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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 held WEF for about three years and essentially have just made the annual dividend. I am usually very patient and do realize the stock seems cheap on most metrics. My current concern is government intervention changing the outlook for companies such as WEF. I have Airboss, Enghouse and Exco Technologies on my "want to buy" list. Would you endorse a switch into one or all of these given the fear of the unknown with WEF. Thanks for your great service.
Read Answer Asked by Peter on October 13, 2016
Q: Peter and Team,

My total portfolio is approximately 5% Gold Bullion, 9% Short term bonds (Brookfield Infrastructure 5 year and CBO), 86% Equity. The equity exposure is currently 7.5% in US Stocks (JNJ, SBUX, XYL, V) and 78.5% Balanced Equity Model Portfolio.

I was thinking that I am missing international exposure and am thinking that I should be adding some sort of ETF for this. I originally was thinking of building a portfolio including Nestle but I think that the weighting will be too small to build individual positions.

Can you please provide your ideas for ETFs that would provide international diversification given my current holdings and, if possible, any weighting I should be aiming for in terms of international position? I would describe myself as very much in line with the risk profile of the Balanced Equity portfolio.

Thanks!
Read Answer Asked by Marc on October 13, 2016
Q: Hi
I would appreciate your view on the recent Capital Power minimum reset preferred issue CPX.PR.G. It has a floor of 6% yield with upside if interest rates eventually go up. I am aware that the Alberta government is planning to retire colas assets and the compensation may fall short. My thought is the prefs would be a relatively safer way to capture yield. Your perspective is appreciated
Thank you
Steven
Read Answer Asked by Steven on October 13, 2016
Q: I had a trilling ride this summer! In FR around $12,I couldn't believe how quickly it got to $25,even faster on the way down to $10! I'm still committed to the Precious Metals sector as the world seems exceptionally strange right now...
My question is; A lot of investors 'bought' at much higher levels will there be a lot of overhead resistance as it tries to climb higher? Would it make sense to sell and buy another Silver Co. that will not have as much selling pressure as investors try to break even? (I'm assuming that Silver/Gold may take some time to go higher, if silver is trading at $22 in 3 months then I would think it doesn't really matter)
Thanks for your service!
Read Answer Asked by Steve on October 13, 2016
Q: I would like to have your opinion on Blackberry, is it worth keeping, the price seems to behave like a yoyo. They said they will stop making blackberry phones, but then recently in the news that a blackberry is coming out to the market with an exciting new keyboard... Thanks in advance. Catherine
Read Answer Asked by Catherine on October 13, 2016
Q: I know you don't really cover US names but do you know approximately what percent of DIS's revenue comes from ESPN? I haven't watched it but my friends that do/did say it is pretty awful. I'm worried the worst is yet to come for ESPN.

The comments in this reddit thread posted 4 months ago really echoed what I heard from others: https://www.reddit.com/r/television/comments/4lv7hk/espn_has_lost_10_million_subscribers_since_2013/
Read Answer Asked by Max on October 13, 2016
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