Investment Q&A

Q: Peter, I am retiring from working soon and I have sufficient fixed income to cover all of my living costs. I have a decent size portfolio and I was looking at the various robo advisers, but they do not take into account your existing fixed income and most want to allocate up to 50% into bonds. I know that allocation between countries is a personal decision but wouldn't mind your thoughts on what I am thinking. Canada 60% (comprised of XEI, CDZ, VDY); US 30% (IWO, VGH, IBB, XUS or a hedged version) and 10% (VEE, FEZ). I prefer hedged ETF's over unhedged.

I do have a 5i portfolio of stocks in addition to this new one that I will be setting up. Great service!

Q: A few suggestions of growth companies for a TFSA. Holding period target 5years +

Thank you.

Q: Peter, if the upcoming election is looking like Stephen may lose his majority or if it looks like he may not even form a minority government, would it be prudent to sell off a good portion of my portfolio before that time and sit on the sidelines with cash in hand? I can't imagine that an NDP government or a Liberal government under Trudeau would be a good thing for the markets.

Q: Please comment on risks , outlook & the size of Market cap --? dividend safety

Thx --Don

Q: Your last rating for MDA was an A-. It's recently come off around 10% since May. How do you rate MDA in today's market and would you recommend buying it at these prices.
Thanks

Q: Hey Peter & Team,

Have noticed something today that I am hoping you can explain. Besides being down across the board, Volumes for all the Canadian financials are exceptionally high.

TD 11.87M (2.79)
RY 7.84m (2.30)
BNS 7.47m (1.93)
NA 2m (948k)
+
MFC 10.76m (3.23)
SLF 3.81m (1.14)

With all these share values being down, it appears to me there is a massive sell off happening in Canadian Financials.

Am I reading this correctly or is there something else at work here I am not aware of.

Thanks for all you do

Gord

Q: With the announced transfer of some assets to Enbridge Income Fund, what affect will this have on Enbridge and its share price in the future, and what do you recommend for holders of Enbridge shares?

Q: Your thoughts on the Ram Forest purchase?

Q: DDC has plummeted over the last few days with no news. What's the problem- funds raising cash?

Q: Hi Team, might you have a preference BEP as compared to ENF. Only one or half position in both?Potential growth as well as stability of dividend. Thanks,Jerry.

Q: I'm an younger investor with a relatively high risk tolerance. Which one would you recommend for a five year + holding period? To me, HLF looks to have a better valuation but PBH has more aggressive growth plans. Also, do you think the 37% ownership stake in HLF by the founding family is an overhang?

Thanks

Q: Hello Team,

Could I please have your take on today's earnings... "Announces Record Quarterly and Annual Net Income"? Seems like exciting times! I look forward to hearing your responds!

Thank you, Dwight

Q: Hi Guys,

I know you like Corby's but I have a question about the relationship with it's parent.

The parent does a lot of the day to day administration and preparation of the actual beverages for Corby's. In addition there are many significant agreements to sell the parent's brands which expire on different dates. For example, Wiser's Canadian Wiskey and Polar Ice Vodka expire 30/06/2017.

Why couldn't the parent just not renew the agreements and sell on their own? This would leave a large whole in revenue for Corby's.

Do you see a problem with Related Party Transactions.

Thanks
John

Q: Teck Resources seems to be hitting lows not seen since 2009 recently. The coal and base metal industries are definitely in a slump, but the products remain necessary and TCK still seems able to generate a reasonable profit. What is your opinion on buying shares of TCK.B as a long term (multi-year) hold for capital gains and the dividend? If TCK.B is not recommended do you have a better stock to recommend in the same industry group?

Q: Hi Peter and team, I've held Trimac since October with flat or declining growth. It has an OK dividend however I would like a current opinion on it and suggestions for a possible replacement in my well diversified portfolio.
Thank you!

Q: Hi Peter and staff
I own NPR.UN and have not liked the price drop from when I bought it but with low payout ratio, I was prepared to wait it out hoping that if Alberta picks up so will it. I am now considering bailing out in favour of REF.UN.
Thoughts?
Thanks for all you do
Dennis

Q: What do you think of selling RLC at this point and buying INO or PHM or do you suggest another similar trade?

Thanks

Q: peter I have owned this company a long time and am up a fatr amount should I hold or sell

Q: Looking to add to our daughter's TFSA account. We are interested in stability, with some growth. We are considering New Flyer or K-Bro Linen and would like your opinion. Thanks.

Q: Hello Peter, I manage my elderly mother’s accounts. Investments are well-diversified amongst her RRIF and non-registered account. As she had significant unused TFSA room available, we decided to contribute a few stocks and some cash from her non-registered account. Currently, the TFSA is 50% WSP, 23% NPR.UN and 27% cash to be invested. The situation changed, however, when she (thoughtfully) decided to name her grandchildren as the TFSA beneficiaries, which causes me to consider the TFSA’s makeup on a more standalone basis (including to protect the children’s legacy). With a 5-year plan, would you agree with acquiring BCE with the remaining cash (with its almost 5% yield and some growth potential) or do you agree with my inclination to perhaps buy CDZ instead (giving up some yield but gaining some diversification safety and presumably better growth potential). Or you may have a different recommendation. Thanks in advance!