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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: Hi Peter and Ryan, what is your take on ILLINOIS TOOL WORKS in the U.S.?
Thomson Reuters has a buy rating.
S&P has a hold rating.
Morning Star has a sell rating. What do you use or what should one use as metrics to determine whether a stock should be bought or not. As usual, your toughts are deeply aprreciated and valued. Thank-you! Sam
Read Answer Asked by sam on April 18, 2016
Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:

For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B

Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.

Thanks,

Kuldip

Read Answer Asked by Kuldip on April 18, 2016
Q: CPD has been slowly rising since hitting $11.13 on February 25 but it is still down 20% from its 52 week high of $15.33. What are your thoughts on this ETF?
Read Answer Asked by Giovanni on April 18, 2016
Q: Is 5i planning any educational meetings/conferences in 2016/17? If so, when would the details be available? And if not, what recommendations do you have for ongoing educational opportunities for members? Thanks, as always, for your advice!
Read Answer Asked by Linda on April 18, 2016
Q: Hi team, I love the new site. The ability to save to watchlist is fantastic! In my RRSP, I hold GUD, IT, PLI, WCP, SPE (.5 position) and SGY. These are part of a multi-account balanced portfolio, so my question is not so much to do with sector, but with SGY and PLI. I am down 50% on SGY and wondering if these funds are better deployed elsewhere. I am up 100% on PLI and can sell half for another position. My RRSP is a very long-term hold account. I keep an eye on things, but don't usually make any moves except to trim gains. As you can see from my list, I can handle some risk if I was to replace SGY and sell half of PLI. Am I better off to continue to stomach the 50% loss on SGY or move into something else with better growth potential? If so, what would you suggest for 2 long term growth positions? I have been watching OTC, BCE, SPB (I bought CUS on your suggestion), FSZ.
Read Answer Asked by Kim on April 18, 2016
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