Investment Q&A

Q: With respect to portfolio construction, do you recommend:
a) Weighting each of the 11 sectors equally? (i.e. 9% to each sector).
or
b) Weighting each of the 11 sectors according to their proportion on the index?
If you recommend option b, which index would you use, the TSX or S&P?
Thanks in advance!

Q: In our RESP Account, we have LB, MFC, and T. What stock csn we add for the current year. The time frame is about 12 yrs with two participants.

Thanks

Tom

Q: I have been a holder of AQN for a fair while and have been very satisfied and even have added to the position on dips. I notice that the "short" position of this stock was increased by 51% as at Jan31/17. I don't usually become concerned by changes in short positons however this increase is considerable. Should I view this as a concern by the so-called better informed?

Q: Could you please comment on today's earnings releases of BAM.A and BIP.A?

Thank you, Peter

Q: I am looking to buy NVU and would appreciate your thoughts about their strengths and weaknesses. Also, do you consider it a buy or hold at current price level.
If you do not like NVU, can you please recommend another one in a similar space.

Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?

Q: Following up on earlier question today by Stephane about MFC. I agree with your assessment that results were good. Any explanation why stock is underperforming today? Is there 'new' news that I missed?

Q: Hello Peter and Ryan,

DH has been slowly creeping up the last few weeks. Have you heard any new developments on the potential takeover or has the gains come from Trump's plan of deregulation of financial sector?

Thanks for the great service!
Angelo

Q: Hi,

I am looking to increase my weighting in the financial sector. I own SLF already. What company or companies would you recommend at this time?

Thanks
Paul

Q: as a follow up question on Redknee rkn/t,after another poor Q,I took your advice and dumped. I have 300 shares Avigilon at $20.80 and question is should I use my Rkn/t proceeds to double down on Avo at $15sh level,or would you suggest another 5i tech like pho/v or Intrynsic itc/t. Thanks as always, jb (you keep me sane haha)

Q: Good morning, would you recommend selling Amaya to buy Shopify (SHOP)?
Shopify seems to be on an upward trend, while Amaya has not done much.

Q: Hi Peter,
GPS reports after the close today.
Do you think the first quarter will be as good as Q4.
Thanks

Q: What is the future of BOS over the next two years?

Q: This is a repeat. Where did the February "Coverage Summary" report go? I am trying to access it.

Q: Could I have your thoughts on Titanium Transportation Group TTR please. I am looking for something in the transportation segment and I thought this might have some growth to it.
Thanks
Jeremy

Q: I would like to add another gold name and am looking for something of a low cost, levered play. I currently own Silver Wheaton, Agnico and the Central fund in my portfolio. Can you offer me a couple complimentary names? Thank you

Q: I am looking to add a long term (2-4 years) dividend payer to my open portfolio. Of the 3 above which has the safest dividend? best growth potential? Your favorite and why?
Thanks for your assistance,
Dick

Q: Hi folks,can please opinion on Q results for Redknee rkn/t and guidance going forward. Looks to be another miss and company withdrawing guidance for rest of 2017. Is there any hope for Redknee or just sell at loss and move on, thanks as always, jb

Q: Hi I have 3 questions:
1. What is your long term of Caterpillar?
2. For an RRSP portfolio what ETF's would you recommend for low risk?
3. I'm thinking the market is overbought should I take my gains and go to cash in a registered portfolio?
Thanks

Q: Hi, Greenspace Brands seems to be receiving favourable coverage recently with several BNN guests liking it. The trend and tilt towards organic food is certainly growing specially the millenials and others with better affordability. What are the growth metrics for this company, acquisitions and organic? You had mentioned that stock is already expensive and there does n't seem to be much coverage among analysts, except one I noticed from Raymond James. company did a financing at $1.20 in December, 2016. Stock already trading at $1.67 and most gains made in last 2 weeks. Is it worth taking a small position, before it catches world's attention ? Premium Brands, also in food business, although not an identical co. but was n't discovered by retail investors when it was trading at a fraction of today's price just 3 years ago. Will appreciate your thoughts. Thanks