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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: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Read Answer Asked by John on May 13, 2019
Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you
Read Answer Asked by Mike on May 10, 2019
Q: Looking to deploy this years tax return in my TFSA. I'm lacking tech investment. Looking for long term growth (10+ years). Could you recomment top small, mid, large cap in Canada.
Read Answer Asked by Rob on May 09, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: Open Text has performed well in the Growth Portfolio, and seems to have solid fundamentals with a 13.7 Forward P/E. I was surprised to see James Hodgins of Curvature Hedge Strategies (Arrow Capital) is shorting it. To paraphrase, he said: 'They have 2x debt-to-EBITDA. It's pretty expensive, and their access to capital will decline since we are late in the cycle.'

I should point out that many analysts love the stock, including you guys. I'd like to know your opinion because once in a while the shorts (depending on who they are) offer a valuable perspective.

Thanks! Elliott
Read Answer Asked by Elliott on May 07, 2019
Q: Your PA has recommended reducing my Tech holdings and increasing my US and International allocation. I would like to reduce Tech by about 1/3 and use those proceeds for purchasing VUN and XEF. VUN appears to have about a 20% tech component, so I would need to reduce more than the 1/3 of my current holdings to offset that VUN tech portion. Your recommendations on which equities I should trim/eliminate would be very helpful in trying to sort this out !! Many thanks, as always.

Current Tech % holdings in RSP/TFSA/ UnReg accounts are approx:
ENGH 2.5%
KXS 3.5 %
OTEX 3..5 %
SHOP 3.5%
SYZ 3.8%
PHO 1.3%
and in RIFs - for yield:
AB 3%
ET 1.8%
Read Answer Asked by Alexandra on May 07, 2019
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