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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, probably a delicate subject but what has happened with the growth portfolio? There are some big wins, but also some big losses. Obviously, not every pick can be golden but do you not have some safeguards on your positions such as technical sell points etc?
The income portfolio is great, but it is hard to have confidence in the growth portfolio at this time to be frank.
Read Answer Asked by Mark on September 09, 2016
Q: I have a question about ATD.B.Was it the increase in debt from the acquisition from Imperial Oil that caused the drop in share price today or profit taking or something I'm unaware of? By the way my portfolio is up more than 52% so far this year, in no small measure, because of your sage advice.Thanks, as always.
Dave
Read Answer Asked by Dave on September 08, 2016
Q: I am trying to balance out my portfolio sector weightings and am having trouble classifying where these 3 companies should go. I have all 3 of them as "Manufacturing and/or Industrial" whereas you have BOS and MG as "Consumer Cyclicals" and BDI as "Energy". Can it be argued that these are Industrials or should I just stick with your sector classifications?
Read Answer Asked by Sandy on September 07, 2016
Q: Do you know the % of insider ownership of ABT shares. For small companies I like to have that information but couldn't find it on a company presentation. Thanks
Read Answer Asked by Jerome on September 06, 2016
Q: ABT: recommended in latest 5i email: I read the description of it's business and it was like reading a foreign language - I am not a technology person at all and do not buy companies I do not understand; so, please educate me.TTM PE 23, FPE 270, make no or very little money, ROE 0, CF .23, and pays a healthy dividend. I currently hold no technology other than DH if it qualifies?
Read Answer Asked by James on September 06, 2016
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