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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: A question by Daniel the other day about this etf caught my eye; your answer was quite positive, referring to its good results. Can you pls give information about its prospects to provide downside protection in the event of an adverse market event. How does their hedging work? How much protection would there be with different event eg a 10% pullback compared to a 20%. I looked at the website and couldn't glean any ideas about that. If one was to look at this like gold, ie a form of insurance, what portfolio weight would you think an average investor might have? Thank you for your excellent service.
Read Answer Asked by Leonard on November 08, 2021
Q: Looking at the concern over rising interest rates I took EIF as an example of the effect,
EIF has a dividend of approximately 5%, the equivalent interest rate would be in vicinity of 6%.
So if my calculations are right interest rates have a long way to go to have a material effect,
In this case also we have some growth and the possibility of acquisitions.
So should I be concerned about the effect of rising interest rates on EIF?

Roy
Read Answer Asked by Roy on November 08, 2021
Q: Hi Guys
knowing that its the price you pay for a stock, that in the end determines how much money you make. Just curious why you wouldn't have picked up this stock in January of 2017 when it was trading at around $9.00 dollars, with a P/S of around 1.8x and a P/E of around 27x
Looking at it trading today at $55 with a forward P/E around 190x it seems it will take along time to grow into its price, and if it doesn't the risk on the downside could be a disaster. I know in 2000 there were a lot of stocks that never did grow into their pricing.
Thanks ! Gord
Read Answer Asked by Gordon on November 06, 2021
Q: This past February, I purchased the following 3 stocks: NOU; VMC; and FLT. At the moment, each is down 51%. I have capital gains I would like to offset in my non-registered account, by selling at least 2 of these stocks.
Which one of the 3 stocks would you be inclined to hold onto, for at least another year?
Read Answer Asked by Jim on November 06, 2021
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.

So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Read Answer Asked by Tom on November 06, 2021
Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?
Read Answer Asked by Eric on November 06, 2021
Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.

My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
Read Answer Asked by Walter on November 06, 2021
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