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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: 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
Q: In the last couple of weeks, I've taken a proper drubbing on Kirkland Lake Gold (have lost 30% in that time) ever since they announced their merger with Newmarket. The price of gold isn't helping of course, but this depreciation seems to be more of a direct impact of the merger.

I'm just wondering if I should throw in the towel on this one, or if the merger will revive it? (I'm honestly confused as to what would be the better part of wisdom here.)

Is there a likelihood that this will survive and thrive -- or is this all a big gamble in the hope that the merger will make the new iteration a company which is "bigger than the sum of its parts".

I don't want to waste opportunity here waiting for something which has no great intrinsic value.

In all honesty, I had purchased NewMarket & Kirkland as only traders, hoping for a nice healthy increase and then get out to re-deploy pprofits elsewhere --and it was working -- until this new merger was announced. (My long term hold in the gold sector is AEM). So ... any suggestions?

Is a bounce likely to come before the end of the year?

Anything that you can tell me about this position will greatly enhance my ability to make a decision. Thank you, as ever.

I marked this private only because I thought the rest of the membership might be bored with more NMI talk, but if you feel it would be of value to others, feel free to publish.
Read Answer Asked by Sylvia on October 12, 2016
Q: just a comment, great interview with marcel bourassa ceo of savaria just seen on bnn,done from his plant in brampton.
he has a guy working almost full time on m&a, and in the last 2 months he says he has made 2 offers on companies, but he also says it is very important to buy at the right price.he has 45 million in the bank and thinks he can do an m&a up to 200 million.
he and his brothers bought the company 20 years ago for 200,000, now market cap 400 million. dave
Read Answer Asked by david on October 12, 2016
Q: Hi 5i Team:
I’m sold on the need to maintain sector diversification and use your suggested weightings for an income portfolio as my guide. It is how to classify pipelines that always gives me difficulty. I hold Algonquin, Fortis and Innergex to the tune of 10% classified as Utilities. I hold Canadian Natural Resources and Parkland Fuels which make up 7.0% as Energy. Now the problem, I also own Pembina and TransCanada to a total of another 6%. If I go against the TSX and say they are Utilities then I am pretty much in line with where I want to be. If I say they are Energy, suddenly I am overweight Energy and underweight Utilities. My question is do you have any data that would suggest which sector the pipelines are actually more strongly correlated to historically? My feeling is that they have probably moved down with Energy when the oil and gas sector gets beaten up, but also move down with Utilities when interest rates go up so not sure it really matters that much unless one has a crystal ball? But I try not to invest by feelings, would love to know if there is any hard data to support a decision? Alternatively, if you just look at the above and say “too much energy exposure for proper diversification” that’s good enough for me. Appreciate your guidance as always, thanks!
Read Answer Asked by Stephen R. on October 12, 2016
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