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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: Hi Peter and Team,

The other question I have is with regards to a previous answered question, where you mentioned across a RRSP, Investment and TFSA, the recommended breakdown is 6 stocks in the RRSP, 6 in the investment and 8 in the TFSA.

Since my RRSP holds 85% of my capital, would it be better to weigh the stocks as 12 stocks in the RRSP, 4 each in the Investment/TFSA, or is it better to follow the breakdown of 6/6/8?

Thanks again for the great work you do.

Read Answer Asked by Marvin on March 21, 2017
Q: My wife and I have decided to move our investments from our current advisor to a more self directed option. We have looked at Tangerine and are intrigued but also heard about Wealthsimple. I can't seem to find much for reviews on Wealthsimple and what I've found sounds more like an ad rather than a review. What are your thoughts on Wealthsimple and further what are your thoughts on Tangerine? Is there something better out there than either of them? Thank you very much for your time.
Read Answer Asked by Chris on March 21, 2017
Q: Their latest annual report really impressed me, significant inroads made into reducing debt, and truly no debt to deal with until 2020. Should they maintain earnings, or even grow slightly, they seem really undervalued. I know the Orange Capital share overhang issue held them back now, but do you know why there is this lack of interest in shares now? I would have expected a huge increase with today's announcement. Is the NYSE de-listing that large of a concern? Just having trouble understanding why this isn't a strong buy right now.
Read Answer Asked by Tim on March 20, 2017
Q: I hold these energy stocks in the following percentages 5%FRU and 2% each of the others in a non-reg. acct. I plan to keep FRU and am considering selling one of the other 3 (all down about 30%). The question is am I premature in selling, or would it be prudent to wait for a bit more of a rebound, or, if selling which one would you suggest. I am a retired income oriented investor and would probably re-invest in a different sector. Thanks,
John
Read Answer Asked by John on March 20, 2017
Q: I hold Cineplex in my balanced portfolio. And I also have an income portfolio. With your news of Cineplex coming out of the 5iR Balanced Portfolio, I'm wonder if you would consider it as an inclusion in an Income Portfolio if the income portfolio was to be expanded by a few more positions, knowing your preference is for 20, or whether it would just be added to a list of entities for consideration for an income portfolio......Thanks....Tom
Read Answer Asked by Tom on March 20, 2017
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