Investment Q&A

Q: Hello,
I have a general question regarding Portfolio Analytics.
At what point or range should one proceed with a rebalance either for the geographical weightings and/or the sector weightings?
For example, my geographical weightings show the following:

Increase Canada by 0.85%
Decrease U.S. by 0.65%
Increase International by 0.35%

Similarly for sector, i.e.:

Increase Technology by 0.21%
Reduce Real Estate by 0.49%
Increase Utilities by 1.64%
Reduce Health Care by 1.37%

All other sectors fall within the ranges shown above to one degree or another - only Consumer Cyclical at an increase of 0.07% is really close.
So, as a "Rule of Thumb". what kind of range should we accept as being close enough to not worry about? 0.25%, 0.50%, etc.?
For what it is worth, the portfolio is large enough that a 0.0015% adjustment would be acceptable in terms of keeping the trading cost at an acceptable level as per previous comments you have made pertaining to that aspect of the process - if that makes any sense ....
Many thanks as always!!
Cheers,
Mike

Q: I have some new money to invest in my TFSA. I am well diversified in my other accounts, and am now wondering what to add to my TFSA. I am a senior so I would say about a 5 year time frame that this would stay in the TFSA, maybe more.
Any suggestions you have would be helpful.
Thanks so much for your help in the past, it has always proved very lucrative.
Shirley

Q: Hi,

AMD reported earnings after hours yesterday. The stock was up over 10% after hours.

May I get your take on the results and if you would consider it a buy at these levels?

Thanks

Q: just a comment, but the question of where do you think tourmaline will be in the next week- really and you answered it-the patience of job.
.
my point is some of the questions are so off the wall, maybe you should put a stop to it, if anything to keep 5i on a bit of a higher level.

Q: What does the market expect for this quarter?

Thx

Q: What are thoughts on this company. Do you think that it has bottomed and now a good entry point?

Q: Can you give me 2 or 3 of your favorite management teams. I'm starting to think that's what I should put the most weight on. I'm going to use this as my deciding factor for picking growth companies.

Q: It looks like investors are disappointed with Paypal for another quarter. What are your thoughts? Is this a good company that just got ahead of itself in valuation and returning to earth or is there maybe a problem here. I've held shares for about 3 years and wondering if it's time to move on from this name. Thanks!

Q: At this time, is APPS and CRWD similar in their risk/reward profile or is one preferred over the other; I see that CRWD's market cap is almost 10x that of APPS. Can you explain very briefly how APPS generates the majority of it's income.
Thanks!

Q: Please comment on these stocks. Thanks!

Q: Can I please have your opinion on this company? Thinking of adding a small position realizing it is more risky.

Q: I already own WSP. Is there any reason to add J or are they too similar?

Appreciate your insight.

Paul F.

Q: these two companies pay high dividends, are either of them secure for their dividends going forward ? thanks

Q: What is goeasy's track record for recent earnings releases? How has the stock reacted afterward? Thank you

Q: Do I have it right that dividends of ALL stocks ending with .UN (trusts) are ineligible for div. tax credit?
Thanks
jerry

Q: Topicus seems to have rebounded nicely from the recent pullback. What numbers do you expect for upcoming revenue, earnings and cash flow? Thanks.

Q: It looks like 5i has sold DOCU. I've held shares for about 3 years so it's been a great performer for me (although not so much lately). If you can share your thoughts, I'm curious why you've moved on from this name.

Thanks

Q: Hello.
I have owned all 3 of BCE, T and RCI.B for years in an income-generating portfolio of dividend stocks, around 12% of the total.
Considering selling RCI.B and splitting the proceeds between BCE and T, to simplify and to capture more income from BCE and more growth from T.
Does holding RCI.B provide some "diversification" value amongst the three?
Thanks as always.

Q: Hi team,

Can you provide the quarter estimates and date for goos?

Thanks

Q: Which would you choose for growth over the next 1-2 years?