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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 Team, I hope I am correctly identifying the stock-sectors. Please correct me where I am wrong.
GROWTH Portfolio:
CDV- InfoTech.
PUR- InfoTech.
TC- InfoTech.
EFN- Financial.
IT- Cons. Discretionary.
BALNCED EQUITY Portfolio:
AYA- Cons. Discretionary.
DSG- InfoTech.
FM- Minerals/Materials.
WCP- Minerals/Materials.
ATD.B- Cons. Staples? Thanks so much. sarah.
Read Answer Asked by sarah on June 15, 2015
Q: Thoughts on their royalty agreement with the dutton group announced June 9th?

Thanks

Robert
Read Answer Asked by Robert on June 15, 2015
Q: I believe we are on the cusp of a technology super cycle - vehicles/homes/workplace. What are some companies poistioned to benefit from this cycle?
Read Answer Asked by Jason on June 15, 2015
Q: Hey Peter & Team,

This one has me a little confused. I am in at a little over $2.00. Was excited when the news surfaced about the Harvest takeover for $5.00. Saw the jump and watched the stock as it understandably hovered around the $4.80 to $4.85 mark and assumed this is where it would sit until the deal was done and I received the $5.00/share as per the deal.

Now in the past week or so it has dropped almost 11% to $4.35.

Can you please explain why the share price has dropped so low considering there is a done deal at $5.00/share...

Also, what advice you can give moving forward re when this deal will complete and as a shareholder what I should do in the meantime...

And am I correct to expect I will eventually receive $5 per share.

Thanks for all you do

Gord

Read Answer Asked by Gord on June 15, 2015
Q: Hi, Can you please specify the Sectors The following companies are in?
Growth Portfolio: DRT. GXI. KXS. LMP. PLI. PUR. PEO. QHR. SCR.
Income Portfolio: DH. ET. SPB. MCB. VNR. WSP.
Bal. Equity: WSP.
Since this is a long list, feel free to charge question credits at your discretion. Thanks for everything. sarah.
Read Answer Asked by sarah on June 15, 2015
Q: A corus bond maturing in 2020 is yleiding 4.64%. Any thoughts on the safety of this bond.

Many Thanks

Paul
Read Answer Asked by paul on June 15, 2015
Q: I need a transportation company in my balanced portfolio and was wondering which company you would choose today and why. Is there any other "transport" company you would choose instead of these 2 companies if you had a choice?

Thanks!!
Read Answer Asked by Sandy on June 15, 2015
Q: As a follow up to the answer you gave Donald today regarding companies that may be benefit from Europe infrastructure spending, you may wish to consider IBI group on the TSX-- ticker IBG. A risky play given its recent financial difficulties but they may be turning the corner this year. Tons of upside.
Read Answer Asked by Murray on June 15, 2015
Q: Can you please comment on why you would not recommend a hedge fund to be more than 2% of someone s portfolio (i might have misread but my question is in reference to an answer to Bohdan about uber strategies on june 12). Thanks
Read Answer Asked by Pierre on June 15, 2015
Q: Watch PHM and they now have stopped trading again. What gives?
With regard to CXI it is very volitile, and I was wondering if it might have something to do with Greece.

Many thanks
Read Answer Asked by Helen on June 12, 2015
Q: A couple weeks ago I bought half of a planned 2% of portfolio position in POT, at a bit above $39. Hoped to buy the other half a little lower, but it has fallen more than I expected and I have not bid further. Would you suggest adding the other 1% at current prices, or just stay at 1% for now? This is being bought for sector diversification and income. How secure is the dividend?

Thank-you
Read Answer Asked by grant on June 12, 2015
Q: What would you need to see before making a purchase of shares for a potential turnaround? Is there any value in the real estate?
Read Answer Asked by Scott on June 12, 2015
Q: Good afternoon,

I am underwater on this stock. I know the dividend is good and safe. The company does not seem to do very much to counter the crtc decision that I am aware of. Do you know something that is affecting the stock negatively lately?

Thanks
Read Answer Asked by Paul on June 12, 2015
Q: I would like to know your thoughts on PhytoTech Medical & their upcoming merger with MMJ Bioscience inc?
MMJ is a late stage licence producer applicant under the MMPR in Canada (Currently awaiting final inspection on one facility) and also will be a first to market in July with its one of a kind gastro resistant CBD capsule.
thoughts/opinions? And would you consider this a buy or...?
Thank You.
Read Answer Asked by Joe on June 12, 2015
Q: As a relatively new subscriber and who values your service greatly, what is meant by a " full position, half position" etc.
Thanks again your team has helped me a lot.

Hal
Read Answer Asked by Harold on June 12, 2015
Q: Hi , I have an inheritance of $445,000 and I would like to invest in an aggressive growth portfolio for the long term. Assuming I follow a max of 5% per position, 100% equity (I have FI in another portfolio), what would be your top 5 stocks? As a filter, I would like to see dividends in those positions but it's not mandatory, any industry (except O&G) and I'm a patient investor.
Read Answer Asked by Robert on June 12, 2015
Q: I am considering a position in the above fund as a recommendation from investment manager that considers himself a book value investor. I cant find much about this fund except it was started in 2013. 2015-Year to Date + 22.47 % 2014 Performance + 35.84% What are the negatives and would you invest your own money in this fund?
Read Answer Asked by Bohdan on June 12, 2015
Q: Obviously TCL missed street expectations with today's earnings report. To me it didn't look bad although they did reference Target's demise in their outlook. What are your comments?
Read Answer Asked by Christopher on June 12, 2015