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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: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Read Answer Asked by Terry on June 22, 2017
Q: Looking to add to my oil exposure. Outlook is 5 years+ for investments. How would you rank these companies today based on valuations if oil would be at $60 down the road.
Read Answer Asked by Kenny on June 22, 2017
Q: We would like to have more exposure to the consumer sector in our portfolio. We are considering adding one of the first three companies and/or adding more to winpak, which we currently hold. What is your opinion?
Read Answer Asked by Royce & Linda on June 22, 2017
Q: As a shareholder of Integra Gold - ICG- I am considering my options in regards to the recent takeover offer by Eldorado Gold - ELD- Can you give an informed and nuanced report on the merits of each option accounting for relative sizes, foreign exposure, future outlook etc.
Thank you
Read Answer Asked by Ryczard on June 22, 2017
Q: Hi Peter and Gang,

IPL is currently trading at a much lower P/E ratio (18X, 6.3% dividend yield) than PPL (35X, 4.8%) and ENB (50x, 4.9%). Would you please comment on what may have contributed to this.

Cheers,
Harry
Read Answer Asked by Harry on June 21, 2017
Q: Hello If I where to buy 3 stocks for my grandson to hold for 10 years what would be your suggestions. Would Amazon be one?
Read Answer Asked by Gordon on June 21, 2017
Q: Hi there,

I currently own a slightly modified version of the Balanced Equity Portfolio (MG/XTC, SLF/GSY, BNS/ZZZ and ENB/BLX). In addition I also own SHOP, ZCL and PHO. In your opinion, do these 3 names from the Growth Portfolio represent your best ideas or would you substitute any of them at this time? I know SHOP had been one of your top ideas when it was trading at a much lower price - does it still remain as one of your top ideas with the recent run up in price?

Also, I noticed Peter had selected BOYD as a top pick when he was last on Market Call. I was curious to know if this is somewhat of an indirect play on the auto sector and if I should swap XTC for BOYD at this time?

Thanks for your excellent service and advice!
Read Answer Asked by Michael on June 21, 2017
Q: Hi I want to increase my position in Consumer Stocks by about $40,000 to be balanced and defensive plus receive some dividend income, currently hold Conagra ($20K); Lamb Weston ($8K);Magna ($18K); Mondelez $18K);Rogers Sugar ($21K); and Saputo ($25K).
Are there some better choices out there I can buy, your ideas appreciated, thanks!
Read Answer Asked by Kimbeley on June 21, 2017
Q: Hello! In the consumer sector of my portfolio, I have MG, ATD.B, PBH, TOY & DOL. I'm considering selling Dollarama and switching to Sleep Country. What do you think about this move? Do you agree ZZZ has more potential than Dollarama? Which one is cheaper? Thanks in advance.
Read Answer Asked by Esther on June 21, 2017
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