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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'm looking at the debentures. I thought I read that the new issue will be added to last years debentures, is it just one debenture - CSU.DB? The way this is structured with the 5 year notice, if notice is given, would the principal be paid back at 100 after 5 years, I don't fully understand the may redeem "at a price equal to the principal thereof and accrued and unpaid interest.....". Would interest rate increases move the price of the debenture down a lot because it is 2040? Would this be good to buy right here at $122 with the intention of holding for 5-10 years and then selling?
Read Answer Asked by Ian on April 16, 2015
Q: Hello Peter and Team
With the recent success in the Software sector, my RRSP portfolio is very heavily overweight in this sector. I would like your advice on trimming and rebalancing to sectors other than financial or energy that are also overweight.
I currently have now 40% in CSU, DSG, ESL, MDA (with large gains) and SYZ and AVO with significant losses over last year or so.
Would you suggest trimming all back to much smaller positions or eliminating 2 or 3 companies altogether?
With the funds, what 2 or 3 new positions from the new growth portfolio should I consider?
A second question will follow on my Financials!

Thanks for all the help
Peter
Read Answer Asked by Linda on April 08, 2015
Q: I bought CSU at 112. I sold at 156. I rebought and sold at 225. I rebought and sold some at 400, and am now contemplating sale of the rest at 475. This stock won't stop increasing in share price and as a consequence now represents 14.73% of my portfolio. I truly appreciate your reco on this one, but do you see anything to deter from holding onto this stock with this weighting?

Thanks!

Eric
Read Answer Asked by Erichsen on April 08, 2015
Q: I have been moving towards replicating, as much as possible, your Balanced Equity Model. I am with Scotia iTrade who now have a performance tracking system. In February, my return was 5.48% (March is not yet available). Your portfolio, on the other hand, returned 7%.
I do not yet hold AYA, CSU, DSG nor SYZ. But I do hold SLW and IPL plus some Low Volatility ETFs for international diversity. All holdings have a initial purchase balance of 5% or less.
Do you have any suggestions as to which I might sell and which I might buy with the proceeds?
Read Answer Asked by Fred on April 06, 2015
Q: When an analyst says something like, "20% growth expected this year and 22% next year," does that mean the share price is expected to increase that much? By they way, I'm quoting from Stockchase in reference to Robert McWhirter's recent evaluation of his BNN Top Pick, Constellation CSU. Also, do you agree with McWhirter's opinion on Constellation's growth? Thank you.
Read Answer Asked by Jerry on March 22, 2015
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