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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 would appreciate your advice regarding Brookfield's announcement concerning BBP (Brookfield Business Partners). Bam.a has dropped today seeming on the news. As a shareholder of BAM. A already would this be a good opportunity to buy more? Is the opportunity to then also end up with BBP shares also make this a good buying decision?

Thanks for your help with this decision.
Read Answer Asked by Donald on May 17, 2016
Q: Hello,

Two part question. What news is there to explain why PPL is down 2% today and IPL up 2% (as of 2:50pm)?

Also, if we assume that the sector moves largely as a group with occasional daily fluctuations, would it not make sense to SELL holdings of IPL on a day like today to replace it with PPL given the roughly 4% gap in their daily movement? I watch these two and it seems that this approach could yield small but consistent growth.

Thanks!
Read Answer Asked by Tim on May 17, 2016
Q: Can I have your thoughts on their most recent quarter? Margins are still a concern, but everything else seems very stable. My strategy is to mix my balanced portfolio with some higher dividend payers (where I expect little, if any share/dividend growth), with smaller dividend payers that should see more dividend growth and capital appreciation. Would you be comfortable to continue holding DCI?

Regards,

Robert
Read Answer Asked by Robert on May 17, 2016
Q: Do you or any of your readers know if there a free program that can Monitor - Streaming Data for Stocks, Major Indices, Forex, and Commodities. I was using HDVFN, but are unable to use any more. Manuel
Read Answer Asked by Manuel on May 17, 2016
Q: This company makes up a very small percentage of an overall balanced portfolio. Last quarter was obviously a mess. Market is pricing in a reduction in the dividend. From it's current valuation, what would you expect the market reaction to be if they reduced their dividend by 50%? Further decline/appreciation or are we now in a basing/trading range for the next few quarters?

Regards,

Robert
Read Answer Asked by Robert on May 17, 2016
Q: Good afternoon,
As part of an overall portfolio, I hold some speculative positions in precious metal stocks. These are somewhat balanced between names like FNV, THO, and PG on the one hand, and smaller and riskier names on the other. In the latter category I do hold some shares of ORG. I believe it is run by the former Red Back team, but would appreciate your views on whether a position should be maintained.
Thank you.
Read Answer Asked by Peter on May 17, 2016
Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?
Read Answer Asked by Alexandra on May 17, 2016
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