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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: As a follow up question to that asked by Mary Ann about the ten "forever" stock ideas. You indicated a few names could be added to the list and I was interested if you could provide a few of the names you think could be added.
Read Answer Asked by Graham on September 28, 2017
Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?
Read Answer Asked by Mary Ann on September 28, 2017
Q: In March 2017 Metro had 32,227,000 Class A Multiple Voting Alimentation Couche-Tard Inc. ("Couche-Tard"), representing approximately 21.81% of the issued and outstanding Class A Multiple Voting Shares of Couche-Tard.
Do you think ATD.B went down today as some concern that Metro sells some of their shares to finance the merger with PJC.A?
Read Answer Asked by Terry on September 28, 2017
Q: I am a retired, conservative, dividend-income investor with a well diversified portfolio, including a company pension, CPP, annuities, Fisgard Capital, and equities via RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT, ZLB, XIT, AS, ALA, AQN, BCE, BNS, CSH, CGX, ECI, FTS, PBH, PEY, ABT, RY, WCP, WSP and a small position in Sprott Energy. Looking under the hood, this portfolio has 33% of its value in non-Canadian assets, which is at my comfort level.

Question 1 = I know portfolio make-up is very personal, but when is there too much foreign content in a conservative retirement income portfolio? Adding ZWE pushes my foreign content over 35%.

Q2 = most of the distribution for ZWE is capital gains, ROC and about 30% interest income. I plan to put ZWE in my cash account...make sense?

Q3 = I already have roughly 22 securities, which is plenty enough for diversification. I am hesitant to add more, but I think ZWE makes a good fit. A second alternative would be to continue to "trim and add" as the allocation #'s make sense. A third alternative would be to simply add NFI to top up my industrial allocation.

Thoughts please...thanks. Steve
Read Answer Asked by Stephen on September 28, 2017
Q: Hi,

What is your list of 5 stocks which seem to you to be irrationally under-priced today?

Thanks,

Gord
Read Answer Asked by Gordon on September 27, 2017
Q: Do the dividends of BIP.UN and BIP (US), both qualify as allowable taxable dividends in Canada? Right now I own BIP.UN in a registered CDN$ account but am thinking of switching to BIP (US) in a US$ Cash acnt. And in general is it best to keep a Canadian stock like CSU, which also pays its dividend in US$, in a US$ acnt so that the dividends don't have to get converted each time even though I will have to convert, one time, my total CSU holdings into US$ ?
Much appreciated. Great service!
Read Answer Asked by John on September 26, 2017
Q: I looked at OSB(Norbord) and CFP(Canfor) and see that CFP is out preforming others in the field. At present I own CanWel CWX. Of the three which would be your choice? Thanks in advance.

There seems to be flood of info. on each stock and this is where I get confused.
Read Answer Asked by Rita on September 26, 2017
Q: hi peter my question is a general about buying a inter listed company say buy td in Canadian exchange in Canadian dollars and sell in new York exchange in usa dollars and that way you you can convert you Canadian dollar into usa dollars without paying bank exchange commission
is that alloyed or is that is possible
Read Answer Asked by parmjit on September 25, 2017
Q: Good Afternoon
I am getting ready to take some capital losses as gains offsets. I will not need to realize all of the above; but in what order should I use them and if I sell would you buy any of them back? The $ losses are about equal in all cases.

Thanks and enjoy the heat
Read Answer Asked by Warren on September 25, 2017