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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: Have been underweight financials for a while. To deploy a bit of cash was thinking of three options: add to BNS or start a position in either GWO or WFC. Am partial to dividends with some growth. Your recommendation please.
Read Answer Asked by Kelly on July 18, 2019
Q: I have 50k to deploy from Crius. Amusing no overweight , time or sector considerations.
Top considerations
1. safety
2. income
3 less sensitive to recession
could you rate the above from best first.
PLEASE ADD OTHER OPTION THAT FIT THE CONSIDERATIONS
thanks you


Read Answer Asked by JOSEPH on July 17, 2019
Q: I am trying to build a solid portfolio sector distribution, for reallocation purposes moving forward. This is only for the equity component of my portfolio. I am keeping a significant portion (50-75%) in non equity fixed income. I am looking for a retirement type Portfolio, with relative stability and good dividends. I am also worried about inflation getting carried away, as I feel most governments are not truly addressing the financial issues of the day. That is the reason for my 15% allocation to Mining. I have a house, so I do not feel I need to allocate anything to real estate.

Do you feel this is an appropriate distribution? Do you see faults in my reasoning?

Energy (incl pipelines) 8%
Mining (incl gold) 15%
Industrial 12%
Cons Disc 10%
Cons Staples 8%
Healthcare 6%
Financial 18%
Teck 7%
Telecom 6%
Utilities 10%
Real Estate 0%

Thanks once again,

Fed
Read Answer Asked by Federico on July 17, 2019
Q: is there any way currently to short crypto currency? thanks
Read Answer Asked by jim on July 17, 2019
Q: I own these 4 REITS. Can you tell me what percentage of their distribution is return of capital, please

Carl
Read Answer Asked by Carl on July 17, 2019
Q: Followup to earlier question on ZDY.U. I respectfully disagree with the answer. Since ZDY.U is a Canadian ETF, the ETF automatically withholds foreign taxes, so it doesn't matter where an individual investor happens to hold this. In order to take advantage of the RRSP in this manner, one has to use a US-based ETF, like VIG, that does not automatically withhold foreign taxes. This sort of question gets asked a lot in your Q/A, so I think it's very important that this is clarified. Thank you.
Read Answer Asked by Walter on July 17, 2019
Q: Hi there, I recently watched an episode of Market Call and I believe Bruce Campbell from Campbell Lee and Ross said he has a position and it was more interesting than growers from the oil perspective. Would you agree and would you be comfortable taking a small position in this name? What about in comparison to another company that is somewhat related to the space such was Enwave? Thank you!
Read Answer Asked by Michael on July 17, 2019
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