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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 looking for some safety in European Investments. As a quick way in to Europe's best ZWE seems to have it all (at least what I am looking for; income, some growth, great companys). With a P/E less than 20 and P/B less than 2, and with a high dividend, great ROE in the high teens not bad MER of 0.7%, playing the devil's advocate, what could possibly go wrong?

Thank You
Read Answer Asked by Stephen on February 26, 2018
Q: Monthly, my husband and i contribute $200 to a mutual fund(ci select 40i60e, fund code= cig 2245) for my 33 and 31 yr old son/daughterinlaw. contributions 2014 $1800, 2015 $2400, 2016 $2400, 2017 $2400 = $9000 total. value of account December 31,2017 is $9732.00. January 2017 our advisor switched out of ci global asset alloc, ci cambridge global equity, ci signature high income, ci harbour corp class, ci harbour global equity and said having one fund (40i60e) would be best. Their current debt (in total) is a $240,000 mortgage. They want to pay this off before investing in the markets. Should we continue/cease the $200 monthly contributions to the 40i60e fund and buy them something else? To publish or not to publish the ? is up to you. thank you for your time. jane
Read Answer Asked by jane on February 26, 2018
Q: Hi Peter & Ryan, when using sector ETF's such as Utilities and Health Care, would you take a full position or half in each. Do you have any others than those listed.
As always thanks for your great advice.
Ivan
Read Answer Asked by Ivan on February 26, 2018
Q: Hi, I'm underweight industrials and currently only hold SIS and XYL for a total of 4.5% of my overall portfolio.

From the above list, and looking to hold long term with lower risk, could you rank your preferences and provide justification for the top two?

Thanks,

Cam.

Thanks
Read Answer Asked by Cameron on February 26, 2018
Q: Noticing the pull back in interest sensitive stocks recently, such as the utilities and the telecoms, I was wondering whether it would be a good time to bump up my allocation to these sectors? Or, is there more loss yet to come? I know you don't have a crystal ball so I am not expecting absolute predictions. But, you do have insight into market movements and therefore worth consulting. Currently my holdings are
7% in utilities when I think you recommend about 15% for someone at retirement.
and
7.7% where your recommendation is 10%

I hold the usual Canadian suspects plus BAC in the US.

If you think it would be right to fill up, would US or Canada be better? As I say, I most of these sectors are in Canadian.
thanks
Read Answer Asked by joseph on February 26, 2018
Q: Hi Peter and company,

I have a small TFSA ($9,000 invested in: SLF, AQN, ABT, PHO & PEO). Will be adding $20,000 within the next couple of months and $10,000 in each of the next 3 years, which will take me to age 65, which is when I expect to retire. I will have a comfortable pension when I retire.

Would appreciate your suggestions on where to deploy the $20,000.

Thank you.

Larry
Read Answer Asked by Larry on February 26, 2018
Q: Hi team,
I am back to TTD again. I bought a 3% position (small for me) a couple of weeks ago. I was tempted to up it just before earnings but held off as U.S. tech can be very volatile and who knows how the market would react. Well, I guess the market approved as the stock jumped 20% on Friday. Hindsight is a wonderful thing! The U.S. analysts are very positive on the story and see a long runway of growth ahead. I think you guys also like the space but were cautious on perhaps someone like Google taking a serious run at programmatic advertising. What I am reading by the U.S. guys suggest that TTD has a competitive advantage over GOOG, FB, AAPL or MSFT as it is unbiased over what advertising platform it would recommend for a client while the big guys would direct advertising just to their own platforms. Would you agree with this thesis or are you still cautious on TTD from pushback from the big guys? I am thinking of topping up to 6% or so if the price settles down again.
Thanks again,
dave
Read Answer Asked by Dave on February 26, 2018
Q: I'm considering buying a 5% share in CC & would appreciate your input on the company. I'm concerned about the debt which was quite high last year.The debt is $2.6B with a net leveraged ratio of 1.8 times on a trailing 12 months basis. Is this coming down or increasing?
The businesses, all three, seem to be doing quite well.Do you agree?Will there be further share repurchases or is it finished.What is the EPS & the free cash flow based on the US tax reform? Is it a buy or should I pass on it?
Read Answer Asked by Dave on February 26, 2018
Q: I hold the following in my TFSA: dol, dsg, gud, kxs, pbl, pho, sis, toy and byd.un. I have cash to add another position or increase some of the current holdings. All current holdings are less than 5% of total equity holdings. According to TMX dol and dsg are the lowest rated as low moderate buys and pho is not rated. I expect TFSA holdings to at least double and without crazy volatility. Please advise what I should do. Any changes? Thank you.
Read Answer Asked by Richard on February 26, 2018
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