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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: Box.un is 5 percent of my non-registered holdings with my cost at $16.00. There doesn't seem to be much more upside from the current market price and, if perchance, the takeover should fall thru, box.un will drop back to the $26 range. The risk of holding seems too high. Is there any chance the buyout could fall thru and would you hang on or unload the stock?
Thanks.
Philip
Read Answer Asked by Philip on February 27, 2017
Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC
Read Answer Asked by J Carl on February 27, 2017
Q: I subscribe to StockCharts.com Do you know of any similar type of charting service or website where it is possible to chart Canadian MARKET CAPITALIZATION changes over time?

Thanks for what you are doing in the small cap niche. Interesting too how trading volumes react as various market cap thresholds are achieved.

I know you mentioned on one of your previous webcasts but could you indicate again what market cap value thresholds are significant when it comes to potential formal institutional coverage as well as fund purchase eligibility.
Read Answer Asked by Richard on February 27, 2017
Q: Peter, can you kindly suggest five investments that typically pay no dividend or other distribution (tax minimization). This would ideally be for a 5-10 year+ holding. My risk tolerance is medium-to-high (but just short of 'stupid'). If one or two of these suggestions were US companies (other than Alphabet; already owned), that would be fine. Thanks as always!
Read Answer Asked by James on February 27, 2017
Q: Good morning Peter and Team,

You have said that you prefer to "sell the losers". What criteria would you suggest to decide what to sell, and when
to sell it? Specifically, in a balanced portfolio, I am frustrated with HLF as it's down 28%. Your recent answer to Lee
in which you expressed disappointment in their earnings release has caused me to question continuing to hold HLF.

In the Consumer Staples sector, we hold ADW.A, ATD.B, ECI, HLF, PBH, and SAP. We also have a small amount of XST for re-balancing as it's a commission-free ETF in our iTrade account. (I happily note that XST is a top-performing ETF in the Canadian Money Saver).

If we were to dump HLF, what would you suggest we add to among our existing holdings in this sector? My feeling is that there are better opportunities elsewhere, but as always, I appreciate your insight and advice.
Read Answer Asked by Jerry on February 27, 2017
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