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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: I have a half position in Agrium my sole agriculture stock should I add to it with the recent drop or go with afn. I am retired, conservative income stocks primarily. Thanks for your incite.
Read Answer Asked by Tom on September 23, 2015
Q: Can you comment on the real return of this fund ? I note that Google Finance indicates a yield of 3.9%, but the iShares website shows a Total Return for 1 year of 2.76%. Also, some commentators think you have to look at total return to maturity, since the price of some of the bonds in the fund may be higher than face value, so when the bonds mature, you have a built-in capital loss which reduces your net returns. What accounts for the decline in price of this ETF over the past year (from 19.75 to 19.25) and do you think declines are likely to continue ?
Read Answer Asked by Don on September 23, 2015
Q: I have a small position in ACQ,and it is down considerably, I am thinking of switching out of ACQ and buying BYD.UN for more positive growth. Is this a good idea?
Read Answer Asked by Shirley on September 23, 2015
Q: I'm a little confused? I noticed in the Summary portfolio there are stocks that are not in any of the other portfolio's and visa-versa... I would like to copy (buy) all the stocks you have recommended for a blended portfolio; do you recommend that I include buying the stocks in the summary that are not listed in the other Portfolio Models?? Thanks
Read Answer Asked by Pat on September 23, 2015
Q: I do not yet own magna.should I wait for the VW dust to settle or is mg on sale now in lieu of the drop in share price

Thx
Read Answer Asked by blake on September 23, 2015
Q: What, if any, is Exco's exposure to Volkswagen? Thanks.
Read Answer Asked by Robert on September 23, 2015
Q: Good Evening
Emerson Electric has dropped almost 30% this year. Much more than the US indexes. Is there a company specific reason for the drop?
Is it a good strategy to average down at the current price?
I will appreciate your comments with respect to holding, selling or averaging down?
Read Answer Asked by Terry on September 23, 2015
Q: Hi Peter and associates, Considering the market downturn I am planning to deploy 25% of my portfolio(which is in cash) during next month. Can you please give me your top 3 Canadian(does CXR qualify?) and top 2 US name(does PCLN qualify?) considering a 10 year hold? I own all the stocks from your growth portfolio and can tolerate high investment risk.
Read Answer Asked by Sridip on September 23, 2015
Q: Looks like a solid long term company. Any comments would be greatly appreciated.

Thx
Read Answer Asked by blake on September 23, 2015
Q: What is your opinion on this company.Also is the dividend safe?Seems a little high.Thank You.
Read Answer Asked by glenn on September 23, 2015
Q: Hi Peter and team,

Can you get me an overview on the company. Is the dividend is safe. Is the revenue growing and is it a good time to buy. I am looking for income for long term like 5-10 years. Thanks

Norwood
Read Answer Asked by Norwood on September 23, 2015
Q: I have a fairly large amount of US cash which I need to pay for renovations in Maui in 8 months. I have it sitting in RBC Investment Savings Account series A. Is there anything you might suggest which has a higher yield but still has the option for me to cash out next Spring. Please keep up the great work.
Read Answer Asked by Mike on September 23, 2015
Q: What do you guys think about kinaxis? I know it has a strong balance sheet and no debt. However, is this one of those stocks that are "always expensive"? I am not sure how fragmented the supply management business is and if kinaxis can benefit from it. Are the profit margins good?
Thanks guys keep up the great work!!
Read Answer Asked by Marie on September 23, 2015
Q: Good Evening
Back on July 10, 2015 you indicated that it is worthwhile to hold on Peyto.I noted that one PEYTO Director sold 744,719 shares from September 14th to September 21st, 2015 at between $30.08 and $28.96.
Peyto represents 1% of my portfolio and the oil/gas sector is around 5%.
Do you still recommend on holding to this stock, selling or averaging down?

I will appreciate your comments.
Thank you
Read Answer Asked by Terry on September 23, 2015
Q: I took my holdings percentage up to 3% this morning from 2.5 mainly because I like the long term potential and even with the dividend increase its payout ratio is still low at 40 to 50%. I was able to get in at $34 which is less then the 34.25 share offering. I do not usually average down but with today's add I am in at $37 per share. I firmly believe that this firm is solid but not correctly named. I think it should drop the "gas" as it misleads investors as to the actual holdings it has. Do you view 3% (and its my only holding in this segment)as too high.
Read Answer Asked by James on September 22, 2015