Investment Q&A

Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!

Q: Kinaxis Inc.
Chief financial officer Richard Monkman sold 25,000 shares on Nov. 10. CEO John Sicard sold 10,000 shares at a price of just over $67 a share. The chairman Douglas Colbeth sold 37,500 shares on Nov. 8, and trimmed his holdings by 12,500 shares the following day.

Would you have any concerns here?

Q: I currently have CSW.A which is not doing very well in my balanced portfolio, would you consider replacing it with MX?

Q: Why is cotts declining ? Thank you

Q: In terms of valuation,which of the aforementioned 4 companies is the best buy.Please list your preference in order of 1 to 4 with 1 being the best.Appreciate your normal great services & views

Q: Looks like they have missed earnings again. This time on record sales they still managed to have a pretty big miss. I have owned for a year and a half and the stock has been pretty disappointing. I know you guys have been very high on this name in the past. Is the investment thesis still intact. Does this just require more time or is it time to look for a substitute?

Q: Please comment on their results.

Q: Good afternoon, and I hope everyone is well. Graphite was hot last year, and everyone was excited about graphene. Now that the interest has subsided I am interested to hear your views on graphite, graphene and the company in particular. Thank you, and my best wishes to all.

Q: Good afternoon,

Looking to see if there is a reason for the decline in Saputo today? The secondary offering settled yesterday- not sure how/why this would be germane, but hoping you can provide some insights.

Thanks
Brad

Q: What is your thoughts on the latest numbers put up by BNS

Q: This graphite co is in Quebec. Has the support of the caisse and the Gov of Quebec and is up about 75% in the last year. It is well located and financed and has most of the infrastructure in place with very high grade grahite.

Q: I would like to add some US technology growth stocks to my portfolio for the long term. Would you prefer Facebook or Google and, if the latter, GOOG or GOOGL? Or perhaps another name?
Thanks,
Ted

Q: Great service Is the dividend safe as we wait for the new production plant to open? Would you buy at these level for a 3 year hold?

Q: One company to look at for (probably) the best graphite is CCB.V.
It's an answer for other people asking about ZEN.

Q: I wish to have exposure to the clean technology sector. Do you have any preferences? Small or microcaps would be acceptable.

Q: Hi Team,

I have a slightly overweight position in Franco Nevada, a half position in each of Agnico Eagle and Klondex, less than a half position in Silver Wheaton and bullion holdings including CEF.A.

I am trying to clean up a bit and am considering selling SLW and adding the proceeds to CEF.A, and selling KDX and adding the proceeds to AEM. I would be left with FNV, AEM and bullion as a result.

This would allow me to increase my weighting in bullion and reduce my weighting in bullion equities and move to full positions (or so) in the remaining holdings.

Do you have any feedback on this plan?

Thank you, Michael.

Q: if you were a Temple shareholder would you participate in the rights offering currently offered .

Q: Are there any public companies out there with a good foothold in the graphene development market? I read that it's going to be the super material of the future, but that it's early days still. A recent story about new battery technology based on graphene that can be charged in seconds and last for weeks has tweaked my interest in this material.

Q: Hello,

The current theme is that REITS and utilities will be drifting lower now with Trump spending announcements and higher interest rates on the horizon. Yet, yesterday (some) REITS had a good jump up. My questions are:
1. Would you hold buying REITS and utilities until there is clear direction of the market?
2. If you wanting to deploy 50K for each (REITS and utilities) what would be your preferred names?

Thank you
M

Q: you suggested this etf for my son.thanx.does the price move up and down with people buying the etf itself or the underlying stocks?