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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: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert
Read Answer Asked by Robert on July 08, 2016
Q: I have been doing research but am not getting the answer i require. How much u.s. stock exposure can we have in rsp and lira accounts and not be subject to u.s. capital gains tax. I have heard about $100000 u.s. dollars as a threshold but cannot find that for sure. Could you enlighten me on this matter.
Read Answer Asked by gene on July 08, 2016
Q: Can you give me your thoughts on Jerome Hass, and the Lightwater Funds, both the Nimble Fund, and the Long/Short Fund? Do you know him? Have you heard of any problems or issues with the company, and can you comment on the pair trade approach? To me, it seems like a logical way to mitigate market and sector risk. Thanks for your help.
Read Answer Asked by Donald on July 08, 2016
Q: Peter and team:

I am currently down about 20% on TFI in a well balanced long term hold portfolio.
I am considering cutting my losses and buying NFI. Would you consider these in the same "sector", and what is you opinion of this switch.
My concern is how much upside is left in NFI. I have owned it in my kids RESP and done well (2.5x), but am wondering how much "growth" is left.

Than you as always for a great service!

Phil
Read Answer Asked by Phil on July 08, 2016
Q: Hi Peter
Don't publish this if you don't think it is appropriate.

Last night I went to the Cineplex and bought tickets for the new Tarzan movie. It was in 3-D and had the new D-Box technology. The two tickets cost $43.00 without food or drink.
I found the seat jerking up and down and sideways very annoying. Probably just me, but if anyone is thinking of investing in the technology they should go try it out first. Luckily I could turn it off. Good, fun movie otherwise.
Bryan
Read Answer Asked by Bryan on July 08, 2016
Q: Hello,

RCH has moved up nicely, presumably in anticipation of recent earnings. Can you please comment on their numbers and provide thoughts on the company going forward. You have considered it to be somewhat expensive in the past and wondered if this is still the case. I own it and plan to hold. Would you agree?

Thanks
Read Answer Asked by Greg on July 08, 2016
Q: With regard to a question earlier relating to CZO 30%rise in price, it must be either on the 5th or 6th July, a BNN Market Call Guest was very excited when he recommended this Co. as one of his top picks. He was a first time Guest and the reason for his top choice was Czo has the patent for extracting something from the Oats and etc. I think my co-member can obtain this info from BNN.
Read Answer Asked by Catherine on July 08, 2016
Q: I own the Paramount 2019 bonds. In the press release there is a paragraph about the 2019 notes. The redemption option is pretty straight forward. Could you explain the consent to keep the bonds part.
After the deal Paramount will have more cash/assets than debt, even though it's 3 years away, it seems they'll likely be able to pay back the principal, I'm leaning towards keeping the bonds. Would you agree?
Read Answer Asked by Ian on July 07, 2016
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