Q: My sector allocation has gotten out of whack with consumer >20% ( due to AGT and starbucks runs) and health care now 5% (due to PHM and CXR problems ). Energy at 5%. Would you recommend I trim my consumer sector and if so is one of these companies better to trim. I do hold UNH (US) in healthcare but is there another canadian healthcare company I can add to replace my losers (prefer lower risk). Is 5% still good idea for energy? Thank you and credit me with my 3 questions here.
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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 currently have a 19% weighting in Technology and a 14% weighting in Industrials, and looking to even this out. Would you sell Open Text (OTC) to buy AirBoss (BOS) at a discount? My position in OTC is about 3% of my portfolio.
Q: Redknee jumped 21% today, and I cannot find any news. Do you have any insights? Volume was low, but not overly so.
Q: Sorry for my error yesterday. yes, I did mean MFI vs HLF. Tx. A
Q: Hi 5i: I am looking for a construction/infrastructure company. I have looked at Stantec, SNC, Aecon and I am not interested in WSP for reasons other than price/performance. Of the first three, which would you recommend? I realize there is a major size difference among them, and I am interested in stability and moderate growth. Are there any others you might prefer?
Q: Hi I5, I like both of these stocks, seem to be in the right sector, in my opinion?, what bothers me is their high dividends. Can they maintain the divs? how high is their payout? Any future growth. Like to have your assessment, perhaps your suggestion or other selections.
Many thanks, J.A.P. Burlington
Many thanks, J.A.P. Burlington
Q: CJR.B vs DHX.....which would you prefer? thanks, Austin
Q: Could you please comment on annual report of wilan,tried to read but to hard for me to understand,stock price took big hit I am guessing on the news,thanks as always,jb
Q: This stock seems to be moving nicely. Could you please provide an update?
Thanks for your great service.
Dave.
Thanks for your great service.
Dave.
Q: Quite often advisers say buying the debt of a company is better.Could you explain the why and method
Q: Hello,
In your article on option investing you mentionned the value of being diversified. I understood that as being diversified in your portfolio in general, and not necessarily in the stocks which you sell options on. Am I right in that?
I was going to sell options this week on both Apple and CALM this week, to get this diversification. I noticed, however, that i would, at least at this time, get about twice as much for the same amount of money by investing in Calm rather than Apple. So, i doubled up on Calm. Is there a problem in this? That is, did i miss something on the question of diversification?
thanks
In your article on option investing you mentionned the value of being diversified. I understood that as being diversified in your portfolio in general, and not necessarily in the stocks which you sell options on. Am I right in that?
I was going to sell options this week on both Apple and CALM this week, to get this diversification. I noticed, however, that i would, at least at this time, get about twice as much for the same amount of money by investing in Calm rather than Apple. So, i doubled up on Calm. Is there a problem in this? That is, did i miss something on the question of diversification?
thanks
Q: Vecima Has bought a new company.What do you think going forward
Q: Is there a way to play a decrease in the US dollar using the TSX or one of the US exchanges (an inverse ETF maybe)?
Q: Hi team,
CLR reported record earnings for 2015,on the 22 and the stock has been in a downtrend since. Were investors disappointed about the company not raising the dividend or did the share price get ahead of itself before numbers were released?
Would a 15.00$ price target reasonable a year out?
Thank you.
CLR reported record earnings for 2015,on the 22 and the stock has been in a downtrend since. Were investors disappointed about the company not raising the dividend or did the share price get ahead of itself before numbers were released?
Would a 15.00$ price target reasonable a year out?
Thank you.
Q: I have read Ryan's recent blog on budget spending. He mentions wastewater and water treatment infrastructure spending. Are there any listed Canadian companies that are dominant in this area, and likely to benefit? If not what foreign companies are leaders here already?
Thank you
Thank you
Q: Can you give your opinion on this stock? I own it but thought it would have more growth. Thanks!
Q: Hi Peter, What do you think about Score now-a-days? I bought it from growth portfolio recommendation last year. I am down 75% from my buying price. This is .80% of my portfolio now. Should I just take the loss and move on. I am a Software Architect and recently went to a mobile conference and fortunately spoke to their SVP. He was saying pretty good things about their business and the team(his claim is his team is best in Canada after Google and Shopify). Anyways, I don't know, it is like asking barber if I need a haircut. I can hold on to this for 5 years as it is in My RRSP. But considering your business analysis do you think it is worth holding or should I just switch to something else? Your detailed analysis please.
Q: I saw a segment on Trudeau's proposed Bank Recapitalized Bail in Scheme on the rebel this evening and was of course concerned. How would this affect my stock portfolio for example held within Scotia Itrade? Here is a link to Ezra Levant's piece.
http://www.therebel.media/handsoffmymoney
http://www.therebel.media/handsoffmymoney
Q: Hi Peter, I bought it last year on your recommendation and then this wild price movement. Anyways, it is back up again at my buying price. I know you dropped the coverage. Is it still a good company to hold for long term(with future earning visibility) or should I just sell and switch it to something else(more stable and growing earning power)? If you suggest to switch can you please suggest your best 3 stocks today(considering current price) that have highest possibility of total return on a risk adjusted basis?
Q: Peter and His Wonder Team
Just spent too much time writing my question and got stopped out...so I will be brief. In the event of a global financial collapse... because we are drowning in debt... who will survive? How can we prepare...own hard assets like land, gold or silver coins, the minings stocks, be debt free with no mortgage? Are there any sectors which would benefit? Your thoughts please...so I can sleep better! Ha! Ha!
With respect...
Dr.Ernest Rivait
Just spent too much time writing my question and got stopped out...so I will be brief. In the event of a global financial collapse... because we are drowning in debt... who will survive? How can we prepare...own hard assets like land, gold or silver coins, the minings stocks, be debt free with no mortgage? Are there any sectors which would benefit? Your thoughts please...so I can sleep better! Ha! Ha!
With respect...
Dr.Ernest Rivait