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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: With oil prices stabilizing or increasing, what are the implications of the reduction in the high fuel margin tailwind that resulted from falling fuel prices? Is recent weakness just profit taking or is this part of the reaction to high multiples in the consumer staples sector. I have reduced my position from 28% to 17% over the last few months. Would you recommend reducing some more? To what level?

THanks,
Hans
Read Answer Asked by Hans on April 21, 2015
Q: What % range would you consider acceptable ( min to max ) for financial stocks for a middle aged dividend investor with 7 years to work and a goal of building up a portfolio that will pay dividend income upon retirement. I invest in all sectors with ETFs, individual stocks and a small number of mutual funds ( Chow etc ). My portfolio includes small mid cap and large cap, both in Canada and worldwide. I find even non industry specific ETFs are on average 20% in financial stocks. Tough to keep under 20% when you start buying PWF, BMO, BNS, SLF etc.

Many thanks

Paul
Read Answer Asked by paul on April 21, 2015
Q: Atd.b has not had strong technicals lately, coupled with what I would call heavy inside selling, in excess of 29m. Could I please have your further thoughts
Thanks
Read Answer Asked by Rick on April 21, 2015
Q: Keith Richards at Value Trend Wealth Management who appeared on BNN Market Call Tonight is of the view that S&P500 could see a 20% plus correction this summer. His reasoning was primarily based on Technical Analysis. He also mentioned that at present, retail investors (dumb money) are twice as much bullish as sophisticated investors like pension fund managers (smart money). What are your thoughts on this prediction for an imminent market correction?
Read Answer Asked by RAJITH on April 21, 2015
Q: I am a shareholder fo this one. Fro the past few months it has inched up hitting new highs almost every week. How do you intepret this kind of trading? Is it possible evidence of quiet accumulation by a fund or institution? No reported inside buying except for some smallish trades as recently as this week. I can see it being taken private by the Pollard family or bought out.
Read Answer Asked by Murray on April 20, 2015
Q: Hi Gang Do not paint all Prefs with the same brush I hold 18% in the above prefs and classify them as fixed income .My fear is when they are called is my tax liability .I hope they are not called and have not traded below issue price for a long time I even sold some for$28 a few years back .But I agree with most of your assessment on pertpetual prefs in this interest rate envoiment.
Regards Stan
Read Answer Asked by Stan on April 20, 2015
Q: TD seems to be having a problem again with its site. (streaming quotes etc.)
Read Answer Asked by john on April 20, 2015
Q: what is the difference between the A and B shares. One seems to trade and the A shares hardly at all? Thanks as always
Read Answer Asked by michael on April 20, 2015
Q: hi gang any thoughts on this co PJC-A.TO I am looking to buy as a long term 2-3 years . thanks.
Read Answer Asked by Alnoor on April 20, 2015
Q: I would appreciate your suggestions regarding my asset allocation. I am 74 and have an income portfolio that is 55% fixed income including preferred shares and 45% Canadian equity. The equity component is as follows: 15% financials, 18% reits, 17% utilities, 7% telecoms, 19% manufacturing/industrials, 17% technology, 2% healthcare, 5% consumer discretionary and 0% energy/materials. What changes to this mix would you recommend. Thank you, Barrie
Read Answer Asked by Barrie on April 20, 2015
Q: When buying a company is it better to buy in only one account or purchase the stock in several accounts? I currently own SGY but in both the RRSP(2) and TFSA(2) account. Going forward with buying some stocks recommended from your portfolios just wondering if it is just better to purchase the amount up to 5-10% in one account?

Thanks
Dolores
Read Answer Asked on April 20, 2015
Q: I have been watching BLD for the past couple monthes. It looks they are having a lot of progress recently with the Buss order from China, Fuel cell tram demonstration, and especially had signed contract with Ardica for the development of portable military fuel cell batteries. Do you know any more details about these activities or contracts and what do you think about this stock now (current price vs upside potential)?

Thanks,

Adam
Read Answer Asked by Adam on April 17, 2015
Q: Nike, Under Armour and Performance sports have all performed amazingly well over the past 3 to 5 years. Nike (only) pays a small dividend. Is it reasonable to expect these companies to continue this growth and is the current growth coming from the new Asia/African markets?
Read Answer Asked by Greg on April 17, 2015
Q: Thoughts on Amaya's spin out Innova Gaming? From recent prospectus on sedar, issue price $4.50 - $5.00, approximately 15.3 million shares total - valueing company around $73 million. 2014 revenue $23.2 million, $5 million EBITDA (up 21.6% y/y). What are your thoughts on proposed price, business prospects, management? Many thanks.
Read Answer Asked by Curtis on April 17, 2015
Q: Here is how the Globe Portfolio analyzer breaks down my wife's LIF. Is this a good balance or should the %'s be more equal? Are there important missing sectors that should be covered. The energy sector is lower than it was due to the fall in that sector.
Financials 32.87%
Information Technology 17.65%
Industrials 16.10%
Health Care 10.26%
Consumer Discretionary 8.33%
Energy 7.70%
Materials 5.31%
Telecommunication 1.79%
Read Answer Asked by David on April 17, 2015
Q: Hi Team,
just looked up the value of the warrants at $0.35. Since the stock is highly speculative, as are the warrants, wouldn't it make sense to buy warrants instead of the stock? Expiry of warrants is in thee years which can be shortened if certain conditions are met based on incremental stock price.
Read Answer Asked by Sigrid on April 17, 2015
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