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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'm planning to use your three model portfolios as a guide for my own investments. While your models show percentage holdings for each stock within a portfolio, I haven't noticed a theoretical total dollar amount or relative percentage for each of the three portfolios as a whole.
My question is what percentage of each of the three portfolios would you recommend to someone with a 5-7 year horizon?

Thanks as always for your great website
Read Answer Asked by Michael on July 17, 2015
Q: I wonder if you can comment on the prospects for this company, they have a very innovative product line, which is unique in their field. They are growing and would seem to be a natural fit for JNJ or Medtronic, what are your thoughts?

Peter
Read Answer Asked by peter on July 17, 2015
Q: Do you expect any surprises or shocks with avigilon's upcoming earnings, thanks?
Read Answer Asked by Pat on July 17, 2015
Q: We are retired seniors. We have five different accounts: two RRIFs, two TFSAs, and a joint regular non-registered account. What would be a recommended number of different company shares to hold in any one of these accounts? And, if the same company shares are owned in two or more accounts, would that count as two, or one, company share(s)?
Read Answer Asked by Hanna on July 17, 2015
Q: Good morning. I have taken over the investments of my 91 year old, fairly healthy mother-in-law and have nearly finished rebalancing her portfolio. Dividends are useful but not essential. There is still $13k to invest in her $450k portfolio and I am having trouble in deciding between ATD.B, MDA and ESL for the last position. Assuming her portfolio is now well balanced and understanding her longevity is uncertain, which of these companies (or possibly 2 if the choice is difficult) would you. Thanks for the great service and I value your opinion.
Read Answer Asked by jacques on July 17, 2015
Q: What is your assessment of score's latest result? It dropped 8% following Q3 result.
Read Answer Asked by Normand on July 17, 2015
Q: HI there. Can I get your opinion on "BAC" Bank of America Corp.
I also hold it. Should I sell it or hold it.

Thanks!
Read Answer Asked by Robby on July 17, 2015
Q: I hope that this still counts as my first question because I found your previous answer ambigious. What I was getting at is with the price difference between Blackrock and the Vanguard ETF's was when they pay dividends am I better off with Blackrock because I will have a bigger payout since I hold more units for the same amount of money.































Read Answer Asked by Neil on July 17, 2015
Q: Hi Team,

Can you please tell us more about who David is from your latest blog post:

Digging Through Greece for Value Opportunities
By David

Tx. Michael
Read Answer Asked by Michael on July 16, 2015
Q: I would appreciate your comments on GCL's results announced this morning.
Thanks!
Read Answer Asked by Gregory on July 16, 2015
Q: Please advise whether to sell a small position in Firm Capital, held for income, in light of the recent drop in Home Capital.

Thanks, Tim
Read Answer Asked by Tim on July 16, 2015
Q: What is your take on the announcement from BDI and what is your outlook
Read Answer Asked by Peter on July 16, 2015
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