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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: Peter and Ryan,
I currently have equal exposure to BNS and TD in my portfolio. In light of the recent American election, would you sell the BNS holdings to buy more TD? (TD is acting much better post election). Both companies are held in my RRIF account.

Supplementary, if I wanted to add American Bank exposure, which ETF would you suggest adding to the same RRIF account?

As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on November 15, 2016
Q: Hello Peter et al.

What is your opinion of the latest 3rd Q results released today? Looks like they did some additional hedging out to the end of 2017. Stella is now predicted to start by the end of this month. It had a nice run-up today in Canada but not much movement in the SP in the U.K. Hopefully it continues to go higher.

Regards,

Brendan
Read Answer Asked by Brendan on November 15, 2016
Q: Hi folks,can you please comment on Q results for Avigilon avo/t,seems to be record profit & earnings. Has company finally turned the corner,but I see spending increased again to $19+M??.Are you still concerned with their debt levels & spending??. I have small position at high teens and was wondering if now is finally the time to average down. Thanks as always, jb
Read Answer Asked by John on November 15, 2016
Q: Hello team, I have an opportunity to purchase some Bam Cumulative Minimum Rate Reset Class A Preference Shares, Series 46. Has a coupon of 4.8%. Is this something to consider for a retiree. What are the pitfalls if any and what should I be aware of when considering purchase of a preferred share purchase? How will interest rates either US or cdn affect the share price? How long should one hold onto the shares?
Thanks for the great service
Read Answer Asked by pietro on November 15, 2016
Q: Hi Peter,
Any idea why Brookfield Infrastructure partners is going down? I was thinking of taking a full position of 5 % rather than diversifying with Stantec etc. Also, what is the reason for stocks such as Hudbay Minerals and Agrium to continue to go up and is this sustainable? I have noticed the canadian banks and insurance especially TD Bank and Manulife have gone up alot lately. Do you think it is time to trim them as they look over bought. Lastly, can you comment on why Ceapro and B2Gold are taking a hit. The big prediction was gold was going to go much higher after Trump, but all of a sudden, gold continues to experience declines. Thanks very much.
Read Answer Asked by umedali on November 15, 2016
Q: What is going on here? They seemed to have announced a PP for 3 million a couple months ago (unsure if it ever closed) then they announce another 5 million brokered PP/deal that is supposed to close at the end of November. I bought some at higher levels because I liked the organic growth. Should I hold on at these levels? What do you think of the company going forward?
Thanks
Read Answer Asked by Scott on November 15, 2016