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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: One pundit who is long CGI Group, as am I, thinks 2015 is the year this company makes a large takeover which ought to give the stock a big boost. How likely is that and how much cash are they sitting on since they pay no dividend yet seem to have been profitable for many years? I've held this stock since 2013 in US $ which of course has limited the appreciation and I'm wondering if I should continue holding for this possible event or fold sale proceeds into one of the current tech holdings and if the latter, which 1 or 2? Current p/f weight of GIB is 1% and other tech holdings (total 12%) are CSU 4% AYA 3% ESL, MDA, AAPL all 1% and SYZ and AVO 0.5%. We are in our late 60's, retired, but can take some risk in this area. Thanks to 5i for the handsome gains in most of these names except AVO (so far), J.
Read Answer Asked by Jeff on January 26, 2015
Q: I have 800k cash in my investment accounts and want to keep it in cash as I have a number of stock investments as well. Where would you suggest I put the cash where I wouldn't have to be concerned about it.
Read Answer Asked by Bill on January 26, 2015
Q: The company got a positive mention in the latest Barrons by Scott Black. I noticed significant insider buying in this stock. The valuation appears to be reasonable. What am I missing if anything?
Read Answer Asked by george on January 26, 2015
Q: i am looking for equal weighted non hedged us etfs in the following sectors tech ,industrials ,consumer discretionary, and health. Thanks again for your great service.
Read Answer Asked by andre on January 26, 2015
Q: What is your view on the Greek election in terms of how you see this impacting the North American markets and the price of Gold? Interesting times.
Read Answer Asked by roland on January 26, 2015
Q: I am quite happy with your service but I notice that you don't use stop losses, either mental or actual, which may have helped in the case of AHF and AVO. I do not own either, having sold my AHF some time ago. Any comment?
Read Answer Asked by george on January 26, 2015
Q: Which free website do you think offer the best current news on specific stocks. I was always using Globeinvestor in the past but now that they have changed their format I don t seem to get current news (ex: SYZ results). Thank you !
Read Answer Asked by Pierre on January 26, 2015
Q: HELLO, I NEED YOUR OPINION ON XST FOR LONGTERM HOLDING. THANKS.
Read Answer Asked by Dario on January 26, 2015
Q: Hi, I own a small position in AAB (Aberdeen International). I bought it at $0.36 a few years ago, and it has declined ever since. I pretty much consider it dead money, and was actually thinking of selling it. However, there seems to be activists trying to change things and oust the current board of directors (from what I understand). The share price did not really change on that announcement. I would like you views on the potential impact of this event on the share price. My thinking now is that I might as well hold on to see what happens, but I would like your views on this type of situation. Thanks for your excellent service.
Read Answer Asked by Bernard on January 26, 2015
Q: I have been building a portfolio for income purposes and have some additional cash to put to use. Can you give 3-5 names of dividend payers (including REITs) that you currently like that may have some growth upside also? Thanks in advance
Read Answer Asked by Mark on January 26, 2015
Q: Bought in the fall to play seasonal trade. Currently down over 20%. Do you see much growth potential going forward? Is it currently fully valued?
Read Answer Asked by richard on January 26, 2015
Q: Hello, Peter and the team,

I hope you have had a restful week end. Reviewing my portfolio I noticed that I am under-weighted in IT sector (about 3% holding GIB.A), and am thinking to add either CSU or OTC. What do you suggest between them based on risk/reward point of view, or you have other name to suggest for one to two years of holding time? Thanks,

Lin
Read Answer Asked by Lin on January 26, 2015
Q: Where do you guys see the canadian dollar your thoughts up or down and if my etfs should be unhedged if you see lots of downside thanks awesome service
Read Answer Asked by jason on January 26, 2015
Q: Hi, I have minimal healthcare exposure and am looking to increase my holdings in this sector for diversification. Wondering what your top picks would be in the healthcare space within Canada for the long term? I am interested in either an ETF (XHC,ZUH,FHH) or specific Canadian healthcare stocks).
Read Answer Asked by Cameron on January 26, 2015
Q: Boston Pizza has a royalty income fund that pays a generous dividend. Pizza Pizza and A&W have similar funds, also with generous dividends. What's your opinion on these funds, are they fairly safe and what do you think of the sector?

Thanks
Read Answer Asked by Charlie on January 26, 2015