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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: Noticed you took out CBO from income portfolio and added VCSH short term US corporate. Why ? what would you recommend for short term canadian exposure if any ?
Thank you !
Read Answer Asked by Denis on April 06, 2015
Q: Hi, great job.I 'm looking to buy an ETF either Xiu or Cdz for of course,stability,income,and growth.It will be for 3years+.which one do you like or have you a better alternative,maybe in the healthcare sector?
Thanks,Brad
Read Answer Asked by Brad on April 06, 2015
Q: Hello
My father in law gave me two share certificates (100 shares ea) of the following:
Northern Eagle Mines dated 1967
North Briar Mines dated 1966

The transfer agent on the certificates is Guaranty Trust Company of Canada

How can I find out if they are worth anything?

Wish they were TD or BCE shares from 1966.
But then he wouldn't have given them to me if they were..haha

Thanks
Read Answer Asked by Carlo on April 06, 2015
Q: Hi,
I just noticed that Amaya had sold Cryptologic and Chartwell
prior to selling Cadillac Jack and I am beginning to wonder
if AMAYA may be getting a little bit “ hollow” and may not have much
powder left (other than goodwill and cash) if gambling
restrictions are relaxed in the US.
Do you have any insight as to what strategic assets AMAYA
may still hold to capitilize further should gambling restrictions be relaxed
(if this a duplicate question please ignore one or the other. I felt that
My first attempt may not have been accepted )

Thanks
Read Answer Asked by Leonard on April 05, 2015
Q: The PowerShares BuyBack Achievers Portfolio (Fund) is based on the NASDAQ US BuyBack Achievers Index (Index). This etf has done well over 3 years and 5 years, compared to the S&P 500 Index. What do you think of this concept?
Read Answer Asked by Helen on April 05, 2015
Q: Peter and Team:
I hold approx equal amounts of BDI,PD,DEE,PPY,QST,SGY, and SPE in an aggressive trading account where sector weighting is not an issue. All are down between 45 and 65 %.
Could you please rank from safest to least safe over a long term O/G downturn. Would you consider selling and redeploying some (or all) into one or two companies from your growth portfolio.

Thank you

Phil
Read Answer Asked by Phil on April 05, 2015
Q: A number of your stocks amongst all 3 portfolios seem to have options available to trade.

In the instances where options are available do you see a problem in buying long maturity options, then rebuying when they expire till they exit the ports?

A)That would give more leverage
B)Would require much less capital then buying stocks long.
C)Would limit downside risk in the event of a company blowout.

Would you recommend this type of approach? If not , why?
Read Answer Asked by Sheldon on April 05, 2015
Q: Any reason to be concerned with this stock? Pulling back quite a bit in the past week. Would you be a buyer, seller or would you hold given the current price, market conditions and momentum of this stock? Do you have a price target or idea of what the 1 year consensus is?
Read Answer Asked by Tim on April 05, 2015
Q: Ag Growth International in the last month has dropped from $57.72 to $50.80. Does this look like a good entry point for this stock?
Read Answer Asked by Dave on April 05, 2015
Q: Hello, I have just consolidated my holdings and I am on the wait list for a portfolio review. In the mean time, could you please give me your opinion on my financial holdings which make up 35% of my portfolio. I feel this is rather high, what percentage would you recommend to hold for the average investor for financials and which holdings should I sell/trim in your opinion. My holdings are JPM.. 5.03%, AIG..5.73%, BAC..3.63%, C..2.57%, BNS 5.37%, COF..2.68%, AD...3.37%, TD..4.56%, CXI..0.53%. Also, my portfolio is approx. 40% US, 50%can, 10%bond etfs. Thanks for your insight.

Read Answer Asked by Sheldon on April 05, 2015
Q: Appreciate your comments on this fund. What do you think it s 1 - 2 year prospects might be ? My $10K position would cost me $300 to exit.
Read Answer Asked by Brent on April 05, 2015
Q: Hello 5I
Is there a method I can use to review my question history where I can review my previous questions and the answer you provided, without having to scroll back in the hope of finding it?
Read Answer Asked by Peter on April 05, 2015
Q: For those interested in dividend growth stocks I recommend the "Canadian Dividend All Star List". The list is comprised of Canadian companies that have increased their dividend for 5 or more calendar years in a row. The list is updated monthly in excel form and can be accessed/downloaded here:
http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Read Answer Asked by Bernie on April 04, 2015
Q: When you close out a position, in this case Surge, do you still factor in the loss to the portfolio since inception. I presume that is the case.
Read Answer Asked by roland on April 04, 2015
Q: PLEASE advise as to your opinion on the growth of this co.
thank you JACK
Read Answer Asked by Jack on April 03, 2015
Q: I have a little bit of MKP and I noticed that it has been in consistent price range for a long time. It has a nice dividend 8.3%. Do you think it is a good candidate for a full position for someone just looking for income?

Thanks,
Charlie
Read Answer Asked by Charlie on April 03, 2015
Q: Just wanted to get your thoughts on Micron (mu) after their latest results. As it is a high beta stock I have a very small portion of it in my portfolio (less than half a percent).
I have owned it for less than a year and I am about even in it (with the U.S. dollar exchange).
Given their lower future earnings estimate I was considering getting out of it and rotating into a different high beta Canadian stock. If so, I was considering PHM or if you could recommend something else.
Thanks!
Read Answer Asked by Brian on April 03, 2015
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