Q: We plan to gradually tweak our (equity) holdings over 2016 to further optimize fees and diversification. Your thoughts on optimum geographic mix and how best to achieve that will be appreciated. (For context: Conservative, income-oriented portfolio, 1/3 equities, currently 90/10 Cdn/US currency and 80/20 Cdn/US stocks.) Thank you.
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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: Hi Peter & team
This stock has been going up on heavy volume for the past week or more. Can you find any news that may be responsible. Would you buy a small position in this stock?
Thanks, Gerry
This stock has been going up on heavy volume for the past week or more. Can you find any news that may be responsible. Would you buy a small position in this stock?
Thanks, Gerry
Q: peter; Would OSB be tainted with the lumber stocks if the talks fail, as usual? Thanks. Rod
Q: I have a balanced portfolio which includes a little more than a half position in QSR, but this stock seems to be somewhat range-bound. Given recent events at MTY, do you think a move from QSR to MTY would be wise, even after the run-up of MTY?
Thanks.
Thanks.
Q: My number one worry about investing and retirement is my wife's defined pension at the University of Toronto. It's too good to be true. Here it is: she started working there at 30 years old and now she's 34. Every months, she puts 400$ into that pension and the university puts 200$. At 62, she will get for the rest of her life an amount equal to the highest salary she has made there. Right now, that would be 80k. How can a pension afford this?! At 62, she will have contributed 230k and with a 6% return, the pension will have grown it to 700k by the time she retires. Not nearly enough to pay her 80k a year for the rest of her life! Now here is a RED FLAG: Last year, they reduced by 50% how much the university contributes to it. Before, they used to match her contribution by 100%. Someone messed up. Can we trust this plan? Can you see how the pension can make those numbers work?
Q: Would you use the latest run up in HNZ Group as an opportunity to exit the position? I bought the security for income and because it seemed like a good value (Benjamin Graham) stock with a strong balance sheet. However I made the mistake of not considering the concentration of its earnings in a few large contracts.
Q: what's your recent analysis of this co?
thanks for your good services
georges
thanks for your good services
georges
Q: If the softwood lumber agreement is not renewed, what sort of effect do you anticipate this will have on stocks like WEF ?
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Cineplex Inc. (CGX $11.09)
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FirstService Corporation (FSV $211.75)
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Alimentation Couche-Tard Inc. (ATD $72.90)
Q: When I look at the last 10 years of Cineplex data, I see a plodding yearly price increase without any particularly exciting price swings, a continuous series of modest quarterly profits with few exceptions, a series of fairly regular dividend increases - in a word DULL!
Do you think that they'll continue to be similarly dull? Can you point me to 4 or 5 companies that might be similarly dull over the next 3 to 5 years? I could use some dull (other than financials, where I'm a bit over-weight) to add to my portfolio.
Thanks.
Do you think that they'll continue to be similarly dull? Can you point me to 4 or 5 companies that might be similarly dull over the next 3 to 5 years? I could use some dull (other than financials, where I'm a bit over-weight) to add to my portfolio.
Thanks.
Q: My parents purchased RBC Monthly Income and Dividend funds for me with the family allowance cheques. In recent years I have sold funds and purchased AW.un, AGT, BDT, DH and BPY.un. I have about $20,000. Would you suggest three funds, other than financials, that pay dividends and have reasonable growth prospects. Thank you
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Sun Life Financial Inc. (SLF $81.10)
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TELUS Corporation (T $18.54)
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Restaurant Brands International Inc. (QSR $99.35)
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Superior Plus Corp. (SPB $7.09)
Q: I have the following 4 companies in a conservative, "steady-eddy" portfolio: T, SPB, SLF, and BNS.
I have cash to add two more Canadian companies. What would you recommend in order to add some diversification to the above 4 but to maintain a conservative portfolio?
Thanks,
I have cash to add two more Canadian companies. What would you recommend in order to add some diversification to the above 4 but to maintain a conservative portfolio?
Thanks,
Q: Hello Peter and Staff
If you were going to start a small position in one of the two - long term hold considering dividend income and appreciation which would you choose and why?
Thanks for all you do
Dennis
If you were going to start a small position in one of the two - long term hold considering dividend income and appreciation which would you choose and why?
Thanks for all you do
Dennis
Q: Hi Peter & Team!
Please could you list some companies that have exceptional high quality management and own a reasonably high level of the outstanding shares. Thanks.
denzil
Please could you list some companies that have exceptional high quality management and own a reasonably high level of the outstanding shares. Thanks.
denzil
Q: Redknee has had a jump in sp of over 15% in the past two days. Do you know of any significant news? What is your opinion of a smaller investment over a period of two years or more?
Q: Can you tell me what you think of this co. for a three year or more hold. Thanks
Q: Could I please have an update on Solium Capital. What are the prospects going forward for this technology company? **Is it a strong takeover candidate? Management has been using profits to expand the business. Is this strategy paying off or should I simply invest my money elsewhere? Many thanks!
Q: Do you think it may be prudent to lighten up on the auto sector in an otherwise balanced portfolio? Given a choice which company would you let go MG or XTC?
Thank you
Thank you
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Dollarama Inc. (DOL $201.94)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $81.91)
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Stars Group Inc. (The) (TSGI $37.49)
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DHX Media Ltd. Common and Variable Voting Shares (DHX)
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Alimentation Couche-Tard Inc. (ATD $72.90)
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Premium Brands Holdings Corporation (PBH $99.60)
Q: Hi
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?
If you could only buy five out of the six above listed stocks at today's prices (for the long term), which stock would you NOT purchase?
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Bank of Nova Scotia (The) (BNS $99.39)
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Sun Life Financial Inc. (SLF $81.10)
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Home Capital Group Inc. (HCG $44.26)
Q: How would you rank these 3 for growth for a younger investor over the next few years if you had to choose only one?
Q: I am needing to add to my Consumer Discretionary allocation. I have 2 equities at the moment and would prefer not to top up but rather add another. I currently own DHX & PBH. Perhaps provide two options if you could! One for growth and another for a balanced approach.