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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: Hello Peter,
Both of these stocks ride on momentum. If one owns them, how do you approach the sell aspect? Do you simply use technical analysis of 10 and 20 day averages as opposed to 50 and 200 maybe too long given how quickly they rise and fall? Also, once they are sold, how does one approach the buy part (10 , 20 day averages again) Your comments are appreciated.
Read Answer Asked by umedali on December 07, 2017
Q: Hi folks,can you explain the difference between WCS (West Canada Select) pricing versus WTI. TD shows Wcs at $40sh while Wti is $57sh;that is a huge differential spread. Does this affect companies I own; Rrx/t & Pey/t?? or mostly involves companies in The "Oil Sands" like Cpg & Cve. I understand no new pipelines hurt but is the Wcs price, what is holding Canadian oil companies from participating in the recent Wti runnup. Thanks as always and just renewed 2 more years into 2020 haha, jb Piedmont QC
Read Answer Asked by John on December 07, 2017
Q: I received the following notice on my TFSA account this morning. Why would TD do this ? I have never known the bank to provide a service without a fee attached ! What is in it for TD ? Thanx Robbie

":You hold some securities that may be subject to Cease Trade Orders (CTO). If you would like to remove them from your list of Holdings, you may apply to gift each security to TD Direct Investing. View/remove CTO securities "
Read Answer Asked by Robert on December 07, 2017
Q: what is your short and long outlook for gold and the canadian dollar?
i presently have some u.s. cash and was considering an investment in gold (specifically in Kinross U.S.) both for a positive return and portfolio insurance.
I believe that when gold goes up the u.s. dollar usually goes down...
am i correct in that assumption?
appreciate your comments on the above strategy...
ed in montreal
p.s. - if you have an alternative strategy it would be appreciated!
Read Answer Asked by ed on December 07, 2017
Q: On Dec 4 an interesting question was asked by Neil regarding your favourite two choices for each sector. It is interesting to me because I am always, if not trying, at least thinking about reducing the number of our holdings. I was a little surprised by some of the names you mentionned in there, however. it seemed some were quite risky. Would I be right in understanding that this recommendation would be appropriate for, say a person of 40, and not so appropriate for someone of 70? If this is right, could you give a recommendation for the older person? What would a 25 stock portfolio look like, if you were putting it together for an older person, for example?
many thanks for your excellent service as always
Read Answer Asked by joseph on December 07, 2017
Q: CBX reported its first quarter today, which exceeded the one analyst's forecasts that I see. The CEO who was brought in to make CBX profitable seems to have done a good job, and is now growing the company which is really his expertise. Though the company moved up quite nicely today, there were less than 80,000 shares traded, as this stock seems to be off everybody's radar. I am curious about your thoughts on the quarter as well as your thoughts on how and when this stock might get some attention.
Thanks
Read Answer Asked by Michael on December 07, 2017
Q: Hello Team: Season's Greetings
In my company DCPP Sunlife offers the following 3 funds among others but the following have had the best returns:
MFS Global Equity: Allocation U.S. 54.15%, Intl 44.64%, Cash 1.21%. which I am currently in.
TDAM Global Equity Index: Allocation U.S. 61.19% Intl 38.6% Cash .14% Other .07%
TDAM Intl Equity Index: Allocation .97% U.S., Intl 98.59%, Cash .03%.
I would like a little less U.S exposure than the 54-61 % which the first two have but to do that I go to 98% International. The 98% International exposure consists of 31.7% Eurozone, 24.3% Japan, 17.2 % U.K., 13.3 % Europe Ex-euro, and 7% Australasia, by region and by sector : 21.2 % Financial services, 13.5 % Industrials, 11.7% Cons Cycls, 11.2% Consumer defensive, 9.7% Healthcare.
All three funds have had 1 yr returns in the 18 -20% range.
What is your opinion regarding my selection of the TDAM Intl Equity fund with 98% International exposure going into 2018 or should I stay with a fund with ~60% U.S. exposure.
Thank You once again for your help
Clarence
Read Answer Asked by Clarence on December 07, 2017
Q: Good day – could you please provide a brief description or guideline for how to tell when one is reaching for yield. In my case I am quite happy with a 6 to 8% total return, and if I can achieve that with a high yielding investment I'm not as concerned about growth. However, the question remains - when are you reaching for yield so that you may be exposed to an unacceptable capital loss? Thanks so much.
Read Answer Asked by Kirk on December 07, 2017
Q: Good morning!
I have a large position in this mutual fund, about 8% of my portfolio! I have owned this for many years, since it was SDT.UN. My adjusted cost base is probably close to zero due to ROC distributions. I could use some past losses to sell up to 25% of my position...the question is, do you like this fund, should I hold, sell, or ? Thanks very much!
Peter
Read Answer Asked by Peter on December 07, 2017
Q: Hi there
I have followed this closed end fund for quite a while and like its history, set-up and performance. Was thinking of invezring part of my funds in there versus passive ETF. Just wanted your thoughts on fund, backers, and performance.

Thanks so much

Stuart
Read Answer Asked by Stuart on December 07, 2017