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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: Am thinking of adding 1/2 a position of NWH.UN to a tax advantaged account. Already have a half position in SIA. Would be interested to know degree of insider ownership and significance of institutional interest in NWH.UN and, if possible, short term debt (say, 18 to 24 month -- because of possible rate increases). Thanks for all you do. Deduct as many question 'points' as appropriate.

Alternatively, could add to SIA. Thanks, Bill
Read Answer Asked by Bill on July 10, 2017
Q: just raised some cash as a result of tax loss sale of QTHR which i plan on
repurchasing before October.
am looking to park the cash in either KWH.un or NVU.un for a month or two. they both pay a handsome dividend - 7.84 and 7.96
do you have a preference?? would the proposed interest rate increase affect either of these two companies?
edward in Montreal
Read Answer Asked by ed on July 10, 2017
Q: Just a comment this morning... the Conservative Government, at the time of introduction, should have named TFSA's 'Tax Free Spending Accounts'. The original idea was to allow people to save money so they could then spend it on cars, washing machines, dryers etc. The government has the statistics of whom is using this account and whom is not. It has been the biggest (and best) 'savings' tool since 1956 when they introduced RRSP's. I agree with 5i that if people have made 500K-1M in their TFSA for sure they have taken a chance on companies in the TSX , investing in the country ...good on them.
Read Answer Asked by Alan on July 10, 2017
Q: I need to increase my holdings of Consumer staples. Please rank the following in order of your preference when the main focus is dividend growth with secondary goal of capital appreciation.
ATD, L, MRU, SAP, WN, EMP.A, MFI, BCB, PBH, PJC.A

I can be patient in the timing of my purchases. Do you think this is a good time in the economic cycle tp purchase this sector?

Many Thanks

Paul
Read Answer Asked by paul on July 10, 2017
Q: Hi Peter and Team,

Could you please give me your thoughts on preferred shares in general given the current interest rate environment and the pending rate hike by BOC in about a week's time. Please also provide some names of ETFs of preferred stocks in both Canadian and US denominations.

Cheers,
Harry
Read Answer Asked by Harry on July 10, 2017
Q: 5i, in the past answers you were lukewarm to AC, but the stock has performed very well. Given Canada's population make up (international travel) and their new planes, isn't it the great stock to own at this point in time? I owned it from $9 to $13 but didn't follow your rule of not selling a winner stock unless there is a material change.
Read Answer Asked by JR on July 10, 2017
Q: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You
Read Answer Asked by Ben on July 10, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017
Q: Good morning Peter,

When looking at reversion to the mean, the near-term chart can be different from the long-term chart. For instance, the one-month chart for QQQ at closing on Friday, July 7, shows it to be below the mean suggesting a good buying time. However, the 10-year chart shows it to be significantly above its mean suggesting a good time to take profits.

Which is the more important indicator?

Thank you.

Milan
Read Answer Asked by Milan on July 10, 2017
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