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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 5i
With talk of capital flow rotation, Pundits claiming dooms day freely in the media, some stocks and sectors seeing chart patterns rounding out in topping formation........and all the other market topping signs,

what are the portfolio review activities an investor should be conducting today?

As you can imagine, some of my longtime winners are giving back gains and other stock prices have stalled. It will be disappointing to me if I just sit and watch as my gains evaporate.

Short of telling me you are not market timers, do you have thoughts on what an investor is to do in the current environment to hold onto profits, while managing behaviours and emotions?

Portfolio is widely diversified including pension split between CAD, US and EAFE. There is very little fixed income utilized given expected low and negative bond returns.

Thanks
Dave
Read Answer Asked by David on June 14, 2017
Q: I have owned the GOOG class "C" shares for many years and it trades with a minor discount to the class A GOOGL shares. On Market Call today the guest indicated "you should always buy the GOOGL shares. What is your opinion and if you agree should I sell to then acquire the GOOGL shares? That said, is this a reasonable time to bring this from a 3.4% weighting up to a 5%? Appreciate your insight.
Read Answer Asked by Don on June 14, 2017
Q: I am looking over my portfolio and am overweight tech - like many, I suspect. Kinaxis is one of your favourites and in the balanced portfolio, which is why I own it. Is it not very, very expensive, though? The G&M has it with a forward PE of 85, and a PEG of 3.11. By way of comparison, Facebook is at 30.5 with a PEG of 1.2.
Read Answer Asked by John on June 13, 2017
Q: What is a good alternative to BEP.UN? Due to the late reporting of tax information from BEP I have chosen to sell my units as I just received two $100 penalties from CRA.
Read Answer Asked by stephen on June 13, 2017
Q: DR is taking a fair hit today, apparently over the change in leadership announcement (or is there something else?). How significant is this change, in your opinion? With a 7+% dividend, do you think that DR might be worth buying now as a small position, with the objective of collecting a nice dividend and perhaps a bit of growth potential?
Thank-you
Read Answer Asked by grant on June 13, 2017
Q: I have an rdsp for my son with approx.15% each in BCE, CM, ENB,OTEX and SIS. Also 4% in EFN. Can you please suggest 2 stocks to add to this portfolio? We have over 15 years before needing the money.
Thank you!
Read Answer Asked by Lois on June 13, 2017
Q: Although Mullen share prices are weak currently and the PE ratio is about 34 it seems that the Mullen Group (MTL) is optimistic about its own future with recent acquisitions and substantial stock purchases by the president and a director in Mid-May. It seems that the company has diversified to some degree away from the oil and gas sector although still quite dependent on performance of the sector.
I value very much your opinion of the future for this company over both the short term (1 year or so) and long term (5+ years) as represented by its stock price and dividend growth.
Thank you very much, Ed
Read Answer Asked by ED on June 13, 2017
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