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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: After holding on through all the volatility, I now have 9.5% of my portfolio in AYA (an average of 100% gain). Given the news since your update review, do you feel AYA will hold on to its gains and do you still rate this as a B+ ? Although I like the idea of sticking with winners, I suspect it would be prudent to pare back (or eliminate??) my holding. I have many of your BE portfolio picks as well as some from your Growth, but none are at a full position. Currently, I hold AYA shares in TFSA, RSP and Unregistered accounts. Your thoughts/suggestions would be much appreciated on what (if any) % to keep holding and what to do for replacement. Many thanks as always.
Read Answer Asked by Alexandra on May 17, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my utilities sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio.
Read Answer Asked by Terry on May 17, 2017
Q: I am planning to move some of my U.S. holdings gradually to an etf style. Below you will see a 60/40 split that i found on an american site. It looks good like a good mixture of growth and safety to me. I was wondering what your thoughts would be. I noticed that a few of the symbols don't work, so i would have to find equivalents. But, this gives an idea of the sector breakdown. Thanks again:
All Century Portfolio
20 percent total U.S stock market (VTI) Vanguard Total Stock Market ETF
5 percent U.S. REITs (VNQ) Vanguard REIT ETF
5 percent U.S. small cap value (VBR) Vanguard Small-Cap Value ETF
15 percent Pacific equities (VPACX) Vanguard Pacific Stock Index Fund
15 percent European equities (VEURX) Vanguard European Stock Index
10 percent U.S. TIPs (AGG) iShares Barclays Aggregate Bond Fund
10 percent U.S. high yield corp bonds (VWEHX) Vanguard High-Yield Corporate Fund
20 percent U.S. total bond market (TIP) iShares TIPS Bond
Read Answer Asked by joseph on May 17, 2017
Q: I have half positions in both of these companies in a cash account. I have a large gain in aya having held since 2013 ( sold 2/3 at or near peak ). With Great Canadian stock , I sit at even from what I paid. Should I keep gc or aya at this time since I am needing cash.
Read Answer Asked by Sally on May 17, 2017
Q: Point North is trying to control the board, a move which cannot be justified by their level of ownership.

I suppose the first question for the shareholders to consider is whether the existing board and management are doing a decent job. Do you have an opinion on this point?

If the incumbents are OK, I think that there would be no reason to give Point North's predatory demand any consideration.
Read Answer Asked by Carl on May 17, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.
Read Answer Asked by Terry on May 17, 2017
Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.
Read Answer Asked by Richard on May 17, 2017
Q: The convertible debenture with Mill Road Capital has me confused. If it converts into shares at $8.25/share that means the company would issue 1.8 million shares to pay back the $15 million in dentures. In addition the company has the option to pay the interest for the first 2 years "in kind" which I assume means shares of the company and not cups of coffee :) If this option is exercised the principal amount is increased by the amount of interest owing. I don't get it. If the company chooses this option it sounds like they are paying the interest charges twice, once in kind and the second time by having the principal amount of the debenture increased. Is this normal? Thirdly the debenture has a net settlement feature. It says the company can pay off the face value of the debenture in cash and any excess value of the underlying security in shares. Why does the company have to pay back more than the face value of the security if the shares are trading above the conversion price? Am I understanding this correctly?

Kenn
Read Answer Asked by Kenneth on May 17, 2017
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