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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: Hi team: I really appreciate the posts related to sector weightings and have been trying to take a more macro look at my holdings and see where I am over/under weight.

Based on an older post or two from you, I've created the following categories with weights, and I'm trying to determine where my holdings fall.

Materials - Gold/Silver
Materials - Other
Energy
Utilities
Cons. Discret.
Cons. Staples
Telecom
Info. Tech.
Int/Software
Industrial
Industrials - Transportation
Health Care - US
Health Care - Canada
Financials
Retail
Real Estate

We don't need to get into my specific weightings as everyone's targets will be different based on their situation. However,
I'm a little unsure where to categorise certain stocks, which isn't helping my analysis.

Can you confirm the list in general makes sense, and I'm not overlapping? If so, can you please help with the following?

AVO- you had referred to it before as an Industrial, wouldn't it fit in the Information Technology space?
MDA, GIB.A - do you consider these Info Tech, Software, or Industrial?
BAM.A - Financial or Industrial?
WIN - Financial or Info Tech, or Telecom?

Thanks!

(You have catergory groups on the right hand side for financials, metals, oil, real estate, technology already. One helpful thing, at least for me, would be to have categories for each of the areas above, so people could reference stocks in those areas when looking at their weightings. It may help reduce amount of questions like this and be a great resource for subscribers).

Read Answer Asked by Kel on February 06, 2014
Q: I found Virginia Mines VGQ on the "new highs" list a month ago.
Bought a small amount and would like to buy more. Has it moved
too fast and is now too expensive?
Read Answer Asked by claudette on February 06, 2014
Q: What is your opinion of ESN, Essential energy services? thanks
Read Answer Asked by chet on February 06, 2014
Q: Hi Peter and team
My son(35) has about 6Kin RRSP in mutual funds and cash and want to begin Direct Investing. What do you suggest as investments right now ETF's if so which ones or picking a few stocks from your portfolio with growth/dividend potential over next few years but not a lot of risk. Thanks so much .
Kathy
Read Answer Asked by Kathy on February 06, 2014
Q: Hi,

What is your opinion on AGF? Over 9% yield and has gotten wacked recently with poor results. Looks like they could turn this around and ride the coattails of an improving market. Is it better to stay away and stick with GS, FSZ, C etc.
Read Answer Asked by Dathan on February 06, 2014
Q: Peter Many thanks for your insight it brought me through this market turbulence almost unscathed. My question is with this down turn in energy stocks I would like to expand my position in energy . I currently hold 5% Sgy 5% wcp I would like to take some profits and expand my position in sgy now that is beat up.
Your thought's
Stan
Read Answer Asked by Stan on February 06, 2014
Q: Peter; For those interested there is an article in today's Globe re market timing and ETF's by Norm Rothery. Certainly illustrates why not to try it.

Rod
Read Answer Asked by Rodney on February 05, 2014
Q: Hi there. I'm a brand new member as of today. I am wondering if you have an opinion on TEVA Pharmaceuticals? I took a small position a few days ago and I am down about 2%. But it seems to have broken out of a long term base. Thanks.
Read Answer Asked by Fred on February 05, 2014
Q: Hello! I am wondering if there is a way to closely monitor disinflation? Thanks for the excellent service provided!
Read Answer Asked by Gerald on February 05, 2014
Q: Hi Peter,
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare
Read Answer Asked by clara on February 05, 2014
Q: Are you aware of any fundamental reason for ESN Essential Energy Services to be down 14% in the last month?

Duncan
Read Answer Asked by Duncan on February 05, 2014
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