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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 hold Cineplex in my balanced portfolio. And I also have an income portfolio. With your news of Cineplex coming out of the 5iR Balanced Portfolio, I'm wonder if you would consider it as an inclusion in an Income Portfolio if the income portfolio was to be expanded by a few more positions, knowing your preference is for 20, or whether it would just be added to a list of entities for consideration for an income portfolio......Thanks....Tom
Read Answer Asked by Tom on March 20, 2017
Q: Peter, I have some cash to add to either my Kinaxis or Enghouse positions in my TFSA. Both have done nicely over the past 6 months. ENGH, especially, has recent momentum. Which would you suggest to add to for a long-term hold. Thanks!
Read Answer Asked by James on March 20, 2017
Q: Peter and Team,
We hold both WSP and STN. Comparing the charts its obvious that since Jan 2015 WSP has outperformed STN. It also has a better yield. For the Eng portion of infrastructure is it worthy to sell STN and buy more WSP, or barring some unforeseen issue with WSP is it better to diversify by holding both ? Thank you.
Read Answer Asked by Paul on March 20, 2017
Q: Which one of these 3 companies would you buy today
and why?
Which one has the most potential for growth in 2017?
Thank you.
Read Answer Asked by Uli on March 20, 2017
Q: My question is about portfolio balance. Right now I am very overweight in technology (30%) But it isn't all the same kind of technology. For example , Facebook, Shopify and Google are not the same sort of business as Avago and Texas Instruments. And they, in turn, are different from Constellation Software and Kinaxis (also different countries). These are the companies I own. So would you recommend I reduce my tech weighting, and to how much?
Read Answer Asked by John on March 20, 2017
Q: Hi,
I'm 60 years old and have $135,000 cash in my in my RRSP brokerage account that I would like to put to work. I have a defined benefit pension plan, however, I plan on drawing down on this money in approximately 5 years. Would you suggest I mirror your balanced or income portfolio? Or go with a diversified ETF portfolio? Your suggestions are greatly appreciated.

Curtis
Read Answer Asked by Curtis on March 20, 2017