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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'm 66 w a blessed portfolio from years of investing and using 5i(thank you).
To preserve retirement capital would you:
1) Take 1/2 & buy 5 laddered bonds w 1-5 yr maturities,hold to maturity and replace as they mature annually?
2) Take 1/2 and buy a bond ETF? - recommendation?
3) Take 1/2 and buy a bond mutual fund? - recommendation?
4) Leave the rest in a well diversified portfolio(growth, dividends)?
Thank you.
Read Answer Asked by George on February 17, 2015
Q: What are the asset classes for canadian investor? How many should we be in? Sorry trying to understand just need some help, also would buying etfs diversify you enough?

Thanks
Read Answer Asked by jason on February 17, 2015
Q: I have full positions of six Reits in my RRIF (AAR, BOX, BPY, DIR, HR, NPR). They represent 21% of my total RRIF and 12% of my overall portfolio. Please advise your opinion of these holdings, and is this percentage allocation high, low, or okay in your opinion? I have been considering CHE.UN or VNR as possible replacements if I reduce my REIT exposure. Thanks, Barrie
Read Answer Asked by Barrie on February 17, 2015
Q: Hello Peter & Co.
I hold in my TFSA DHX Media, Evertz Technologies and Prometic Life Sciences. I would like to add 3 more in what I would call the "knowledge-based" industry. I already own in my RRIF:
Health/Pharma: CCT,CPH,CXR,GUD,RX and VRX
Tech: CGI,CSU,DSG,ESL,MDA and OTC
Thanks, as always
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: I would appreciate your thoughts and opinion on this company. Thanks
Read Answer Asked by Brian on February 17, 2015
Q: Could you please explain how the falling C$ may effect this ETF? It was doing well but the last few weeks while the $ fell seriously it has stalled out.Mabe the stocks within it are just treading water ?
Thanks again
Larry
Read Answer Asked by Larry on February 17, 2015
Q: Can you suggest a site to find rolling correlation charts between asset classes
Read Answer Asked by jason on February 17, 2015
Q: I have owned this closed end fund for years and have done well with it. It is about 4% of my portfolio. I'd like your opinion of it going forward especially with what has just happened to Aston Hill.
Read Answer Asked by Earl on February 17, 2015
Q: I hold some conv debentures, all trading above par and yielding around 4.5%, all maturing in 3-5 years. Recognizing that I would give up any conversion advantages should a stock take off, what do you see as the pros and cons of selling all these and replacing with CVD with a higher yield and probably better liquidity (I would be buying about 3,500 shares). Does CVD move more with the bond market, or the stock market?
thank you
Read Answer Asked by grant on February 17, 2015
Q: Hi:
I am having great difficulty in deciding where to place the following stocks as they all seem to have a service, entertainment or IT component that I feel perhaps relates to consumer staples/discretionary/cyclical. Your help, as always would be valuable.
AYA
BYD.UN
DHX
EH
ATD.B
RCL
KBL
AIM
SCR
IT
TNC
MDA
AVID.US
Read Answer Asked by Elaine or Gerry on February 17, 2015
Q: was thinking of putting some money in Syz but I am reading about this lawsuit started.
What could you tell me about this,is it very material?
Read Answer Asked by Josh on February 17, 2015
Q: Hello Peter,
Fairfax and Brookfield Asset management reported very good results on thursday feb 12th and 13th respectively. However, the stocks did not move much. Any comments? Do you feel valeant, constellation software, and cgi group still offer good value for increasing the positions. I currently have 3 percent weighting in each stock. Also, where would you suggest (web site) to look for anaysts estimates? i normally use globe and mail but do not find it useful at times. thanks very much
Read Answer Asked by umedali on February 17, 2015
Q: Hi all. I am wondering if you have a suggestion where I can park cash waiting to be invested. I as a rule keep approximately 10% on hand however am not collecting much on it. Is there a reasonably stable spot where I can collect more than GIC rate and yet have it readily available? Maybe this is asking too much! Thanks in advance.
Read Answer Asked by dale on February 17, 2015
Q: Could you provide your opinion of this stock and its future prospects in light of the strong returns by the big OEMs in this sector.
Read Answer Asked by James on February 17, 2015
Q: I own CMI at much higher levels but to date I am fine continuing to hold with the comfort of their cash position until you report on the company again. It has been almost a year since your last report on this company. Can I assume a report will be out soon. Thank you for your reply.
As a side note I was hoping you would comment on TARO.US earnings in my last question as I thought they looked good but the stock continues to decline since they came out on the 10th.
Read Answer Asked by Cheryl on February 17, 2015
Q: I know you focus on Canadian stocks but alot of BNN guests are suggesting that it might be the time to look at European stocks. Do you have any opinion on DB that looks to be moving off its low.
Read Answer Asked by wendy on February 17, 2015
Q: Good morning,

Can you give me your update on Canso Credit for holding in an RRSP.

The stock has been performing well for quite some time (flying under the radar screens). It appears to have a very low valuation with a decent yield.

What are the prospects for continue growth?
How safe is the yield? What is the payout ratio?

Would you reccommend purchase at this level?

Thanks
Thomas
Read Answer Asked by Thomas on February 17, 2015
Q: I need some agriculture in my portfolio and recently added a small position in Tyson Foods. The etf, MOO.us looks interesting to me as it has the companies I would like to own like Mosaic, POT and Agrium. Is this a good one to own? Is there a similar Canadian ETF which is not strictly Canadian.
Read Answer Asked by Barry on February 17, 2015
Q: I would appreciate some guidance in raising my fixed income from five to fifteen percent. I am looking at HYB.US which pays a healthy 8.5%. How safe is this and could you rank the following in terms of dividend and then share price appreciation safety, as well - XTR (5.8%), XHY (6.02%), XSB (2.56%), XHB (4.54%)and CB0 (4.5%).
My primary motive is to transition from too much cash to a capital-protected group.
Thank you.
Read Answer Asked by Steven on February 17, 2015
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