Investment Q&A

Q: Im looking at the Dalio/Robbins "All-weather Portfolio". Do you have any comments about it fundamentally? They both say its about diversifying the risk rather than the sector or products in order to increase the chances of making money in almost any market and decrease losses.

Can you make recommendations for each category please? They also recommend low cost etfs to get further diversification within each category. I would still keep a small amount of cash aside for higher growth names to "play with", so any profit taking would potentially go into the All Weather Account.

What they lay out is:

30% Long term bond (20-25 year)

15% Intermediate Bonds (7-10 years)

30% Stocks

7.5% Gold (possibly a bouillon etf, or possibly just gold with no etf)

7.5% Commodities


Please deduct what you feel for credits since this is a multi part question.
Thanks

Q: Could I get your views on RUS over the next year or so. Do you see any movement here or is it simply a good dividend payer?

Q: Your present view of this co. please.
cv

Q: Hello, Please provide your views on both DBX and LAM. I have losses on both, and was wondering which one (or both) would you sell for tax loss reasons. Which do you feel would recover quicker.

Thanks

Q: I currently don't have any REITs in my income portfolio but am now considering adding a couple. I was considering the above 4 but really want to add only 2 names. Which would you consider or would you suggest something else? Looking for reasonable income with an eye on preserving capital during rising interest rates.

Q: Good morning,
I currently do not own the above listed equities from the BE Portfolio which I follow pretty closely. Are there any you would not recommend purchasing right now? Thanks for your counsel. I am watching sector allocations.
Ted

Q: Would you buy hold or sell this stock I am way underwater I bought at 13.67

Q: Morning guys:
I need some bank exposure. Is it time to buy with the recent pullback for a long term hold.
Thx mark

Q: Hi: With continued huge increases in US shale oil production and possible US oil self dependency to what extent could this decrease demand for Canadian oil volumes to the US thereby negatively impacting Canadian pipeline companies and thus share values? Thanks.

Q: Good morning .
In reading your latest 5i research news I noted that you ended with this advice:
think investors should be sharpening their pencils on their 'wish list' for stocks in Canada and the US.
In this theme could you help with creating a wishlist for both Canadian and Us stocks for us . For myself this would be much appreciated . I have spent lots of time working on my own list and would greatly appreciate a 5i wishlist.
Thanks in advance
Victoria

Q: I am down to 30K in my RSP and no TFSA, looking to have 6 total positions. Thinking SPB, TCL, AQN & DIV. I know Diversified is higher risk but I feel comfortable with that company at today's levels. Would you be okay with those 4 and what 2 would be best to add for Dividend with some growth but overall safety. Should I add a specific bank like BNS or would ZWB be better for me right now?
Same question for AQN, would I be better removing single stock exposure and going with ZWU?
Charge as many q's as necessary.
Thanks!

Q: i know you do not like the mj stocks but with altria buying into cronus and constellation into canopy, in your opinion which one would be best for another company to invest in, could it be aphria or aurora or a u.s. company like curaleaf.
furthermore if you had to pick one to invest in which would it be. dave

Q: Gentlemen Good Morning,
My mat'l sector is 3.3% (MX 2.3% & FNV 1%)
I want add 1.7% to the sector.
5IR can suggest one or two names (Ca or US)
For long term, no need income, solid undervalued name.
Thanks
Best Regards

Q: Hello Team,
with the scandal around Huawei (especially their back door spying), what impact will there be on Telus?
How dependant on Huawei is Telus in terms of equipment? Will they need to replace any(?) Huawei equipment and at what cost? Should I continue to own Telus shares?
Thank you,
Joseph

Q: What's your thoughts on this one? Top 3 REITs to replace if required?

Q: Hello. I know that you aren’t tax specialists, but I would value your opinion on this.

If one sells ENB in a non-registered account and sells to capture a tax loss, would the conversion of ENF to ENB shares in a registered account within 30 days before count as a wash and disallow a portion or all of the loss?

Q: I am constructing a new equity portfolio consisting of 40% CND: Industrial @ 15% (WSP, TFII, PEO)
Tech @ 10% (CSU,KXS)
Healthcare @ 6% (COV, GUD, SIS)
Financial @ 4% (ECN, VB)
Consumer Defensive/Cyclical @ 5% (CCL.B, BYD.UN, BCI)
I have a 10 yr + time frame, growth focus and no/low dividend requirement.
Could you comment on this set-up - %ages and/or stock selection or deletions? Thank you for your service

Q: Hi, I'm looking to buy some high yield dividend stocks. I already own BNS. I prefer companies expecting to continue to grow revenues and earnings.

Q: I've held PATK for less than a year and i'm down 40%. I liked the company's growth, mgmt, but the sector has been hit hard and sounds like more of a decline to come in RV sales in 2019. Would you hold on to PATK or get out now? Would NFI be a good option for more growth and a dividend or is it just more of the same with it being in a similar cyclical sector? Other replacement suggestion?

Q: Hello Peter
I have question regarding "dead cross" on daily frame of $SPX S&P500 (EMA50/200).
If one would sell all portfolio at dead cross time in the middle of October 2000 or beginning of January 2008 that person would save about 50% of losses and about
4,5 years of recovery . What is your or your technical analyst opinion about "dead cross" and current situation compared to 2000 & 2008 corrections.
Thanks.