Investment Q&A

Q: What percentage of one's portfolio should be in energy stocks and in gold stocks?

Thanks

Dave.

Q: In order to reduce the correlation of my portfolio to the broader market, I hold a full position in JJG, an ETN that tracks a basket of grain commodity prices. My understanding is that, as an ETN (vs. ETF), its credit quality is only as good as that of Barclays Bank. Since BCS does not appear to be doingwell (esp. post-Brexit), I fear that JJG might be at undue risk.

BCS sponsors a number of different ETNs. Where do these assets rank in the "pecking order" in the event of a "bail-in"-type refinancing of the bank during a 2008-type crisis?

Q: In response to Sunday, Questrade does have lower fees than TD except when you buy in lots of more than 1000.

Q: I found a PREFERRED SHARE listing put out by CIBC Wood Gundy that shows the yield, the price, the reset dates, and reset yields. I have found this very helpful but I don't believe it is a complete listing. I contacted BMO Investorline but their searches weren't helpful. Do you know a site where I can find this information. Thank you for your help.

Q: Hi.

Im curious questrade has lower commission fees and and dont charge buying etf, only when you sell. Do they have the same coverage with stocks and etf with other brokers? Im with TD and thinking to switch to questrade. Your opinion please.

Thanks, Sunday

Q: Is the update of your coverage universe coming out or am I missing something?

Q: Hi Peter & team: Re your answer to Peter yesterday, "Over a long period, sector allocation is in fact more important than stock selection." Please let me know what sector allocation should be, or reasonable.

Thank you and keep up with your great work!

Q: I missed your appearance on BNN earlier this week. Would you happen to have a link to the full video?

Q: thank you for your solid responses it makes a difference

Q: Why did all your "Top Picks" on BNN last knight show on the disclosure board a green tick beside 'Guest Firm/Affiliates' (i.e you have an interest in the stock). If I remember correctly this also happened in your last appearance on BNN, No?

Q: Please help me understand the Target Price spreadsheet. I see companies with forecasted price declines with many Buy and some Strong Buy ratings. Huh? Please provide some context for the source of the data. Thx Frank

Q: A question that has preplexed me for a long time is how should we, as investors, interpret a recommendation to "hold"? This term is used by virtually everyone in the investing community. And I am not referring here specifically to the target price data recently posted.

It seems to me that everyone should only want to always be owning stocks that are either doing well or they feel have the potential to do well - i.e. a "buy" (at least in their own mind) A "hold" signal to me suggests that the stock is in neutral and the analyst has little conviction as to whether it is a buy or sell. Therefore, shouldn't I only want to own stocks that are just "buys"? Whenever I look at my holdings, I am always asking myself if this is the best stock I can own for the long term because I am interested in overall results 5 years from now keeping sector allocation in mind). I have hung on to AVO, for example, because I still feel that the potential returns are better than anything else I can find in the sector. But I sold BTE because I didn't see a future there. Trading costs shouldn't be part of the answer as it only costs me $5 for each trade.

Appreciate yor insight.

Paul F.

Q: I am not looking for a full review. We have the following stocks. Which ones stand out to be dropped and replaced with what?

KXS, CXR, ESL, DH, SYZ, MDA, SIS, CCL.B, GUD, PBH, FR.
PUR, BCI, DRT, FSV, DHX.B, XTC, DSG, WCP, NFI, CSU,
ENB, STN, WSP, BEP.UN, SGY.

Thank you for your great service
PB

Q: Thanks for the bonus report. It is very helpful.

Can you please advise which sector each stock belong too.

Do you have any site where I can find sector information.

Are you planning to create sector information.

SANDVINE CORP
Evertz Technologies Ltd
Savaria Corp
EnerCare Inc
Intertain Group
TRICON CAPITAL GROUP INC
ALTAGAS
Shawcor Ltd
CHARTWELL RETIREMENT RESIDENCES
Sienna Senior Living Inc
Visa


Thanks for the great service

Q: Where can you get company bond information, quotes, etc.?

Q: I have very little in the way of investments outside Canada except for TD's US exposure, ATD.B's exposure in Europe & the US & TIO 's US exposure.Which of the following ETFs would you consider to be good ones to expand my exposure outside Canada & if you don't like any of them can you suggest some alternatives you like better? The ETFs are:ASHR , DXJ ,LEMB

Q: What is your opinion on using call options on the VIX Short Term Futures ETN (VXX:US) as a hedge against a market decline? I see the VIX index up over 7% today, but the VXX is down slightly. I have noticed this several times. What is the explanation for this divergence and how should it be interpreted?

Q: I was wondering where to sign up for the portfolio review
Thanks

Q: Hi guys,

I noticed you posted a report entitled Target price Data but did not see any reference or explanation of what it was for, how it was developed, nor any comments on this board when I did a search.

Can you shed some light on that report please?

Thanks

Sheldon

Q: I'm thinking about taking a position in physical gold before the US election thru either MNT or PHY.U. could you compare and tell me the differences between these 2 vehicles. Which is better? I'm thinking about taking a 10% position and increasing cash to 40% leading up to the election. Thoughts on this strategy?