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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 was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Read Answer Asked by BRIAN on December 01, 2016
Q: Hi Peter and Team,

You recently said in an answer to another member "We would prefer that most investors have some exposure to all sectors and don't need to play these silly rotation games." I just want to express my gratitude for this valuable advice. Also, you always stress that we should look at our total portfolio, not just individual accounts when considering sector allocation. Well, it took me a long time, but I prepared a simple spreadsheet that looks at all our accounts, and the results have been very revealing. (We were grossly overweight in some sectors and grossly underweight in others). You get a far different picture looking at ALL accounts, so thanks for this sage advice as well!
Read Answer Asked by Jerry on December 01, 2016
Q: Peter and His Wonder Team
I know you like MND as a junior gold stock and it's price is quite dependent on gold. I am working on the assumption that gold will break $1200.00 again ...probably $1300.00 and maybe even $1350.00 in 2017. Based on that outcome do you think MND is of good value if it can be purchased in the $0.68-$0.71 range? If not would you recommend another junior?
As always thanks for your competent and reliable knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on December 01, 2016
Q: Hello 5i,
Are those 2 companies good enough exposure for the REIT sector? What % of portfolio would you recommend? Anything better to propose? Thanks.
Read Answer Asked by Jean-Bernard on December 01, 2016
Q: I started out with I question but find I actually may have 2 or more.

I am considering replacing CRQ & CDZ in 1 account,
and replacing cdz with HEW in another account. This would account for all my TSX ETF exposure.

The questions are :
1) would you view this as a viable move
2) I noticed that HEW is a thin trader. Will I be beaten
up badly if i try to buy several hundred shares of HEW
at one time.
3) Is there an approach to buying this type of eTF (thin trader)
4) I noticed when I looked up CDZ there is a CDZ.A
and CRQ has a CRQ.A
Could you please tell me the difference in the A versions
of the ETF's .
That's it for this "question".

Thanks in advance
Read Answer Asked by Leonard on December 01, 2016
Q: When I go to the "ask a question" box there is always the start of someone elses question? Please fix.
To my question on TOY; the drop today of nearly 10% has occurred with only 100+/-unit bids & trades this AM at 6-8500 - whereas daily volume is generally around 50-60,000 trades. Just curious & would appreciate your comments. Thank you.
-
Read Answer Asked by Robert on December 01, 2016
Q: can you please comment on the psychology of people selling their winners like kinaxis, shopify, facebook, google , couche tard , even spinmaster rather than selling their losers to rotate into oil and gas stocks.
i just never have been able to understand that the investor cannot accept taking a loss so they keep their losers hoping to get back to even and sell their winners. dave
Read Answer Asked by david on December 01, 2016
Q: My research shows Absolute having a very high debt level, yet it remains one of your favorites and is in the income portfolio. Usually you seem to be more risk averse. What am I missing?
Thanks, len
Read Answer Asked by Leonard on December 01, 2016
Q: Good Morning
I own both NVU.UN and D.UN. I am down 15% and 17% respectively. Can you tell me for each stock whether it is a buy, hold or sell.?
What is your view on the safety of their dividends?
Thank you
Read Answer Asked by Terry on December 01, 2016
Q: I have a question about 1714,Hi,I would like to diversify out of Canada with a etf. If I bought VGG in my cash account,would I have to fill out a U.S. Tax form,or would it be included in my Canadian tax return? I file my own taxes and not interested in filing U.S.taxes as well.
Would Vgg be good for income 3-4% and a little growth or could you recommend something.
Thanks,Brad
Read Answer Asked by Brad on December 01, 2016
Q: The safest of financials have rallied a lot (big banks). I assume that investors will start going into the riskier financials. What do you think about buying a 1/2 position in a broker? Gluskin Sheff pays a 5% dividend, however there is that lawsuit overhang, so, I'm tilting towards Canacord Genuity. With the strength in the materials sector, do you expect $CF to start getting more contracts from that industry? I believe that's the core of their business? I could wait a quarter or two, but those stocks move very fast and my error in the past has been buying when everyone likes a stock (2014), rather than the other way around (summer 2016). Trying to change this, but as safely as possible. Thank you!
Read Answer Asked by Matt on December 01, 2016
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