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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: Vineet recently asked about sector allocation for a growth portfolio with a 5-10 year hold. Healthcare at 10% with technology and industrials at 20%. Love technology and industrials, but with the boomer group aging fast, isn't the easiest overweight call ever for that period of time to go long and overweight anything healthcare related.....across sectors? For example, sis, pm, exe, sia, csh.un, phm, cxr, crh, etc, etc.......

Thanks,

Robert
Read Answer Asked by Robert on March 03, 2016
Q: What would make this issue any better for capital preservation than all other reset prefs that have been capital destoryers .
I have been a long term holder of prefs but since the inception of resets I have not played in that sand box.
25% of my portfolio is in soft callable prefs
Stan
Read Answer Asked by Stan on March 03, 2016
Q: What do you think of their quarter? The CEO states they are just getting their sales team increased and starting to get their next-level technology out there. Thanks.
Read Answer Asked by Michael on March 03, 2016
Q: Slate just reported their earnings and the stock is down, what do you think of them.
Read Answer Asked by don on March 03, 2016
Q: Hi

Could I have your opinion on The Bank of Nova Scotia 5.50% 5 Year Rate Reset Preferred Shares, Series 36

Thank you

Read Answer Asked by cecile on March 03, 2016
Q: I noticed recent insider buying in OneMain Holdings. Is this stock too risky to buy?
Read Answer Asked by george on March 03, 2016
Q: I just received an offer to purchase (tender) Transforce shares from $19-$22 dollars. Seems to me that if they are trying to buy back shares it's probably a good sign the company thinks they will be worth more in the future.
I want to keep the shares, so is it best to just not respond to this at all? In other words, will buy-backs only happen to people who responded with a price?
What do you usually recommend in situations like this?

thanks,

Paul
Read Answer Asked by Paul on March 03, 2016
Q: Hello Peter,
Constellation software ping pongs 20-30 dollars a day.The volumes are small so unclear as to why. Any comments. For long term play, is Newalta a good buy given the earnings. What were the estimates please? Would you consider auto canada a good value pick today? I was thinking of buying jean coutu but given the ownership structure, is a takeover possible (similar to Rona). I was thinking of buying on speculative basis (trading only). Would bombardier and teck resources fit this categoy? Is it possible for Bombardier to go bankrupt and restructure as Car companies did in the past? thanks again
Read Answer Asked by umedali on March 03, 2016
Q: Hi Peter and Ryan,

What is your opinion of RIC.

Thanks

Dave
Read Answer Asked by David on March 03, 2016
Q: I currently hold a diversified portfolio in US, Canadian stocks and have some exposure to European and Global stocks. My question is: should I lower my exposure to Appl as it's no longer perceived as a growth stock and increase my exposure to Starbucks as it appears to have a higher growth projectory in the next few years.

Thanks
Read Answer Asked by Valter on March 03, 2016
Q: Peter & Team, What do you recommend for investors who have totally avoided energy, materials and gold in the last two years and are seeing money rotating into these sectors in the last six weeks? Do you see this continuing? Is it ill-advised to chase gold miners say G or ABX (or other names) after approx., 100% gains on a 20% rise in gold price? In copper, other than a slight decline in the USD, are there any fundamentals that explain the rise in copper and should we add say FM? I look forward to your reply. Thank you.
Read Answer Asked by Keith on March 03, 2016
Q: With input from Newalta's year end report (March), would you recommend holding NAL for the chance of a turn-around when oil prices recover or sell NAL and move on? As you've said the risk of a profile has changed. My NAL position is now 0.1% of the portfolio and down 86%.

Thanks for your excellent insights.
Read Answer Asked by Robert on March 03, 2016
Q: An american industrial biotechnology company which produces sustainable chemicals,based in Montreal, with a plant in Sarnia, I understand that it has Mitsui as a partner and sells to major U.S. chemical companies.
What prospects do you see for this company ? How would you explain its recent decline ? What would be a better alternative in the sector ?

Many thanks,

J.D.
Read Answer Asked by Jacques on March 03, 2016
Q: What do you think of today's earnings and the company overall? Thanks.
Read Answer Asked by Curtis on March 03, 2016
Q: Do you think that Jean Coutu may be a takeover target with the recent announcement that Rexall Drugs is being bought out?
Read Answer Asked by Robert on March 03, 2016
Q: Could you please provide a percentage sector allocation recommendation for a growth portfolio with a time frame of 5 to 10 years.
Read Answer Asked by Vineet on March 03, 2016
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