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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 in the process of building the Balanced and Growth portfolios, and I would like to take advantage of the recent pullback. I had been waiting for a correction to buy SHOP, but I notice that not only did it not decline much, but that it has recovered extremely quickly. I was under the impression it would be very volatile. Apparently not.
Anyway, could you please help me order in terms of priority to buy the top three or so securities that I don't currently have in the two portfolios:
Balanced: CAE, Celestica, Altus, Parkland, Sun Life, Stella, Sylogist
Growth: Dollarama, Covalon, Photon, Shop, IWO
In terms of best in the sense that they were unfairly punished and therefore have the most potential going forward?
Thanks for always great insight.
Read Answer Asked by Gordon on February 13, 2018
Q: The 5i Income portfolio could be categorized as an equity income portfolio and I'm wondering how you would quantify the risk of the portfolio relative to the S&P/TSX or other appropriate benchmarks.
Read Answer Asked by Ian on February 12, 2018
Q: If one was currently setting up a diversified portfolio including the following classifications - real estate, financial, health, technology, materials, utilities, energy, consumer discretionary, consumer staples, industrials and telecom - and wanted one core investment in each classification (either a specific larger established company or an ETF where there is no such company in Canada (such as tech and health)) what companies/ETFs would you suggest by classification. Thank you for your exemplary work and suggestions over the last few years.Mike
Mike
Read Answer Asked by Michael on February 12, 2018
Q: I have sent Avigilon's Investor relations an inquiry about this, but, in general, wouldn't there be a shareholder's vote on the takeover? I don't usually stick around for these things (I take my profits and run!) but in this case I don't like the offer very much and would definitely vote against it. The only mitigating factor now however is the announcement that the CEO is retiring. Do you think this news is material to the possibility of another offer?

Thank-you.
Read Answer Asked by Alex on February 12, 2018
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