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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: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: Would like to thank Roger regarding the downtime at TD Waterhouse. I lost funds on a trade which I tried to place and 12:00 pm through webbroker, called and was put on hold for 2 hours before a response. I expressed my concern, which went on deaf years and have called and sent 3 emails. I still hold my position today with a sell order in place because of the falling price
Rick
Read Answer Asked by Rick on April 08, 2015
Q: Hi 5i:

I'd appreciate your comments on two companies. First, DHX seems to be on a steady slide and RBC Direct gives no news. Is there any news? Second, ATS has also been disappointing for a while. What do you think of its prospects over the next year or so? Thanks.
Read Answer Asked by Roland on April 08, 2015
Q: Hi Peter

I continue to hold this company . Would you still hold or is it fully valued ?

Candi
Read Answer Asked by Candi on April 08, 2015
Q: I have held RIO for some time hoping that it would recover. I realize it is cyclical but would like your opinion on whether it is worth holding or whether there is a better place for my money.

Really appreciate this service. Thanks, as always,

Joanne
Read Answer Asked by Joanne on April 08, 2015
Q: I’ve held this for many years and it is finally moving . I have my finger poised on SELL , but am delaying as the chance to finally make some profit on this is tempting. Should I hang on?
Read Answer Asked by donna on April 08, 2015
Q: Today's update from Input Capital was record deployment of Capital into Canola streaming contracts. I thought that this was what investors were hoping for from the company but this morning the stock is down 8% or so?? I realize that the stock has had a nice run up so is this just profit taking or did I miss something in the latest release.
Read Answer Asked by Rudy on April 08, 2015
Q: Everybody interested in Scandium, if I may, should do 2 things
1 Go to Wikipedia and check the very interesting article about it.
2 listen to this video
http://investorintel.com/technology-metals-intel/putnam-on-the-real-global-demand-for-scandium/

This may help to get an understanding of this element and it's market.
publish only if you hope it can help
Claude
Read Answer Asked by claude on April 08, 2015
Q: With today's announcement of the mega-merger between Shell and BG, along with the inevitable fall in the price of oil to the $30 range due to increased production by Saudi Arabia and dwindling storage capacity, I am interested in your opinion on possible take-over candidates in the Canadian energy sector, especially in well-established mid-cap companies. Your opinion please? Thank you.
Read Answer Asked by Paul W on April 08, 2015
Q: What are the prospects for KEL in the current oil/gas envrinment. I currently own RRX and WCP, both up nicely. Would you trade one of these for KEL at this time, or just add KEL.
My oil/gas weighting is about 4%
Read Answer Asked by Guy R. on April 08, 2015
Q: Any further comment on TOS now that they have completed their bought deal financing ?
Read Answer Asked by tony on April 08, 2015
Q: Re the outage yesterday; For those who wish to complain here is the email address--
td.waterhousecompliance@td.com. I urge td users to complain vigorously and to seek compensation.
Read Answer Asked by roger on April 08, 2015
Q: Hi team, I was just looking for a replacement bond for a recent maturity and I found a %4.00 First National bond maturing in 2020, but without any rating on this bond. I realize there is always an interest risk going out 5 years, but I continue to use a bond ladder ranging from 2015 to 2022 as I think a person should still hold some bonds. I am not afraid of buying individual bonds, just have never bought one from this company. Thoughts? or should stop buying individuals bonds and go to an ETF. Thanks again for you great help.
Read Answer Asked by Ray on April 08, 2015
Q: Here is a link to the above company. I realize it is very speculative but I would like to know what your thoughts are on this project and their new link with an ONtario firm. Thanks very much.
http://www.scandiummining.com/i/pdf/SCY-Fact-Sheet-Dec-14.pdf
Read Answer Asked by Maureen on April 08, 2015
Q: Good afternoon,
I would appreciate any views that you may have upon Leucadia National as a potential investment. I am ok with accepting some degree of risk.
Thank you.
Read Answer Asked by Peter on April 08, 2015
Q: At a 14.8 percent dividend yield, this looks like a fantastic stock. What would be the negatives in owning this stock? I am in my late 40's and don't need the dip into it for at least another 15 years or so.
Read Answer Asked by Bohdan on April 08, 2015
Q: Hi guys, for educational reasons only.
Why is CPD selling off. Is it the fear of higher interest rates.
It seems excessive to me. Thanks for all you do.
Read Answer Asked by Greg on April 08, 2015
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