in 5G transmission but don't want to go off in the wrong direction.
Thanks
Read Answer Asked by DAVID on November 27, 2019
Q: ON Feb 9 of this year I asked you which stock(s) do you think could be the next KL. You gave me 2. NOVO and NUAG. Both have been stellar performers since then yet again.

1)Would you still hold them or have they reached their potential?
2)Could you suggest another couple of names that you really like in the same genre?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 27, 2019
Q: Related companies to 5G and internet of things may be a good investment in Tech. which I have a very small positions in. Could you " gestumate " what Canadian companies might benefit from  the above trend or any other futuristic trends  in technology as I would like to consider the sector. thanks
yossi
Read Answer Asked by JOSEPH on November 27, 2019
Q: Hello team,
A member asked the following:
BMO's Brian Belsky is predicting a bull market for the S&P500, with growth of 18.5% pa for the next 5 years!
Assuming he is right (big assumption) what are your favourite growth stocks (US or Canadian) for a 5 year hold?
You suggested a few stocks...one of them GH...is that Gamehost or Guardant Health?
Thanx!
Read Answer Asked by Silvia on November 27, 2019
Q: Hi Peter and Staff,
Some of my sector ETF's are only 2.2 to 3.5% of my portfolio to make up for Analytics suggested allocation. I know you suggested a minimum of 5%. If I go 5% with any of these ETF's I would be way over the suggested allocation. Any suggestions will be greatly appreciated. Thanks for your support.
Ivan
Read Answer Asked by Ivan on November 27, 2019
Q: This question relates to portfolio construction-please deduct as many points as necessary. My 89 year old mother is in good health, still drives and wants to continue to live in the family home as long as possible. Her mother lived to be 100. Her investments consists of a riff, unregistered self directed account, TFSA and cash. Her money will run out in 9 years.
Her investments are:
Riff-all cash and represents 65% of her total investments;
Unregistered account-25% . Consist of Zeb and zdv;
TFSA- 5 %- all cash;
Savings account-5 %- all cash.

Capital preservation is paramount but should it all be in cash?
Specifically could you comment on the following:
1) riff-should we move to a laddered GIC approach for the money she will need for 4 to 5 years and put the remainder in blue chip dividend stocks such as banks, pipelines, utilities?
2) keep the unregistered account as is. We would like to move some money over to her TFSA but this would create a taxable capital gain event. Comment?
3) invest TFSA in blue chip dividend stock -suggestion?
4) no change to saving account as this could be used for any unexpected house expense. Comment.
Also any other comments or thing to consider would be appreciated as there are not a lot of information out there regarding winding an account down.
As always, many thanks.
Read Answer Asked by Maggie on November 27, 2019
Q: I have some cash to deploy and am waiting for tax loss selling to develop. Of the likely candidates, LSPD for example, can you name several to monitor that would be great opportunities for bounce back in the new year?

Thanks
Dave
Read Answer Asked by Dave on November 27, 2019
Q: In a state of confusion regarding these holdings...the spinouts? and the future outcome. Would like to hold forever (like the dividend)........What should I do? Positions. BIP.UN, 3.6% of portfolio, value now $280k..with gain of +74k. BEP.UN, 2.8% of portfolio, valued at $215k with gain of +86K
Read Answer Asked by David on November 27, 2019
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