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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 have a reasonable gain of about 35% on this stock. However the pending acquisition of Whole Foods by Amazon has hit many retailers short term. I am pretty good at holding stocks through "noise" but I am considering taking profits here and moving on, in particular to Home Depot or Wyndham Worldwide. May I have your thoughts on this possible move. Thank you. Bill
Read Answer Asked by Bill on June 19, 2017
Q: I don't currently have a stake in the US technology industry, and am thinking of using the recent pullback as a good entry point. What do you think of the US tech sector for a long-term hold? Could you comment on using XQQ to meet this objective and an appropriate percentage allocation? Are there any other TSX/CDN$ ETFs with large holdings in US tech that you would recommend instead?
Thank-you
Read Answer Asked by grant on June 19, 2017
Q: Hello Your A rating and recent report on Cineplex using the word "Monopoly" got me interested in the Sector. Would purchasing shares in AMC Entertainment be worse, equal to, or better than buying Cineplex given the lower valuation of AMC and scale that AMC has? ceteris paribus on the dividends and exchange risk aside. Thanks very much
Read Answer Asked by Michael on June 16, 2017
Q: Could you kindly give me an opinion on Century Link? I currently hold a small amount in CISCO, and I'm wondering if it's worth following for a while, while this all shakes down.

Thank you all for your questions and answers, I have found them very informative.

Susan
Read Answer Asked by Susan on June 15, 2017
Q: Hi Team: I've a US$ acct. I'm thinking of investing 2% of portfolio on either Baba or Amazon,or both 2% each or none at this time or anything similar you suggest, Your opinion please. Thanks.
Read Answer Asked by Fooklin on June 15, 2017
Q: To add some diversity to my Canadian holdings, over the last 5 years I've held VUS, VFV and VEF. VEF is about 11% of the portfolio. The 2 US ETFs have outperformed VEF almost 2 to 1.
My question is do you think it's necessary to have EAFE exposure? I'm thinking of selling VEF to raise cash so I'm ready for the next dip in north American markets. Thanks for all of your great advice over the years. cheers
Read Answer Asked by Andrew on June 14, 2017
Q: I have owned the GOOG class "C" shares for many years and it trades with a minor discount to the class A GOOGL shares. On Market Call today the guest indicated "you should always buy the GOOGL shares. What is your opinion and if you agree should I sell to then acquire the GOOGL shares? That said, is this a reasonable time to bring this from a 3.4% weighting up to a 5%? Appreciate your insight.
Read Answer Asked by Don on June 14, 2017
Q: Tenneco (TEN.us)
Would you please update your mid-2016 opinion on Tenneco. Is it worth holding given the challenges faced by auto part makers and auto manufacturers. (GM for example has the lowest P/E in the S&P 500, I think--- not sure). I am a value-growth investor who also looks for dividend growth. Does TEN.us have good prospects? Is the company growing and are the fundamentals good?

Incidentally a member last year in a question on Tenneco referred to “the 5i-Scratch-Test”. What is that please?
Read Answer Asked by Adam on June 13, 2017
Q: LaSalle Hotel Properties (LHO
Please evaluate LHO’s prospects for the next few years. Is LHO a dividend growth company. Is it well managed; does it have good fundamentals.

Do you believe it might be more interest-sensitive than its peers?

I have enough Canadian REITs which I have held for 4 or 5 years. I have been generally disappointed.Nevertheless, if you still recommend a Canadian company in lieu of LHO.us, I would welcome your opinion and your reasoning.
Read Answer Asked by Adam on June 13, 2017
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