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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: In a diversified - 50 stocks - all Canadian 7 figure portfolio I hold the following 10 names with a cumulative value of 23% of my portfolio:

VSN, PPL, IPL
KEY, ALA, WCP, SGY, GEI, PEY, PKI

All of them have been very good to great this year. Some are 30 baggers over a 4 year period. I know they're all solid companies but it is too much of a good thing?

I do have solid representation in financials, REITs, tech and misc small caps in the rest of my portfolio.

My gut says let 'em run but thought I would check with the pros.

Thanks for your comments and I'll close by saying what I am sure is true for many: 5I is core to my investing knowledge and process and part of my daily reading.

Read Answer Asked by Kim on August 18, 2014
Q: Re EIF Exchange Income, are you still relatively positive on EIF after conference call? The market seems generally positive although the guidance for Westower remains a bit dicey with no improvement in margins until next year. Would you consider this high risk?
Read Answer Asked by richard on August 18, 2014
Q: I am an investor in my mid seventies. In the past I have been able to purchase new issue convertible debentures for 5 yr, paying on average 5.5%. Unfortunately this market has dried up. Several of my debentures have come due and as a result I now hold a large amount of cash. Can you suggest 5 or 6 blue chip stocks that pay dividends in the 5% range? Should I hold my cash and wait for a correction or begin buying now? Thank you for your opinion.
Read Answer Asked by wayne on August 14, 2014
Q: Peter, Your short and long term view for Direct Cash, DCI please. Is the dividend sustainable over the long run. Looking for buy and long term hold, Thanks Ken
Read Answer Asked by Ken on August 14, 2014
Q: WEQ
Is it worth buying now they've dumped the Aussie assets and have a new CEO. comments please.
John
Read Answer Asked by John on August 14, 2014
Q: Could you please comment on Capstone Infrastructure (cse) latest results and whether buy sell hold.

Thanks

Dave
Read Answer Asked by David on August 14, 2014
Q: Hi Guys,

Any thoughts on Gamehost (GH)

Thanks
John
Read Answer Asked by John on August 13, 2014
Q: Would appreciate your thoughts on EIF Exchange income r2nd quarter report today. Westower margins and profitability appear to be improving. Will this be enough to blunt the short sellers? I sold half my position at a loss after the Globe and Mail printed Veritas' one-sided report without bothering to mention the positive opinions of most analysts. Thanks
Read Answer Asked by richard on August 13, 2014
Q: Peter and Team,

Is there a reason the model income portfolio doesn't contain any of the Limited Parternships that are spun off of the major pipeline companies? Examples would be TransCanada Pipelines LP or the Enbridge Income Fund. These generally pay higher yield and have less volatility than the common shares of the associated pipeline company so I would think this would have been a great pick. Are there reasons to avoid these vehicles?
Read Answer Asked by Marc on August 12, 2014
Q: At the suggestion of an acquaintance, we have held for a year now, HPR (Horizons Active Preferred Share ETF); HYI (HA High Yield Bond ETF) and XSB (iShares Canadian Short Term Bond). I know next to nothing about bonds and preferred shares. All I know is that they are all in the red! I am holding approx. 25K in each fund. We are close to retiring in the next two to three years. My question is, should we continue to hold them, or find something else? If the latter, your invaluable advice would be greatly appreciated.
Many thanks. And all the best on your upcoming ride.
Read Answer Asked by Kathy on August 12, 2014
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