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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 have a well balanced successful portfolio, thanks to 5i, with 10+ years to semi retirement.
50% balanced portfolio, 26%US$RRSP containing stocks and ETFs, plus Boyd, QSR and a few others. In my US$ RRSP, I have:
AAPL 2.8%
FB 2.1%
GOOG 3.9%
IBB 6.9%
ISRG 5.1%
IWO 8.6%
PCLN 3.8%
QCOM 7.5%
SPY 45%
VIG 7.4%
XLY 6.5%
What would you recommend for My US RRSP?
Read Answer Asked by William on February 07, 2017
Q: I'm looking to diversify my portfolio by adding some US oil & gas companies, specifically EOG Resources, Range Resources or Chesapeake. Could I get your views on these and which order you would rank them for buying now (I know your coverage is for Cdn stocks so appreciate any thoughts you can provide!).
Read Answer Asked by Dan on February 06, 2017
Q: Hello Folks:
What are your thoughts on Johnson Controls and Honeywell? I have owned JCI (which hasn't done much) for some time. Is a switch to Honeywell warranted? Are there better options in this sector?
Thanks once more!
brian
Read Answer Asked by Brian on February 06, 2017
Q: Hello Folks:
We hold US industrial stocks such as Cummins, GE, UTX, BA, CVX etc.
It appears likely the incoming U.S. administration will prioritize infrastructure spending. Do you feel this will be the case, and if so, have you some large cap stocks I could consider?
Thank You For Everything
brian
Read Answer Asked by Brian on February 06, 2017
Q: I have just completed re-balancing my RIF - selling some & retaining the following: L, FTS, AQN, EIF, KXS, ENGH, IPL & FB. My surplus in cash is now approx. $145,000 CDN. I have decided to place this amount into the USA. As I already own Facebook, this would round out my US holdings at about $155K US. While I like TXN & EBIX I would appreciate your suggestions & comments as to these as well as others you favor - allowing for the present turmoil in this marketplace. Thank you.
Read Answer Asked by Robert on February 06, 2017
Q: Given the attack by Trump on financial regulation in the US, do you think it is a good time to add companies like goldman sacs and wells fargo or perhaps Jpm to my portfolio. Thanks.
Read Answer Asked by Shyam on February 03, 2017
Q: In my RRSP for U.S. holdings I own DIA, IWO, IBB and VTI. I'm wondering if VTI is overkill because most of it is covered in the others? I'm thinking of selling it and deploying it into the others. If you agree, how should I deploy my US capital across DIA, IWO and IBB percentage wise? 50%, 25% and 25% or what do you suggest?

In my non registered account I was planning to put my US cash into the Dogs of the Dow, as I'm looking more for stability and dividends with that money. Do you think this is a good approach?
Read Answer Asked by Carla on February 03, 2017
Q: Hello Peter,
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much
Read Answer Asked by umedali on February 02, 2017
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