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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: I am looking to rebalance or add some growth to my US/foreign portion of my portfolio which is some 28% of total.
Currently have
AAPl 5.4%
Abev 1.2%
CSCO 1.5%
CX 1.8%
GE 1.7%
GILD 4.6%
NE 1.7%
PFE 2%
PG 4.1%
VIG 3.5%
Vale 1.1%
Have 3 major Cdn banks would you add C, US industrial or other stock from gains in AAPL or GILD or new funds. Thank you

Read Answer Asked by Hamish on December 01, 2014
Q: Could you please interpret the comments made on the recent results release. It sounds as though there will be little improvement in the share price over the next year, if I am understanding their comments correctly ? If so, it would seem to make sense to sell my shares (1.5% of a diversified portfolio) now and re-invest in something with more potential for growth in the coming year. Is there another company in this sector that you would recommend ?
Read Answer Asked by Alexandra on November 30, 2014
Q: WHAT IS THE REASON FOR THE DROP FROM $ 69 TO A BID OF $49. COULD NOT FIND ANY NEWS FOR THE DROP

THANKS
THOMAS
Read Answer Asked by Thomas on November 30, 2014
Q: I have stock in Allergan. I understand that Actavis ACT.US has agreed to buy Allergan for $219 per share.

A Pershing- Valeant has sent a proxy to buy and replace Allergan directors.

I do not understand that if Allergan has been purchased by Actavis, why there is this proxy battle for Valeant still to buy Allergan. This was in the mail to-day
Read Answer Asked by Ernest on November 30, 2014
Q: It has come to my attention that we Canadians can purchase cross-listed stock AGU,BMO etc and enjoy US dollar dividends being paid into our accounts and not subject to any withholding tax because the head office is in Canada...is this really so? I even read you don't even have to purchase the NYSE listed version, one can simply purchase the tsx listed version and request your broker regularly pay dividends in your USD portion of your account...again have of you heard of this...? Can this be a good strategy?
Read Answer Asked by MG on November 30, 2014
Q: I have a small position in Trinity and noticed that the stock is down more than 11% today on no news. Is this something with legal issues? What's your opinion of Trinity growth potential? For a long term investor do you suggest selling, holding, or buying at the current levels? Thanks.
Read Answer Asked by Michael on November 28, 2014
Q: What is thoughts on this company's future and would you purchase at this level with a 1 year time frame. Thanks
Read Answer Asked by Ian on November 28, 2014
Q: Are you familiar with PKG.US? What would be your opinion, and would you prefer GPK.US?
Read Answer Asked by Adam on November 28, 2014
Q: Hi,

I was listening to an expert on BNN say that our railroads growth are " in their final innings"? Do you believe that and why?

Also, are their any us railways you recommend or an ETF?
Read Answer Asked by Graeme on November 28, 2014
Q: Regarding US$ portion of a well balanced portfolio containing 5i equity portfolio and A/B stocks, canadian large companies, a small bond ladder, no other international exposure w/ 15-20 year time line. Any US thoughts or advice?
4.9% Apple -AAPL
10.1% EAFE ETF -EFA
7.5% Russell 2000 -IWO
14.4% BIOTECH -IBB
39.5% S&P 500 -SPY
6.9% Consumer Discretionary - XLY
5.4% Tal International -TAL
6.8% Vanguard Dividend -VIG
4.5% Yum Brands -YUM
Read Answer Asked by William on November 27, 2014
Q: Good morning Peter and Team, The recent Q and A about ZWH has me thinking about my own strategy. I own a position in CLU.C, and its chart shows a 21% gain for the last 12 months compared to 14.91% gain for ZWH, even though CLU.C has a smaller dividend. What do you think of CLU.C? Thanks!
Read Answer Asked by Jerry on November 27, 2014
Q: Hello Peter and Team, I have a telecom sector exposure of 12.5% in my registered aggregate portfolio. This exposure is made of 3 companies: AT&T, Telus, and Bell(BCE). Is 12.5% expposure to telecom too high? What do you think of AT&T? It certainly has an interesting dividend of 5.3% Thanks, Gervais
Read Answer Asked by Gervais on November 27, 2014
Q: Hi Peter and Team,

Some thoughts no Mattersight please, MATR
Read Answer Asked by Graham on November 27, 2014
Q: Could you please update your 2013 answer on the interesting ETF.
Many thanks !
Read Answer Asked by Nancy on November 26, 2014
Q: What's your opinion of KKR? Would you suggest buying it today as an income stock? Is there any growth potential there? Alternatives (e.g. BX)? Thanks.
Read Answer Asked by Michael on November 26, 2014
Q: I have parked US$ in a money market fund that pays 0.2 % pa. (RBF2014 in my case). That is a negative real return and money rusts away while you wait wait for the US market to cool its overheated jets. For parking C$ I use iShares CBO. Are you able to suggest any US$ short term* non-hedged US$ bond ETF? (* meaning 1 to 5 year). Funds would be required as and when reasonable prices are found or if US markets pull back. The holding period could thus range from several weeks to months.
Thank you. Best, Adam
Read Answer Asked by Adam on November 26, 2014
Q: Hi Peter & Team,

Which of these 2 ETFs would you prefer? ZUE or ZSP.

Thanks for your great advice.

Regards,

Henry
Read Answer Asked by Henry on November 26, 2014
Q: Hi,

Despite my doing quite well on stocks in the last couple of years, I've discovered I'm still trailing the s&p500 which is up 17% annually in last five years. This is what couch potato etf investing theory warms us about - statistically very unlikely to beat the market. Two questions.
1) given that we can't expect those kinds of broad gains in next two years, and that everyone is chiming 'its a stock pickers market", would you still recommend a s&p etf for a 20% position for the next few years?
2) can you recommend a couple CDn and US S&P etfs for me?
Read Answer Asked by Graeme on November 25, 2014
Q: Hi, Further to my question on 20 Nov., would you pls. clarify this: "TriQuint shareholders will receive 1.675 shares of Qorvo and RFMD shareholders will receive 1 share of Qorvo for each TriQuint or RFMD share held. At the closing of the transaction, the Company will execute a one-for-four reverse stock split."
RFMD holders will receive i share of QRVO, right? Will holders of TQNT receive 1.675 shares of QRVO or only 1 share of QRVO? Also, what's the implication of the reverse split?
Thank you!
Read Answer Asked by Silvia on November 25, 2014
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