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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: Hello,

What is the proper way to assess ones portfolio performance and over what period of time should it be underperforming before you change your approach?

The equity portion of my portfolio is down 8% for the year which is horrible compared to the TSX. I have lots of solid blue chips and stocks from your balanced, but 25% of my portfolio are small caps (mostly from your growth portfolio) that are not doing well at all.

It makes me kinda depressed to be underperforming an index but on the other hand I know that small caps aren't doing well right now and generally need to be held for several years. Also, if one or two doing really well, my portfolio will too.

So how long do I wait to see if I get the 9% yearly returns I'm aiming for?

Best,

Carla

Read Answer Asked by Carla on July 04, 2016
Q: Gentlemen - Wondered if you had any thoughts on Accord Financial? Seems to fit many of your criteria. It is small, pays a nice divi which has grown, is well owned by insiders and has no analyst coverage nor raises any money. It reminds me a little of Prism Medical in that you can hold it, collect a nice dividend and wait for a potential take out down the road. Cheers.
Read Answer Asked by matthew on July 04, 2016
Q: Peter & Ryan,
What's your current take on MDA? I have a rather large 7% position, and I am getting concerned that the stock is essentially where it was three years ago and I am not being paid highly enough to wait for returns to appear.

Do I owe it to the incoming CEO for a qtr or two to see if he can ignite the stock? I am a buy it and forget it type of investor, as long as fundamentals don't shift to the negative.
Many thanks.
Read Answer Asked by JAIME on July 04, 2016
Q: I noted your reply today about gold going forward with reference to a BTO question. ie; " 4Q is usually in fact better for gold stocks. BTO we like as a company, but the gold rally we think may be getting a bit long in the tooth. With no inflation and the US dollar looking better...".
Does the same apply to a gold company like Roxgold with it's recent start up of the Yaramoko gold mine? It has had a good run. Would you reccommend to hold or sell a bit?
Thanks 5i
Read Answer Asked by mike on July 04, 2016
Q: Good evening,
Walgreens is one of the larger and most successful holdings in my US portfolio. I am concerned that it may be particularly exposed to significant currency and other negative impacts from Brexit. Would you see any reason to retain this position? Or a portion of it? I hold a similarly large position in JNJ and smaller positions in GILD and CELG in the health space.
Thank you for your guidance.
Read Answer Asked by Peter on July 04, 2016
Q: Re the quote below from their most recent report; is "leasing" land, the usual procedure for oil companies? Do some companies buy land outright? What happens if/when a company strikes oil and then the lease runs out?

"Of the Company’s 73 sections of Elmworth Montney land there are 4 sections which have expiry dates occurring
within the current calendar year. The Company is working diligently on strategies to retain these sections. The
remaining
69 sections have expiry dates ranging from 2017 to 2021."
ALSO, what is yr opinion of that report? Would you advise buying more stock?
Read Answer Asked by roger on July 04, 2016
Q: I have all 3 of DRG.UN, D.UN & STB in my wife's cash acct but only because of their very high monthly dividends - averaged at about 8.5%. However, I want to drop 1 & while STB would seen the obvious choice as it does not move the needle very much, I am concerned as to the ongoing viability of DRG.UN as related to Brexit, etc. Your opinion - Thank you.
Read Answer Asked by Robert on July 04, 2016
Q: Retirement Planning

Please comment

https://youtu.be/gvZSpET11ZY
Read Answer Asked by Shah on July 04, 2016
Q: Peter and Team:

A neither of these two companies are "traditional" lumber companies, I was wondering how they might be affected by the upcoming SLA unrest. Do you see tariffs imposed on these products if a deal is not met by Oct.?

Thank you as always

Phil
Read Answer Asked by Phil on July 04, 2016
Q: Hello Peter, all of these CIX, POW and MFC have been on a down hill slid. My losses are 20% plus, should I keep holding them or should I take my losses and replace them. I like to have your advise, perhaps can recommend alternative replacements. Many thanks for your advise, regards, J.a.P. bURLINGTON
Read Answer Asked by Joseph on July 04, 2016
Q: Since you published your most recent report on March 8th. $51.6m of new equity capital has been raised by a fully oversubscribed bought deal at then current share price with about 765000 shares paid for by all directors and some senior officers. The new capital was apparently used to pay down drawn credit and despite the dilution share price has risen modestly. The Debt/Equity, Insider Ownership, Net Margin (probably got worse) and CR boxes in the sidebar in your report would probably all change. But the Fort McMurray fire has caused another $5m estimated cost to adjusted EBITDA, and I suspect you may regard the present condition of Newalta worse than 2009, which it survived. Bottom line - are you any more optimistic about survival than you were in your report?
Read Answer Asked by Fraser on July 04, 2016
Q: Hi
I'm looking for a handful of high yielding companies with a good balance sheet.
In what order would you rank the companies listed? Any other companies you really like that could also be included or preferred over these? Thank you.
Read Answer Asked by Carlo on July 04, 2016
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