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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: Do you have estimated numbers for returns (1-3-5 yr) on your etf model portfolio? Or even better would be calendar year returns back as far as you can go. Much like you have on the equity portfolios.

Looking to have a chat with my advisor about his fees and these numbers would help as me adopting your portfolio is what he needs to beat net of fees. It would be his new benchmark if your returns have been good!
Read Answer Asked by Tom on June 07, 2017
Q: Enghouse is down sharply this morning by almost 4%. Is there something that the large institutional investors know or is something else causing this drastic drop on no real news? The second quarter Fiscal 2017 release is scheduled after market close on Thursday, June 8, 2017. Are some large holders of the stock expecting a poor quarter result? What are your expectations for the second quarter?
Read Answer Asked by Joseph on June 06, 2017
Q: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Read Answer Asked by Tom on June 05, 2017
Q: Hello
The following is my tfsa account
TD,CM,CAE,ATD,RY,DOL,MG,SIS,GIB,KXS
I would like to expand my portfolio by two or three stocks
What would you advise
Thanks
Read Answer Asked by Lucien on June 05, 2017
Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?
Read Answer Asked by Arthur on June 05, 2017