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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: Hey folks
With it looking more possible that a Trump win is in the future, and the predictions of how the markets are going to fall ( which we may have seen the start of today), would it be prudent to take some gains off the table now and reinvest when/if the markets drop, knowing fully that they will recover in a short time, or should a person stand pat and ride it out? I am thinking there may be some gains to be realized by playing the over reaction that is sure to come if Mr. Trump wins.
Read Answer Asked by Michael on November 02, 2016
Q: My 6 year old's RESP CSU shares are comfortably 4 baggers. I remember being so nervous buying as chart was a straight run of succes and had recently doubled from when first started watching CSU. Thank you for the CSU research and suggestion to not be afraid to buy a stock that has gone up in price. Also, I am assume some members purchased and still hold from your first recommendation are close to or in 10 bagger territory so congrats to them.
Read Answer Asked by John on November 02, 2016
Q: I am looking to build a future income stream from a portfolio of 5-6 names that can be held for many years (decades) that will show sustainability and dividend growth. I am patient and would add to the names consistently for the next 20 years. If you had to pick 6 "forever" stocks that you could rely on, what would they be? (utilizing Buffett's theory of best time horizon for owning a stock is forever). I don't ever want to worry about a dividend cut and am comfortable holding through periods of extreme volatility as long as I know I am getting paid. Thanks in advance! (PS I am aware this could mean no exposure to commodity stocks)
Read Answer Asked by Kevin on November 01, 2016
Q: Hi Peter and Staff
Your email this morning contemplates that EFN/ECN split is reflected in the portfolio.As the portfolio is not yet posted(I am sure it will be soon), my question I have been wondering is that for those of us who got equal number of shares in both ECN and EFN on split,we now have a lot less $ tied up in ECN than EFN. Should we continue that ratio or if we are going to continue to support both companies,should we been evening up our $ invested in each?
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 01, 2016
Q: Hi Peter and Gang,

I am currently downl by about 50% on DH and it accounts for about 1.5% of my portfolio (pre-earnings announcement), just wondering if I should add to my position, hold or liquidate. Much appreciated.

Harry
Read Answer Asked by Harry on November 01, 2016
Q: In your Portfolio Update this morning you said "Rationale - With a US rate increase looking likely in December and a nice run in the US dollar thus far, we think it is time to repatriate the cash and and hold a bit of extra cash to allow us to take advantage of any new opportunities that may occur with a rate increase. Now that the rate of future rate increases has slowed, we think we can move funds into an area that may pay a bit better yield while continuing to provide stability."

Does that mean bring US cash back to Canada or send CDN $ to US?

Thank You
Craig
Read Answer Asked by Craig on November 01, 2016
Q: I'd like to start a long term position in at least one or two healthcare stocks or ETFs, but the sector looks treacherous and I can't quite decide. I'm considering a wide range of names, including companies like JNJ, PFE, AMGN, NVO, NVS, RHHBY, MDT and ETFs like XLV, IBB and especially IHI (medical devices). I've read many of your prior comments, including one where you recommended AMGN. In light of the latest news about AMGN and its issues with Enbrel, I'm curious to know if your opinion has changed, and how you might compare it to NVS which has a competing drug. Mainly I'm wondering if any of the investments I listed sound promising, and how you might rank them. Thanks very much for your thoughts.
Read Answer Asked by Brian on November 01, 2016