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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: Good Morning Peter, Ryan, and Team,
I have created a TFSA Portfolio of ten positions, equally weighted, with the goal of capital growth along with a measure of stability. Time horizon is 3-5 years or longer and the value at present is about $40K.
GUD
BAM.A
STN
DHX.B
XTC
FSZ
AVO
CSU
HCG
ESL
Do you see anything obviously wrong with this combination of securities based upon the above stated goals ??? Thank you very much for your feedback. DL
Read Answer Asked by Dennis on March 05, 2015
Q: I purchased a small non registered portfolio for my 16 yr old son in Dec 2014. It consisted of equal holdings of BTE (-30%), COS (-51%), CPG (-20%) and WJX (-32%). It started with $4000, the present day value of this portfolio is $2700. The goal for this portfolio is long term growth.
My question is do I hold and wait for an oil recovery or is it better to sell all or some to create a portfolio which hopefully will produce superior long term results. We were being greedy jumping on the oil bandwagon looking for the large gains with big dividends - seems it was a mistake.
I have learned from your service the benefits of diversification and would greatly appreciate your advice on how to fix this for my son.
Also, I would like to know is it better to put your new growth portfolio in a non-registered or a registered account.
Thanks,
Michele
Read Answer Asked by Michele on March 05, 2015
Q: Could you please advise if there has been any recent insider trading activity in Knight and Prometic? Thank you, Peter
Read Answer Asked by Peter on March 05, 2015
Q: Hi Peter and team

DHX Media has been drifting lower since the jump on the most recent earnings release. How expensive is it now? I can't seem to find any PE or other metrics that make sense.

Do you think the split into the A and B shares is confusing investors, especially American investors, and will therefore hold back the share price going forward?

Thank you!
Read Answer Asked by Mary on March 05, 2015
Q: Hi there,
Just recently reduced my enbridge holdings. It was getting over 7% in weighting.I have 8% in tech and less than 2% in consumer disc.(Although I'm about to start accumulating Walmart.) I thought buying either AYA or CSU with my enbridge sale. Your thoughts please.
Much appreciated!
Read Answer Asked by Jason on March 05, 2015
Q: Hey guys, I am a little confused, RBC breaks down the consumer sectors with "defensive and cyclical" and anothers break it down by"staples and discretionary", what's the difference?
Thanks
Jim
Read Answer Asked by jim on March 05, 2015
Q: on marh 4 you answerd a question on baytex you mentioned that it was not your favorite in the sector which names are your favorite
Read Answer Asked by Pierre on March 05, 2015
Q: Hi,I own in my rrif an senior unsecured note due 2018 (gfl enviro) 7.5% and received a letter for cash purchase it trades about par right now,and would like to know what you think about the company and the deal?
thanks a lot
margit
Read Answer Asked by margit on March 05, 2015
Q: On BNN this morning, an insider trading analyst mentioned that there was a large amount of selling of this stock just reported. Could you advise please . I have a small amount.
Read Answer Asked by Phyllis on March 05, 2015
Q: Hello Peter and Co.
Could I have your opinion on the latest earnings report and the future prospects on DIRTT?
Thanks
Dave
Read Answer Asked by Dave on March 05, 2015
Q: Hello,
My friend bought an RESP for his child a few years ago and it seems to have done well. I've been trying to move him into the ETF world. What are your thoughts on CIBC Managed Aggressive Growth Portfolio please?
https://www.cibc.com/ca/mutual-funds/managed-portfolios/mngd-aggr-grth-prtflio.html

Thank you,
Brent
Read Answer Asked by Brent on March 05, 2015
Q: Interesting update. How did the VC firm end up with 22%? Was that some sort of dilutive bail out? Just seems odd they would hold 7X the stock that Mgmnt does.
Read Answer Asked by Gregory on March 05, 2015
Q: Hi Guys can I have your thoghts on bte results .
The market is not that impressed but the volume is high
Regards and thanks Sta
Read Answer Asked by Stan on March 05, 2015
Q: Will there be a research report on Exco Technologies?
Read Answer Asked by John on March 05, 2015
Q: Good Morning Peter, Ryan, and Team,
Just a question regarding rebalancing. Some of the stocks in our portfolios (Thank you very very much) have run up to the 6-7% level. (CSU is amazing) Should I be trimming / adding on an ongoing
basis ??? Or would it be better to trim during the typical period of seasonal strength (like now) and add during the period of typical seasonal weakness (like the fall). I know that it does not pay to be too cute in this game. Your feedback on this issue would be greatly appreciated. Thank you for all of your help. DL
Read Answer Asked by Dennis on March 05, 2015
Q: Chesswood has announced they will issue, 2,871,800 subscription receipts ("Subscription Receipts") at a price of $9.75 and yet the share price today is up some 11% and over $11.00. I would have thought this would have had a negative effect. Can you explain? Thanks John
Read Answer Asked by John on March 05, 2015
Q: Would appreciate your thoughts on LRE after yesterday's eps. Thanks
Read Answer Asked by george on March 05, 2015
Q: What's happenimg with SNC today? Is it worth taking a chance?
Read Answer Asked by Jim on March 05, 2015
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