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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: I would like to thank you for insisting on having a portfolio approach and always trim/add to maintaining the balance weighting was able to absorb the AVO shock. I have BAD which went up 25% and AVO went down 25% with no net loss. Had I maintained my high weighting on AVO I would have been a sad story.On the question I would like to know if I can sell gain on BAD and buy AVO that will balance it. I am having a long term view and would like you opinion.
Read Answer Asked by manish on August 16, 2016
Q: Maybe its me, but can you verify what EIF's consensus 2016 and 2017 current eps estimates are?

Prior to their earnings report, Investor's Edge showed 2016 estimates at $2.49 and 2017 estimates at $2.66. Post earnings report, Investor's Edge is now showing $2.29 and $2.46 as 2016 and 2017 estimates. A little puzzling considering EIF's recent report was pretty good, in my opinion.

Thanks for your thoughts.

John
Read Answer Asked by john on August 16, 2016
Q: I have just brought my soaring PBH down by over half and it is still 5% of my portfolio. I know it and L are very different despite being in the same asset category, but will PBH "do" nonetheless without my adding a more traditional grocery store?
Thank you for your help and advice. I am with those who recognize that you do not have a crystal ball, and given the unreliability of crystal balls, it's just as well
Read Answer Asked by M.S. on August 16, 2016
Q: I am sure you are going to get peppered with questions about avo, so sorry to add another. I have held on from $30.00 and watched the fall. Done with it. Exit strategy - wait for the panic to settle or would you pull the plug now? With medium to higher risk tolerance, where would you move into? I hold avo in 6 accounts, all registered unfortunately.

Thanks,

Eric
Read Answer Asked by Erichsen on August 16, 2016
Q: Hello Peter and Ryan,
I would like to get your opinion on the Army of professional investors who are all saying that yield stocks like utilities and telecoms are over valued and that their P/E's are too high. The last time I heard noise (chatter) like this was back in the summer of 2014 when the P/E's of all the pipeline stocks were at all time highs and then they all sold off with oil prices.

Being a retired person I have owned telecoms and utility stocks for a while now and like being able to collect the yield.

Thank you, Charlie
Read Answer Asked by CHARLES LA on August 16, 2016
Q: Can I have your opinion on this ETF. It has the best 1/3/5yr returns when compared to others in the Canadian Dividend and Income universe. For example it has outperformed CDZ by almost 3% annualized over the past 5 years. What has contributed to this over achievement and is there any reason why it won't continue to do so over the next 5 years?
Thank-you.
Read Answer Asked by Albert on August 16, 2016
Q: Hello: I am starting to build your income portfolio, and these are the stocks I am considering.
Andrew Peller
BCE
BNS
DH
Enercare
Enbridge
Evertz
Loblaw
Superior Plus
Valeneer
Can you help me decide which ones would be appropriate to buy first and at this point in the cycle? I have a good selection of stocks from the Growth and Balanced portfolios. As far as sector allocation goes, I intend to duplicate all three portfolios eventually, but just want a sense of which stocks look like particularly good buys right now.
Thanks for continued good service. Cheers
Read Answer Asked by Gordon on August 16, 2016
Q: For those of us who did not have the opportunity of exiting our CXR position on Friday, Amber Kanwar posted this link from the Royal Bank today rating cxr "outperform rating"
I know 5i feeling on cxr is not great, sometimes as an investor we must thing for ourselves before we push the sell button. I for one was not available to push the sell on Friday, and if I had read your email I would have. Now others still have a positive thesis on this account
John Zechner yesterday also stated he felt things were overdone and was actually buying.

I would appreciate your thoughts?

https://pbs.twimg.com/media/Cp-gcxNWcAABAZF.jpg
Read Answer Asked by Rick on August 16, 2016
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