Investment Q&A

• Vanguard Canadian Short-Term Bond Index ETF (VSB)
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Q: Hi team,
Current income allocation is as follows,
VSB 8.5%
XCB 7%
XHY 6%
and 5% cash

would like your opinion on this set up and allocation and if you would change something here.

Thanks for the great service.

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Read Answer Asked by Rino on August 16, 2019

Q: I noticed in the news that the Koch brothers have just sold their interests in the Alberta oil sands. And it was a Canadian company who bought them. I find it a worrying sign that so many foreign companies have sold. It could be I suppose because they see more interesting plays elsewhere. But one would think that the Canadian companies who bought might see those same opportunities and put their money there. I would appreciate hearing your opinion on this, if it falls within your mandate.
Thanks as always for the great service you offer

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Read Answer Asked by joseph on August 16, 2019

Q: Do you have any advice for buying stocks one likes during a sell off? I tend to divide up my cash into about five amounts and buy gradually after the first bounce following a big sell off, like we had yesterday on the S&P 500. I also look at futures and European exchanges to see what might be coming at us next. Some Portfolio managers recommend buying when the ten day moving average of the index turns up. However they then go on to say nobody can predict a market bottom. I also read that stocks which bounce most strongly are the ones to go for as they are the companies everyone wants to own. Any insight welcome.

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Read Answer Asked by Andrew on August 16, 2019

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
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Q: Again another follow up on the XEC holdings.I have looked at three different financial websites. Yahoo, morningstar and TMX.
I cannot see anywhere that XEC holds IEMG as the US listed ETF.
Isn't this quite concerning as a DIY investor if one is trying to select ETF for account tax advantages? Why would we have to go to the prospectus to find out this information? Do you know of another site which might have this information?
Thanks
Jeff

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Read Answer Asked by JEFF on August 16, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: I’ve bought lightspeed .....apparently late.....in the mid 40’s....do I average down on this 2 day 20% drawdown ....risk is not an immediate concern

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Read Answer Asked by Kim on August 16, 2019

• Newmont Corporation (NEM)
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Q: Generally, are gold miners good buys right now, and specifically, is Newmont likewise?
Thanks, David

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Read Answer Asked by David on August 16, 2019

Q: If a recession is upon us, would it be better to lighten up on bank stocks at this time. I'm at about 30% in total weight when I combine all my accounts due to the stock splits and DRIPS. Thinking about selling some and buying some Emera and BAM.A and adding to BEP.UN, AQN and TRP. Would a gold stock like AEM or FNV be suitable at this time ? Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on August 16, 2019

• Americold Realty Trust Inc. (COLD)
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Q: I have a small position in this company and I am thinking of building on it. It seems to have nice moat and their business is growing. What are thoughts on it? Thanks

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Read Answer Asked by Kevin on August 16, 2019

• Chubb Limited (CB)
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• Progressive Corporation (The) (PGR)
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Q: 5 eyes - why is the bid 10% less than the ask on this US insurer? If I want to sell shares (I don't actually) then do I take a 10% haircut? David Fingold's fav insurer - which would you buy between PGR and Chubb and secondly would you recommend a buy at this time of a US insurer generally? Delighted as always - Ken

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Read Answer Asked by Ken on August 16, 2019

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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• Chartwell Retirement Residences (CSH.UN)
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Q: You’ve mentioned that some of the more stable sectors during a recession can be utilities, telecom, and consumer staples. How might REITs like CAR and CSH do?

Thanks.

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Read Answer Asked by Alan on August 16, 2019

• Canopy Growth Corporation (WEED)
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Q: Hi All At 5i! Is it a good time to pick up some Canopy Growth stocks considering the recent drop in price? Cheers, Tamara

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Read Answer Asked by Tamara on August 16, 2019

• Sangoma Technologies Corporation (STC)
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• Theratechnologies Inc. (TH)
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• Blackline Safety Corp. (BLN)
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• Namsys Inc. (CTZ)
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• Viemed Healthcare Inc. (VMD)
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• Martello Technologies Group Inc. (MTLO)
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Q: I'm looking to add one or more of these high growth, high risk stocks to my portfolio. How would you rank these companies?

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Read Answer Asked by Jamie on August 16, 2019

• StorageVault Canada Inc. (SVI)
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Q: Could you comment on Q2 results and what one could expect from the stock over the next 1 to 2 years. Thank you, Ian

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Read Answer Asked by Ian on August 16, 2019

Q: Your comment on results

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Read Answer Asked by Josh on August 16, 2019

• Franco-Nevada Corporation (FNV)
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• BMO Equal Weight Global Gold Index ETF (ZGD)
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Q: Hi Team,
I'm thinking of putting some money on gold and couldn't decide if I should put it on FNV or a gold etf (ZGD). Your thoughts on this would be much appreciated.
Cheers

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Read Answer Asked by Harry on August 16, 2019

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: Any reason for the drop in A&W that you are aware of, or is it just profit taking?

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Read Answer Asked by David on August 16, 2019

• Sun Life Financial Inc. (SLF)
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Q: With interest rates moving lower why do you still remain so positive on SLF? Why is the stock superior to GWO?

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Read Answer Asked by Ian on August 16, 2019

• FirstService Corporation (FSV)
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Q: I saw Peter a couple of times recommending First service on TV. I purchased the stock in December/18 and sold it a couple of months ago. Would this be a good entry point to initiate a position? Would you favour First Service or CiGI at this point. Thank you for your help,

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Read Answer Asked by Marcela on August 16, 2019

• Covalon Technologies Ltd. (COV)
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Q: would you buy a partial position today?

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Read Answer Asked by Danny-boy on August 16, 2019

• Morneau Shepell Inc. (MSI)
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• Nutrien Ltd. (NTR)
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Q: Can you recommend a mix of 5-10 good quality Canadian stocks that are not in your coverage list or portfolios. Sort of like possible replacements for all the stocks that were dropped in the last update.
Thanks again.

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Read Answer Asked by Derek on August 16, 2019