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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: What is the best way to start investing in line with your proposed Balanced Equity portfolio? Many of the gains in the portfolio have already been achieved, so i'm concerned that buying positions in line with your portfolio now may be 'too late'.
Read Answer Asked by Michael on August 01, 2019
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Read Answer Asked by Marco on August 01, 2019
Q: Have a RESP with a 15 year time horizon. Looking for your recommendation on a mix of (growth) Canadian and US stocks and allocation; already have amazon.
Thanks as always for your great service!

Read Answer Asked by Gregory on August 01, 2019
Q: I have gains that account for two 8% positions in my TFSA in both CGI Group and Restaurant Brands. I was thinking of selling either CGI Group or Restaurant Brands and replacing that one position with three smaller positions in Constellation Software, Enbridge and Brookfield Infrastructure.

Would this be a move you endorse to increase dividend income and eps growth potential, and if so which of CGI Group or Restaurant Brands would you sell?

Thanks.

John
Read Answer Asked by john on August 01, 2019
Q: How many utilities are enough and where? I have AQN in TFSA and , BEP, BIP, FTS in cash account (along with BAM.A and BBU.UN - total Brookfield is 8.91%). My spreadsheet indicates I have 3% space left in utilities sector to add but your PA says I am over. Sold all of H (was largest utility holding) due to political risk of current chaotic provincial government. Looking at a replacement for H. Don't really need the income for living , looking more for safety and some growth. Looking for your view on how you would rank above prospects or should I add to existing, or stand pat?
Read Answer Asked by William Ross on August 01, 2019
Q: Can you tell me what to think after the US rate cut? Dow is down about 450 points as I write this which is a bit surprising since I figured a quarter point cut was already baked in.

Should a typical investor change anything?
Read Answer Asked by Mike on August 01, 2019
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