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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: A couple of questions ...
It seems as if the CAC40 and the DAX made significant late moves today in just a few minutes ... I'm not sure what caused that, but in terms of trends Europe definitely (?) seems to be heading positive .
Firstly do you feel Europe is a good place to put some money to work (now) . Secondly , do you have any fave ETFs , or ADRs that we should be looking at .

Thankyou
Read Answer Asked by Thomas on March 11, 2016
Q: I see you like this company over EMP.A which reported bad earnings due to write-off of goodwill from their safeway purchase & sales down in Western Canada due to low oil - I think this is just an excuse - the reason is probably poor integration - people need to eat! It seems to me that from a long-term perspective ( I am an investor not a trader ) EMP.a might present a better opportunity than ATD because: PEG ratio 1, PE to ROE is 1 - pay a dollar for a dollar of earnings, growth through acquisition with its inherent risk & virtually no dividend - I have a problem buying a stock that does not pay at least 3% with a history of increasing.
This situation reminds me of L when they had issues which brought their stock down- finally got their logistics system on track - stock steady increase over last three years.
Comments please.
Read Answer Asked by James on March 11, 2016
Q: I have a well diversified portfolio but have a 15% weighting in $ZUH {Healthcare US ETF}, as we are going into the US elections and the Democrats talking about drug prices being to high, would you suggest lowering my exposure to the Healthcare field.

Thanks Valter
Read Answer Asked by Valter on March 11, 2016
Q: I still hold this one . FM sold a mine in Finland today. The markets seems to like this move. Also an article on TD website about future copper shortages and good copper mines in short supply. Comments
Thx Blake
Read Answer Asked by blake on March 11, 2016
Q: Hi Peter/Ryan,
Savaria will be reporting after the bell.
How confident are you in a good quarter?
I think you like it.
Thnak you.
Read Answer Asked by Debbie on March 11, 2016
Q: When do we expect new model portfolio and should we wait for changes invest in current portfolio?.
Read Answer Asked by Nizar on March 11, 2016
Q: If you could add just one company to the Balanced portfolio - without regard to whether there is already another in there from the same sector, what would that company be?
Read Answer Asked by John on March 11, 2016
Q: could I have your thoughts on the latest financials. Is the initial big move today short covering?
Read Answer Asked by wendy on March 11, 2016
Q: With the recent bump in Cdn Bank stocks would you add to existing positions or do you think they've moved ahead of themselves in the short term? Thanks.
Read Answer Asked by Curtis on March 11, 2016
Q: can u please give me the symbols for US energy etf's both large&
medium & small coys & any thoughts on them
Read Answer Asked by brian on March 11, 2016
Q: Could you please comment on KBL's earning release. Is it a buy? Thanks
Read Answer Asked by Esther on March 11, 2016
Q: I understand that Crombie's tenant, Sobey's, is having difficulties integrating their acquisition of Safeway. Our informal observation here in BC is that the Safeway stores are less busy than in the past. Further, it appears that Sobey's has taken a significant impairment charge. With Sobey's being a tenant of Crombie REIT would you recommend that we sell CRR.UN and replace it with another name in the sector? If so, which REIT would you suggest?
With appreciation!
Read Answer Asked by Ed on March 11, 2016
Q: Hi Peter and Team,
What would you think about the quarterly result?
Thanks.
Read Answer Asked by Pui on March 11, 2016
Q: Peter and Team:
Currently down about 30% on this one. Thinking of taking the loss and rotating out into another company in similar sector. Any suggestions from your BE Portfolio. Also are you aware what is happening with the share buyback process? I am in it for a 5 year+ hold and don't mind waiting for TFI, but was thinking there might be something "better" as I try to clean up my portfolio.

Thanks as always.

Phil
Read Answer Asked by Phil on March 11, 2016
Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you
Read Answer Asked by Richard on March 11, 2016
Q: With so many countries issuing bonds with negative yields, I find it hard to believe that anyone would invest in negative yield bonds unless they think that the world will sink into a deflationary spiral.
1. Can you explain how a deflationary spiral could occur?
2. How long could it last?
3. What would the impact be on the economy?
4. How would stocks likely be affected?
5. What would be the best investments in such a scenario?
5. What equities, if any, should be held?

Thanks, and congratulations on a great service.
Read Answer Asked by Hans on March 11, 2016
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