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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: Could you compare Loblaw and Metro? Loblaw is in the 5i Income portfolio, but I am somewhat more inclined toward MRU. I like the ongoing contribution to MRU's bottom line from its ATD.B shares and due to current share price weakness, MRU looks to at an attractive entry point. As always, I would appreciate your perspective.
Read Answer Asked by David on March 07, 2017
Q: I've enjoyed a quick run-up on TH. It now represents an 8% portfolio weight. My questions is two parts. First, could you comment on their prospects? Their earnings should be growing and they are adding a drug to their offering. As a thing trader, there could be a big run-up as the story gains traction.
Second, in a case like this where there is a quick run-up and the portfolio weighting becomes large, when is it time to trim? It seems to me that using portfolio weight as your only guide could mean missing big gains if you're early on a good company.
Read Answer Asked by Brian on March 07, 2017
Q: Would appreciate your expertise in comparing & ranking ZEO, XEG, & HXE or any others you may prefer. Could you also include dividends & fees. Thank you.
Read Answer Asked by Robert on March 07, 2017
Q: I bought Citigroup 3 months ago for exposure to US financials and it's been a dog (flat) compared to its peers and the XLF in general (5-15% higher). I knew it was the most international compared to some of the others and thus less exposed to higher net interest margins but I felt like this was priced in given its discount to peers and thought that it might benefit most from deregulation and a tax holiday on repatriated funds. It has yet to really even break out of it's longer term trend as opposed to a Bank of America or JP morgan. Is my thesis bust? Should I switch into BAC or just continue to hold C and allow this to play out?
Read Answer Asked by Scott on March 07, 2017