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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: MDA has dropped a lot in the last few days due to a takeover that has not been well received by the market. Is it time to sell MDA and move on, or is the drop overblown and time to add to an existing position?

Although much much smaller than MDA, what is your opinion of MAL as an investment in the aero and defence sector.
Read Answer Asked by David on February 27, 2017
Q: Peter, can you kindly suggest five investments that typically pay no dividend or other distribution (tax minimization). This would ideally be for a 5-10 year+ holding. My risk tolerance is medium-to-high (but just short of 'stupid'). If one or two of these suggestions were US companies (other than Alphabet; already owned), that would be fine. Thanks as always!
Read Answer Asked by James on February 27, 2017
Q: This note is for the team member who answered my question about ALA.R:

My good Sir, you have a fan for life. I asked my question in the middle of the night (by my calculation it would have been about 5.30am Eastern) and, after I sent it, I clicked back to the Q&A section - and there was my answer!!!! Speechless hardly describes my admiration for your work ethic.
Again, thank you for everything.
Read Answer Asked by Molly on February 27, 2017
Q: Emotion aside about a stock everyone has loved to hate for over a year, PHM just reported their best positive cash flow results, have an astounding 78% profit margin, substantially reduced their bad debt to a manageable level, increased their cash balance from the previous quarter and reduced their overall debt. They say after 18 months of hard work, they have trimmed unprofitable business which has reduced revenues but are making more money and now seem ready to propel sales upward. It's very unfortunate they are splitting into two separate companies but when the leaders don't get along, it can be toxic. The same personnel have steered this turnaround so there is substantial commitment as each owns millions of shares. Can you see anything remotely positive in this effort? Two big concerns are the number of traders swarming this stock and it seems there may be a lot of shorts considering they have 375M shares and, second, do you foresee one or both new companies being taken private by the large share-positioned CEO's once the split is complete. Any insight would be appreciated. Thanks.
Read Answer Asked by Steven on February 27, 2017
Q: Good morning Peter and Team,

You have said that you prefer to "sell the losers". What criteria would you suggest to decide what to sell, and when
to sell it? Specifically, in a balanced portfolio, I am frustrated with HLF as it's down 28%. Your recent answer to Lee
in which you expressed disappointment in their earnings release has caused me to question continuing to hold HLF.

In the Consumer Staples sector, we hold ADW.A, ATD.B, ECI, HLF, PBH, and SAP. We also have a small amount of XST for re-balancing as it's a commission-free ETF in our iTrade account. (I happily note that XST is a top-performing ETF in the Canadian Money Saver).

If we were to dump HLF, what would you suggest we add to among our existing holdings in this sector? My feeling is that there are better opportunities elsewhere, but as always, I appreciate your insight and advice.
Read Answer Asked by Jerry on February 27, 2017
Q: I purchased a half position of OTEX in my TFSA with the intention of holding for the long term. I found out afterward that it pays dividends in US dollars. I don't have a US account and the present price is roughly around what I paid for it. I'm wondering if I should sell and buy a full position in my RRSP account. The cost for 3 transactions would be approx. 30$. Do you think this is a reasonable plan, or should I just stay in the TFSA? Thanks, Paul
Read Answer Asked by Paul on February 27, 2017
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