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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: Is there any possibility that you could add start date to the portfolio reports. You give the start price but not the start date. Or you could add a column giving the compound annual return. This would be more meaningful than the return since inception column.

Is there any way I can access all the transactions made in the portfolios. I can go back thru the monthly reports but that is a lot of work. To add to that the sell prices are not given, only that the position was sold. I also noticed that when you add to or divest part of a position, the start price is not adjusted.
Read Answer Asked by Rob on January 17, 2022
Q: FSZ bought back a large block at much lower price than the market. Would you guess that this is part of a larger plan, perhaps restructuring, merger...etc. Since they spent lots of cash, would that also constrain them from an acquisition. With high dividends, cash flow and low P/E why this stock is not getting traction? Appreciate your opinion, thanks
Read Answer Asked by Saad on January 14, 2022
Q: With rising interest rates, would you prefer banks or life insurance companies for growth and income. Would your top choices for each remain SLF and BNS. Please explain. Thanks
Read Answer Asked by Greg on January 13, 2022
Q: Hi Team,
Amount these auto parts manufacturers, which one would you recommend or best upside ? and right time to enter this sector ?
Thanks as always,
Tak
Read Answer Asked by Tak on January 13, 2022
Q: Follow your balanced portfolio. Please rank the top 8 stocks from that portfolio to add to in my TFSA.
Also what are your 3 best ideas for income dividend.
My time frame is 3 to 5 years.
T Steve
Read Answer Asked by Stephen on January 13, 2022
Q: I have these companies in my TFSA, which ones would you recommend adding to
Read Answer Asked by Mike on January 13, 2022
Q: looked over the recent 5iR balance and income portfolios as of the end of December and saw more than 5% in cash for each of these two portfolios.....I wondering - will you deploy some of this cash in the next 5iR Update???......and will this update be coming out, like in the next week???.......or do you expect to defer deploying the cash until there is a clearer market, aka positive sentiment and also momentum??? .........curious Tom
Read Answer Asked by Tom on January 12, 2022
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