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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: Hi guys.

Lets say I initially buy a 4% position in company xyz. Over the course a few months that position gets whittled down to 3% due to either share price decline or due to the rest of of the portfolio performing well while xyz does nothing.

For portfolio rebalancing purposes, would you consider that xyz position to be either now 3% of the portfolio, because that's what it represents currently, or would you consider that xyz position to be a 4% weighting because that's what it was when you initially made the purchase.

If you like the company, is there anything wrong with buying more (with existing cash in the portfolio) to bump up the weighting closer to that initial 4%, or do you say "my initial position was 4%, I'll wait till xyz's share price performance catches up to the rest of the portfolio?

I'm using "xyz" as a theoretical example because I'd like to know what the general rule is, or does it really depend upon the stock, MacDonald Dettwiler for example.

Thanks a bunch.
Read Answer Asked by john on August 05, 2015
Q: Your comment on their earning , dividend increase again all metric look good, impressive AUM increase. Look like a good buy these level.
thanks!
Read Answer Asked by samuel on August 05, 2015
Q: everyones favorite company, what the just announced press release tell you, does it put the panic to bed. dave
Read Answer Asked by david on August 05, 2015
Q: Who is underwriting the IPO for exactearth?
Thanks
Read Answer Asked by Robert on August 05, 2015
Q: Peter, I am a GIC refugee. Bought ipl Pembina, Enbridge income fund and Veresen <old Forth Chicago> many years ago for income. In those days they were yielding 7 to 8% and they were not popular. They became very popular till the last 6 months and now are dropping like a rock. At what yield do you think the market will demand before they stop dropping? Interesting not one question today on Bnn on pipelines. Question two It is my understanding that Enbridge inc. sold many assets to Enbridge income fund. News release June 19. ENF said they were raising the div. this Sept, Jan 1 and every year for the next four years by 5% per year. Do you still expect this to be the case? Have tried to phone ENF and Enb, Inc with no answer.Thank you, Ken
Read Answer Asked by Ken on August 05, 2015
Q: I have owned 1000 shares of transalta for several years at a cost 50% more than its current value. I am thinking of selling my holdings and reinvesting the proceeds in rnw--my option is to sell only 50% and investing the proceeds in rnw. Given the significant holding of ta in rnw does it make more sense to simply receive my ta dividend and hang on and be patient.
Read Answer Asked by donald on August 05, 2015
Q: Do you think the better run asset managers like Invesco are good value around US$39 ? If you have other suggestions, I would be thankful for suggestions you care to make. Thank you .
Read Answer Asked by Adam on August 05, 2015
Q: Hi Peter and Gang,
I am currently down by about 28% on my BTO holding, I'm debating if I should bite the bullet and sell my holding or hang on to it. Would appreciate your thoughts on this. Also would you also comment on BTO ability to survive a prolonged slump in gold prices in the $1,700 to $1,800 range.

Regards,
H.S.
Read Answer Asked by Harry on August 05, 2015
Q: What do you think on switching csco for orcl or ibm or mrk,
I have a balanced portfolio.
Read Answer Asked by selina on August 05, 2015
Q: Peter and Team:
A follow up to my question a couple of days ago:

For gold company ETF's do you have a preference between XGD and ZGD, or other suggestions?
Also thoughts on KDX and ELD for sector exposure. I already hold G.
Long time frame. Total exposure 3 to 5 % of a balanced portfolio.
(deduct 2 if you see fit)
Thank you for all you do!!

Phil
Read Answer Asked by Phil on August 05, 2015
Q: May I have your comments on today's quarterly report
Thank you very much
Read Answer Asked by Margot on August 05, 2015
Q: Can you explain the drop today,company came out with some news but nothing unexpected.Seems all gaming stock are getting hammered lately.
Read Answer Asked by terry on August 05, 2015
Q: Hello Peter!
Can you please comment on my portfolio.I currently hold in my portfolio (stocks - Weightings): CSU-11.2%,CCL.B- 13%,BYD.UN-10%,DHX.b-10.8%,ATD.b-15.5%,AYA-5.6%,ESL-7.6%,SJ-9.8%,CXI-5.9%,MG7.9%
,BOS-2.7%,TDG.US-3.5%,NOC.US-1.5%,CBM.US-1.8%,AGN.US-1.8% .

I also have 18K CAD to invest. Would you please give me your 3(non energy)buys today to complement my existing portfolio.
Thanks Andrew B.
Read Answer Asked by Andrzej on August 05, 2015
Q: Hi Peter and Team,
Could I have your thoughts to ZCL`s recent QR, particularly in view of back to back disappointing net income reports. Do you feel they have the wherewithal to increase margins on the strength of ongoing increased revenues?
Thanks as always for all you do for us.
Rick
Read Answer Asked by Rick on August 05, 2015
Q: Can you provide updated opinions on the US Dollar? Are we seeing a repeat of the early to mid 80's run into the USD? Seems to be crushing everything in it's path..
Read Answer Asked by Colin on August 05, 2015
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