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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: My parents purchased RBC Monthly Income and Dividend funds for me with the family allowance cheques. In recent years I have sold funds and purchased AW.un, AGT, BDT, DH and BPY.un. I have about $20,000. Would you suggest three funds, other than financials, that pay dividends and have reasonable growth prospects. Thank you
Read Answer Asked by Patricia on June 03, 2016
Q: I have the following 4 companies in a conservative, "steady-eddy" portfolio: T, SPB, SLF, and BNS.

I have cash to add two more Canadian companies. What would you recommend in order to add some diversification to the above 4 but to maintain a conservative portfolio?

Thanks,
Read Answer Asked by Robert on June 03, 2016
Q: Hello, I've noticed that Open Text is in the Growth Portfolio and Kinaxis is in the Balanced Portfolio. I would have guessed they would be the other way around. Do you believe OTC has more growth potential than KXS?
Thank you!!
Dave
Read Answer Asked by Dave on June 02, 2016
Q: Hi Peter & Team!
Please could you list some companies that have exceptional high quality management and own a reasonably high level of the outstanding shares. Thanks.
denzil
Read Answer Asked by Denzil on June 02, 2016
Q: Lots happening here today. I understood from all the different sources that there was an auction and identified bidders were Blackstone, Carlisle and Apollo Global and maybe others. Blackstone and Carlisle are out for now because their bids were not competitive. There is a deadline on this auction.

Who knows what is true here but is this a real process. Wouldn't there have to be something more formal that would require a news release?

Thanks for you input.
Read Answer Asked by Mark on June 02, 2016
Q: Well, that was a wild turn of events.

Buy more? Sell or hold for better days ahead?

If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.

Thanks
Read Answer Asked by Tim on June 02, 2016
Q: I do not have any exposure to financials. I am conservative and looking more for growth. Considering equal weights of HCG and EFN. Would these make a good pairing? Thank you .
Read Answer Asked by Richard on June 02, 2016
Q: I am thinking about parking some cash in one or both of these ETF's (perhaps a 50/50 split) for the next 12 months. I understand that rate increases could adversely impact the unit price but given that rates are not expected to increase in Canada anytime soon and these are Canadian corporate bond funds not American would there be any impact from a US rate hike? If so, why? Secondly, what do you think of the downside risk and is there a better option you would suggest.
Thank you
Read Answer Asked by Douglas on June 02, 2016
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