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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 Peter and Team,

In our portfolios (TFSAs, RRSP, RRIF, and Margin, we are moderately overweight in ATD.B, CCL.B, and KBL; (about one and a half positions in each) and are somewhat more overweight in CSU (slightly over two positions).

In the case of KBL, it has come down over 15% over the last year, so would it be prudent to reduce its weighting (we're still up)?

Should we keep the slightly overweight positions in ATD.B and CCL.B?

There was a recent article in the Globe pertaining to CSU by Andrew Willis "A Canadian firm's strategy for deals finds new roadblocks". Possibly the premise of this article isn't valid, but due to having a bit more than two positions with CSU, would it be wise to take some money off the table here?

It's so hard to sell shares in good companies!

Thanks in advance for your valued recommendations.
Read Answer Asked by Jerry on January 13, 2017
Q: I have 21 holdings in my RRSP. All dividend payers and am interested in diversity,safety and income. I have 5% USA and 6% CDN bonds the balance are CDN equities. With the unclear future going forward what do you think my weightings should be for diversity and can you suggest some emerging market holdings.
Read Answer Asked by John on January 13, 2017
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Read Answer Asked by David on January 13, 2017
Q: I am fine with my weighting in the Energy Sector and rebalance at least bi-monthly.

Within the energy sector I have the following weighting in dollars:
WCP 30K
PKI 105K
TOU 72K
VET 11K
PPY 9.2K
PEY 10K

Since I am losing the most from initial buying price in TOU as I have had it for some time, and it provides no dividend.. and seems not to be anyone's favourite, would you suggest selling any of the above such as TOU and buying more of the other?
Read Answer Asked by Neil on January 13, 2017
Q: Hi Folks! So many thanks for the great work that you're doing. Any update you could please provide on HealthSpace Trading Symbol: HS on The CSE would be well received. I've been following this company for several months now and they seem to be doing some great things and executing their strategy. I've been trading its volatility and, so far, have done really well.

Dave

Read Answer Asked by David on January 13, 2017
Q: Two Questions:

1. I am overweight in these 3 pipeline/utilties due to run of share prices, ala,ipl and ppl should I trimm back all 3 or sell one, if you were to sell one which would it be?

2, With the recent sell off in energy stocks Vermillion is holding up better than most especially compared to similar companies such as Esso and Exxon, is this another sign of what a good core position Vermillion is or should we expect Vermillion to decline?

Thanks again for the great valuable source 5i provides.
Read Answer Asked by James on January 13, 2017
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