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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: Hey guys, I have way too many stocks in my portfolio and I am trying to consolidate. I have wba and pfe with +20 gains on both however they only account for 1% (each) of my portfolio. Which one should I sell to buy a larger position into the other one or sell both and purchase another u.s. health care company which you recommend. (Medium risk with dividends similar to pfe and wba)
Take care,
Jim
Read Answer Asked by jim on April 07, 2015
Q: What are your thoughts on the debentures that Constellation issued last year and the new debentures that will be issued this year?
Read Answer Asked by Richard on April 07, 2015
Q: Hi there,

I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?
Read Answer Asked by kelly on April 07, 2015
Q: To add to your reply to Herbert in today's column, I have held both BEP.UN and BIP.UN since June '13. Both pay good dividends but BIP is up 50.8% while BEP is up just 30.1%
Read Answer Asked by Edward on April 07, 2015
Q: Hello Peter
Is the shares purchase price the criteria used in order to determine the proper percentage allocation within the portfolio ? if the value of the shares decrease should you add in order to keep the the proper allocation ?
Thank You for the excellent service
Dan
Read Answer Asked by DANIEL on April 07, 2015
Q: Do you prefer pza.un or aw.un. Thank you. Don.
Read Answer Asked by Donald on April 07, 2015
Q: What is your outlook on US financials as a sector? I hold VFH, I am up 46% but some of that is because I bought in when Canadian dollar was stonger. I am considering cashing in my gains and reinvesting in a Canadian dividend EFT. Thoughts?
Thanks
Read Answer Asked by Robert on April 07, 2015
Q: I find this company very frustrating. The stock price fell 20% the week after I purchased it in Jan/14. It then rose to $90.00. Now it has erased all those gains and I find myself underwater by almost 30%. I have this stock as "Consumer Discretionary" but it seem too tied to the energy sector. It represents only 2% of my portfolio and I think oil has a very good chance of taking a step down from here. I am thinking of replacing it with another consumer stock such as ATD.B. Would this make sense or do have another suggestion.

Read Answer Asked by Alvyn on April 06, 2015
Q: Any idea why this stock is up some 16% at this moment. Thanks so much.

Read Answer Asked by Dr Lorraine on April 06, 2015
Q: Your last comments on this company was in Dec.
I purchased ikm in August/14 at an average price of 2.56 so needless to say I am well underwater with it currently representing .17% of my trading portfolio.
Recently there has been a good pop in the stock and the positive points that I have noted are: 1.inside buying with management having skin in the game 2. Technicals look very strong at the moment 3. Book value appears as $1.93. 4. Debt appears quite manageable.
I would appreciate your comments as to doubling down here which would cost me $1000.00, however having said that I do not wish to put good money after bad.
Your candid comments would be appreciated here. Thanks and Wish you and your family a Happy Easter
Read Answer Asked by Rick on April 06, 2015
Q: All three dividend EFTs have a number of differences, but which of the 3 do you feel will give the best overall long term return and why?
Read Answer Asked by Robert on April 06, 2015
Q: I am very pleased with your services and feel that the retail investor is getting outstanding advice from your service. I was wondering if you could recommend a similar type of service that provides expert advice on US stocks.
Read Answer Asked by Mark on April 06, 2015
Q: I have been looking for investments in water. CWW looks like it holds a group of good quality companies and risk is less because it gives you a basket of stocks. PUR has given a slightly better return over the long term but stock appears expensive from P/E perspective. Both have similar dividends. Which would be better buy, or can you think of another company with more torc and or has a cheaper valuation. With regards to CWW, what does average premium discount of .74% mean.
Read Answer Asked by Anthony on April 06, 2015
Q: Hi Peter and team - Could you give me an update on Belletrix. Is debt still an issue? In particular is it still worth holding or should I consider switching into something similar but with a better balance sheet. If so would you have a recommendation for a switch. Thanks.
Read Answer Asked by Rob on April 06, 2015
Q: This is a US company and outside your focus but I wonder if you could give me your overall take on McKession and its pospects for a growing dividend. It seems to me that it might be a good way to round out a portfolio sector and help hit my US diversification goals at the same time.
Thank you !
Read Answer Asked by David on April 06, 2015
Q: On March 31, 2014 the B.E. Model Portfolio was rebalanced back to 5% weightings for all holdings, something that didn't occur at the annual review in 2015. Is there a new philosophy to let winners like CSU and ESL run and laggards lag or will this issue be addressed during April when the $10,000 cash is deployed (a 5.4% weight that could go to a new name)?
Read Answer Asked by Jeff on April 06, 2015
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