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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: As they both have corrected, which company (if either) would you prefer here in relation to yield, valuation and any privitization/takeout optionality? Thank You.
Read Answer Asked by Michael on February 05, 2016
Q: What do you think of this equity for a rising stream of retirement income?
Read Answer Asked by PAUL on February 05, 2016
Q: hi, thoughts on these five going forward 2-5 years?
Read Answer Asked by chris on February 05, 2016
Q: Hope everyone enjoyed the cruise and that it wasn't as choppy as markets!
My question is on Covered Calls in the CDN market and I wonder if you would have 5 stocks to suggest for this strategy. I note that using this strategy in the US market … AAPL, CSCO, DIS have way more activity and choices, but I like this idea for CDN stocks that I already own, per the suggestions from 5i.
Your thoughts please, and welcome back to reality.
Peter
Read Answer Asked by Linda on February 05, 2016
Q: Is today's news the announcement we've been waiting for? The word 'bank' does not appear specifically.
Read Answer Asked by Richard on February 05, 2016
Q: Hi Team,

In an answer to a question from Paul J. about when to sell Magna you said the balanced portfolio is "a little more focused on one-year performance."

Much of you Q&A commentary is about long-term investing and performance.

It would be easy for members reading the Q&A regularly to get the impression the balanced portfolio should be a long-term portfolio - but maybe it is not.

Do you think it would help if you clarified for each model portfolio what the intended investment time horizon is and include that information with your explanatory/cautionary statements about each one?

Otherwise things are a bit confusing.

If in fact the balanced model portfolio is not for long-term investors, do you have any plans to introduce a portfolio that is?

Many thanks for the great service and for taking my question.

Michael
Read Answer Asked by Michael on February 05, 2016
Q: Hi Peter,

Is it safe to pick up stocks with a book value lower than the market price. the above stock is trading at 4.00 cad and the bv is 7.00 cad

Thanks
Paul
Read Answer Asked by PAUL on February 05, 2016
Q: Do you know the reason for the large jump in this stock today?

Thanks. Dave.
Read Answer Asked by David on February 05, 2016
Q: i notice that csu, kxs, otc, dsg and many of the u.s. tech companies have gotten hammered over the last few days, anything going on here like a rotation out of tech to energy and gold, i know csu is one of your favorites but reached levels last seen last april from a high of 600 seen not that long ago.is this just profit taking or something else. dave
Read Answer Asked by david on February 05, 2016
Q: I have a few questions around the model portfolio:

Around what amounts in $ terms do you assume an investor has to replicate a model portfolio.

Also can we pick a few from a model portfolio and not follow it a 100%

Read Answer Asked by Deepak on February 05, 2016
Q: Hello: Would you recommend buying WSP at the current price? Or some other growth stocks? Objective: capital appreciation and dividends. I'm looking for some capital growth to offset the stocks in the red in my TFSA. In order of unrealized losses from high to low: CXR, AYA, LNR, CRH, BOS, TC, CXI. My losses range from 61% to 21%. Thank you.
Read Answer Asked by Helen on February 04, 2016
Q: What is your exit strategy for cyclical stocks?

I am referring to Magna. It has been noted many times that is it a cyclical stock. Your start cost of MG in the Balanced Equity portfolio is $55.72, You rode it up to $74, and back down to $44 and never seemed to consider selling it along the way. So when do you sell it, or are you "buy and hold"?

Paul J.

Read Answer Asked by Paul on February 04, 2016
Q: What do think of Dycom? Growth looks good and it has, along with everything else, pulled back substantially. S&P has it sell, but I am not sure why, unless its the debt. Is there a Canadian rough equivalent that has a similar specialization in telecommunications infrastructure? Thank-you.
Read Answer Asked by Alex on February 04, 2016
Q: We were wondering if we should sell our 600 shares of RUS in anticipation of further earnings weakness expected in the 4th quarter, bleak future outlook and the possibility of a dividend cut.
We hold WTE and we're punished with 2 unexpected dividend cuts, so the hold strategy did not work here. Should we sell this one too.

Thanks you for your reply.
Read Answer Asked by Isabel on February 04, 2016