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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: I am amazed at how closely the D.J.I.A. and the SP 500 track each other.
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek

Read Answer Asked by Derek on September 21, 2017
Q: I'm up about 45% on NYX and thinking of selling now rather than waiting for the deal to close for the sake of an additional 2% or so. I previously owned GUD but sold at a modest profit near $10 (I was one of those bored investors). Thinking of re-buying GUD for a long term hold and would be interested in your view or other best options to deploy the NYX proceeds. My fallback would be simply to top up a few core holdings: TD, T, FTS, SLF.
Read Answer Asked by David on September 21, 2017
Q: I am a bit confused by your latest move of dropping ENGH from the portfolio. It is your second highest rated tech stock with only CSU ahead of it at A ( vs ENGH A-). Most other tech stocks that you cover are rated B or B+. If I am using your rating system to help me pick stocks why would you not ditch the lowest rated in a particular sector first? I am sure there are some good reasons for it but they are not clearly outlined in your announcement of the change. If you feel that the ENGH run is over would a drop in the company rating ahead of dropping it from the portfolio be warranted.
Read Answer Asked by Tom on September 21, 2017
Q: I am in my early 70's and have now held MRT.UN for a few years in a RIF (4.2%) and although I appreciate the high yield, I am down almost 17%.
The stock appears to be coming up slowly after bottoming out in August, but I continue to ponder the future and if I might be better off letting it go.

I also hold
CSH.UN (Chartwell Retirement Residences - 2.2% of joint portfolios and up 48%);
O.US (Realty Income - 6.8% of joint portfolios and up 43%);
HCN.US (Welltower - 2.8% of joint portfolios and up 35%)

If I sell MRT.UN, I would still have close to 12% in REITS. How do you feel about that in this market?
Read Answer Asked by John on September 21, 2017
Q: I hold shares in Rockwell Collins. Recently the company agreed to a friendly takeover by United Technologies . The takeover is worth $140 to COL shareholders via a combination of cash and UTX shares. There is a 7.5% collar in place. Since the deal was announced the shares in COL jumped to the $130 range and have remained there. Is the $10 discrepancy due to the collar ,or is there a good opportunity here to make $10/share on an additional purchase of COL.?
Read Answer Asked by Philip on September 21, 2017
Q: Hi Peter and associates,

I have a position on NOC for a couple of years. It's spare price has gone up by about 75% since and now accounts for about 4% of my portfolio.

Morning Star just downgraded NOC to 3 stars today. Just wondering whether is it time for me to bail on NOC or at least take some money off the . Also how much stock should an investor put in such rating changes (whether up or down) in general.

Best Regards,
Read Answer Asked by Harry on September 21, 2017
Q: Good day, I would like to know if you think RPD(RBC Quant European Dividend Leaders) would be a good choice for European exposure, would there be, in your opinion, a better choice (I also look at VE).
Regards
Read Answer Asked by Philippe on September 21, 2017
Q: Can you account for the underperformance of this mutual fund which hit a high for the year on May 4 of $19.35 and now rests at $18.59?
The mandate is try to match the DJ index by holding the components but the index is some 10% higher now than May which makes the poor performance since then even more glaring. Can you suggest a fund or ETF that would truly mirror the DJ Index? Thanks, J.
Read Answer Asked by Jeff on September 21, 2017
Q: Just looking to perhaps enter a 1% position in a well diversified portfolio of 1 of the above based on current weakness. Would you rank best growth potential and which to enter into?
Read Answer Asked by Craig on September 21, 2017
Q: Does the price of this debenture rise and fall with demand only. What are the other factors that would negatively affect this bond. When you say it can be redeemed in 2020 I assume this is by the company. (What are the terms of redemption) If you redeem at any other period I assume it is traded as any other security. I called TD but they were not able to provide me with any real info. The current price is $117.00 does that include paying the seller the interest payment since inception and the rest represents supply and demand? How could this debenture be seriously negatively affected? Thanks so much.
Read Answer Asked by Maureen on September 21, 2017
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