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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 a well balanced successful portfolio, thanks to 5i, with 10+ years to semi retirement.
50% balanced portfolio, 26%US$RRSP containing stocks and ETFs, plus Boyd, QSR and a few others. In my US$ RRSP, I have:
AAPL 2.8%
FB 2.1%
GOOG 3.9%
IBB 6.9%
ISRG 5.1%
IWO 8.6%
PCLN 3.8%
QCOM 7.5%
SPY 45%
VIG 7.4%
XLY 6.5%
What would you recommend for My US RRSP?
Read Answer Asked by William on February 07, 2017
Q: From what I can gather, the Oil Supply/Demand Gap is supposed to come in line sometime late Q2 or sometime in Q3. At these levels RRX looks very attractive. The have a strong balance sheet with little debt.

Obviously pullbacks are hard to predict. That being said, do you think its reasonable that we'll observe sub $50 prices with news today of a record amount of speculative long positions in Oil?

There is a lot of concern whether a border tax (if implemented) would either exempt Canadian Energy companies.

Read Answer Asked by Geoff on February 07, 2017
Q: Hi there. I have very little weight in pharma/biotech sector and very little weight in commodities sector including zero weight in gold/silver. I'm overweight in financials and tech stocks and equal weight in industrials. I Have an addt 25k to invest. Looking for high potential growth over the next 12 months. Not concerned about short term volatility. Can you recommend 2 Cdn stocks and 2 U.S. stocks to consider? What sector do you see having the most potential upside in 2017? Thx for opinion.

Robert
Read Answer Asked by Robert on February 06, 2017
Q: Good morning
I was wondering what are your thoughts on Hudson Bay company (HBC). I know retailers are hurting now, is HBC a good value right now? I Recently heard that hbc property holdings are worth quite a bit and that HBC maybe spinning off REIT? What are your thoughts on this and HBC taking over MACY'S.
If HBC is not good, do you have an alternative you recommend?
Read Answer Asked by Palwinder on February 06, 2017
Q: Hi, I need to pull some money out of my TFSA and would love your thoughts on what to sell. I'm looking at TOY, NFI, and EIF as my "flatliners" (I haven't had them long). Do you have advice about which to drop, or perhaps they'll all shine in the end so I should just trim each one? I will be able to buy back mid-year. Thanks!
Read Answer Asked by Kate on February 06, 2017
Q: Hi is it possible to explain how this occurs or if it does
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David
Read Answer Asked by David on February 06, 2017
Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).
Read Answer Asked by Dan on February 06, 2017