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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: Hello Peter & Co.
A question regarding portfolio rebalancing. The average weight of my holdings is 2.3%; assuming that all the holdings are "good", one should take profits from holdings with the higher weight and buy ones that have not grown as much. To give myself some leeway, I should be taking profits from holdings that are of higher than 3% weight, namely CSU 4.5%, LNR 3.5%, KEY 3.5%, IPL 3.4%, PPL 3.3%, IFP 3.2%, CGX 3.1%. But I have already trimmed those holdings a few times in the past only to see them make new highs whereas the ones I switched to did not perform as well; therefore the assumption that all the holdings are "good" does not hold water; some are obviously better than others.
I need your help to sort this out.
Thanks,
Tony
Read Answer Asked by Antoine on August 19, 2014
Q: I have approx 30k to invest in a TFSA which currently has Questor as it's only holding. My RRSP pretty much mirrors your Model portfolio with the addition of DHX , GUD and DEE. I would like to maintain a 20-25 total stock approach across both accounts but wonder what companies you recommend at this time or what positions I should add to?

Thank you
Read Answer Asked by Marty on August 19, 2014
Q: Question on Nevada Copper (NCU-T) - would love to hear your thoughts on the name and if you would view the recent pullback towards the 200-day as a buying opportunity. Would have expected stronger performance after the positive permitting news released on July 30th. Is this a short term buying opportunity before final Senate decision this fall?
Read Answer Asked by David on August 19, 2014
Q: My TFSA is fully topped up. I currently hold AVO, BNS, CCL.b, IPL and SPB. AVO has been been a disappointment but I'll hang in.
I am thinking of selling IPL and possibly BNS and replacing with XHY ishares bond fund. Thoughts on this would be appreciated.
Read Answer Asked by Danny-boy on August 19, 2014
Q: With reporting to happen soon, is right now a good time to buy a Canadian bank stock? What would be your top 3 CDN banks to get into now? Why do you favor BNS in your portfolio with its foray into Central and South America?
Read Answer Asked by Tom on August 19, 2014
Q: I would like to get your opinion on Partner REIT (PAR.UN), after they 50% dividend cut if the stock represent a good value at this point. Thank you
Read Answer Asked by OSCAR on August 19, 2014
Q: What do you think of holding the Pimco PGI.UN as an alternative to cash? They seem to have a strong yield and little volatility. Thanks.
Read Answer Asked by David on August 19, 2014
Q: Hi thin is my first question here as a new member, its regarding par.un , I bought this about 2 years ago for 7.40 and its trading now for 4.36, im kicking myself now for not selling it last week for 5.20, so what do you suggest I do now buy sell or hold, or wait for a bounce, I have an 800K account and about 50k in cap gains in 2014
Read Answer Asked by mario on August 19, 2014
Q: Concerning Sea Dragon Energy,

They have a land concession of 1275 sq kilometres in South Disouq in Egypt with a rich gas potential of 1.5tcf
Today they announced a farm out partner for this who is IPR energy who will receive a 45% stake. With this news there is no movement is share price or any volume. Is there an explanation for this and if not should I acquire and wait till the market wakes up.
Read Answer Asked by Steve on August 19, 2014
Q: KBL (K-Bro Linen): thoughts on latest results please. Thanks!
Read Answer Asked by Hussein on August 19, 2014
Q: Hello - could I have your view on the new issue of Northern Blizzard (NBZ).

Keep up the great work.
Read Answer Asked by Mike on August 19, 2014
Q: Could you rank the following stocks. I'm looking for growth 3-5 years.
BYD.UN
QST
ACQ
DHX
I'd like to add all of them but my CA weighting can only handle 2.
Thanks so much for all your solid advice.
Read Answer Asked by Andrew on August 19, 2014
Q: I am a share holder of Elk Water Resources (ELW), now I have some rights that are also in my account. My broker has informed me that for every 4 rights I can buy one new share at $0.1/share. I have never seen this before, is this info correct and it seems to good to be true buying the shares for $0.1/share when they are trading at $0.78/share? Why would a company do this and does it also mean that there is additional dilution coming to all existing shareholders because I assume the additional shares will be issued by the company??

Darcy
Read Answer Asked by Darcy on August 19, 2014
Q: Hi- your comments on RLC results- have they moved out of the high risk bracket? They seem to be executing very well.
Read Answer Asked by Scott on August 19, 2014
Q: Hi,

What do you think of GWPH as a long tern 3-5 year hold? Is there a medical marijuana ETF or stock you like better?
Read Answer Asked by Graeme on August 19, 2014
Q: Hi,

I'm interested in a healthcare stock or etf. What do you think of this sector in the next 3-5 years? I am interested in etfs ZUH, XHC,PJP, and IYH, and Stocks UHS or Davita. Can you recommend one stock and one ETf for a long term hold?
Read Answer Asked by Graeme on August 19, 2014
Q: BDI vs HNL: I have a 20% paper loss on Horizon North. Would it make sense to trade it for BDI and expect better share price increases and off set the lower dividend on Black Diamond?

Thanks for your help.
Read Answer Asked by Donald on August 19, 2014
Q: Why does Red Knee Solutions RKN keep dropping. Is it a buy, sell or hold .Thank you very much for your advice.
Read Answer Asked by Francis on August 19, 2014
Q: What can you tell me about TDb Split Corp (symbol XTD on the TSE). How does the stock generate its income?
Read Answer Asked by Elizabeth on August 19, 2014
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