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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: Do you feel VET is a good candidate for tax loss selling at the end of September and repurchase 30 days later (end of October)? I understand Mr. Trump's Iranian oil sanctions come into force in November which may pressure oil prices upwards. Mr. Trump seems to be leaning on the Saudi's to increase production but commentators seem think they don't have enough spare capacity to help him out. I would try to swing my activity to keep the monthly dividend. Do your sources indicate the Record Date for September?
Thanks,
Jim
Read Answer Asked by James on September 10, 2018
Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00
Read Answer Asked by Serge on September 10, 2018
Q: Hi, Transcontinental Inc shares are down almost 20% within less than a week, due to an unexpected hit on earnings mostly caused by delay in Coveris contribution. From a long term perspective and with cushion of dividend yield of 3%, does it make sense and would you be comfortable to take advantage of the dip and overweight to 5-6% for income and growth. Thanks
Read Answer Asked by rajeev on September 10, 2018
Q: Hi terrific team,

Earlier last year, in the health maintenance sector, you had mixed views on Molina Healthcare (MOH-N) , Aetna(aet-n), Humana(hum-n).
What would be your views now on the best stocks for growth in this sector and are they any ETFs which would cover them well ?
Thousand thanks,
JD
Read Answer Asked by Jacques on September 10, 2018
Q: What are your thoughts on annuities for someone who is going into retirement?
Thanks. Terry
Read Answer Asked by Terry on September 10, 2018
Q: I have been a long-term holder of Atco. Where do you see the company's prospects and would you advise switching to another name in this sector. If yes, please name.
Thanks
Read Answer Asked by Yvonne on September 10, 2018
Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.
Read Answer Asked by Gordon on September 10, 2018
Q: Hey guys. My question is about building a great Canadian portfolio. I have done well for over 5 years now using screeners and small/micro cap stocks but this causes high commissions, volatility, and confidence issues. I have started to switch into your Balanced portfolio and stocks from your coverage list. You guys have an amazing list of stocks to choose from and an amazing balanced portfolio. Ty for that. I have been a big fan of Peter for many many years now and would like to know some tips or core rules he uses to find good stocks. Also a tip on how to adjust the industry weights in the portfolio. I know a book can be written on this subject and I have read William O'Neil's book and Graham's books but I find their strategies are to volatile or lag the Canadian market.
Thank you so much!
Read Answer Asked by Derek on September 10, 2018
Q: Hi team,
Apart from the interest rate changes affecting Power companies like AQN and FTS, do you consider them good conservative long-term holds considering their potential business losses from emerging tech like solar? More homes and businesses in our neighbourhood have solar panels as the tech becomes cheaper to acquire and install.

thanks!
Read Answer Asked by S on September 10, 2018
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