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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,

In the energy realm I own full positions in ALA,TRP and PEY and would like to add an oil producer to compliment PEY. My ideal stock would be a long term hold with a decent sustainable dividend. I have looked at VET, SU, IMO and CNQ. SU and CNQ seem to be close to 2 yr highs while IMO is close to 2 yr lows and VET somewhere in the middle. Which of the group do you see as the best value for me. Feel free to suggest a company I haven't looked at.
Read Answer Asked by Morgan on April 10, 2017
Q: Sorry for asking another question about SYZ, but something doesn't smell right here. It appears that a couple executives bought some small amounts of stocks (aprox $250K) late last year, which for a light trading stock like this creates some excitement and pushes the stock higher and then late January the CEO and and officer sold $7.1 millions worth of stock, just before a bad quarter and the stock drops like a rock. While maybe legal, it doesn't feel right to say the least and I don't understand how the sale went through as it trades very lightly.

Do you have any concerns about management practices? Does it point to deeper problems at the company?

Thanks M
Read Answer Asked by Marios on April 10, 2017
Q: Hi,
I currently own 8 of Mawers Funds (MAW-102,104,105,108,120,130 & 150) to provide broad diversification to the individual stocks I own. I just noticed that they have a new Emerging Markets Fund MAW160. As this is a relatively new fund I know that information is limited on it but can you comment if you think this would be a suitable fund that would add further diversification to the funds I currently own and if I were to purchase it which account would it best suit i.e.- non-registered-TFSA-RRSP?
Thank you.
Read Answer Asked by Alan on April 10, 2017
Q: I am selling my DH holding in the very near future, and want to replace it with another company in the technology sector. I plan to take about a 4% position with my proceeds from the DH sale along with some additional uninvested capital. Along with my plan to increase my holding in ABT to about 2%, this move would increase my technology holdings to about 6%. I would strongly prefer to buy one company rather than two, and I am debating between KXS and OTEX. I know that KXS appears poised for further growth, while OTEX is more of a mature company, with a track record to support it. If you had to choose one, would you go with the proven entity in OTEX, or the company that appears poised for significant growth in KXS; or would you split the investment and buy both? I am trying to limit my holdings, as I have found that I had too many small positions that didn't really add to my bottom line while increasing my bookkeeping efforts. I would like to take the position some time next week, as I have learned that timing the market does not prove to be as valuable in the long run as spending time in the market. Thanks for reading, and I look forward to your response.
Read Answer Asked by Domenic on April 09, 2017