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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: Do you think REIT's should be owned in ones portfolio? Does a 10% weighting seem to much? Also can you rate the following from best to worst as I am looking to get rid of one. GRT, REI and CRT.
Thanks
Read Answer Asked by sean on October 06, 2017
Q: I am considering a cyber security ETF. There seem to two based in the US (HACK & CIBR)and one Canadian that can be hedged or not hedged (CYBR & CYBR.B).

The Canadian listed ones don't seem to have much volume but are also pretty new.

Would you have a preference or one that you would recommend?
Read Answer Asked by David on October 05, 2017
Q: SHOP has had a very high valuation for the longest time on every metrics using comparables with similar stocks.
Even though the short sellers thesis is wrong, would a report like this make the stock correct naturally to a more reasonable valuation?
Meaning, maybe the real value of SHOP should be $100CAN instead of the present $130 and this report will be an EXCUSE to correct the price of SHOP and lower its NEW valuation for once and for all?
Is this what is happening right before our eyes?
Thanks
Read Answer Asked by Herm on October 05, 2017
Q: BNN.ca Thursday October 5, 2017

Shopify responds to short-seller, ‘vigorously’ defends business model
Ian Vandaelle, Chase Producer, BNN

Shopify has responded to allegations levelled against the company by short-seller Andrew Left of Citron Research.

In a statement released early Thursday, Shopify defended its business model, which Left said relies on pitching a “get rich quick scheme” comparable to Herbalife.
“We vigorously defend our business model and stand resolutely behind our mission and the success of our merchants,” Shopify said in the press release.

“Shopify has always strived to take the path that leads to more entrepreneurs by designing its platform to remove the technical, operational, and financial barriers to enable anyone, anywhere, to build, grow, and scale a business.”
Read Answer Asked by rajeev on October 05, 2017
Q: greetings, looking to top up one of my reits - i have 1/2 positions in all three. If you were to add to one which one do you believe is the best value today assuming the alberta market continues to recover. Looking for a modest stable dividend as i am nearing retirement.
Read Answer Asked by kelly on October 05, 2017
Q: I am a retired, conservative dividend-income investor with a company pension, CPP, annuities, Fisgard Capital and the following equities:
1. 17% Mutual funds (RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT)
2. 10% ETFs (ZLB, XIT, ZWE)
3. 41% stocks (listed above)
4. 32% fixed income (annuities, Fisgard, but not including my pension nor CPP).

I plan to reduce my Sentry Cdn Income holding from 9% to 5% and purchase ZWC. The benefits would be a) saving $1k in hidden MER fees, b) receiving an extra $1k in dividends and c) a better asset allocation. I like the covered call strategy that ZWC provides, as well as the 30 companies inside the ETF.

Question = is this the right ETF product? Are there other Canadian Covered Call ETF choices that offer this diversified asset mix that I should consider? Are their other ETFs that have slightly less financials, less utilities, and more industrials that would result in a better asset allocation for me?

Thanks for your help...Steve
Read Answer Asked by Stephen on October 05, 2017
Q: Peter and His Wonder Team
I accept the fact that you cannot time the market and that no theory or metric is always right or correct. If so we would all be rich! Ha!Ha! However, I do try to minimize risk by having the odds in my favour. So here is the question ...in your experience what tends to be the worst and best months of the year for stocks? For example I notice that August and September many stocks go sideways or drift down because buyers disappear. On the other hand in February, March and April they seem to do there best and peek. Your observations please! Is there any correlation between large and small cap? Thanks again for your great service!
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 05, 2017
Q: Given the some of the uncertainties surrounding DIS, including how their new ESPN streaming service will perform, Bob Iger's impending retirement and the stock's poor price momentum of late, do you think it would be reasonable to exchange DIS for PCLN (after its modest pullback) for a very long term hold in the US consumer cyclical portion of my portfolio?
Read Answer Asked by Peter on October 05, 2017
Q: Hi Team,

I am a real estate investor and I have been for the last 15 years. Real estate is my passion and I enjoy it very much. I am trying to balance this with investing in the stock market. I enjoy researching companies, but I don't want stocks to take up the majority of my team. Is it best to construct a portfolio of high quality, low expense ETFs and add to it monthly or quarterly? Or is it better to follow a model portfolio like 5i or invests in particular companies. Less risk of picking a wrong stock in the ETF approach, but potentially also less reward. Real estae is still going to be my focus and I plan to use the real estate to fund my retirement.

Thanks for your help,
Jason
Read Answer Asked by Jason on October 05, 2017
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