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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: When do we expect new model portfolio and should we wait for changes invest in current portfolio?.
Read Answer Asked by Nizar on March 11, 2016
Q: If you could add just one company to the Balanced portfolio - without regard to whether there is already another in there from the same sector, what would that company be?
Read Answer Asked by John on March 11, 2016
Q: could I have your thoughts on the latest financials. Is the initial big move today short covering?
Read Answer Asked by wendy on March 11, 2016
Q: With the recent bump in Cdn Bank stocks would you add to existing positions or do you think they've moved ahead of themselves in the short term? Thanks.
Read Answer Asked by Curtis on March 11, 2016
Q: can u please give me the symbols for US energy etf's both large&
medium & small coys & any thoughts on them
Read Answer Asked by brian on March 11, 2016
Q: Could you please comment on KBL's earning release. Is it a buy? Thanks
Read Answer Asked by Esther on March 11, 2016
Q: I understand that Crombie's tenant, Sobey's, is having difficulties integrating their acquisition of Safeway. Our informal observation here in BC is that the Safeway stores are less busy than in the past. Further, it appears that Sobey's has taken a significant impairment charge. With Sobey's being a tenant of Crombie REIT would you recommend that we sell CRR.UN and replace it with another name in the sector? If so, which REIT would you suggest?
With appreciation!
Read Answer Asked by Ed on March 11, 2016
Q: Hi Peter and Team,
What would you think about the quarterly result?
Thanks.
Read Answer Asked by Pui on March 11, 2016
Q: Peter and Team:
Currently down about 30% on this one. Thinking of taking the loss and rotating out into another company in similar sector. Any suggestions from your BE Portfolio. Also are you aware what is happening with the share buyback process? I am in it for a 5 year+ hold and don't mind waiting for TFI, but was thinking there might be something "better" as I try to clean up my portfolio.

Thanks as always.

Phil
Read Answer Asked by Phil on March 11, 2016
Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you
Read Answer Asked by Richard on March 11, 2016
Q: With so many countries issuing bonds with negative yields, I find it hard to believe that anyone would invest in negative yield bonds unless they think that the world will sink into a deflationary spiral.
1. Can you explain how a deflationary spiral could occur?
2. How long could it last?
3. What would the impact be on the economy?
4. How would stocks likely be affected?
5. What would be the best investments in such a scenario?
5. What equities, if any, should be held?

Thanks, and congratulations on a great service.
Read Answer Asked by Hans on March 11, 2016
Q: Finally a nice 25 cent move today but do not see any news. Please advise if you have ideas. Thanks
Read Answer Asked by David on March 10, 2016
Q: I have heard that Sobey's is having integration problems with its Safeway acquisition. We have observed a marked drop in customers in Safeway stores in our part of BC since the acquisition. With Crombie REIT as the landlord for this chain would you recommend selling Crombie and purchasing an alternative in the REIT space. I do like income with a bit of growth.
With appreciation!
Read Answer Asked by Ed on March 10, 2016
Q: Now that liq has cut their dividend and dropped again is it possibly a buy sooon?Thanks Don
Read Answer Asked by Don on March 10, 2016
Q: Is the reaction to the news about the CEO retiring over-blown or is this a material change which may affect my decision to own.
Read Answer Asked by Kyle on March 10, 2016
Q: My daughter has started building her TFSA portfolio and does expect to need the money in the forceable future. At present she owns BNS, CCL.B, CSU, ESL, ENB, SJ and T. She can fund the purchase of another company as she continues to build her portfolio. I was thinking Magna might be a good choice but would like your advice on which company might be best at this time, including giving her balance. Thank you for your advice.
Read Answer Asked by jacques on March 10, 2016
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