Investment Q&A

Q: I currently own:

5i balanced equity except for goldcorp
6 Blue chips - TRI, BIP.UN, TD, L, BCE,FTS
10 stocks from the growth portfolio

I would like to take advantage of the market pull back. But I can't top up everything. Should I focus on the blue chips because we are entering a bear market, the 5i portfolio or would the riskier stocks be better because they've been hit harder?

Q: Is it a good time to add to utility names such as enbridge, trap, ipl, ppl. 5 year + time horizon? What is your recommended sector allocation for the averae investor ? Thank you.

Q: Should the earnings in the portfolios be a percentage instead of a dollar amount, or is there a dollar amount for the portfolios.

Q: Hi

Just wondering your latest thoughts on slyce. They've announced some deals lately but seem to have cash flow issues. Still waiting to see if there will be any uptake on short form prospectus which is overdue. Im in at 17 cents But wondering if I should hold or get out and into something like DBO? Thanks so much.

Q: I trade through the National Bank and they charge $468.00 per year to use there trading platform which is market Q. Is there another platform I can use at a better price with the same advantages I have with Market Q. I know there are free platforms but to date have not found anything suitable.

Q: Any idea why the price of this stock dropped 8% today ?

Q: The first reaction, for so many of us not well versed in a difficult market, is to panic. And then, this morning, I read this suggestion in one of your replies.

"But if you are not withdrawing capital from your portfolio, this is just another week in the markets."

Those words, more than anything I've read anywhere else, made the most sense to me, and put everything in perspective. Thank you!

Q: Could you please discuss the purpose of holding gold or gold stock(s) in a total portfolio? Is it best in a registered or unregistered account? And what would be your recommended weighting for a total portfolio? Thanks!

Q: Just to add I do not recall the HORIZONS BETAPRO S&P/TSX 60 INVERSE ETF (TSE:HIX) being mentioned for us Canucks on the TSX.

It is an ETF.

It is an inverse meaning it rises when the S&P/TSX 60 falls and coversely it falls when the S&P/TSX 60 rises. Similar to the U.S's VXX.

Q: The stock is 19.40. Even if it seems 'on sale' considering recency history (last year), when oil was last at this level, the stock went as low as 8.50. Was it purely a crisis of confidence? Or, did vacancy rates increase quite a bit? Even though the yield of 6.5% looks good, the 30% exposition to Alberta is bound to show increasing vacancy rates over the the next 2 years. The chart also doesn't show much support from here. What do you think? Waiting for a few weeks shouldn't hurt right?

Q: The plummeting share price has become a worry. What do you see going forward?
Thanks for the great service.
Philip

Q: Hi folks,new low today for oil at $32sh/barrel but Crescent Point announced 2016 Capex plans which to me seemed pretty good;actual increase in production but reduction in costs,34% 2016 production hedged $83/barrel,and minimal exposure to Alberta.Can please get your opinion on Capex plans and company,and going forward,would cpg/t to U be a buy,hold or sell.Thanks as always

Q: with the low dollar and oil with is better for the next few years vsp or vfv

Q: Hi, thanks for your recent response. Although, it wasn't quite what I was looking for. Perhaps I should have been more clear. I understand my APPL weight is a little high, but I was really looking for a view of selling COO to buy DIS. Where do you see more upside potential in the next year or 2? Thanks

Q: I would appreciate your opinion, may thanks for your great service!

Q: up 14 % again yesterday. Dundee has a 1.30 price target. Anything different 5 i sees? Gold seems to be moving a bit and CRJ has vastly outperformed the gold sector and seems to have a new very shareholder friendly management.

Thx

Q: Would you buy Apple at their new below $100 price?

Q: Hi Guys

What is your take on Atrium Mortgage at this time

Thanks Mike B

Q: What are your updated thoughts on this one?

Q: I received this message today and wonder if you can explain its meaning more fully please. I hold the stock and debentures. Thank you.


Constellation Software Inc. Announces Rating Assignment by Fitch
Jan 06, 2016 01:44 pm | Scott Denneny

Toronto, Ontario – January 6, 2016 – Constellation Software Inc. (TSX:CSU) announced today that Fitch Ratings has assigned the Company a long-term issuer default rating of `BBB-´with a Stable Rating Outlook. Fitch’s assigned rating and outlook for the Company does not reflect any credit risk from the Total Specific Solutions (TSS) entities, other than obligations related to the TSS minority owner’s put options.

Fitch has also assigned individual ratings to the Company’s unsecured subordinated floating rate debentures, Series 1, and $300 million revolving credit facility as follows:

Unsecured subordinated floating rate debentures, series 1 `BBB-´
Revolving credit facility `BBB´
About Constellation Software Inc.