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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: I think in a previous answer to a question on the Brookfield group of companies you suggested owning up to 15% of this group was OK. I am wondering about the Dream group of companies and your opinion of DRG.UN, DIR.UN, etc., and if you like them, what limit would put on ownership of the group and why?
Read Answer Asked by jane on May 01, 2019
Q: Please comment on recent results and future opportunities. I have a double on this one and wonder if I should take my profits now? CNNX
Read Answer Asked by Tim on May 01, 2019
Q: My questions are on FIH.UN..... First... When does it report next ? And in the last quarter there was a large offset to earnings due to a drop in value of IIFL. It lost 50% of it's share value between the beginning of September and the end of October. I can't find a reason for that drop. If they had a bad quarter I'd like to know what it was attributed to and prospects going forward. So my question is why did it happen and what's up ahead ? ....Also with roughly a third of the bank deal done how are we going to see it on the upcoming quarterly report ? Are we going to see earnings, expense, valuation, a combination ? Basically I'd like to know how the purchase will be treated in relation to earnings from the other owned entities ? Are we going to see bank earnings from what they have thus far purchased ? Thanks for your great service.....
Read Answer Asked by Garth on May 01, 2019
Q: The share price of PPL has dropped five straight days totaling almost 5% heading into the Q1 result release on May 2.

Are you aware of any rumbling out there? PPL is my largest holding and I have planned to trim it down after the Q1 results and now I want to wait and see until May 2. Is this a wise strategy? Don't want to sell when prices are in a mini free fall. Thanks.
Read Answer Asked by Victor on May 01, 2019
Q: With the advent of electricity storage, what equities or sectors do you see impacted? What might be good bets? (And not so good?)
https://www.politico.com/magazine/story/2019/04/29/trump-wrong-about-wind-power-electricity-battery-storage-226755
Read Answer Asked by Mark on May 01, 2019
Q: I enrolled in Portfolio analytics and found that your system does not recognize several of my holdings:
ishares msci switzerland etf
ishares msci netherlands etf
ishares msci japan etf
MAWER INTERNATIONAL EQUITY FUND 102 NL
MD BOND FUND MDM010
MD DIVIDEND GROWTH FUND MDM400
How can I include these holdings in my portfolio Analytics and do you have any comments on them. My inclination is to get rid of the fee based mutual funds and find something cheaper and with a better record
Thanks
Read Answer Asked by Henry on May 01, 2019
Q: Hello Sages,

Between PHO and COV which one do like for a double first and which one gets bought out first?

As well I took a position on ATS on the way down, and it has finally churned higher. If I were to sell, would you wait until after the quarterly release or let it go now. No rush, and no need for the cash, just making a trade.

Thanks,

KC
Read Answer Asked by Kelly on May 01, 2019
Q: I currently own Cott on the US exchange and my PA states that I need to decrease my consumer cyclical and need to increase healthcare .I curently own TMO and thought I would sell Cott and buy more TMO as my weight in TMO is not very high. I would have a capital gain on Cott that I have to pay but in the longer term do think this is a good move?
Thanks

Read Answer Asked on April 30, 2019
Q: I have a self-directed RSP trading account in my name and will soon be converting it to a RIFF. My wife is the younger (63yrs) so I would like to use the lower required withdrawal rate as the schedule dictates for her age. To do this would this mean that we would need the RSP/RIFF in both our names - or could I leave it in just my name?
THX
Ralph.....
Read Answer Asked by RALPH on April 30, 2019
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Read Answer Asked by David on April 30, 2019
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