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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 am down on both companies 25% each and would like to switch to MX. Which one should I sell or trim both? My objective is growth.
Read Answer Asked by JR on March 28, 2017
Q: From your experience did you find that, in an upward market, inflow of money into mutual funds increases and therefore accelerates the upward momentum and the opposite is true as well? Today with all these ETFS can this occur with ETFS as well? Is the popularity of ETFS (funds flowing in and out) is adding to the volatility of the market. Would you see a panic scenario causing a major collapse?

Thanks.
Read Answer Asked by Saad on March 27, 2017
Q: I Have BEP.UN, and BPY.UN which have gone sideways for me in the last year, I also have BIP.UN which has done very well.
I am thinking of selling BEP and BPY and buying BAM.A with proceeds. Is this a good switch.
Thank You
Hooray for the ethical 5 I
Read Answer Asked by Peter on March 27, 2017
Q: Good morning Peter and Team,

My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)

Thanks as always for the valued advice.
Read Answer Asked by Jerry on March 27, 2017
Q: I am a 30yr old long term investor with a Canadian portfolio leaning towards growth. Consumer (cyclical and non cyclical) account for approx 10% and would like to increase this to approx 20%. I currently hold ATD(4%), MTY (4.5%), TOY (1.7%), and would like to selectively add over the next few months to achieve my target of 20%. How would you suggest i achieve this? Would you add to current names? Add a position or half position off my watch list (ZZZ,DRT,SHOP)? Or do you have any other names that you feel would fit in better? Since i plan on having these holdings long term i would also appreciate your opinion on entry point or if you think i should avg in once you have answered the questions above. I appreciate your service and feel free to deduct as many credits as necessary.
Read Answer Asked by justin on March 27, 2017
Q: If I renew my membership now with the ETF promo how does that affect my existing membership M y membership doesn't come up until August.
Read Answer Asked by Mark on March 27, 2017
Q: I have been a member for a couple of years and you have been my "go to advisers" .
Thanks to you, I have built this non reg account.
In the non registered account I have the following approximate holdings:
5%--FTS;IPL;H;MFC;SU;STN;PWF;BAM.A;
7%--BEP.UN;CTC.A
13%--CCL.B;ENB

I have $40,000 in cash. Retired with a pension and medium term(hopefully) horizon.
Reading your Q&A, I should rebalance CCL.B and ENB to 5-7%

Additional ideas for the rebalanced cash and the remaining $40 thousand.
Many thanks for the usual, calm, balanced, patient answers.
Paul
Read Answer Asked by Paul on March 24, 2017
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