Investment Q&A

Q: In my TFSA I own 4% of BEP.UN & am considering buying 4% of BAM.A .Would you consider that too much of one company or is there enough difference between the the two branches to cancel out the duplication? I'm looking for something conservative. Could you suggest some other conservative companies ?

Q: Cormark Securities analyst David McFadgen dropped his target for Great Canadian Gaming Corp. (GC-T), calling its financial disclosures related to its Greater Toronto Area (GTA) “troubling developments.” With a “reduce” rating, his target dipped to $41 from $44. The average on the Street is $56.80.

What are the financial disclosures that McFadgen is referring to?

Q: Do you have an opinion on pooled wrapped funds? How do you feel about this type of investment vs a mutual fund? It is with cibc.
Thank you.

Q: I sold this one with a nice profit last August when it rolled over and am now looking at buying it back as it seems to be resuming its uptrend. What prospects do you see at the moment and what factors contributed to such a steep sell-off when many other stocks in the gambling space like GC.TO did so well?

Q: Further to your reply to Andrew, it would seem that the continued distribution is reliant on the volatility of its marijuana stock holdings, and particularly the market’s opinion of the overvaluation of the holdings.

I would assume that the unit value is similarly based on that assumption. That is to say that this fund’s purpose and value is as a shorter.

Is this a reasonable analysis? Why would I want to invest here and pay the 0.75% fee, as opposed to shorting the holdings directly?

Q: Hello Team,

What is your collective thoughts going forward on Wallgreens? Do you think it can recover all things considered? Would it be an appropiate time for a small investment at this time? Or maybe a candidate for a trade?

Thanks
Stephen

Q: According to the Asset Allocator, I am considerably underweight in the financial sector. I hold the above stocks, and they are about 3% of my portfolio [balanced income]. I hold a lot of cash at the moment. What would you recommend that I add, to increase my weighting in this sector to the recommended 17%. I am 72 with pensions, and do not need the income.
Kind regards, and thank you for all you do.
Ellen

Q: What can you tell me about Geotab? Is it a better company than GPS? Would you recommend selling the GPS shares or stay with Geotab?
Thanks for your service

Q: Do you think CDZ and XTR etf's would compliment each other, or is there too much overlap, thanks?

Q: I'm wondering if you can recommend an etf that focus on Cdn. forest industry? Can I also get your opinion on investing in that sector at the moment. I currently have no holdings in any of these companies.

Q: Recently you recommended MU and I must decide between MU and NVDA which is a better choice at this point ??

Q: I am reconsidering this company, TJX, and wonder if I should switch from WMT to TJX.
Thank you for your assessment.

Q: Thank you for your answer regarding the Can $ interest payment of ZAG. I would appreciate it if you could also please respond to the last part of my question, re XBB or ZAG purchase decision. (which I am copying below). The amount of purchase being suggested by the Portfolio Analytics is a significant (to me) value of $240,000, so I would like to get it right.
"Are there other pros/cons I should be considering ? Also, any thoughts on purchase timing of these bond etfs - or would you recommend a gradual entry over the next 6 months or so?

Q: Please comment on the above ETFs for gaining exposure to Africa, and more generally, whether you believe an investment in Africa is a good idea at this time.

Q: Andrew Pelliers Ltd. has Class A and Class B common shares. What is the difference and which one should I be buying.

Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.

Q: What’s up with Molsons? Getting hit pretty hard recently. Any news that I’m missing? I don’t think beer consumption has declined that much. Good time to buy?

Q: Bsm Technologies is up a lot this morning. Would you know of the reason? Has there been any new info out about them? Thanks!

Q: Your Portfolio Analytics recommendations was a good reminder that I really should increase the Fixed Income component in our RIFS by a fair amount. There were 3 categories each with two suggestions: 1) "Regular" Fixed Income 2) Fixed Income Defensive Diversifier 3) Fixed Income Aggressive Diversifier. In the 1st category - what I call "Regular fixed income, Two suggestions were given : ZAG and XBB. I was going to select ZAG as it has a better yield (3.86 vs 2.83 %) and a lower MER (.10 vs .19), however, I also notice that the distribution for ZAG is paid in US $. We do not have a significant need for US $ and do not have an active US account . Will the cost of conversion from US to Canadian $'s offset the better yield offered by ZAG ? Are there other pros/cons I should be considering ? Also, any thoughts on purchase timing of these bond etfs - or would you recommend a gradual entry over the next 6 months or so?
Many thanks as always.

Q: Your thoughts on OPI