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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 light in consumer cyclicals and am following the balanced equity portfolio. I own a full position of MRE ( so haven't bought any MG). I have a slight aversion to buying companies that dont pay any dividends so am hesitant to jump on TOY or GC. Any good buying opportunities in the consumer cyclical space ( 5 year hold) as alternatives to TOY and GC?
Read Answer Asked by Tom on April 17, 2018
Q: Hello team,

I understand that all technology stocks are down but SHOP continues to lose more than everybody else. Can sentiment change so much? or is there something fundamentally wrong?

The stock has gone down from $202 to $144 in less than a month, would you sell, buy, or hold?

Thanks for sharing your insights and have a wonderful week!
Read Answer Asked by Saeed on April 17, 2018
Q: We hold 50% of our portfolio in your stocks from the balanced portfolio - 34% in your income portfolio and 16% in your growth portfolio. Although not all stocks from the three portfolios are in our final portfolio we have done this to have a large part of our income from dividends in cash accounts that when combined with CPP and OAS require only 2% return from the cyclic stocks to give us all the money needed to live the life we require. My question is would we be just as well represented with a complete investment in the balanced portfolio (we are only shy WEF, TECK, MX and MG) than having 35 stocks from the three portfolios. We were rewarded with a return last year only 2% less than the return of the balanced portfolio. I know this is an involved question but we respect your advise so much I felt that it was one we should ask....thanks you....Eugene
Read Answer Asked by gene on April 13, 2018
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