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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: Please provide your opinion on TD bank with reference to buying it on the TSX or NYSE. Since I have both a US and Canadian denominated accounts the buy can be made in either account. Is there any advantage to buying in one versus the other? Is the US listing subject to influences relative to all US banks, which currently are seen in a positive perspective with respect to the US Fed intending to raise interest rates? Although the rates are expected to rise in Canada as well, it does not seem to be as important a factor as compared to the US. At current exchange rates there is a difference in the relative value per share as well as a difference in the proximity to the 52 week high. Is there an explanation for this situation and is it significant to making in buy in US or Canada?
Read Answer Asked by Brian on September 21, 2017
Q: Good Day 5I. I`m glad I didn't sell this stock when it dropped down to 10.00 1 month ago. I Know there has been some good news with new contracts and the possible sale of its technology division but does this explain the surge in the past month of over 50%? Are Options Traders Betting on a Big Move in Chicago Bridge & Iron (CBI) Stock?
Thx/Rob
Read Answer Asked by Robert on September 21, 2017
Q: In resubmitting my question because my browser went cold and not sure my submission went through.

Would you take up a position on equifax today? Smell position, 1.5 % or so? Do you see any merits to this? I'm thinking there could possibly be a sharp partial recovery. Please advise.

Karim rahim
Read Answer Asked by Karim on September 21, 2017
Q: This morning I submitted a question on ALA. I had asked if it is a good buy now; it was not clear from your answer if you think ALA is currently a good company - it's stock has been sliding for some time and I know you prefer to see positive stock price momentum.
Read Answer Asked by Dennis on September 21, 2017
Q: A few days ago I read you dropped ENGH from your Balanced Equity Portfolio but now I cannot find reference to this on your model portfolio update page. Please remind us of which stock replaced ENGH at what weight and when was the switch made.

Thanks for your response,

Steve


Read Answer Asked by Steve on September 21, 2017
Q: Hi Peter as a holder of Stb on the US side of my cash account and my TSFA,s I do have considerable cap app.as well as US cash flow which we need .
It saddens my when I see people beat on this stock that I held since 2007 and served my family well I feel they are not looking at the full picture.The current payout ratio is 60% very acceptable.
Todays results were ok
Stan
Read Answer Asked by Stan on September 21, 2017
Q: Would you purchase CSU at the current level to replace ENGH?

As well, is CSU an appropriate addition to my current holdings (OTEX, GIB and KXS)?

Thanks

Sylvain
Read Answer Asked by Sylvain on September 21, 2017
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