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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, your response to Stephen about TSGI "Blackstone, which owns 24M shares, has offered to sell 8.3M shares at a small discount." . Should one worry? This is 1/3 of their holdings. And does "at a discount" mean that they really wanted to get rid of the 1/3 as quickly as possible? I know you can't confirm this but can it be that they know something we don't?
Read Answer Asked by Marco on February 27, 2019
Q: Hi Team, My question is why Chartwell- CSH.UN is considered to be in the Real Estate/ Reit sector (in your company profiles) while Sienna Living - SIA is considered to be in the Health Care sector? I have always considered both to be in the Health Care/ Long Term Care business and hold sector % accordingly. Should I reallocate CSH.UN to my Real Estate sector? Appreciate your thoughts. Thanks.
Read Answer Asked by William on February 27, 2019
Q: Hi Peter
the above stock hit bottom sometime in late or mid Dec
It has been on the rise since then

I had some money invested in it, happy to get the dividend but disappointed at the lack of capital appreciation
I am now at break even point
is SLF or the banks a better choice (I could use ZEB eft), goal is dividend plus some growth, thanks

Michael
Read Answer Asked by Michael on February 27, 2019
Q: My RRSP - I was comparing Vanguard S&P 500 Growth ETF VOOG to Vanguard S&P 500 ETF VOO.
Warren Buffett is suggesting the index - so VOO, but VOOG Growth has performed better since inception with the same risk of 4 out of 5 - as defined by Vanguard.
VOOG has a higher turnover rate of it's stocks -at 17.6% vs 3% and it still outperformed after taxes on the higher turnover. It has 294 of the 508 stocks that VOO has.
Wondering your thoughts on one over the other. Since it is in an RRSP and I don't need the money for 25 years.

https://personal.vanguard.com/us/funds/vanguard/compare?navigatingFrom=4
Read Answer Asked by Terry on February 27, 2019
Q: I am looking for a balanced source of income on my USD. Is there some US equivalent to the likes of ZMI or XTR that you know of?
Read Answer Asked by Daniel on February 27, 2019
Q: Regarding sector weightings, I have developed a portfolio strategy based on your income and balanced portfolios augmented by other holdings. I have based the overall sector weightings from your recommendations adjusted for my own preferences. It would actually be helpful if you published monthly your weightings (with the obvious warning that investors' preferences my differ). I began moving away from financials and into REITS and Utilities early this year because of my belief in rates are not going much higher. I see you have done this too and it is comforting to know you may have he same idea. We do not have to agree, I just need all the information available to make investment decisions.
Read Answer Asked by Greg on February 27, 2019
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