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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 Team, you probably have a few of these questions so feel free to delete if it is creating clutter. What are your thoughts on the DH Corp purchase by Vista Equity Partners? Is it a fair price? It seems fairly opportunistic, do you know much about previous deals Vista has done? Do you see any chance of a white knight emerging? If I'm looking to move on from the position, what do you think is a good replacement for it (either tech or finance)? Thanks, Alex
Read Answer Asked by Alexander on March 13, 2017
Q: I am a 66 yr. old, dependant on my investment portfolio for almost all my income. I often hold equity positions for much too long and have suffered 60-100% losses in some stocks like Guestlogix, Paladin Energy, Avion/EDV Gold. Currently my largest holdings are: CSU, IPL, PSK, VET, H, TD and HR.UN. I am looking to replace some of the previous with the following names: SLF, MRT>UN, TCL.A, ENF, and FIE or FIE.A
Could you please RATE the positions held vs. the possible relacement positions and please provide colour on 'best' between the FIE's.

Thanks and fell free to consider as many credits as warranted.

Dean
Read Answer Asked by Dean on March 13, 2017
Q: My son ( 31, single, no dependents, good salary) has $10,000 cash in his TFSA and $30,000 cash in his RRSP. He would like to begin building a growth portfolio with a 10 to 20+ year time frame. No stocks are owned at this time.
1) Suggestions on where to begin?
2) He plans to add $500 to $1000 monthly to the TFSA for the foreseeable future. Suggestions on how to employ these contributions?
Thank you, Trevor
Read Answer Asked by Trevor on March 13, 2017
Q: My percentage market allocation presently in Altus, Kinaxis, and Open Text are 4.41%, 7.38%, and 3.85% respectively. Perhaps I'm top heavy in Tech stocks, though I plan to boost OTEX to a full position down the road. Would it make sense to sell AIF and replace it with either GUD or CRH since I hold no medical stocks at this time? You have helped my analytical skills tremendously, though I'm not good as digesting financial statements.

Thanks for this and keep up the good work.
Read Answer Asked by Elmer on March 13, 2017
Q: Just comment so please do not deduct credit.Re TD,agreed with 5I that the some $6b drop on 3/10 is excessive,& if TD is found guilty,the fine will likely be not material, plus no move now is the best move.So far this are just allegations,which have to be proven.TD stated that employees must abide by Code of conduct & ethics,i.e. act ethically & place interests of customers first.OSFI is always monitoring the financial institutions.As a retired employee of one of the other big Can.Banks,I can attest that we are closely supervised by management,plus many checks in place to ensure correctness. As a matter of fact,there was a booklet,Code of conduct & ethics on top of my table so that it is visible.We need to review it periodically with the supervisor.
Read Answer Asked by Peter on March 13, 2017
Q: I would like to make a substantial new investment based on your balanced portfolio with funds transferred recently into my LIRA account from another institution. Instead of buying everything now would you be able to group them into "acquire now" and "can wait" or similar buckets? You can also suggest new names.

Thank you for your most valuable service that I just renewed. Peter
Read Answer Asked by Peter on March 12, 2017
Q: (1) ALL Canadian Banks seem to be teetering now . Should we simply ignore this - trim, or are there still some gains to be had in staying the course ?
(2) Do you feel that a switch to TD from BNS would be a good move with the damage to TD's price ?
(3) I have done so well with Banks and fairly well on Insurance , but my REITS and Financial "Others" ( like CXI ) have reversed ... After the TD over-reaction, should we be expecting a mass exit from the financials on the slightest hint of bad news ?

Thanks for rescuing me from my fear-driven-frequent-trader past .
Read Answer Asked by Thomas on March 12, 2017
Q: To sell or not to sell, that is the question. I find it a more difficult question than whether to buy. Should I hang in to recoup some loss, based on the price estimate of $11 for 2017. Or should I reploy the capital for better quality and equivalent yield? My feeling is that I should take the bet and hang in on the basis that its balance sheet looks strong enough.
Read Answer Asked by Carl on March 12, 2017
Q: Blast...I missed seeing your customer survey. But I'm one happy, aka satisfied customer. As for an American, aka USA portfolio, I'm all for it. My preference would be for a balanced portfolio. And I would be willing to take out a separate or stand alone subscription for it. The sooner the better, too!......Tom
Read Answer Asked by Tom on March 12, 2017
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