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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 own all of the above in roughly equal weights in my TFSA. I am attempting to replicate your Balanced Equity Portfolio. I am also trying to get more defensive. I think I am overweight in the Info Tech sector. I am looking at a 5 year hold. I have cash to buy another position. What would your advice be - hold the cash or make a purchase. If purchase what would be your recommendation for defensive position?

Thanks for your help.
Read Answer Asked by Ron on February 22, 2019
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: If I want to choose between TCL.A and CCL.B for a one year hold, which one would you recommend? I'm looking at the combined growth and knowing TCL.B is ahead of CCL.B on yield (4% vs. 1%) as is. Thank you for your insight.
Read Answer Asked by Victor on January 22, 2019
Q: My materials sector(RRSP,TFSA) has CCL.B at 5% and MX at 2%. I am considering taking profit from CCL.B(approx. 1.5%) at this time and moving it to MX but acknowledge that I would not be trimming sector allocation to 5%. What would your recommendations be for both the short term and long term?
Read Answer Asked by Elizabeth on January 21, 2019
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Read Answer Asked by jacques on January 14, 2019
Q: Good afternoon, I am looking to add 2 of the above stocks (or others if you recommend?) to a TFSA, I am tech heavy already (FB, AMZN, GOOGL, NFLX, NVDA) I am up on all of those still except NVDA. I own favorites GSY, SIS, PBH, TSGI already at full positions. These chosen stocks are all good companies, which are all down recently with the market pullback, which companies would you add? Thank you!
Read Answer Asked by Michael on January 14, 2019
Q: I have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks
Read Answer Asked on January 04, 2019
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter
Read Answer Asked by Valter on January 03, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: I’m looking for some income and some growth. Assuming proper diversification, how would you rank these?
Read Answer Asked by Alan on January 02, 2019
Q: Morning guys:
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.
Read Answer Asked by Mark on December 20, 2018
Q: Hi 5i:
I have held both before and sold for gains. Would you favour one over the other now or take partial position in both assuming they both are buys? TFSA or RIF or it doesn't matter which? I am a long term investor and I feel well diversified.
Thanks for your thoughts,

Tom
Read Answer Asked by Tom on December 06, 2018
Q: RRSP vs TFSA vs non-registered accounts. Sector balancing aside, what would be your top 3 picks for each type of account? Incredible site, thanks for all your work.
Read Answer Asked by Stan on November 23, 2018
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