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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: GC is a very big disappointment since purchase @ $55.96 some time ago($57 is 1 yr H) with problems like money laundry in B.C. & muted outlook despite some good Qs like today's.Today Canaccord upgraded to $59 from $58 with a Buy after It beat
estimated Rev & Eps. Estimated that casino Pickering will completed by end of Q1 & hotel & entertainment venue by Dec31 It hurts while waiting with no dividend despite buy back by GC with no meaningful appreciation in price.Is there a better stock to replace it,if desired.Txs for u usual great services & views
Read Answer Asked by Peter on March 05, 2020
Q: Hi...just read your March 1 email....very timely. I have been evaluating some of my current equity holdings from the point of view of topping up some or all of them over time...to reach my asset allocation targets. I do a monthly review of all of my holdings using metrics like P/E, P/BV, P/CF, ROE, Beta, Analyst targets, charting vs 200 mda and higher highs-lows. Mid-Feb I raised roughly 5% cash (basically trimming oversized positions that also appeared to be stretched) and could direct it to the above list. I am a retired, dividend income investor.

The 4 BNN Market Call guests on Thursday-Friday indicated that legging in to this buying opportunity should be considered, as, in their opinion, the market is extremely oversold. In your past life as a Fund Manager, what metrics did you use to guide your process on whether to buy or sit on your hands? For example, "when the VIX is high, it is time to buy"...the VIX is now at 40.

If this is a fair question, could you rank the above 9 equities for topping up to existing positions? My process, for example, has identified LNF as one of the priorities.

Take as many credits as you think appropriate. Thanks...Steve
Read Answer Asked by Stephen on March 03, 2020
Q: Please provide your suggestions for non US investments of above 3.5% yield and some growth and somewhat protected from volatility in Canada and internationally. Thanks.
Read Answer Asked by Peter on February 04, 2020
Q: I'm continuing to rebalance my portfolios. The above stocks are in my income portfolio and are less than full positions. Would you sell any of them? I have enough cash on hand to top up two of them. Which would you top up. (I hold 22 diverse stocks in this account)
Read Answer Asked by Rod on February 03, 2020
Q: I am a conservative, retired, dividend-income investor. I normally save up to 5% "full positions" for typical blue chip stocks, like the telecoms, pipelines, banks, etc.

I have partial positions in Leon's (2% position), Magna (2%) and Nutrien (1.5%). Would you add to any or all of these? At this stage in the market cycle, would you favour one over the rest...please rank.

Thanks...your guidance throughout 2019 was much appreciated...love the service.
Steve
Read Answer Asked by Stephen on January 07, 2020
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