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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: The pipeline utilities IPL PPL ALA ENF are trading well above their moving averages on lowish volume, some setting new highs in the face of generally higher interest rates and a weak market, while TRP has been quite volatile on high volume. What should a holder read into this? Thanks, J.
Read Answer Asked by Jeff on February 03, 2014
Q: Is this a relatively sound strategy:
"Buy all stocks in a single sector (100% market share) to mitigate risk of competition between the players."

For example, in a stable and growing market like Canadian telecom, I'll just buy Telus, Rogers AND BCE which makes up for 90% (?) of the telecom market. Sounds like a no-brainer. Of course there is risk from outside competition but it sounds like since the Verizon entry into Canada didn't materialize, there isn't much competition anyway.

There is over-concentration risks etc and also regulatory risk, however.
Read Answer Asked by Eugene on February 03, 2014
Q: Hi Team:

In my RRSP, I have about 25 to 30% in bonds, mostly in short term
and one of the mutual funds where the bonds are, MD Bond funds is well managed; the bonds have taken a hit due to the impending rise of interest rates, I have some in Mawer Balance fund in the RRSP as well
I have taken a small position in MFC recently. I wonder if moving another 5% of the bonds to US equity like SPY VIG would be appropriate, I have already have 10% of the RRSP portfolio in XTR, a monthly income fund yielding about 5%; thanks team; I hope that I am not confusing you, let me know if you need more information
Read Answer Asked by Michael on February 03, 2014
Q: I have been a subscriber for nearly a year. I like your service very much and found it of great help.

I hold Wajax(WJX), I noticed that you rate it only as a hold. But it seems that you like both Stantec(STN) and Cervus (CVL). Do you think a switch to one of them is a good idea? Which one? I am Ok with lower dividends.

Thanks,
Read Answer Asked by Saad on February 03, 2014
Q: Hello Everyone:
If one wishes to protect portfolio from sudden drop what might be your suggestion. I am toying with selling HXD Puts. Is this a viable strategy? and how many Puts I will need for a $100K portfolio?

Thanks
Read Answer Asked by Shah on February 03, 2014
Q: Could I please have an update on Horizon's Floating Rate Bond ETF - HFR? Thanks!
Read Answer Asked by Paul W on February 03, 2014
Q: I am considering a switch from HNZ Group to Contrans. Other Industrials holdings are BAD, GE, AVO, KBL, NSC & STN. Any comments on this idea would be appreciated. Thank you.
Read Answer Asked by Stephen on February 03, 2014
Q: HAWK, NYSE: FPE=24, ROE=63% -business to do with digital transactions. What are your thoughts on this one for my USD portfolio??
Have a great weekend..JP
Read Answer Asked by James on February 03, 2014
Q: I bought this stock on a recommendation a couple of years ago
OSGIQ - Overseas Shipholding Group Inc. What are your thoughts
Buy, sell or hold; seams to be coming back to life??
Read Answer Asked by Lorraine on February 03, 2014
Q: I have owned Legacy (LEG) for a while at about $7. I understand they have some debt and the market seems to like the dividend model of other companies in the sector instead of the Legacy growth model. I have thought about biting the bullet and following the dividend herd. Could you suggest a Legacy strategy for me for this year?
Awesome service guys!!!!
Read Answer Asked by Randy on February 03, 2014
Q: I would appreciate your thoughts on High Yield Bond ETFs for a long term hold in a registered account. I am looking at HYI, CHB or XHY. Which of those, if any, would you suggest (or something else).
Read Answer Asked by David on February 03, 2014
Q: Re: ZLB Hi Team, Globefund shows that ZLB has a beta score of 1.401. My understanding is the market has a beta of 1. My conclusion is the etf is 40% more volatile than the market. Is ZLB meeting its mandate as a low volatility etf? Thank you for your comment.
Read Answer Asked by Richard on February 02, 2014
Q: A few changes for International Datacasting Corporation (IDC) Board announced today. They've had a difficult history. What are you're thoughts on this company?
Read Answer Asked by Frank on February 02, 2014
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