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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: Could you compare Loblaw and Metro? Loblaw is in the 5i Income portfolio, but I am somewhat more inclined toward MRU. I like the ongoing contribution to MRU's bottom line from its ATD.B shares and due to current share price weakness, MRU looks to at an attractive entry point. As always, I would appreciate your perspective.
Read Answer Asked by David on March 07, 2017
Q: I've enjoyed a quick run-up on TH. It now represents an 8% portfolio weight. My questions is two parts. First, could you comment on their prospects? Their earnings should be growing and they are adding a drug to their offering. As a thing trader, there could be a big run-up as the story gains traction.
Second, in a case like this where there is a quick run-up and the portfolio weighting becomes large, when is it time to trim? It seems to me that using portfolio weight as your only guide could mean missing big gains if you're early on a good company.
Read Answer Asked by Brian on March 07, 2017
Q: I bought Citigroup 3 months ago for exposure to US financials and it's been a dog (flat) compared to its peers and the XLF in general (5-15% higher). I knew it was the most international compared to some of the others and thus less exposed to higher net interest margins but I felt like this was priced in given its discount to peers and thought that it might benefit most from deregulation and a tax holiday on repatriated funds. It has yet to really even break out of it's longer term trend as opposed to a Bank of America or JP morgan. Is my thesis bust? Should I switch into BAC or just continue to hold C and allow this to play out?
Read Answer Asked by Scott on March 07, 2017
Q: this is just a comment in your response to Earnest on his question about the bep.un and other co.s which pay div in us funds. as far as investorline goes, for your rrsp you do not need a separate us account you can keep your funds in us dollars or cdn or a mix in the one account.if he is using his investorline rrsp all he has to do is phone them and tell them to keep the div in us funds and not to convert to cdn. I did so with no problem and moved my other rrsp acct from td to bmo for this very reason, so much easier to keep track of everything in one account and you can convert currency very easily on your own whenever you want.
Read Answer Asked by Tom on March 06, 2017
Q: The 3 current dogs in my portfolio are Wajax ( -40%), Bomber ( -30%) and Husky (-45%). Do you see an upside to keeping any of these stocks or is it time to suck it up and move on? Wajax is paying me 4.5% to be patient, Husky not so much but oil upside, and well I think I know the answer for Bombardier.
Read Answer Asked by Tom on March 06, 2017
Q: I would like to buy a royalty income fund . Could you rank these for me. AW.UN,BPF.UN,PZA.UN AND KEG.UN
Read Answer Asked by Bruce on March 06, 2017
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