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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

I have about 20K to invest in stocks. I have been thinking about investing in the companies listed in the balanced portfolio. So the only stocks I would own would be the ones listed in the balanced portfolio, what are your opinions on this? Are there any other companies that would be a good addition to the list as well?
I already have money in fixed incomes.
thanks in advance,
Read Answer Asked by chris on April 11, 2016
Q: Hi guys, I have both ADW.A and ADW.B (not sure why -- mistake on my part?) The stock has done very well but today, ADW.B is down 10.5% while ADW.A continues to trickle up as usual. Can you tell me why there would be such a difference? Thanks!
Read Answer Asked by Kate on April 08, 2016
Q: What factored into your decision to sell Tucows in your growth portfolio?

Thanks.
Read Answer Asked by Adam on April 08, 2016
Q: Hi there,

I follow your BE portfolio and I noticed CSU and SJ seem to be down a bit this morning. Do you think at these prices, it would be a good entry point?

Thanks!
Read Answer Asked by Michael on April 08, 2016
Q: Do you recommend holding onto the cash resulting from the sale of stocks dropped from the growth portfolio or rebalance and add to those with significant losses; say any from the following: BOS,CXR,DRT,EFN,PEO,PUR or all? thanks again Henry
Read Answer Asked by Henry on April 07, 2016
Q: Even though you have SPB in one of your portfolios, you do not report on the company. What is your opinion of the stock? TD Waterhouse has it on their
Action List.
Read Answer Asked by christianne on April 06, 2016
Q: I own most of the stocks in the Balanced Equity portfolio and applaud the recent changes. I sold AYA last July and purchased some KXS recently (picking a momentum stock from the Growth Portfolio). Now have placed an order for PBH. Would have welcomed a replacement for MDA as it has not done much but maybe next time.
So thank you for some interesting new additions and keep up the good work.

Steve

Steve
Read Answer Asked by Steve on April 05, 2016
Q: Your response to Elliott Apr. 4th you commented you are "holding cash and deciding from a list of 10 potential additions to growth:" - can you suggest some names sooner than later?



'






holding cash and deciding from a list of 10 potential additions to growth for a few weeks or so
Read Answer Asked by don on April 05, 2016
Q: Would you choose BCI or NFI for growth? or perhaps both?
Thank You Ron
Read Answer Asked by Ronald on April 05, 2016
Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Read Answer Asked by Antoine on April 05, 2016
Q: with the 9% cash position does this mean 5i feels there is no good income stocks on sale and igm is now fairly valued.

Thx Blake
Read Answer Asked by blake on April 05, 2016
Q: About the recent sells in the growth portfolio;

My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.

My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.
Read Answer Asked by Elliott on April 04, 2016
Q: Hi Peter and Staff
This isnt really a question on a stock(s) but on approach. I was waiting like a lot of people for todays portfolio changes. There were a lot of deletions and not many additions and a build up of cash which I am not used to hearing as advice from you. Other than AYY and PMH ,a lot of deletions were not due to being upset at the stock.....If I sold what you sold, and do not believe in keeping cash,how long will it be until you uncover new gems for us to use the cash or should I just hold off selling some of your deletions/reductions until we know?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on April 04, 2016
Q: A hold a small position in CBO. Last week in the Globe John Heinzl discussed CBO's return of capital as part of its distribution or yield. He stated that an investor holding CBO gets a fatter distribution now that will be partially offset by a capital loss such that the investor's net return will be approximately the yield-to-maturity of the bonds less the fund's expenses. I didn't realize that CBO returned capital and now I am wondering whether I should be holding this ETF or not. I hold little fixed income in my portfolio currently but receive a defined benefit pension. Would you care to comment on CBO? Is there another CDN bond ETF that you would recommend instead? Thanks for all you do!!
Read Answer Asked by Pamela on April 04, 2016
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