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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 would like to add to my Industrial Sector holdings. What would be your top 3 recommendations for growth?
Read Answer Asked by Lloyd on May 04, 2017
Q: My portfolio is a combination of the Balanced and Growth model portfolios. I'm torn between your advice to "let winners run" and your advice on keeping sectors reasonably balanced. Tech is up and energy is down....so in theory, I should be selling some Shopify and Kinaxis and buying more Whitecap and Raging River. SHOP and KXS are not yet over 5% of my portfolio so I don't need to sell them to reduce risk. My instincts tell me to let the winners keep running until I see some life in the energy stocks, even if that means being very light in that sector. Your advice, please. Thanks!

Alan
Read Answer Asked by Alan on May 04, 2017
Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!
Read Answer Asked by Scott on May 04, 2017
Q: I sold CRH last week. I bought it a couple of years ago so I luckily had a 109% gain on it. I was thinking about getting back in but after VRX, PHM and CXR I just can't do it! I have these stocks:

ATD.B, AIF, BNS, CCL.B, CNR, CGX, CSU, KXS, GUD ,MG, MX, NFI, PPL, PBH, SIS, TOY, SJ, T, WSP, ENGH, VET, BCE and TD.

This reflects your balanced model portfolio pretty closely...What would you recommend to replace CRH in this mix?
cheers
Andy
Read Answer Asked by Andrew on May 03, 2017
Q: Over the last 2 years, I lost quite a lot of money investing in a promotional companies, or, companies with growth profiles too good to be true. On the other hand, I always made money investing in a company that meets all the following criterias: (1) boring (2) sells products I use (3) existed for 5 years (4) pays a dividend under 4%. Jean-Coutu meets passes this test so I'm considering it my father's portfolio. Is there something *not* to like about it? How about the latest news on the government meddling with drug generics pricing. This this take a positive turn? Thank you!
Read Answer Asked by Matt on May 02, 2017
Q: Do you know when MAL, BOS and XTC report Q1? What one should expect given the industries and companies..?
Thank you
Read Answer Asked by Calin on May 02, 2017
Q: The recent decline in CAD/US exchange rates has me somewhat concerned for my US investments. If you believe,as I do, that the CAD has reached its low point and may move up slowly from here, should you buy US shares in CAD funds? Or is it best to convert now and hold these in US dollars? In general do you believe it is best to have a mix of US shares in an even split of US and CAD currency? What should the factors be to determine how this is handled individually? Or does it even matter?
Read Answer Asked by Barry on May 02, 2017
Q: Over the past two years I have acquired all three of the above companies and they now (together) comprise 10% of my portfolio. Do you see any problems with this? My portfolio is well diversified.
THANKS!
Bryan
Read Answer Asked by Bryan on May 02, 2017
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 01, 2017
Q: I'm looking to add to my TSFA acc. I know you like all 3 but, how would you rank in order of preference at this particular time and which do you think has the biggest up side in the next 1-2 years.
Read Answer Asked by Henry on May 01, 2017
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