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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: A number of the food retailers are down 15ish percent from recent highs and I've been wanting to add another consumer staples stock for a while. Time to bite? Given your comments that sometimes we should look at stocks that are setting new highs, would you favour SAP today? My inclination is to go with L (which you seem to like) because they have both food and pharmacies. Any thoughts on potential dividend growth would also be appreciated.

Thanks for the support you provide to the average retail investor. Your CSU pick has easily paid for my lifetime subscription!
Read Answer Asked by Dave on November 04, 2016
Q: Hi Peter, I'm looking to restructure and consolidate my investments. Assuming I choose to follow the Balanced Portfolio as a guide with a few growth stocks, US equities & fixed income included for diversity, how should one split this mix among RRSP, TFSA, & cash trading accts? Based on a 25 stock maximum + 30% fixed income, are stocks best disbursed equally between the 3 accounts, or is there a better formula? (bonds & foreign dividend payers would probably go into my RRSP). Many thx.
Read Answer Asked by Ron on November 04, 2016
Q: I am wondering what benefit it would be to the U. S. to raise rates. On one hand is their economy that "hot" that it needs to be controlled ? They seem to be a consumer driven society so a strong dollar makes imported goods cheaper for the U.S. consumer. More consumerism makes their economy hotter. Was that not the scenario some years back culminating in a housing bubble? Also raising rates makes their goods more expensive for other countries. Some large U.S. corporations have experienced a drag on earnings with the dollar at its current levels relative to other currencies. How can the U.S. be an island of a strong currency when many other countries are weakening their currencies to promote growth? These are simple views but your thoughts on the effect assuming an interest rate hike in Dec.
Read Answer Asked by Clarence on November 04, 2016
Q: Hey folks
With it looking more possible that a Trump win is in the future, and the predictions of how the markets are going to fall ( which we may have seen the start of today), would it be prudent to take some gains off the table now and reinvest when/if the markets drop, knowing fully that they will recover in a short time, or should a person stand pat and ride it out? I am thinking there may be some gains to be realized by playing the over reaction that is sure to come if Mr. Trump wins.
Read Answer Asked by Michael on November 02, 2016
Q: I am looking to build a future income stream from a portfolio of 5-6 names that can be held for many years (decades) that will show sustainability and dividend growth. I am patient and would add to the names consistently for the next 20 years. If you had to pick 6 "forever" stocks that you could rely on, what would they be? (utilizing Buffett's theory of best time horizon for owning a stock is forever). I don't ever want to worry about a dividend cut and am comfortable holding through periods of extreme volatility as long as I know I am getting paid. Thanks in advance! (PS I am aware this could mean no exposure to commodity stocks)
Read Answer Asked by Kevin on November 01, 2016
Q: My portfolio is predominantly made up of 4 company's stocks. They are ATD.B, GIL, HCG and SJ. With the exception of SJ (bought it in 2006) I have owned them all since 2002. I have significant capital gains from them all and have been selling them off slowly over the past three years. In each of the past three years I paid significant taxes due to the sale of these shares. I have tried to offset some of the gains by selling some of my losers but the gains are much higher and selling my losers makes the imbalance in my portfolio greater. Do you have a suggestion on how I can help balance my portfolio and avoid paying significant capital gains taxes?
Read Answer Asked by Robert on October 28, 2016
Q: Hi Team,
Can you please provide an overview of Union Gas (UNG-C or UNG-P)? What is it's risk/reward profile? TD Waterhouse shows a tiny market cap of ~$7.5M with $1.8B revenue TTM. Is that correct? I don't understand the corporate structure (searches say it is a subsidiary of Spectra Energy with assets of more than $7B). Union Gas issues bonds in its own name though. Can you please shed some light on this?

Thank you, Michael
Read Answer Asked by Michael on October 28, 2016
Q: Hi,

I asked a question yesterday about fixed income investments. You recommended a couple of ETFs that I will look into.

My question is the merit of ETFs vs actual bonds. I understand that individual investors can't get the same diversification with bonds as with an ETFs, but ETFs never mature unlike actual bonds and you could end up with a loss. What are your thoughts?

Jason
Read Answer Asked by Jason on October 27, 2016
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