Investment Q&A

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Your thoughts on the Linamar acquisition please. Thanks, Michael

Q: Google has contracted this co. to develop an optical face technology. The stock has moved up 30% since the announcement a few days ago. Looks like a good place to park some money. Your thoughts.

Q: Often I see two OTC pink trading symbols when looking to buy an international company. Is there a preferred one to buy (one often ends in 'Y')?

Thanks, cathy

Q: Capital preservation and sustainable growth at reasonable cost is key for us . Not looking for income . Long term timeframe . Don't do momentum . Have portfolio of Canadian large caps that have significant operations outside of Canada . For more diversification , we need exposure to U.S. large caps (not financials or commodities ).U.S. estate taxes major consideration for us. Directly held U.S. equities would be U.S. situs assets . Current U.S. deliberations re Federal Estate Tax will not eliminate this concern in the longer term . We plan to add a portfolio of sustainable U.S. large caps that have significant international operations .Mawer U.S. Equity Fund (MAW 108) is a possibility. The 1.19% MER is a factor, given the amounts involved . Could you identify one or more "Canada-Domiciled " ETF/s that would reasonably align with our objectives ? Could you also identify pertinent sources we could access . Thanks.

Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.

Q: I currently hold the above etf's, which totals 25% of portfolio. Equities held are US and Canadian and am invested in all sectors with financials@17%,Tech 10% and Utilities 8%. Remaining 40% equally allocated to the other sectors. Am looking at reducing ETF's and would appreciate your thoughts on which ones are good holds and which could be sold due to over diversification! Thanks for your valuable input!

Q: Do you cover this company? Is so, what is your view on this company?

Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.

Q: How do you currently feel about Boyd Group Income Fund - would it be negatively impacted if NAFTA didn't get resolved - are there any other companies that would be negatively impacted - and any companies that it would be positive for. Thanks.

Q: Good morning. I currently have about 7% in healthcare consisting of GUD (4%) and CELG (3%). I'm considering selling CELG and buying CSH.UN. Do you see this as a good trade? Or alternatively, I could go overweight healthcare and hold all 3...thoughts?
Thanks.

Q: Good morning,

Husky has been a non-love company for the past year or so. Lately is has been upgraded by Goldman and McCleod. Husky has not participated in the rise of oil. What are your thoughts on this company and would you advise to invest into it?

Thanks

Paul

Q: Last year BNS was hired to examine the sale of this company.
Has there been and subsequent news on this study?
Thanks
Bob Rose

Q: Hello Peter and team,
What do you think about these fixed income ETFs to make up twenty percent of my portfolio?
CBO 5%
CLF 5%
XHY 5%
XEB 2.5%
VBG 2.5%
Should I also add a real return bond ETF?
Thank you.
Pamela

Q: Hello Team
Could you please state 3 significant indicators of an imminent market correction or market re-evaluation that the retail investor could watch for or be wary of.
Thank You
Clarence

Q: I have always thought of ENB and TRP as utilities rather than energy companies, as they are involved in distribution of oil/natural gas, rather than dealing with exploration and refinement of these energy sources. Furthermore, while their revenues may have sensitivity to oil/gas prices, there is always a need for oil/gas distribution, whether energy is in a bull or bear market, which is why I have always considered the, as utility companies. I recently noticed that they are listed as energy companies by Bloomberg. For the purposes of sector allocation, is it reasonable to consider them utilities, or should I consider them purely as energy holdings?

Q: These are my only two commodity stocks. They have done quite well. Up around 25% on both. Would you be a long time holder of these? is it wise to trim the position after a decent gain?

Q: Would you recommend a switch into Cardinal Energy from Torc. Thank you Jack.

Q: Would appreciate your recommendation on three large cap CAD equities with limited downside potential that have increasing profits and cash flow and dividends for a short term investment of 4 mo

Q: Six million shares traded on Friday, almost all in the last 20 minutes. Price spiked 7%, then fell back.This is about 30x typical trading volume. Did you hear any rumours that might account for this? The increased focus on content after the Fox-Disney deal has put those with a library in focus. Fine Capital touted DHX as a potential $30 stock last May (when it was at $6). There was speculation on Stockhouse that Fine was buying CI's remaining shares. If any of this is true, would you see Fine's position as a positive? Do they have a reputation for astute calls?