Investment Q&A

Q: Would you buy QTRH and PTG today for income and growth and could you suggest a couple more on your small cap radar that look good . Thanx Robbie

Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom

Q: Hello,

I'm putting some new money to work in my tfsa, would you initiate a half position of each? Or do you prefer a full position of one? Account is already diversified. Thanks again.

Q: Sell DOL for capital loss replace with ATA and TFII.

Any problem with this

Thank you

Q: What is your opinion of Alta Gas considering recent changes within the company, given its strong, consistent returns.
Thanks Mike M.

Q: As a long term growth holding in a TFSA, which of these companies would be your favourite?

Q: A comment.ALA keeps on dropping,& after market close on 9/14,announced sale of some 43.7m shares of TWM @ $1.45($1.47 c on 9/14)

Q: My direct investing account shows a time weighted and a personal gain. Can you explain the difference in terms a financial luddite can understand? Many thanks for this extremely useful and reassuring site.

Q: Can you tell me if anything serious is happening to this company it seems to be heading lower and lower every day.
Thank you, Mary

Q: any idea why TSGI would not update about Skybet?

https://assets.publishing.service.gov.uk/media/5b9a8f91e5274a13830db86e/revocation_order.pdf

Q: I see the CMA has lifted its initial enforcement order agains the merger of Stars/Sky bet.

Some good news for the peeps!

Regards,

KC

Q: Hi 5i
I know you typically add ones equity ETF`s plus all individual stocks to determine the total equity exposure in ones portfolio , but I'm not sure what the best method is to determine max exposure to any one stock when ETF`s make up a good chunk of the portfolio . There are some ETF`s that you would want a greater percentage then maybe the 5% max you might want for most of the individual stocks and some you might not want more than the 5%. . So if i have determined that i don't want more than a 5% waiting in any one equity do i add up all ETF`s and individual stocks and calculate the 5% or am i best to calculate the 5% number just on individual stocks since ETF`s are inheritantly diversified anyways ? Thanks in advance for your clarification .
Bill C

Q: Hi,
I noticed a question about the correct way to draw trend lines and can offer an excellent site called Stockcharts.com to answer this question in detail. The site allows you to use an interactive tool to position a trend line on a price chart, as well as an extensive 'chart school' area that should prove helpful in this instance.
As always, we appreciate all your answers to our questions - so in the rare instance we might be able to offer a suggestion, we do so with great delight.
Dawn

Q: Good morning,
Can you suggest an ETF on S&P 500 that trade
in Canadian currency and unhedged? A little bit of history in performance will be helpful. Thanks in advance. Rossana.

Q: Can I get your views on MTLO? Do you think the management team warrants a buy, or do you think it is too early? Who are some of it's big competitors?

Q: Hello 5i,
I currently hold both of the above ETF's at approximately 4.90 % (ZDI) and 5.5% (CYH). My primary concern is income along with diversification. However, I was wondering if you feel I am well-served by having both at a total of 10.5 % of my PF? Is there an alternative approach that you would recommend? Pare down to just one or switch to something else altogether, or stay the course? In particular, I would be interested in some alternative suggestions for my international exposure given my focus on income.
Thanks for any assistance you can provide.
Cheers,
Mike

Q: Hi, TSGI has been very frustrating within a relatively short period. My TSGI position (down from 3% to 1.7% ,due to price decline) is sitting at a loss of about 40%. Over the past few weeks, nothing seems to have helped to stabilize the stock price. From $45 price level to present $30, what held us from liquidating our position was your supporting comments for this company in response to members' questions. As year end is slowly approaching, would it make sense to switch half the position to CSU ( I know, completely unrelated sector, simply from $$$ perspective), which is also down almost 30% from its high. This will help book some loss ( to offset year's capital gains) and reduce risk of more downside with TSGI in the near term, relative to the risk with CSU. Also, over 12/24 months time from, where do you see better prospects of a reasonable 30-40% bounce back ? Do you see TSGI price to recover a bit over next 2 months, before booking the loss for the year ? Or, this whole excercise is meaningless, in your view ? Thanks

Q: For a TFSA, which one of these two stocks would have better growth potential, noticing that TFII is at an all time high and ALC is considered a strong buy.
Thank you for your input!

Q: Why is TCL.A doing so badly? Do you still recommend it as a hold or buy?

Q: How does the Black Rock acquisition of TRI affect their future prospects?