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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: Hi,
My current portfolio is invested in 8% communication services, 2% energy, 27% financials, 4% industrials, 3% technology, 1% materials 3% international funds, and 22% utilities. I rely on the portfolio for income so I am looking for some dividend/growth stocks. I have another 120K to invest and was wondering if you could provide me a couple CAN and US stocks to invest in.
Thanks,
Read Answer Asked by Leigh on November 15, 2019
Q: Thanks for adding the MER calculation. I find that number very useful.
I was wondering what a reasonable MER percentage should be on a larger portfolio of approximately $1.0 million. Should the range between .05 and 1.0 percent or should it always be less than .05 percent? It seems like paying $10,000 per year on a $1 million dollar portfolio is a fairly significant number.
Thanks for your great service!
Read Answer Asked by Mauro on November 15, 2019
Q: For the moment, I'm satisfied with each of the CDN and US holdings in my portfolio. But I have nothing that is non-North American. So I'm planning to invest about $50,000 which would be 10% of my current portfolio. I haven't tracked international equities very much and am looking for recommendations. What do you think about purchasing individual stocks ... intending LT (5+ year) hold? Could you suggest 4 or 5 stocks I might look at? Asia? Europe? etc. Finally, if you're not keen on investing in individual stocks, can you recommend a few international ETFs for me to research? Thanks very much. (5i is an awesome resource for me).
Read Answer Asked by RANDALL on November 15, 2019
Q: EVERYONE IS IN ON THIS OBSERVATION.
DOES MAKE SOME SENSE.

https://ritholtz.com/2019/11/value-has-never-been-this-cheap-vs-momentum/
Read Answer Asked by Joseph on November 15, 2019
Q: Co. stock buybacks are not what the mkt. wisdom says.

https://www.youtube.com/watch?v=nJkF2FdHAiM&t=328s
Read Answer Asked by Joseph on November 15, 2019
Q: I took a flyer on roxg. Not working out too well so far. Didn’t do enough research. My big error was locatio, location, location.
Financial report released last night, looks reasonably good, but maybe not good enough to garner interest given its location. Trying to decide whether to sell into the news or hold for a while longer. I know you don’t have a chyristal ball, but would appreciate your opinion. Resubscibe ok.
Read Answer Asked by Roy on November 15, 2019
Q: Can you comment on their recent quarter please. I’ve been following this stock for a very long time. Are things potentially turning here? On a likely completely unrelated note. I just saw home capital group (another darling Real-estate finance company from 5+ years ago break out). Obviously TII is a micro cap. But do your think these results are sustainable near term?
Read Answer Asked by Scott on November 15, 2019