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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: Good Morning,
Any idea what has been driving the Canadian Dollar higher, and do you see this trend continuing?
Thank You
Read Answer Asked by Kevin on May 03, 2021
Q: In a well diversified portfolio, thanks to Portfolio Analytics if one wanted to be overweight in one or more industries which would you pick? Which would go underweight? Long term holder but don't mind playing trends as the post pandemic era comes to fruition.
Read Answer Asked by Yves on April 30, 2021
Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Read Answer Asked by Stefan on April 29, 2021
Q: "President Biden's plan is expected to call for a 39.6% top tax rate on long-term capital gains, up from the current 20%. The tax would apply to returns on assets held more than a year and to taxpayers with more than $1 million in income." If this proposal becomes reality, do you expect an impact on stock markets?
Read Answer Asked by Dennis on April 29, 2021
Q: What would you invest in when inflation is a problem?
Read Answer Asked by John on April 28, 2021
Q: I realize that you do not have a crystal ball however my concern is over the Covid Variants especially the ones in India. There is a suggestion that some of the variants may block the effectiveness of the vaccines. If this becomes a huge issue, I am thinking that the market could be in for another rout. I wonder if sitting in cash is the prudent thing to do and just wait out the current virus situation. The market has gone up allot and I would rather give up a small potential gain over time vs a large drop in a much shorter period of time. Your thoughts?
Read Answer Asked by Bradley on April 27, 2021
Q: Hi
Want to reduce the etf's I have, by doing the following, looking for growth outside of Canada.
IDV and PID into EFG
IVOL, QQQJ, XGI, SCHB & SCHD into IWO
VIU into IEMG
Your suggestions always welcome.
Thank you

Mike
Read Answer Asked by Mike on April 23, 2021
Q: Good Morning 5i, What would be your allocation % to the 11Sectors? Thanks
Read Answer Asked by Gordon on April 23, 2021
Q: Are you followers of David Rosenburg? He is playing the contrarian and is foreshadowing gloomy times ahead - not too distant. Recently, in the National Post he reinforced his current analysis with his prior track record of seeing what others didn't. What do you think?
Read Answer Asked by Kris on April 20, 2021
Q: I have quite a few companies that trading well above
There normal p/e
Like Medtronics ,I’m starting to think
Selling the lofty ones and sit in a little more cash
And wait for all this to normalize
The example I’m using, over 10 years is around
25 p/e and now trading at 58 p/e
That info comes from Rbc investing
What are your thoughts
Thanks
Read Answer Asked by Sam on April 20, 2021
Q: Can you list a few companies you think are undervalued today?
Read Answer Asked by Fabio on April 16, 2021
Q: what would be some great investments if we were to have a really hard drought all across North America this spring summer and fall ? thanks
Read Answer Asked by jim on April 13, 2021
Q: MELI seems to have lost its mojo and I'm looking a stock to complement my tech strong portfolio.

Do you think finances are a good recovery play? Do you like BAC as a finance play?

What sectors companies do you like?

2020 was good to me as i was all in tech.
Time to broaden my selection.
Thanks for all your support.
Read Answer Asked by Mark on April 09, 2021
Q: I am I retiree with a cash account, a TFSA account and a RRSP account and have a defined benefit pension. If I think of all my accounts as one what would you suggest my sector allocations be for an income account. Also, what do you suggest that my sector allocations be as to Canadian, United States and Global holdings

Dave


spand have a defined benefit pensio
Read Answer Asked by David on April 05, 2021
Q: Peter,

I am confused about the value of Quantitative Easing. The Bank of Canada has bought billions of dollars of government bonds, bidding up the price and consequently lowering the yield. I understand this a procedure enacted when interest rates cannot go any lower and they still want to boost the economy. How is this going to boost the economy? It is not lowering the cost of lending and is not creating any jobs. Is the only advantage is to create more liquidity in the lending market?

Thank you

Paul
Read Answer Asked by paul on April 01, 2021
Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.
Read Answer Asked by Les on April 01, 2021