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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: Hi Team! My portfolio is based around your Model Equity Balanced portfolio. I own quite a few shares of SNC as part of employer plan.I own Savaria, would it be ok to add WSP for industrial exposure, or is there another name you would suggest, with dividend of course. Thanks Sam
Read Answer Asked by sam on March 22, 2017
Q: Hi Peter, I do not have any energy in my portfolio of a 1mill portfolio, like divs, practically all my stocks, Reits, etfs pay divs. Have been looking at the above ones and would like ask you to rank them by safety of div and growth. Will appreciate your advise, as to oil prices(??),perhaps a better choice. Many thanks. J.A. P. Burlington
Read Answer Asked by Joseph on March 22, 2017
Q: Is the takeover of CEF.A sure to happen?

If so what is the last date to sell CEF.A?

Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?
Read Answer Asked by jane on March 22, 2017
Q: I own a position in Amaya and am currently reviewing my position. On the Investorline website, it shows that Amaya inventory grew by 400 million from 2013 to 2014 YOY. What does this increase correspond to as they are a software based lottery and gaming company?

Their current assets have dropped below their current liabilities by 20% in their latest quarterly. Their total debt is larger than their market cap. What do these numbers mean for the company and for an investor? Am I missing something or are my numbers inaccurate?

How much of their total debt is bank debt vs. funded debt? Is this ratio something an investor should be concerned about?
Read Answer Asked by Marco on March 22, 2017
Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.
Read Answer Asked by justin on March 22, 2017
Q: 5i

What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.

Wayne
Read Answer Asked by Wayne on March 22, 2017
Q: Would you consider the following a good starting list for a friend's TFSA, 10 years holding. Other sectors + US + international would be in RSP. What would you change if not. 'Congrat Ryan + Lisa!'

GUD Knight Health Care
CRH CRH Medical Health Care
KXS KINAXIS Tech
AIF Altus Group Financial / real estate
ECN ECN Capital Financial
MX Methanex Material
NFI New Flyer Industries Industrial
PBH Premium Brand Holdings Consumer staples
SIS Savaria Industrial / Health
TOY Spin Master Consumer discretionary
SYZ Sylogist Tech
RRX Raging River Energy
Read Answer Asked by Dominic on March 21, 2017
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