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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 just noticed from reading the question of a subscriber that you have sold SPB in your portfolio. I have not received any notification with respect to this although in the past I was receiving regularly updates with respect to your portfolio adjustments.
Can you please add me to your list so that I can receive regular updates?
Can you also provide some rationale as to why you sold SPB?
Thanks
Read Answer Asked by Terry on January 18, 2019
Q: Happy New Year to you! I am considering my TFSA strategy. I hold a RRIF which means that I must take out a certain percentage of it every year. Since I don't need the cash, I prefer to transfer some stocks in kind to my TFSA, but I am not clear which stocks make the best candidates to do this. I know that you think growth stocks are best for a TFSA, but I am not clear on what a growth stock is. (What I thought were growth stocks all went down!) Are dividend payers better in a RRIF or TFSA? American stocks? Oil stocks? Precious metals? Consumer discretionary? It seems to me that growth stocks are more volatile. Am I correct in this? Thanks for your advice.
Read Answer Asked by Pat on January 15, 2019
Q: I’m wondering what is an optimal % of fixed income to hold … In my case, 15% of my portfolio is in CBO, CLF, CPD, and XHY .. for a 60 yr old, retired investor dependent on portfolio income, is this advisable? … optimal? … not really neccessary? Or, is there a good argument to be made for leaning less on fixed income and more on “a diversified portfolio of banks, pipelines, utilities, consumer stocks, and other dividend-paying equities” (John Heinzl in Sat.’s G&M) .. which i do have (but I could be even more diversified by holding less fixed income) .. I understand that fine-tuning these percentages will be a personal choice, but I would appreciate your perspective. thanks!
Read Answer Asked by Patrik on January 14, 2019
Q: I've been looking at the StockCalc reports on some of the companies in my portfolio. Do you know them and put much confidence in them? For example, they report Kinaxis is 68% undervalued, while BBU.Un is 46.1% undervalued. Do you trust their uhm, evaluation of what is and is not over or under valued? I'm trying to get a handle on how much credence to lend these for buying and selling purposes.
Read Answer Asked by John on January 10, 2019
Q: Hi there,
Can you please provide your top two picks for someone wanting US exposure in the following areas? Ideally something either oversold or poised to capitalize on circumstances in coming years.

Financial
General healthcare
Bio/pharma
Consumer discretionary
Technology (large cap)
Technology (mid cap)
Miscellaneous (whatever you want)

Goal is growth blended with safety over the next 5+ years
Take whatever credits you need please to justify a thorough answer with a brief comment on each suggestion.
Read Answer Asked by Tim on January 09, 2019
Q: I am mid 60's retired for 10 years and living off our diminishing nest egg. We each about $20k of room in our TFSA's and my question is. Should we transfer $40k out of an RRSP into our TFSA's at this time. We will need the funds to live on over the next year so given we will have to pay the tax anyway and markets are low at this time when a recovery takes place we may save the tax on any capital gains. sage advice please.
Bob
Read Answer Asked by Robert on January 07, 2019
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