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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: 1. Could you please recommend stock or etf for global or USA real estate exposure. Well diversified TFSA, conservative investor.
2. Could you also please suggest how to reduce exposure in C Cyc space. and increase in Industrial. In C Cyc currently own own MG and NFI ( C Cyc / Industrial) and WSP in Industrial.
Thank you
Read Answer Asked by Hali on November 18, 2019
Q: I did research on this ETF and like what I saw
1) 5 star MS ranking
2)Excellent performance
3)Good bid/ask spreads
4)Invests in some oversold sectors and I like their holdings

Although it's small in size, liquidity seems good (level 2) and I think it would be a good complement to VFV, ZLU.

May I have your analyis and recco on whether you think this is a potentially strong acquisition. Or, do you have anything better?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 18, 2019
Q: I am considering a $US pay reit, and am looking at these two. Could you provide the payout ratio/dividend sustainability, debt levels and debt due timeframe as well as any other relevant financials. Industrial reits and apartment reits have done very well for me, but do you have a preference between the two based on the current economic forecast? Lastly, could you identify the pros and cons of Canadian domiciled companies holding virtually all US assets?
Thank-you
Read Answer Asked by grant on November 18, 2019
Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel
Read Answer Asked by DANIEL on November 18, 2019
Q: I'm thinking of starting with a half position in one of these two companies. I don't currently have any companies in this area. I'm interested in safe dividends first and growth second and working on diversifying my portfolio. Which of the two would you buy at these prices and why please?

Thanks
Peter
Read Answer Asked by Peter on November 18, 2019
Q: In my opinion the U.S. China trade relations will soon improve. One reason being Trump does not want to go into an election without the economy firing on all cylinders. Can you suggest a stock that will benefit from the easing of trade barriers.
Read Answer Asked by Brian on November 18, 2019
Q: With reference to Thomas' unfortunate friend who has 92 absurd positions he should check to see it the account is charged trading fees. In some cases with a million dollar account the fees area percentage of the face value and no other charges i.e. trade fees apply. If so he could consolidate without costs.
Read Answer Asked by gary on November 18, 2019
Q: When donating securities to a charity where there is a capital gain that will not be applied, is there any restriction on replacing these shares? Can I buy them right away or is there a 30 day wait period?
Read Answer Asked on November 18, 2019
Q: The Surge Energy share price is now struggling to stay above $1.00. Please comment on the implications of a company's share price declining below this threshold. Once it does, do certain institutional investors (mutual funds, ETFs, pension funds, etc) have to divest their holdings? If so, does this mean that the overall demand for the shares will drop significantly?
Read Answer Asked by Glenn on November 18, 2019
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