Q: Hello 5i, This is about re balancing my non registered portfolio by region. I currently have a my portfolio at 20% fixed income and 10% balanced. Now for my growth portion, what mixture would you be balancing your portfolio. US, European, Emerging markets and Canadian. It seems that over the next couple years the growth will be from the US and Emerging markets but would like your assessment for the regions and then what sectors. Thanks
Q: For the last 5 years I have been holding about 3% of ALA in my portfolio. It is down about 20% from then. Is it time to switch into something else, if so, what do you suggest.
John
Q: earnings after the bell today, stock got hsmmered last few days, cannot find a thing why it got hammered.
can you help. what are earnings expectations. dave
Q: Comment - it would be nice to see you comment on earnings reports of all the companies that you follow as they report vs. waiting for a member to ask. Have you thought about doing this?
Q: If you did not already own a position in KWH.UN, would you initiate a position? If so, would it be a full position or a 1/2 position?
Thanks for your service
Q: I noticed Abt is doing quite well this month and I am finally above water again. My questions are:
1) is there some news;
2) when do they report next;
3) is this a good opportunity to exit this stock or do you think the momentum can continue;
4) My husband and I hold this stock in a TFSA, Riff and Rrsp -is this stock better suited for one type of account over another if you think it is a hold.
Thank you.
Maggie
Q: Can you provide a price target based on the new balance sheet value per share as a result of the air canada offer? They own some other assets like Cardalitycs and the $500M areomexical points program. But I'm confused about where pension obligations and working capital cash will go if Air Canada buys aeroplan and takes on the redemption liability.
Q: In order to get us exposure, I currently hold a number of individual canadian companies with us operations, e.g. aqn, td, bpy.un and etfs txf and zwu. In addition, I hold about 10% of my portfolio in zwh. I am not unhappy with the latter, but am considering reducing the 10% exposure with something other than a covered call approach. What would you consider appropriate, preferably hedged, to pair with zwh to achieve a more balanced approach to the us portion of my portfolio.
Q: WE OWN BOTH IPL AND ALTA GAS AND ARE THINKING OF SELLING ONE TO BUY ENBRIDGE WHICH YOU APPEAR TO LIKE BETTER AND WE ALSO CAN TRIGGER A CAPITAL LOSS. WHICH WOULD YOU SELL TO DO THIS? THANKYOU