Investment Q&A

Q: Considering that one need not invest in all sectors to have a balanced portfolio, would you recommend to have gold or gold stocks in the portfolio at this time? I have a 3% of my portfolio in this sector through AEM, BTO and SLW for a pure play on the metals.
From a risk reward perspective should i stay in the sector and if so, make adjustments like switch to Goldcorp or move out of stocks into gold such as CEF? The seasonality for gold is coming to an end and the outlook for gold/silver prices are all over the map.
Would appreciate your opinion.

Q: Hi 5I, could you correct the symbol on Francois' question on Linamar this morning,should be LNR. Also I own DGC and ASR, down on both and would like to consolidate to one stock, which would you choose or should I dump both for CEF.A? Thank you

Q: Hi Peter and team. I have another porfolio management question.
We are having trouble allocating equity and ETF's between the regular portfolio we manage on our own and the TFSA. After 5 yrs the TFSA holdings are about half and we've noticed ofcourse that you can not claim losses. This should be obvious but is it better to put the ETF's in the TFSA and stocks outside? Trying to create a sleep at night portfolio has been a challenge.
Thanks for any input. Jan

Q: how about zjn thank you

Q: Hi, could you clear something up for me, delow is a snippet from the last news release from JAG. If it goes through the small amount of shares that I have are worth ziltch?

" As a result of this new equity
financing and debt-for-equity exchange, current shareholders would have
minimal or no continuing equity interest in the Company following the
completion of the transaction."

Thanks

Q: Good day!
I am looking at ENF (Enbridge Income Fund) and/or AQN (Algonquin Power and Utilities)for a position or a split position (both?) I prefer ENF for the higher div and seemingly similar growth paths (or maybe a bit better?), but I do own PPL (a full position) and see the overlap with Enbridge for pipelines. Would appreciate advice as to which I should choose for (primarily)income, and also some downside dividend protection against market correction and also - for the complete wish list - a chance for reasonable growth.
If you wish, I would appreciate any alternative choice(s) in a reasonable dividend-paying utility.
Thanks!

Q: Parkland Industries seem to be selling off a bit any particular reason ?

Q: Any reason for the sharp drop in Air Canada's share price, and the (very brief) suspension in trading? Your opin on AC.B?

Love your service - have mentioned on a couple of investor boards,

Q: What is the signifigance of beta? I thought that numbers below 1.0 indicated a less volatile stock, but when I look at some charts I see stocks with betas below 1.0 going up and down like yo-yos.

Q: Hi Team, (SGY) Surge energy had some good news today. They have increased the dividend again. Is this normal? Thanks

Q: There have been a lot of announcements in the last couple of days for Petromanas Energy (V.PMI)including:
1. the test well results;
2. the resignation of two directors;
3. The sale of 46 million shares by the largest shareholder and the corresponding purchase of almost 16 million of those shares by insiders.

What is one to make of all of this and is it worthwhile holding my position?

Thanks
Robert

Q: I want to thank you so much for AVO. I have made amazing amounts of money with this stock and no doubt the good story will continue.Now I am waiting for other great stories over the next week like bad, acq, byd.un aya and another great one which you will be reporting on soon and that is DHX. What are you thoughts regarding their upcoming earnings? I own them all.

Q: Any idea why easy home (eh) is under downward pressure . Earnings will be released tomorrow.

Ed

Q: Anything to account for CXS's ongoing price decline over the past days?

Q: A thousand thank you's for AVO.....

If I remember correctly few days ago you mentioned a stock that you would give it an A if if was less volatile or something like that. Can you tell me what the stock was.

Thanks again.

PB, had

Q: Hi, is this a good entry point for Aston Hill Financial (AHF)?
Thank-you.

Q: Hi
I read your excellent answer to Dave this morning in which you say "The main drivers to equities are (1) earnings (2) interest rates and (3) money flows (people going to cash/shifting from bonds to stocks). If earnings are strong and growing, and interest rates are low (i.e right now), it is hard to predict a big fall in the market.
I want to buy additional shares in Royal Bank [RY] but I have been watching the price rise steadily since the summer and am severely conflicted. Do I just go ahead and buy now because of the 3 parameters you mention are in force, or do I wait for a hoped-for 5% or more market pullback?
The current payout ratio is 49% for RY and the yield only 3.81% so I would expect a dividend increase because of the rising stock price and falling yield, but with the payout ratio so high [normally in the 45% range I believe for banks] is this even likely?
Many thanks... Paul

Q: Good morning Peter and team.
If one places a market order, in what sequence are orders executed relative to limit orders and all other market orders? In the order that they were placed?
Thanks

Q: EH just dropped below $14. Is it a buy? I guess the price drop is to due to tomorrow's earning release. Thanks a lot!

Q: Hi team, I bought AVO on Monday after looking at your recommendations, for $20, nice pop today. I bought for the long term but 25% in two days is reasonable. I can't find the pop reason, any news? Earnings, takeover. Your research/ideas are just terrific. Many thanks.