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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, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00
Read Answer Asked by Serge on September 10, 2018
Q: Hi, Transcontinental Inc shares are down almost 20% within less than a week, due to an unexpected hit on earnings mostly caused by delay in Coveris contribution. From a long term perspective and with cushion of dividend yield of 3%, does it make sense and would you be comfortable to take advantage of the dip and overweight to 5-6% for income and growth. Thanks
Read Answer Asked by rajeev on September 10, 2018
Q: Hi terrific team,

Earlier last year, in the health maintenance sector, you had mixed views on Molina Healthcare (MOH-N) , Aetna(aet-n), Humana(hum-n).
What would be your views now on the best stocks for growth in this sector and are they any ETFs which would cover them well ?
Thousand thanks,
JD
Read Answer Asked by Jacques on September 10, 2018
Q: What are your thoughts on annuities for someone who is going into retirement?
Thanks. Terry
Read Answer Asked by Terry on September 10, 2018
Q: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks
Read Answer Asked by Yvonne on September 10, 2018
Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.
Read Answer Asked by Gordon on September 10, 2018
Q: Hey guys. My question is about building a great Canadian portfolio. I have done well for over 5 years now using screeners and small/micro cap stocks but this causes high commissions, volatility, and confidence issues. I have started to switch into your Balanced portfolio and stocks from your coverage list. You guys have an amazing list of stocks to choose from and an amazing balanced portfolio. Ty for that. I have been a big fan of Peter for many many years now and would like to know some tips or core rules he uses to find good stocks. Also a tip on how to adjust the industry weights in the portfolio. I know a book can be written on this subject and I have read William O'Neil's book and Graham's books but I find their strategies are to volatile or lag the Canadian market.
Thank you so much!
Read Answer Asked by Derek on September 10, 2018
Q: Hi team,
Apart from the interest rate changes affecting Power companies like AQN and FTS, do you consider them good conservative long-term holds considering their potential business losses from emerging tech like solar? More homes and businesses in our neighbourhood have solar panels as the tech becomes cheaper to acquire and install.

thanks!
Read Answer Asked by S on September 10, 2018
Q: Hello Peter and team,
I look after a TFSA for a 25 year old, which currently has about $12,000, divided evenly among 4 stocks: PHO, GOOG, COV, and KWH-UN.
It also has ~$3000 cash to deploy. I am planning to buy CSU on the recent dip, but before I do, I wanted to check whether you would support this move, or perhaps have another suggestion, since the account is already quite tech-heavy. I don't mind being overweight in tech, esp. given the long investment time horizon. Any suggestion either for or against, and any other stocks you would suggest instead of CSU?
Thanks again for your excellent service!
Read Answer Asked by Ed on September 10, 2018
Q: Hi guys
Quick question about sog. I have owned this for a while and have seen it go down like the Titanic. They are looking to sell the assets, usually mean a spike in the price, but in this case they just took on more water. One of the reasons I bought into this is because the large buying by the insiders, what in your opinion is the value for this company,
Thanks and have a nice week-end
Auftar
Read Answer Asked by auftar on September 10, 2018
Q: Hello Team,
Although you do not cover US stocks, please give your recommendation on below healthcare stocks based on current valuation and future growth/dividend income potential for new money investments.
1) AMGN OR ABBV
2) GILD OR BIIB
3) PFE OR MRK
4) MDT OR ABT OR BDX
5) UNH or ANTM
6) ISRG OR SYK

Appreciate your great service.

Thanks
Ninad
Read Answer Asked by Ninad on September 10, 2018
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