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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 currently own CLS in a RRSP account and wonder if I should sell this stock ? If so would you buy OTEX or ET or maybe both.I have 6 years before retiring. I do hold KXS already.
Thanks
Read Answer Asked on February 19, 2019
Q: Have $4000 to add to my RRSP - currently have BCE, T, TD, BNS, AQN, ENB, SIS, PFE - can you recommend a 3-5 companies I can take a look at ?
thanks
Read Answer Asked by JOHN on February 14, 2019
Q: My sons who are in their 20's currently hold TXF in their TFSA's. Do you think OTEX would be a better fit in a TFSA as they will not need these funds for a very long period.

Thanks.
Read Answer Asked by Brian on February 13, 2019
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Read Answer Asked by Bryan on February 07, 2019
Q: Which of these would be a more profitable spot to drop $15000 into?
Thank you for your guidance
Read Answer Asked by Sharon on February 04, 2019
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you
Read Answer Asked by Rino on February 01, 2019
Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Read Answer Asked by David on January 31, 2019
Q: In September you were generally positive on NTAP. Like the rest of the tech sector it was hit hard during the recent downturn dropping from $88 to $52. It has recovered to $63. Would you hold it here or take a loss and move on to, perhaps, OTEX?
Read Answer Asked by Ken on January 28, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.

Thanks
Read Answer Asked on January 21, 2019
Q: Good morning. I am looking to add to my technology and health care weightings. I’m looking more for dividend income security than growth although growth is always nice. Thanks.
Read Answer Asked by alex on January 17, 2019
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Read Answer Asked by Simon on January 03, 2019
Q: Hi, I currently own Et ,Otex ,Pho, Shop, SYZ, and i’am thinking of selling two or three and buying Csu.
I will be doing this for a more stable and overall better portfolio if or when we get a further market downturn.
Is my strategy sound? And which two or three would you sell? I would also be open to sell four and keep two of the best if this works.
Thanks
Read Answer Asked by Brad on December 13, 2018
Q: I would like to buy NFI, but have to sell something else to do it. After looking at all of my holdings, I think it should be CSU, or OTEX. I have other tech holdings, but want to hold on to those. I am about about even with the two tech stocks so there is no tax gain/loss. I realize it is changing sectors, but I like the dividend. Do you think there would be more growth in the future by replacing one of the above tech stocks with NFI? Thanks.
Read Answer Asked by Kim on December 12, 2018
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

Read Answer Asked by Mike on December 11, 2018
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