Investment Q&A

Q: I've read comments on this comp. based on buy-out of CUS; however, when I look at the data I have, this co. is a dog: last 4 qts made no money, negative ROE, high debt levels and business is subject to the price of the commodities it sells. As well, it is selling at a very high value. Comments please.

Q: Hi : I'm a little thin on US exposure. Would it make sense to switch from BMO to TD?

Thanks

Q: Peter and Team,

I hold basically the balanced equity portfolio with CSW.A,KBL,and L added plus a portfolio I've been building to US/International. In the US/International portfolio I currently hold XYL, SBUX, V, JNJ, and VXUS. I was considering selling some or all of L and CSW.A to add some more international names and was thinking initially of GE and PFE. These changes would be made within an RRSP (the entire portfolio is spread over TFSAs, RRSPs, and RESP).

What are your thoughts on such a move? I should point out that L is less than 1% weighting and CSW.A is approximately 3% of total equity exposure.

Are there other US/International names I should focus on?

Thanks,

Marc

Q: Crius just raised its distribution again, and implied it will be raised regularly. Do you still consider it "an income stock primarily but with some growth potential"?
Any other thoughts on this name?
Thanks.

Q: Hi team, I have read the article from Ryan in the globe and was wondering when the IPO will be going on the market? And do you think a small position ( 3%) would be adequate to complement the growth portfolio which I own 90% of stocks in it?
Thanks as always for the excellent service!

Q: I am interested in investing in green energy - ie wind/solar/other. Can you please recommend a way to gain some exposure to green energy companies that are involved in solar, wind or other such "green" means of energy production?
thanks in advance.

Q: I own mostly BE stocks. I've never used a DRIP plan. Do you recommend it? Or is it better to invest the money received in dividends based on sector/stock allocation and valuation considerations? For context my portfolio is growing and I actively invest what I have, so dividend cash usually does not sit idle any significant stretch of time.

Q: I am a retired, conservative, dividend-income investor that is, for the most part, fully invested and normally employ a buy-and-hold style. I trim-and-add around my target position allocations.

I normally don't "market time", but am aware of the market decline predicted post-inauguration and "reversion to the mean" with stocks who get too far ahead of themselves. With that as the backdrop, is it reasonable for the following:

1. ABT = can I pick it up for < $6.40?
2. NWC = can I pick it up for < $27.50?
3. SLF = can I pick it up for < sub-$50.00?
4. WSP = can I add to it for < $43.00?

I know this sounds like market timing, but I've only got a small amount of cash and I'm willing to wait for one or more of these to come back to me. Thanks for your help...Steve

Q: Has your opinion of this changed with the resent runup in price.

Thanks
Brian

Q: I've held CCO for a few years and am getting close to my cost price of $17.75. Do you suggest holding or selling? The position is very small.

Thanks Greg

Q: I am underweight Healthcare, but do own RX - GILD - GUD - SIA. Both RX and GILD are down double digits. GILD I gather from previous questions is probably worth holding on to. But what about RX ...buy more, sell or hold? If sell, what would your "buy" suggestions be to beef up my healthcare weighting?

Thanks again.

Q: If someone only has a TFSA account and no other investments should they still add a ETF like VEE? They have a long time frame or just invest in the different sectors of the Canadian markets?

Thanks

Q: I'm considering purchasing First Services. What do you think?

Q: IS EVERYTHING STILL FINE WITH CSU ?

Q: Topic: interest rates and income stocks, particularly utilities in a "stagflation" scenario.

I understand your message regarding higher interest rates reducing the appeal of income stocks in a growing economy.

But what about stagflation? If interest rates spike, but the economy stagnates (some us remember the 70's) .... would stocks like the utilities still likely "stagnate" or drop as well?

Would anything do well in a stagflation scenario?

Thanks for any information or guidance you can provide.

Q: Hi Fellow Investors!
For those that haven't read the recent 5i blog on averaging down yet I would like to recommend reading it. It is an important topic and well written.
I would just add that averaging down beyond a normal portfolio weighting can put a big dent in one's longterm returns if things go wrong. In my experience you need a very high degree of conviction to average down and by definition such opportunities will only present themselves very rarely. Most investors cpuld do well to avoid the practice entirely, IMHO.
Cheers
John

Q: just joined today. want to follow your balanced equity portfolio thinking 20 stocks at 5%. you have more than 20 in the model which ones do I not invest in. As well can you recommend an etf with foreign content (probably us) to complete my portfolio. T steve

Q: Could you please give me the current short numbers on IT. It looks like they have time to cover with Today's announcement. Thanks

Q: I recently purchased 50 shares at $650, with a multi-year horizon, following a thorough article about FFH being a top-ranked stock when it comes to long-term value AND growth. It has recently been on a steady decline, down by about 5%. Where could I find a relevant explanation for why this is happening and what is your outlook for FFH moving forward ?

Q: This stock has had a great run (up 30 percent in a month). Where does it go in the short term from here? I presume you still like it longer term. THANKYOU