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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: 1) i am a little bit confused , is the growth portfolio = the summary
2) you said that you have trim ` SHOP (shopify) ` but dont see this stock in either portfolio (balanced, income or summary )
3) you added BSM TECH (gps) but again dont see in either portfolios
4) suggestion: when you add or delete a stock IT SHOULD BE REFLECTED IN THE PORTFOLIOS AT THE SAME TIME
THANKS
Read Answer Asked by Donald on March 02, 2017
Q: Hello, there - I currently own all the names in the Balanced Equity portfolio and a full position in Shopify. I will be adding a little bit of new money into my portfolio this month and am looking to either purchase another full position or 2 half positions. What would be your first and second top ideas with a growth tilt (excluding names from the BE portfolio and Shopify). Thanks!
Read Answer Asked by Michael on March 02, 2017
Q: Why do the shares since the BUY announcement only change between $3.28 & 3.29 & generally on a daily volume of +/- 1,000,000 shares. It just seems to me that most shareholders would want 3.25 or close thereto unless you owned only 1-2000 shares. For myself & friends, we own in the range of 25 - 40,000 shares each. We would sell for a 1 or 2 cent drop just to move capital but not .08 cents. Time is money!
Read Answer Asked by Robert on February 27, 2017
Q: I purchased a half position of OTEX in my TFSA with the intention of holding for the long term. I found out afterward that it pays dividends in US dollars. I don't have a US account and the present price is roughly around what I paid for it. I'm wondering if I should sell and buy a full position in my RRSP account. The cost for 3 transactions would be approx. 30$. Do you think this is a reasonable plan, or should I just stay in the TFSA? Thanks, Paul
Read Answer Asked by Paul on February 27, 2017
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