Investment Q&A

Q: Can you please explain he correlation between bonds, stocks, reits and gold?

id like 30% of my portfolio to move differently than the markets in case of market correction but dont want it all in bond funds due to rising interest rates. how would something like this look over the long term or do you have a better suggestion?

10% bond fund
10% REITs
10% Gold half xgd, half bullion
70% equities (CND, US and ITL)

Q: Hi Guys

I have 28% of my portfolio in Consumer Cyclical sector (20% Cdn, 8% U.S.), I know it's about 10% higher than it should be HOWEVER I do like them all.
Please rank best to worst for a long term hold. BYD.UN 3%, GIL 2%, AW.UN 2%, AYA 1%, CCL.B 4%, MG 2%, NFI 3%, TOY 3% and the U.S. ones are DIS 4%and HD 4%.
thanks,
Jim

Q: Hi Peter, I am looking to put some new money to work for a 3-5 year time horizon. Could you please provide 5 quality small cap companies (not in the resource sector)that you believe are undervalued. Thanks

Q: Hi Peter,

I have the following stocks in my RRSP portfolio with the sector weightings below. What are a few stocks would you suggest buying now for a 5-10+ hold that are medium to high risk to help balance my sector weighings? Thanks for all your help and advice!!

SJ, GSY, ATD.B, PBH, TOY, RRX.TO, SLF, BNS, GUD, CSH-UN, CRH, SIS, CSU, SHOP, PHO

Technology: 31.35%
Healthcare: 20.07%
Consumer Non-Cyclicals: 17.39%
Financial 15.01%
Consumer Cyclicals: 6.16%
Basic Materials: 4.44%
Industrial: 3.60%
Energy: 1.97%

Q: Is it possible to list the top ten defensive stocks on the TSX. Thanks Doug

Q: When buying stocks strictly as a source of dividend retirement income, should you be
concerned about the stock price volatility as long as the dividend remains safe and is
sustainable? I am basically searching for dependable income and not stock price
appreciation.

Q: Hi I am looking to further diversify my portfolio. I have about 70 percent in the market and that is the highest I want to go. I have some tips, xbb and hfr and too much cash but having hard time with rates rising to go to bonds. The xhy seems to go with market, I was wondering about individual bonds or will they trade closely with market. I was looking at them. How does one choose the right duration, if it is over valued it could get called? and I loose money. There seems so many when I look at my investorline I don't know where to start. any ideas?

Q: During significant market corrections in the past, how much have dividend payouts by listed companies been affected? I am planning for retirement and wanted to know if I should use the current value of my dividends (mostly large cap companies) as annual income or whether I should plan that the dividends could decrease. If they could decrease, what would be an approximate percent drop to use in my plan? Thanks!

Q: Good Morning Everyone. I was wondering if there has been a decision and perhaps a timeline on a U.S. balanced portfolio. John

Q: what would the markets and medias top 10 hated stocks in tsx with yield. that you would be embarrassed to own or tell anybody you like it but actually has good valuation.

Q: Hi Peter et al.
I've been doing really well with the Balanced Portfolio. I would love to have something like this for US equities. Any plan to move into the US with your service? If not, could you recommend a service in the US that would be similar to yours; specifically providing model portfolios.

Q: Good evening
What is your opinion for investing in bitcoin and what would be the risk in such an investment?
Kind regards

Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.

Q: Would you consider the following a good starting list for a friend's TFSA, 10 years holding. Other sectors + US + international would be in RSP. What would you change if not. 'Congrat Ryan + Lisa!'

GUD Knight Health Care
CRH CRH Medical Health Care
KXS KINAXIS Tech
AIF Altus Group Financial / real estate
ECN ECN Capital Financial
MX Methanex Material
NFI New Flyer Industries Industrial
PBH Premium Brand Holdings Consumer staples
SIS Savaria Industrial / Health
TOY Spin Master Consumer discretionary
SYZ Sylogist Tech
RRX Raging River Energy

Q: Over the years, my general observation has been that officers other than CFOs, CEOs and board directors who are buying and selling company stock has been a more accurate indicator of company direction.
Do you agree with this observation and, if so, how explain this phenomena.

Q: Looking for a recommendation on your best growth company for short term gains(3-6 months). Could you provide 1 or two names you feel are of excellent value right now...thanks all!

Q: Hello,
I have a tax question.I have capital gains after selling several stocks on Mar20/17 in my trading account.Since I have capital losses carried forward from other years,there should be no tax owing on my 2017 return.My question is,can I repurchase thse stocks in my TFSA,without waiting 30 days?
Most of your recommendations have worked well for me.Thanks to you,I spend less time doing my own research and more time outside.

Q: The Canadian and US markets were DOWN SHARPLY this morning. The Cdn (XIU) currently down almost 0.5% and the US (SPY) almost 0.8%, although they now (1230) seem to be recovering a bit. Do you know WHY? What impact do you see over the next few days and months?

Thank you!

Q: I need some education please. I understand the stock markets opening and closing at set times each day. I believe that anybody can trade stocks during this time period. I do not know how " after hours " trading works. Please explain a few questions on this subject. Who can do this? Where do they do it? What exchanges are involved (simply to North America if it makes sense? How does thins work with IPO's?
Thank you,
Doug

Q: Hi,

I have four questions.

1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?

2) Can you please recommend some reading material on analyzing company fundamentals?

3) What is your opinion on Adobe Systems (ADBE)?

4) What is your opinion on Amphenol Corp (APH)?

Thank you,
Lai