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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: Greetings

I am presently without any exposure to oil and gas companies. To what extent do you think PKI might be a good place to re-enter the sector? Your most recent review was a tepid "B" so I am completely open to other suggestions you might have.

I am a retired conservative investor who has no need to "shoot out the lights" and realize that diversity is a good thing.

Thanks
Read Answer Asked by Peter on May 26, 2016
Q: Have difficulty understanding the sector alllocated for some stocks. For instance I thought NFI would definitely be Industrial but in my BMO portfolio it is classified as cons disc along with DOL - which I get. I want to increase my Industrial sector so could you go thru your three portfolios and list the stocks that would be classified in this sector? Thanks.






Read Answer Asked by Arthur on May 26, 2016
Q: This question is about portfolio construction and geographical equity allocation. I am attempting to diversify my equity holdings across Canadian, U.S., International, and Emerging Markets.

How do I treat a company that has global operations, such as BEP.un?

BEP.un receives 25% of its revenue from Canada, 50% from the U.S., 5% from developed International markets, and 25% from Emerging Markets.

Should BEP.un "count" as a 100% Canadian holding because it trades on the TSX, or should I proportion my holding in BEP.un across the 4 geographical regions according to their respective revenue percentages? (Or is there an even better way to approach this?)

Thanks again for this great website and service!
Read Answer Asked by Jonathan on May 25, 2016
Q: Hi, PBH stock has been under constant selling pressure, after hitting an all time high of $59.81, one day after the quarterly release. I know, co. missed earning estimates, but outlook and growth expected from additional sandwich capacity coupled with C&C acquisition should be quite positive. Technically stock seems to be quite weak and may even go lower. Is there a reason to worry ? I have a full 5% position and would appreciate your comments. Thanks
Read Answer Asked by rajeev on May 25, 2016
Q: I could only find a limited number of questions on this company so my apologies if this question has been asked.

The catalyst to move the price of this company appears to be its obtaining a bank license. Assuming that license is awarded, what kind of impact do you expect it to have on the share value? I know you don't engange in target pricing but is this an absolute game changer for the company and one that you would expect to have a significant impact on share price or should we view it more as another building block for the firm where the impact on valuation will be more muted?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 24, 2016
Q: K-Bro is near an 18 month low. The dividend is now 3% and I'm tempted to buy it as a long-term hold for relative safety and some income. (I'm content with 5 or 6 percent long-term annually.) But I'm a bit concerned about the 'falling knife'. I've read your recent comments on the company. Are you aware of any new or more serious concerns to explain the drops? Do you suggest I wait, or is this as good a time as any to buy? Thanks!
Read Answer Asked by James on May 20, 2016
Q: This company is getting no respect of late. I thought that opening the TSX this morning would have provided some momentum, which it did to the downside.
Would you consider this a good buying opportunity now that it has a 6 handle or do you think it will languish here indefinitely until a major acquisition occurs. What percentage of a portfolio should this be for an aggressive investor?

Thanks Peter

Cheers
Read Answer Asked by Peter on May 19, 2016
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