Investment Q&A

Q: I hold about 12% of our fixed income in ZHY, the balance in ZAG. If we are heading into recession, default rates my rise but interest rates may fall. Does this holding make sense for a balanced (60/40) portfolio, retired investor living off the income. Capital preservation is important but volatility is expected and tolerable. Thanks for the fine service! Jim

Q: Good morning, we all know BNS has underperformed. Now it seems like South America is as rocky as ever. Venezuela and now Argentina are economic disasters and Brazil is going through plenty of volatility as Balsanaro implements his agenda. I know BNS is not in the 3 countries mentioned but how impactful could the latest SA economic woes be to BNS?? I would love to buy more shares with the 5% dividend but cautious due to SA exposure.

Q: Could you please comment on the 2nd quarter results of this small cap company. I own the warrants that come due in 2023 at $11.50 per warrant. Does this appear to have potential? TDwaterhouse considers this an action List Buy with a year out target of $13. Comment?

Q: It has been awhile since a question on this company.
Can you give me your current analysis and thoughts?
Looking at taking an initial position in an RRSP.
Thanks for all great ideas!

Q: No questions yet so please your view on ACES.Thanks.

Q: Is it too late to take a position in Gold? If it is not too late, could I please have your recommendations for Gold stocks on the TSX. Thanks

Q: Regarding Guardiant Health Care which I am typing out the full name as I'm getting a little tired of doing searches on Gamehost to see all the information.... In a a balanced but slightly leaning toward conservative portfolio how much weight should a speculative stock like this be ? I'm thinking on 3.3 % with no other stock quite in that risk factor....{ other than a 1.2% position in TSGI which is about to get the boot } .

Q: My wife sold three longtime holdings in her RSP to free up some cash for future promising purchases. The next day she purchased the same stocks from her cash balance in her TFSA. Are there any particular implications to doing this that she should be aware of, other than usual portfolio diversity and weightings.

Q: Can you explain how an investor can get a negative yield on a bond? For instance German 10 year bonds have a negative yield. Does that mean that there is a premium paid on the price say 102.00 and investor receives 100.00 at maturity. Does the investor receive semi-annual coupons like other bonds? Are the coupons more than 0.00 or are they negative also? Thank you.

Q: This seems to be a reasonably good way to play the major healthcare industry. I am not sure how the covered call aspect of this ETF would play in a rising market, i.e. is it the same as the tech industry, where a covered call aspect would act as a drag on the performance. Your thoughts please.

Thanks, David

Q: Hi any idea why SRX is getting hit today hard, results looked okay. Worth holding, I am down 44% on a small position?

Thanks
Kim

Q: Hi 5i - I'm retired now and am wondering what your percentage recco would be for Stocks, ETF's, Index Funds and Bonds in the overall portfolio. Hope you can give me your insight! Thx!

Q: What would you consider the best two growth stocks to add to a TFSA at this juncture? Thanks.

Q: can you comment on the quarter - i see FFO dropped in the quarter. short term or longer term issue?

Thanks

Q: I am looking to build a portfolio of 5 or 6 stocks with a 3 year hold that covers different market sectors and could include Canadian and US stocks. What names should I consider?

Q: How would rate the above silver juniors in terms of growth in the next
few years?

Q: Hi,

I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?

Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.

Thanks
Derek

Q: Can I please have your thoughts on Aurora? Many thanks.

Q: How do you feel about the prospects for the banking sector over the next 12-18 months? What stock would you buy in this sector at this point?

Q: which US company would be a good fairly safe buy now?