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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: Hello,
In your response to a question about tax loss selling you mentioned that you've noticed some strange trading in some stocks this week. Just wondering if you see any good long-term companies that have been "kicked to the curb" recently due to tax loss selling. Air Boss seems to be one that is consistently making new lows in what seems like a daily basis and Black Diamond Group has plummeted since reporting disappointing results a few weeks ago (you have a B- rating on BDI as of Jan 2015). Any names fit the bill as tax loss victims?
Many thanks,
Kent
Read Answer Asked by KENT on November 18, 2016
Q: Peter and His Wonder Team
You and your Team are good at answering impossible questions so I have another one for you. Firstly, you have a well diversified portfolio consisting of 23 stocks which is performing very well. All factors considered ...if you had to pick one of these for best value for either a short term trade or a 3-5 year period which would it be?
Thanks for your opinion which always provides another valuable dimension in dealing with Mr.Market!
Respectfully...
Dr.Ernest Rivait
Read Answer Asked by Ernest on November 18, 2016
Q: I own all the stocks in the Balanced Equity Portfolio and have been very happy with their performance. My weightings differ naturally from your model weights since I purchased at different times. I am considering allocating a relatively large amount of additional funds from elsewhere in my portfolio into the BE Portfolio holdings ($100K+). I am wondering how you would recommend weighting the additional purchases.
Read Answer Asked by John on November 18, 2016
Q: I have held Northwest Healthcare for several years and have a small net gain primarily due to the distributions. I am considering a sale of NWH.UN and the purchase of a Canadian listed residential REIT which has its property holdings in the USA. I am considering Milestone Apartment REIT (MST.UN) and Pure Multifamily REIT (RUF.UN). Would you please give me your opinion of which REIT is better to fill a vacancy in my portfolio? Is there a similar REIT that you would prefer to these two?
With appreciation,
Ed
Read Answer Asked by Ed on November 18, 2016
Q: Good Morning,

Several of the Marijuana growing IPOS are showing tremendous gains recently with the legalization across CA, and prospectively within Canada. I wanted your take on the future of that industry. Are we looking at a dot com type buy out situation as the BW or PM get into the game with existing infrastructure or so you foresee a fizzles end to hype. Would you join the party, if so where?

Thanks,

Eric
Read Answer Asked by Erichsen on November 17, 2016
Q: 3 ETF growth portfolio: In the April 2016 issue of MoneySense magazine, on page 14, there is an article titled, "A Growth Portfolio for the Long Term" It is made up of these ETF's. I did a backtest assuming the portfolio began on Nov. 18, 2013. The total return is 34.55%, or 11.61% per year. What is your opinion of these ETF's and this combination for a long term sleep-well-at-night portfolio? Are there other ETF's you'd suggest? (IWO perhaps?) BTW, no rush to answer this question.
Read Answer Asked by Helen on November 17, 2016
Q: This is more of a portfolio management or investor psychology question. I am trying to determine when I should sell a stock. I am currently up 71% and have exited half my position already. The stock has continued to climb almost in a straight line since selling. I have crystalized exactly half my gains with the other half being unrealized. I don’t want to be a victim of just selling a stock because its up. I also don’t want to possibly give up the unrealized gains since its a smaller company. What's your thoughts?
Read Answer Asked by David on November 17, 2016
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