Investment Q&A

Q: Your thoughts on the following tentative plan will be appreciated:

Looking to tweak our equities some over the next year or two to provide for a bit more US exposure and sector diversity and less in mutual funds. We looked at about 10% of our equity holdings in yesterday's review with our IA and tentatively landed on this:

1. Cdn $ - Sell Dynamic Dividend Income Fund and (some of our) RBC Cdn Equity Income Fund tentatively in favour of iShares Core S&P 500 Index ETF CAD-Hedged (XSP).

2. US $ - Sell CI American Value Corporate Class Fun and TD US Mid-Cap Growth Fund tentatively in favour of SPRD S&P 500 ETF.

PS. Our IA seemed to hesitate about us selling any of our RBC equity fund as he feels it well-managed and performing well again this year (11% ytd).

(Context: Retired. No pension. Conservative. 35% GIC, 30% preferred, 5% alternative, 30% equity, preferring blue-chip safe dividends.)

Thank you.

Q: I have been holding Canexus in the hope that they would transfer to SPB shares. I am currently up 14% on Canexus and I don't know whether I should take a little profit, or let it go through the process of being bought by SPB. Obviously more risk this week then in the past. Is CUS a sell because of the current risk? Cheers.

Q: I am looking at these 4 stocks for a combination of growth and income. Do you see any problem with these or do you have a better suggestion? Also, do you feel now is a good time to buy or would it be better to wait until summer is over?

Q: Hello Peter and the 5I team

I am using SHERWIN-WILLIAMS CO as an example. I like to use ROE as one of the main numbers I look at before I buy a stock, is there a point when a high ROE is a concern. SHW has a ROE of 145 ( according to my RBC banking brokerage info) is this too high? At what level do red flags come up and what causes extremely high ROE. What statistics do you look at and could you rank them for their importance in your check list.

Thanks

Q: CHR has been in a bit of a downtrend the last few months,could you comment on that ?

Q: Hello Peter, I have two losers, CIX and POW in my portfolio. Kept hopping for a recovery but getting tired of waiting. I would appreciate if you can help me to find replacement for them. Is there a chance for them to recover in the next 6-12 months?
Thank you, J.A.P. Burlington

Q: This company appears to have stumbled after a recent purchase--should I hang on for a recovery or take a small loss ???

Q: Hello Peter,
Any idea why paramount resources is going up everyday recently? I own chartwell retirement, sienna senior living (SIA), concordia healthcare and hydro one. I would like to take a bit more risk for higher rewards. I would like to sell hydro one and put the proceeds towards chartwell, sienna senior living, or concordia. Chartwell is 2 percent of my holdings, sienna senior is 3 percent, and concordia is 1 percent. I was thinking of increasing sienna senior to 4 percent where i get a nice dividend and a potential upside. I was initially thinking of concordia but there does not seem to be much interest in a takeover or does this process take along time. I would appreciate your comments. Thanks very much.

Q: I have not had a 'raise' in a while from RioCan. I have held the stock since 1999. Is it time to part company? It's near an all time high. Can you suggest a REIT which does give good increases every year? A high ROC is nice, but not required.

Paul

Q: Would appreciate your comments on this company -would you recommend a buy here?

Thanks

Dave

Q: Good morning Peter and Team, In your answer to Rod, isn't CUD another "equivalent" to VIG:US and VGG that trades in US stocks? Its one-year chart shows better performance than the two Vanguard ETFs cited.

Thanks as always.

Q: Could I please get your opinion of this fund for a RESP.

Thanks

Dave

Q: 3 excellent stocks in your potfolio.Note that recently the advances of Cgx & SJ stalled @ $52-52.50 & $50 respectively.Please explain.On the other hand,Syz took its time to break the $8 & $9 resistances,now just on top($10.08) of the $10 resistance with next resistance @ $11.It could be a multi bagger as previously suggested. Thanks for your usual great services & opinions.Looking forward to seeing Ryan,ex Vancouverite this Friday on Bnn

Q: Can you please provide an update on ORT. The technology sounds promising but what are the chances that they will deliver?

Q: It seems to me that the trading pattern of ZCL was very unusual yesterday and today. Yesterday over 200,000 shares traded (about 4X the daily average), yet the price was “contained” within a 1 cent range from 8.99 to 9.00 the whole day. So far today it is the same thing with the price range contained from 8.99 to 9.00. Does this look out of the ordinary to you?

I searched all top picks on BNN’s Market Call, and Market Call Tonight shows for the last 3 years to see how often ZCL was a top pick. It was a top pick three times, but only within the last 3 months (April 8 @ $8.05; May 31 @ $8.69, and June 20 at $9.00). It was not a top pick when it was under $5, $6, $7, and now that it has gone up 40% in a year it suddenly becomes a top pick of several BNN guests. Hmmm. When several BNN guests suddenly make a small company that is not well known a top pick it makes me a little suspicious (could they be unloading after the nice run up).

Reading previous questions about ZCL I see that 5i has liked this stock for a few years. What would you consider a good entry point?

Paul

Q: Can you please give me and others your reasoned view and outlook on these two esoteric, hi tech companies. Thank you

Q: I am wondering if you know of any companies to invest in that are involved in "wearable Technologies".

Q: I just got off a wild ride with D BOX and am now looking for something not as wild. Things that show up on my watch list are CTH (Cynapus), EFL and PHI (Pacific). Could you please give me a brief opinion. On another note, I get notified of US stocks I have had where they want me to get involved in a class action suit. I did this with Synoforest and it took a massive amount of time and all kinds of information and after years I got less than 1% of what I lost. Is this common practice with these class action suits? Dennis

Q: In your opinions are the following in the best interest of shareholders and/or a conflict of interest by Nevsun Resources. On June 15, 2016 Mega Profit acquires shares of Reservoir an affiliate of (XGC)Shandong Xiangguang Group. Then, on June 17, 2016 Nevsun increases offer to buy Reservoir by $2.00 (Cash)or approximately US 75 million. Then, the Nevsun shares had gone down by about .09%, so did they over pay for Reservoir shares and is Nevsun shares a sell or hold now?

Q: Hello, is their a US ETF which focuses on dividend growth like CDZ does? Either in CAD or which can be bought in USD accounts.
Thank you!