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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 am a new sudscriber.
Re your model portfolio: I don't see the initial amount of money invested in each stock, the number of shares bought and the total at the start of the portfolio.
Given that the portfolio has had an 8.7% performance rate to date, how would one emulate this portfolio without coming in at a high level?
I look forward to being a subscriber to your excellent site that I have been aware of for some time now.
Read Answer Asked by judith on September 18, 2014
Q: I am looking to add to my small, initial $10,000, TFSA. It presently has 4 stocks in it BDT (32%), BEP.UN (12%), CF (45%)and ESN (10%). The portfolio is up 20%.
I am looking to add $5-10,000 between now and the end of the year and would appreciate suggestions on what to add to the mix?
Thanks for the help!
Ken
Read Answer Asked by Kenneth on September 18, 2014
Q: CSS/TFI What do you think of the TFI extension announced today. I found it notable that Contrans approached TransForce about the selling of the Co.
Read Answer Asked by Gerald on September 18, 2014
Q: Transforce TFI has extended the offer for Contrans CSS to October 7 but have not increased the offer to shareholders.
http://www.newswire.ca/en/story/1412666/transforce-extends-all-cash-offer-for-contrans-group-inc

Can you comment please.
Thank you GO PETER GO-LOVE WHAT YOU HAVE ACCOMPLISHED
Read Answer Asked by Martin on September 17, 2014
Q: CSS Contrans.
Transforce extended it's takeover offer until October 7. Your thoughts please.
Read Answer Asked on September 17, 2014
Q: Contrans CSS extended offer from transforce to October 20. Reaffirming they will not raise their offer and the deal will not be done if shareholders do not tender. Do you believe they will not raise the offer?
Read Answer Asked by Helen on September 17, 2014
Q: I am looking for a financial stock to augment BNS, AD, TCN and a mix contained within 3 dividend-distribution mutual funds(RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT).

I am a retired, income-oriented investor who likes to hold for the long term and get regular dividend increases and some capital gains. I also hold ZLB, AQN, ALA, BCE, WEQ, BTE, CPG, SGY, along with an insured annuity and I receive a pension.

Within the banks, I have narrowed it down to RY or TD. Excluding the banks, I am considering SLF, MFC and PWF. I know you recommend SLF, yet the bulk of the analysts lean towards MFC, even though they cut their dividend in the latest crisis. The insurers seem to have more total return upside than the banks.

Question #1: Given my current portfolio mix, which financial stock would you recommend? Is there another stock for me to consider that I have not mentioned?

Question # 2: While I am not a market timer, would I be better to keep my cash on the sidelines for a few more weeks for a better entry point. I know I can always start with partial positions.

Thanks for your help,
Steve
Read Answer Asked by Stephen on September 17, 2014
Q: This is regarding WIN.T I thought the last two news releases were decent. The last two days it got sold off. Any thoughts on this company. Thanks......
Read Answer Asked by Philip on September 17, 2014
Q: Hi Team,
I own about a half position in Carfinco and I am wondering if I should sell it on the news today or wait for the deal to run its course? There is talk that a special dividend is priced into the stock at its price this AM. of about $2.80. Any information about how these sort of situations typically play out would be appreciated.
Thanks, John
Read Answer Asked by John on September 16, 2014
Q: I sold POT yesterday, made a decent profit and of course rec'd the dividends. I am wondering if I should deploy the capital to something you could suggest that has the safety with growth or should I wait until you offer your investment service. Do you expect that to be this month or a later time frame? Thanks again.
Read Answer Asked by Maureen on September 16, 2014
Q: what is your view on Atlantic powers (ATP.TO) recent strategic review...will this help turn the company around? The stock is down a ton partly due to the big dividend cut. Time to buy a few shares?
Read Answer Asked by Jeremy on September 16, 2014
Q: ATP
What do you think about ATP as a buy. It dropped 32% today because of a big dividend cut and ? Is this an overreaction that is presenting a good buying opportunity or something else?
Read Answer Asked by Margaret on September 16, 2014