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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: Many of your suggested stocks for the income portfolio such as ABT and BEP.UN would have Graham and Malkiel shivering in their boots. My own portfolio has stuck more or less to their tenets but your suggested stocks in many cases have some of their fundamentals quite off the mark. I am worried that in a strong downturn these may not survive for a long haul such as what happened with many gold mines.

My question is, should I have faith (which is why I signed up with you) or hold a limited position in these types? I hold a well diversified portfolio with a goodly amount in GIC's. Thank you and happy holidays.
Read Answer Asked by STANLEY on December 19, 2016
Q: Hi there

Best of the holidays to you and staff in the office. I have really enjoyed being a member the last 3 years, learned a whole lot, adjusted my investing approach accordingly, and thus become a much more effective investor.

Wondering about Park Lawn. I own a part position now and am looking to increase my stake somewhat. Just wondering if you could give a breakdown on its valuation. Do you see good value there or would you wait for a lower entry point?

Much thanks
Stuart
Read Answer Asked by Stuart on December 19, 2016
Q: My question is about your take on reinvesting dividends.

I now have enough in my income portfolio to reinvest into buying whole shares. All things being equal (without dividend reinvestment policy by the company to buy at a discount), should I enroll in an automatic reinvestment plan that my broker offers or should I accumulate enough and then make one time purchases throughout the year when it's on a dip or something?
Read Answer Asked by Eugene on December 19, 2016
Q: I have owned this fund SPR006 for 10 years of ups and downs. Is currently just above water and would like your opinion in the current environment, Hold ? Sell ? replace with what ? possibly at lower carrying costs. Appreciate your advice.
John
Read Answer Asked by JOHN on December 19, 2016
Q: I am a long time holder of Inter Pipeline (IPL). I have a diversified portfolio that includes nearly all of the holdings in the BE model portfolio. When Enbridge was added to the model portfolio, I took a pass and figured I would just stick with IPL. Although IPL's share price has generally lagged ENB, as of late it has been outperforming and I am wondering if now would be a good time to switch. I know that ENB is much larger, but IPL does pay a higher dividend. Without any tax implications do you think a switch from IPL to ENB makes sense for a 5-10 year timeframe?
Read Answer Asked by Steven on December 19, 2016
Q: I looked at their financials and some things did not make sense: high intangible asset amount, negative ROE yet have a good cash position and high advance from customers I guess that gets amortized over the year? No debt which is great - so, to me this picture is a little confusing? Their product is security software which I would think, is a good place to be - who are their customers? Thinking of buying in my TFSA -what do you think?
Read Answer Asked by James on December 19, 2016
Q: There is currently a plethora of ways to invest in the US Market without touching sector funds. Would you use any of the above ETFs and if so in what proportion or would you suggest using any other US ETFs as well. High conviction US Mutual funds are also an option; but the fees are somewhat higher. I currently have no US coverage and am looking at establishing a 15-20% position. I know timing is a bit of a quess; but with the recent run up would you please suggest a strategy?

Thanks and
A very Merry Christmas to all
Read Answer Asked by Warren on December 19, 2016
Q: I follow Contra the Heard along with your service to help me identify potential opportunities. Combined I have had some nice returns. This weekend Contra recommended GES. I wasn't able to find any previous questions on this retail chain. I also know being US is not your primary focus. However if you have any thoughts it would be appreciated.

Merry Christmas to you and yours.
Read Answer Asked by Mike on December 19, 2016
Q: Do you prefer:
(i) the 3 ETF Canadian Couch Potato Portfolio (VAB, VCN, VXC) (ii) the 11 ETF Canadian Money Saver Portfolio (CBO, XBB, CPD, XIC, CDZ, XGD, VEE, VE, SPY, VIG, IWO; or
(iii) something in-between?

Also, do you have any thoughts on Norm Rothery's Hot Potato (a take on the Canadian Couch Potato
- http://www.moneysense.ca/save/investing/spicier-couch-potato-portfolio/ )

Thanks!
Read Answer Asked by Jonathan on December 19, 2016
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