Investment Q&A

Q: Hello 5i,


I need help in finding a good stock tracking software, one that considers different currencies and dividends also, as they are included in my portfolio. Is there software available specifically for this purpose. I do not need one with budgeting and all that other stuff. Your help will be much appreciated.


Thanks,

Q: I was hoping you could provide a rough outline as to how you would determine the inclusion of each sector in a balanced portfolio, and what weights you would allocate to each sector. I have reviewed each of the portfolios you have constructed, but I am still unclear, in some cases, as to which companies belong to which sectors, and what the ideal weighting for each sector is (e.g. financials, manufacturing, resources). I did read the descriptions of the sectors in the balanced equity and income portfolios (noting that your sector weight distribution varies between the portfolios), and understand the different goals of each, but I was wondering if you could either directly state, or point me to the appropriate resource which describes appropriate weights (or ranges of weights) of sectors within a balanced portfolio. If this question proves to be too broad for this forum, I will gratefully accept any guidance you would have to offer. Thank you for your time and efforts.

Q: Hi,

My question is regarding Andrew Peller's recent results and would like your comments. It looks like a strong quarter with increase in sales, gross margins and a dividend increase.
With a stock having no analyst coverage how does one get a guage on future earnings growth to know when a stock has become "expensive"?
Thanks

Q: Good Morning Peter, How do you look at selections from the month before that have lagged ? Is it a good chance to pick them up or do you steer clear ?
Thank you.

Q: In a $100,000 portfolio, keeping to a full position @ 5% = $5000, does it make sense to buy only 10 shares of CSU and/or approx 20 shares of VRX. As I am typing this I realize it is not the number of shares but the return on the $5000. Does this make sense.

Thank you as always.
Craig

Q: David Burrows on BNN believes in going with what is working and getting out of what is not working. He's one of the handful of BNN guests who seem worth listening to (Hodson is not bad either). What is working for me in Canada is tech, pharma, and some non-bank financials (ESL,CSU,MSL,EFN). What is not working are the pipelines and utilities (ALA,AQN). Should I be buying more of what works and selling down what isn't? Thanks for your comments.

Q: As investment companies such as Sprott diversify their fund holdings away from resource stocks is it fair to say that this ought to help liquidity and coverage of non-resource small cap stocks in Canada?

Q: I’m definitely more of a buy and hold investor than a trader, but with David Burrows’ words ringing in my ears – “The money’s gone! The market doesn’t know what you paid” -- I’m reassessing my Cenevous holding of two years (down about 30%) and I’m wary of the fact it’s close to breaking support, according to my Investorline data, at $20.23. In the same account (LIRA; currently has no cash), I also hold a small amount of the ZUB ETF. It’s at the upper end of its trading range for the last year and a half; is trending above its 20 and 200 day moving averages; on the verge of breaking out into a three-year high; and technically has moved up closing a gap with the S & P 500 trendline. I know it’s comparing apples to oranges, but I’m asking for a second opinion on dumping CVE for ZUB. (I have a full position in CVE, as well as full positions in WCP; PPY; and and a one-third position in SKX; in fact I’m considering clearing out all but SKX since there are bearish technical warnings for WCP and PPY as well). Other options: dump Cenevous for cash and either wait for another opportunity or buy Cenevous back at a cheaper price later in the year; or taking the Cenevous proceeds and putting them in Don Vialloux’ HAC ETF, which seems to trend steadily upwards, albeit unspectacularly, with his seasonal investing philosophy. ZUB, Cash or HAC? Your insight is very much appreciated.

Q: You have not commented on Norbord for a few months. Lumber futures have jumped nearly 20% in the past month while osb is barely creeping up. Looking forward, Europe and Asia are now both prime targets for Norbord and single family housing is picking up in the U.S. Do you think it is time to buy NBD or would a lumber company such as WEF be a better bet?
Thanks.

Q: There are changes to your webpages recently which really detract from reading through the questions and answers. Each time you click on 'read answer' another web page loads, and then returning to questions, takes you back to the top of the page, versus where you were reading, perhaps half way down through 20 questions. I very much appreciated the previous format, read a question, click on the answer and you stayed right in the main body of questions. Why have you changed the format? Thanks, Linda

Q: Exchange Income Fund has taken a sharp drop this morning of nearly 2%. Is there any news that would warrant this sell-off or is it just market related? Thanks!

Q: Would appreciate your comments on the press release this morning "Sharp Shipping AQUOS™ 4K NEXT UltraHD TV featuring Espial HTML5 Client Technologies". How significant do you think this will be for Espial and a resulting momentum in its share price?

Q: I hold BNS and RY in my TFSA, both with large unrealized capital gains. I'm considering selling both and buying a Health Care ETF. If you consider this a good switch, what ETF would you recommend?

Q: what do you think of Saputo (SAP) in the $31s? Its taken quite a hit today but given the, almost for sure, earnings per share revisions downward, its not really trading any "cheaper" than it was before today.

I like the stability of the company but I didn't like how the stock fell on higher than normal volume today before the noon earnings release.

Q: With valuations of Cogeco and Cogeco Cable looking cheap, what do you think of their prospects and which company would you prefer? Thank you.

Q: Hi Peter,

Could you pls give me your views on the latest quarterly results of input capital and what are the prospects for this streaming company going forward.


Thanks
Paul

Thanks

Q: Your comments on today's results would be appreciated.

Thanks!

Q: Do you think CSE has a high probability of being taken over? What other 5 names would you think would have the highest probability of being taken over and are also buyable at current price. Thanks

Q: It seems like a pull back is imminent between now and November. I would like to keep my gains I have made in my TFSA over the past few years. Would FSZ be a good place to hide or can you suggest somewhere else to hide.

Q: hi.. Any new coverage on nyx. also notice S is getting some attention lately, any particular reason? Thanx in advance for your grat efforts. Cliff