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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: 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
Q: Does the recent partnership Imperial Brands and an investment of $123 million change your outlook on Auxly ?
"Imperial Brands PLC (Imperial) is pleased to announce a research and development partnership with Auxly Cannabis Group Inc. (Auxly), a listed Canadian cannabis company. As part of the transaction Imperial will invest CAD123 million (£75 million) by way of a convertible debenture and grant Auxly global licences to its vaping technology and access to its innovation business Nerudia."
If so, please elaborate.
Thank-you
Read Answer Asked by Alex on August 01, 2019
Q: I have several hundred thousand US $ in this money market----Is TDB166 covered by Canadian Deposit Insurance and if so to what amount? Also if there is a limitation to the amount covered can it be spread into several accounts to qualify for full coverage?

If not covered---- what possible black swan event could take it to zero?
Read Answer Asked by joe on August 01, 2019
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