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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 have made a double on this ETF which follows the S&P 500. It is a full position in my portfolio.

Would now be a good time to sell and switch into the Russell 2000?

If so would XSU be better than IWO due to the CAD being lower than average for the last few years.

Or would it be good to a half position into XSU, and buy Alphabet?

Cheers.
Read Answer Asked by Colin on November 10, 2015
Q: Could I have your trusted opinion on why this stock is taking such a beating.
Read Answer Asked by jim on November 10, 2015
Q: I am down 53% with NewAlta which I have always considered to be an excellent investment. I am heavily overweight in the oil and gas sector, with SGY, HSE and WCP forming approx 43% of my portfolio. I believe in an eventual recovery and do not need to draw on the portfolio within the next five years. I have found myself in this overweight position being drawn by the high dividends. NAL is my only service industry holding, and I am more inclined to double down rather than sell. I see myself as an aggressive investor.

Realizing I have got myself into a difficult diversification position, I am inclined to wait it out and, possibly even average down. What are your thoughts?
Read Answer Asked by Donald on November 10, 2015
Q: Hello 5i
My portfolio is imbalanced and i have been thinking
about bringing it back into balance. The imbalance is due
at least partly because i wanted to go heavy on comsumer
products, as i don't have much in fixed income. I know, of
course, that consumer staples are not a substitute for
fixed income. But, i thought they would bring some
stability.
The breakdown is as follows:
consumer staples 25%
financials 16%
Industiral 14%
energy 5%
telecom 6%
materials 11%
information tech 11%
Utilities 7%
health 3% (Note: I am moving out of healthcare stocks for an eft)
intrntl etfs 6%

I am thinking about bringing this back into line
and also getting some more fixed income.

The real problem with this is that I will have some fairly large
capital gains to pay. A nice problem to have, I suppose. But, I
was wondering whether since many of these stocks are in what
are generally considered very safe sectors, s, it is worth taking the tax hit
to rebalance? I realise, of course,
to rebalance? I realise, of course,
that it is difficult to comment since
you don't know the individual case. But, i would none
the less, appreciate any suggestions.
thanks for the great service, cl
Read Answer Asked by joseph on November 09, 2015
Q: hi, what are your top growth stocks now, for Canada and USD accounts? i'm looking for doublers!lol…

thx chris
Read Answer Asked by chris on November 09, 2015
Q: Comment on today's drop: Canaccord Genuity analyst Derek Dley said he’s “become more cautious” on the outlook for the retail division of Canadian Tire Corp. Ltd. (CTC.A-T) given the “unfavourable movement” of the exchange rate and “continued” weakness in Alberta.

Ahead of the release of its third-quarter results on Nov. 12, Mr. Dley downgraded his rating for the stock to “hold” from “buy.”

“We are forecasting 1.0 per cent, 0.0 per cent and 4.0 per cent same-store sales growth at CTR, Mark’s and FGL Sports, respectively,” he said. We continue to expect Forzani sales to benefit from an increase in digital advertising spending, as recent digital spend test periods have generated double digit sales growth. Our forecast of flat [year-over-year] sales growth at Mark’s, which is considerably lower than the banner’s trailing 12 month average of 4.0 per cent, is founded on continued oil price-related economic weakness in Alberta, which we expect to negatively impact higher margin industrial wear. We note 17 per cent of Mark’s locations are situated within the province of Alberta.”
Read Answer Asked by Kurt W on November 09, 2015
Q: Any reason why BPY.UN and BAM.A drop so much in tandem today? These two names are my largest holdings and there seems to be no reason that BPY.UN should get punished? BAM.A ran into some rough waters in its Australia acquisition, but even then it was unduly punished. Thanks.
Read Answer Asked by Victor on November 09, 2015
Q: I read your article on the US covered call strategy and I new that there were etf's using that strategy. In looking at the various etf's I was disappointed in the performance over the 3-4 years they have existed. Is this the typical result?
Thanks
Read Answer Asked by Richard on November 09, 2015
Q: Hi Team - I have been offline for a while and tried to look through recent answers to avoid posting. What would be your top 10-12 stocks for a diversified portfolio with a 15 year time horizon that are buyable now. I am comfortable with all types of stocks although I generally keep riskier ones to 2-3%. Thanks for the excellent service!
Read Answer Asked by Derek on November 09, 2015
Q: Hi Peter and Team, if you had to choose between Enbridge common share (ENB)and Enbridge Inc. cumulative redeemable pref shares series H (ENB.PR.H), which one would you select for income, appreciation potential and safety? Thanks, Gervais
Read Answer Asked by Gervais on November 09, 2015
Q: Good day Peter and Team,

Further to your answer to Donald's question:

(1) If you were to rate CBL, what grade would you give it?
(2) Could CBL be considered a value play, since it's trading a bit above its 52-week low, and seems to be on an uptick?
(3) Is this the kind of income stock where one could collect a nice dividend while waiting for growth?
(4) What are the dangers in investing in CBL or similar stocks?
(5) What other dividend players might you recommend instead of CBL?

Thanks as always for your valued advice.
Read Answer Asked by Jerry on November 09, 2015
Q: What's your opinion on these guys.Is it worth holding for dividend and possible rebound or is it dead money and I should move on.any alternatives?
Read Answer Asked by Brad on November 09, 2015
Q: The volume on Firm Capital FC is ten time average and it's not even noon. Could you speak to that and talk about any implications? Thank you.
Read Answer Asked by Jerry on November 09, 2015
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