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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 have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
Q: I realize these two companies are very different, but both have had a nice share price reduction recently (well, nice if you're a potential buyer!). Straight-up question: Which would you choose for a better TOTAL return over a 5 - 10 year time frame?
And do you see a material difference in net risk between the two over such a time frame? Thanks!
Read Answer Asked by James on July 07, 2016
Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed
Read Answer Asked by umedali on July 07, 2016
Q: Earlier this year your team did a portfolio review for me. Thanks for that as I am much more diversified now (and a bit smarter). I own ESL and would like your opinion on switching to CSU?
Read Answer Asked by Danny-boy on June 30, 2016
Q: Hi, Friday was the monthly expiry of June listed monthly options. I am trying make some inferences out of the trading activity for these two companies on Friday June 17. CSU had very large individual orders (22,000 shares or more) on bid and ask about $510, just before market open. Stock opened and closed with large volume on open and close, without much activity and price change during the day. As for PBH, there was not much activity for most day and stock dropped like a rock in last hour of trade with almost 225,000 shares changing hands and closing at its low. Was it as a result of traders covering their positions on long or short side and does it signify future direction of these co.'s ? Thanks for your valued insight.
Read Answer Asked by rajeev on June 20, 2016
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Read Answer Asked by Josh on June 20, 2016
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
Q: "Constellation Software Inc. Announces Possible Cash Offer for Bond International Software plc


What will be total purchase price, Constellation needs to pay @105 pence for remaining Bond International shares, if a formal offer is made? Also, do you believe, this acquisition will add good value to Constellation Software ? Thanks
Read Answer Asked by rajeev on June 06, 2016
Q: I checked my Scotia itrade account after reading your answer regarding Canadian companies paying $US dividends. My account states states that MG, OTC, CSU, CXR and BEP.UN are all paying Dividends in $US and then converting it into $CA. I am going to assume that they are charging me for that conversion each time which goes against my strategy to pay as little as possible in fees. What is my best solution to this problem. I do have a US trading account with BMO investorline. Would it be best to buy these stocks in $US to eliminate conversion fees. Any other insights or solutions would be appreciated. Thank you.
Read Answer Asked by Cheryl on May 10, 2016
Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.

Thanks
Read Answer Asked on May 10, 2016
Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?

If you had to pick 1 or 2 of them to put money in now what would you choose?

Thank you.
Read Answer Asked by Arthur on May 01, 2016
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