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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 folks:

1. I know predicting interest rates has become a dangerous activity now a days. Rate hike prediction hasn't materialised but instead we got Poloz's rate cut.

2. Through my Scotia itrade I get IPO offers for preferred shares. Yesterday I got one from BMO Perpetual preferred share 5 % and one from Canadian Utilities 5.25 %

Worth buying? Of course one can only express an interest and one is not guaranteed to get the shares.

There seems to be a shift from Rate reset to Perpetual Preferred shares recently. At least that is my perception. Furthermore the new issues, (at least on Scotia iTrade platform) are sold out within a day! Especially the issues by Big Banks and solid Canadian companies. Any reason why? Does it mean the smart money is hungry for a solid 5 % yield?
Read Answer Asked by Savalai on July 28, 2015
Q: Is there any site where I can get moving averages for individual stocks clearly displayed.

Thanks
Read Answer Asked by Charlie on July 28, 2015
Q: Peter
Any thoughts on its extensive fall recently? It can't all be related to oil sector can it? Is it a 'keeper'? Thanks
Read Answer Asked by Dave on July 28, 2015
Q: Hi,
Could I have your opinion on the deal between SVL and FR. I have been holding SVL for a while and am down quite a bit. Should I sell into the strength or hold on.
Thanks, Irshad.
Read Answer Asked by Irshad on July 28, 2015
Q: Have a 4% position in Allergan (formerly Actavis). Would you recommend selling all or a portion given the Teva takeover of the generic drug division, or continuing to hold.
Read Answer Asked by Barbara on July 28, 2015
Q: Do you have any further opinons on this since May 27/15?
Read Answer Asked by Garnet on July 28, 2015
Q: My question has to do with portfolio rebalancing and how that differs from timing the market. I regularly trim my winners (although they are getting harder to find!) so that no one equity gets too large within the context of the portfolio. With the proceeds, I either buy an interesting looking new idea (which usally means also selling a loser to retain portfolio concentration) or to increase a position in a currently owned equity. But I notice that from time to time, when asked about portfolio weightings, you do change the weightings to reflect your latest assessments of the market - for example you recently suggested that it might be best to hold off on material sector companies (I trust I am not misquoting). So is portfolio review an ongoing activity or more of a a structured event which usually is done quartely semi-annually or annually? If structured, how often should one do it and is that when I should sell or trim winners?

Appreciate you insight.

Paul F.
Read Answer Asked by Paul on July 28, 2015
Q: This is one company that seems to be bucking the trend in the gold miners. What is your opinion. Would you continue to hold (it is in an RSP). What do you think of it going forward. Thanks so much.
Read Answer Asked by Maureen on July 28, 2015
Q: I am considering adding an oil producer (WCP) to my portfolio which has 2% invested in PEY, TOU, & VET. My thinking is that if the break-even for most North American producers is $70- 90.00, and even the Saudi's are at $27/bl, then $47.00 is not sustainable. The big question is how long the price stays low.
Would you recommend starting to add WCP and building over the coming months or are there indicators you would want to see before making the investment.
Many thanks
Mike
Read Answer Asked by michael on July 28, 2015
Q: What's your assessment of this new auto REIT and the safety of the 8% yield? Do you know when they will pay the first dividend?
Read Answer Asked by Gordon on July 28, 2015
Q: Hello Good People,
I just received notice that CDI and TDG are going to be one. The offer is $5.90 per CDI share or approx 1.0631 TDG shares, which one should I accept. Many thanks for help.
Bob.
Read Answer Asked by Robert on July 28, 2015
Q: This company is advertised as Royalty play with 3 mines in Canada and 3 mines in Australia. Can I have your opinion as an investment now.
Best regards
Harold
Read Answer Asked by Harold on July 28, 2015
Q: Is there a specific reason why gold stocks are down a lot more than the spot price ? Is it only related to the China purchase being way lower than anticipated ?

Do you recommend adding to Goldcorp at these levels. I now have a 3% position ? Thank you.
Read Answer Asked by Pierre on July 28, 2015
Q: I bought some fairfax preferred (4.75%) a few months ago thinking the downside was limited. However, I am already down about 13%...

I also own the laddered preferred etf ZPR which is down more than 20%.

Can you please explain briefly why they are down so much and what should be anticipated at maturity for the fairfax shares. Thank you.
Read Answer Asked by Pierre on July 28, 2015
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