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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 redeployed some cash when the market was down but I still have a 12 per cent weight in cash. The cash is in TFSA's, RRSPs, and an unregistered account. While that money is set aside in case the market takes another hit, what can I do to get a least 1.5 to 2 per cent return (to stay even with inflation)? Or should I just go back in the market and maintain only a 2 or 3 per cent of cash? I don't plan to need any of these funds for at least a couple of years.
Read Answer Asked by Paul on January 22, 2019
Q: I've been looking at this stock. I've read the most recent comments on your posts. I'm wondering if things might be different with the current proposed changes to the board that seem to be a bit of a battle in the company. Nice dividend and pretty healthy balance sheet, what do you think of a possible takeover bid coming?
Read Answer Asked by Robert on January 22, 2019
Q: Good Morning,

I currently hold BEP, AQN and ENB in the utilities category of my portfolio with ENB weighted 50% more than BEP and AQN. I want to diversify and add a 4th to the group and would like your recommendation. CU comes to mind but I am wondering if it is still controlled by the Southern family ( Nothing personal but out of principle I am not a fan of family controlled public companies that put family members in charge rather than the best person for the job...). I am a retired investor looking for income with a dash of safety.

Thanks
Read Answer Asked by Morgan on January 22, 2019
Q: SPB seems to be favourite among analysts at TD (All buy rate, Jan 2019) and also Thomson Reuters report writers. You have it as a sell . SPB has a high debt (due to adquisitions). (beta is 1.23 on TSX index). Can you comment on the risk due to a market downturn and also on the fact that management seems to be too focused on growing (at all cost) rather than protecting the co. for a storm in the market. Which one you worried more ?
Read Answer Asked by Alejandro (Alex) on January 22, 2019
Q: Hi Peter, Ryan, and Team,

Marjorie recently asked a question about Telus:

"Given the recent news re Huawei, Canada/China problems, and the fact that Telus is very invested in the technology, are my Telus shares at risk? Telus is a fairly substantial long term holding in my portfolio."

Could you please answer the same question for BCE? Thanks for your insight.

Read Answer Asked by Jerry on January 22, 2019
Q: I currently hold Markel (MKL) for some conservative balance to my portfolio, and I have (had) high hopes as it's commonly called a 'mini Berkshire' and hey, it's insurance they always win... While my position is still up, it's underperformed relative to my expectations. Further, I'm increasingly anxious about how extreme weather events (read climate change - fires, hurricanes, floods) will effect the insurance business.

In light of the above, I have two questions:
1. How do you feel about MKL, and;
2. Can you recommend an insurance company that is less exposed to property and more exposed to life insurance, travel insurance, or other?

Best.
Read Answer Asked by Cameron on January 21, 2019
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