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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: I consider WSP and STN my core holdings but now due to excellent appreciation they represent 7% and 3% of my portfolio. ARE has been a laggard and represents 1%. With ARE should I go back to SNC which I owned in the past (upside due to the recent acquisition?) or just keep WSP and STN as the only stocks in this area?
Read Answer Asked by JR on April 09, 2017
Q: I have a significant exposure to HCG which I want to reduce. I have been slowly selling some of my HCG shares the past few years, but I incur significant gains that I must pay taxes. My average cost is less than $3.00 per share. I was thinking of buying more HCG shares to increase my average cost and then sell within the year thereby paying less taxes. Do you think this is a sound strategy?
Read Answer Asked by Robert on April 09, 2017
Q: Hello.
Looks like your comments are trending to the negative side as stock price makes its way lower. Waiting to watch this low seems wasteful.

You have written "keep an eye on at this level".
Do you mean get ready to sell because of the disaster that others may no about or be favorable to picking stock at this level?

Peter, it is really hard to see you as a Fund manager holding on to a stock like this with real capital.

Your clarification on keep and eye would be good.
thanks
Dave
Read Answer Asked by David on April 06, 2017
Q: i am a bit surprised on the price action of knight. your membership is huge, on april 1 you released a new report on knight giving it an A-, added it to your balanced equity portfolio-- it was already in your growth portfolio, you are aske numerous questions weekly on knight and based on your answers i have to assume it is your single favorite stock or at least right up there with constellation and a few others. and yet the stock has trended down all week, does knight have a large short position, is something going on i do not know, can you comment. dave
Read Answer Asked by david on April 06, 2017
Q: What are the chances of Wsp increasing the dividend -it has been the same for at least the last 5 years. Given that the stock price is up nicely this month I wonder if it isn't time to move on to a higher dividend stock or a stock with dividend growth for my income account. What do you think and what would you suggest as a replacement -I own most of the stocks in your income portfolio.
Thank you.
Read Answer Asked by Maggie on April 06, 2017
Q: CSH has dividends in something called CAPITAL DIVIDENDS. As I understand it, these dividends are not taxable. Does this mean the cost base goes down by this amount, or what? In a related question, is it best to hold CSH in an RSP (where I currently have my units) or in a taxable account. Should I sell CSH in the RSP and buy it back in the taxable account, adding something else into the RSP?
Read Answer Asked by David on April 05, 2017
Q: Hi
I just experienced the following with RBC DI which I would like your comments on.
I put in a sell order on Mar 31st for all of my shares of DH after verifying on the DH website that their DRIP program was suspended as of October 25th 2016 and that all future dividends would be paid in cash. So I assumed that I would receive cash for my March dividend. Then today, one share appears in my DH account as a DRIP.
I contacted RBC Direct Investing, ended up talking to a supervisor who agreed to sell my share with no fee. Then I asked how they could process a DRIP on a company who 6 months earlier suspended their DRIP program. It was explained to me that RBC DI has their own DRIP eligible list and it had not been updated as yet for DH change as there is only one person doing this.
I find this unacceptable as I depend on this brokerage to reflect what is happening in the market place. Is this ethical to issue drips, I assume from their inventory of DH shares?In your experience is this normal ?
Thanks
Kathy
Read Answer Asked by Kathy on April 05, 2017
Q: I've been following the Home Capital Group challenges from the sidelines. Given the valuation and what I see as pretty stable earnings and a sustainable dividend, I'm thinking of starting a position via selling puts but I'm not sure the dust has settled on the dismissal of the CEO yet. I'm worried there may be another shoe to drop like financials restating or another governance issue that the company hasn't shared yet? My thinking is that if any new problems contributed to the CEO being let go, the company would have had to make that public by now. What do you think?

Thanks
Peter
Read Answer Asked by Peter on April 04, 2017
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