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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 Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Read Answer Asked by Antoine on April 05, 2016
Q: Any updated thoughts? Financial post article recently.
Read Answer Asked by Husseinali on April 05, 2016
Q: I am not sure if this topic was covered on previous questions, so I thought to bring it up for the benefits of other subscribers who may not know it. Doing my income tax this year I just noticed that my T3 for the XMU ETF contains a large amount of phantom taxable capital gain that was never giving in cash and therefore was never reinvested in new shares. Upon calling Blackrock they informed me that this amount should be added to the cost of the shares. My broker doesn't add this amount to book value, so I have to keep track of these amounts myself for when I sell. This is a quite different from the mutual funds reinvestment of distribution, which you reinvest an actual cash distribution and obviously it is added to book value. Likely there are many other situations like these so one have to be aware of them.

Read Answer Asked by Saad on April 05, 2016
Q: Hello Team,
Could you give me your current analysis on this company and if you would rate it a "Buy" at this time.
Thank You,
Barry
Read Answer Asked by Barry on April 05, 2016
Q: Good Morning.
Can you provide any information about this company? It looks like a nice business.

Linda
Read Answer Asked by Linda on April 05, 2016
Q: I APPRECIATE YOUR OPINION AND ADVISE IN REGARD OF THESE STOCKSTHANKS EBRAHAM
Read Answer Asked by ebrahim on April 05, 2016
Q: the last question on this company was in 2014 what do you think of it now
Read Answer Asked by Pierre on April 05, 2016
Q: with the 9% cash position does this mean 5i feels there is no good income stocks on sale and igm is now fairly valued.

Thx Blake
Read Answer Asked by blake on April 05, 2016
Q: About the recent sells in the growth portfolio;

My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.

My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.
Read Answer Asked by Elliott on April 04, 2016
Q: Thanks for your answer. Please Note that the RDM reports in US dollars so $37 million is the conversion cash amount to your US$28 million. Are the earnings multiplies you quote adjusted for the fact that RDM's stock trades in $C and they reports earnings in $US?
Read Answer Asked by Charles on April 04, 2016
Q: RDM's stock price hit I believe a 8-year this morning. How much higher could this stock go if you factor in a take over or acquisition given the Company has about C$37 million in cash and no debt?
Read Answer Asked by Charles on April 04, 2016
Q: Please provide your opinion of BAM.A. Do you think the Zach's downgrade and the recent Barron's article would account for today's pullback? The stock is closing in on the 200 day EMA. Would you have any concerns adding to an existing position at his price level? Best, Don
Read Answer Asked by DONALD on April 04, 2016
Q: Hi Peter and Staff
Considering averaging down small on small positions in either KEL or SPE. I think SPE has a better balance sheet? but in a ranking last week for a reading you had KEL a couple of spots ahead of SPE. Which do you prefer if you had to pick one going forward?
Thanks and have a great day
Dennis
Read Answer Asked by Dennis on April 04, 2016
Q: PBH has gone up a lot in the last 2 months. I'm now seeing a forward P/E of 23.5.

At what point would you say that a company looks good but the stock is too expensive to buy at the current time?

I currently have ATD.B weighted at 5.77%. Would you advise selling a half position in ATD.B to buy a half position in PBH?
Read Answer Asked by Andrew on April 04, 2016
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