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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: Good morning Peter,

Thank you for your thoughtful-as-usual, prompt answer to my recent question.

You feel that over the long term, a 50/50 portfolio (50% US Market Index ETF/50% US Money Market Fund) would return about half or less than one that is fully invested in the US Market Index ETF.

Writing in San Francisco's MarketWatch on Sept. 2, 2010, Jonathan Burton showed that such a portfolio "...has made almost as much money as the more aggressive, stock-heavy strategy over the past 25 years and topped it over the past decade."

Why would investors not reasonably expect a similar future performances?

Thank you.

Milan
Read Answer Asked by Milan on July 18, 2017
Q: I have 37% (200K+) of my portfolio in CN Rail. It is in a taxable unregistered account. I would like to diversify a bit but afraid of the tax repercussions with selling (Up 100%+ capital gain). Also can't find many stocks that have been able to beat CNR over the long term. CN is basically a monopoly and a diversified hauler of goods. Note my registered accounts are fully invested. I try to sell 10,000 of cn stock a year to invest in other stocks but at the same time buying 15,000 of cn.

1. Should i be concerned with such a high % portfolio in one company? What is recommended
2. Should i be so concerned with capital gains tax?
3.What companies should i be looking at with the selling of CN that has been consistent with future growth?
4. Should i continue with 10% of income spent on cn stock. first 6% gives employee an extra 35% of stock.

Read Answer Asked by Thomas on July 18, 2017
Q: The July 15th edition of the Financial Post carries an article with the headline "Worst drought in decades devastates Europe's Crops" with the article focusing on a wheat-farmer in the Tuscany region (province?) of Italy. After doing a quick check online it seems that drought is somewhat dispersed throughout regions in Europe.

Would this European drought be significant enough to impact global grain supply and prices?

Would this be time to consider purchasing POT?

Thanks!
Read Answer Asked by Chad on July 18, 2017
Q: Which of these would you feel has a better outlook for growth going forwards. Do you think this sector is over priced considering the big promises made about infrastructure spending?

Thanks
Read Answer Asked by Mark on July 17, 2017
Q: I have A&W, CGX, and BPF.un in my consumer discretionary. I've been thinking of switching out A & W for TOY or DOL for diversification. Does this seem like a reasonable approach for a conservative retiree? Which would be the more stable choice for one in my position, or do you have another suggestion? Thank you so much for your continued help and advice. (CGX has done very well for me)
Read Answer Asked by M.S. on July 17, 2017
Q: Hi Peter, Ryan, and Team,

I am overweight in Consumer Staples and underweight by an almost equal dollar value in Information Technology.

Present holdings in Consumer Staples include ADW.A, ATD.B, ECI, PBH and SAP. (SAP is the only one that's down in value).

Present holdings in Info Tech include CSU, ENGH, KXS, OTEX, and PHO (PHO is the only one that's down in value).

Which stocks in the Consumer Staples sector would you trim/sell, and which stocks presently held in the Info Tech sector would you add to at this time? (If there are compelling reasons to add more Info Tech stocks, your suggestions are welcome.)

Also, is the thesis still the same for SAP? It's been a fairly disappointing stock, but of course your great recommendations have really enhanced our overall portfolio. Thank you!

As always, I appreciate your valued advice.

Please deduct as many question credits as you deem necessary.
Read Answer Asked by Jerry on July 17, 2017
Q: Hi Peter and Group. I have just taken some profits on WEF - I needed to lessen my exposure anyway. What is your top 3 stocks I should reinvest in? (regardless of sector) - I am a moderate risk investor. Thanks for the service
Read Answer Asked by Terence on July 12, 2017
Q: I am looking for investments which will respond positively to rising interest rates. I suspect CPD has anticipated a rise and I am told E*Trade will substantially benefit from rising rates - why? what are E*Trade prospects and for that sector in the current environment? Can you recommend an ETF for the US regional banks and do you think they will outperform? Thanks for your consideration
Read Answer Asked by Mike on July 12, 2017
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