Q: Good Afternoon,
My parents are getting older now ( in their 70's) and getting more and more nervous with volatile stock markets and problems around the world, needless to say they have become nervous investors. What do you think of Segregated Funds, more specifically Guaranteed Minimum Withdrawal Benefit (GMWB)? Basically a seg fund that not only provides a maturity guarantee, death guarantee but a guaranteed income stream as well. I know all these benefits result in much higher costs. Do the higher costs associated with these products make sense for all these guarantees and hopefully more of a sleep factor? They seem very complicated though.
Thank-you
Q: My sector allocation has gotten out of whack with consumer >20% ( due to AGT and starbucks runs) and health care now 5% (due to PHM and CXR problems ). Energy at 5%. Would you recommend I trim my consumer sector and if so is one of these companies better to trim. I do hold UNH (US) in healthcare but is there another canadian healthcare company I can add to replace my losers (prefer lower risk). Is 5% still good idea for energy? Thank you and credit me with my 3 questions here.
Q: I currently have a 19% weighting in Technology and a 14% weighting in Industrials, and looking to even this out. Would you sell Open Text (OTC) to buy AirBoss (BOS) at a discount? My position in OTC is about 3% of my portfolio.
Q: Hi 5i: I am looking for a construction/infrastructure company. I have looked at Stantec, SNC, Aecon and I am not interested in WSP for reasons other than price/performance. Of the first three, which would you recommend? I realize there is a major size difference among them, and I am interested in stability and moderate growth. Are there any others you might prefer?
Q: Hi I5, I like both of these stocks, seem to be in the right sector, in my opinion?, what bothers me is their high dividends. Can they maintain the divs? how high is their payout? Any future growth. Like to have your assessment, perhaps your suggestion or other selections.
Many thanks, J.A.P. Burlington
Q: Could you please comment on annual report of wilan,tried to read but to hard for me to understand,stock price took big hit I am guessing on the news,thanks as always,jb
Q: Hello,
In your article on option investing you mentionned the value of being diversified. I understood that as being diversified in your portfolio in general, and not necessarily in the stocks which you sell options on. Am I right in that?
I was going to sell options this week on both Apple and CALM this week, to get this diversification. I noticed, however, that i would, at least at this time, get about twice as much for the same amount of money by investing in Calm rather than Apple. So, i doubled up on Calm. Is there a problem in this? That is, did i miss something on the question of diversification?
thanks
Q: Hi team,
CLR reported record earnings for 2015,on the 22 and the stock has been in a downtrend since. Were investors disappointed about the company not raising the dividend or did the share price get ahead of itself before numbers were released?
Would a 15.00$ price target reasonable a year out?
Thank you.
Q: I have read Ryan's recent blog on budget spending. He mentions wastewater and water treatment infrastructure spending. Are there any listed Canadian companies that are dominant in this area, and likely to benefit? If not what foreign companies are leaders here already?
Thank you
Q: Hi Peter, What do you think about Score now-a-days? I bought it from growth portfolio recommendation last year. I am down 75% from my buying price. This is .80% of my portfolio now. Should I just take the loss and move on. I am a Software Architect and recently went to a mobile conference and fortunately spoke to their SVP. He was saying pretty good things about their business and the team(his claim is his team is best in Canada after Google and Shopify). Anyways, I don't know, it is like asking barber if I need a haircut. I can hold on to this for 5 years as it is in My RRSP. But considering your business analysis do you think it is worth holding or should I just switch to something else? Your detailed analysis please.