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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!

I am wondering if Peter can take some time to put together some words or a video about the Balanced Equity Portfolio and path forward here. We used to get regular commentary on the Portfolio via appearances on shows like Market Call but now we don't get that anymore due to the BNN change in their rules.

Can Peter walk through where he thinks things are headed, potential to find the next great multibagger stocks for the portfolio, view of the current holdings, etc.?

There's a number of solid long term companies in there. Do we ever see a point where they run their course and we sell them BEFORE they have problems and destroy a bunch of our value (thank god we trimmed some ATZ at $60 a little while ago!).

Thanks!
Read Answer Asked by Marc on November 29, 2023
Q: Sector weightings
Recently 5i advised industrial sector weight at 22%. Suggestion - publish sector weights monthly. Would be helpful for those of us who put alot of emphasis on sector weights.
Read Answer Asked by sam on November 28, 2023
Q: Currently own SIS for a few years with small capital gains and collecting the monthly dividend. Looking for more capital gains and not in need of the monthly dividend payment. How’s HPS.A looking from a valuation and it is getting closer to 1B market cap. Looking to sell SIS and buy HPS.A for some more total returns. Thoughts?
Read Answer Asked by Sal on November 27, 2023
Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks
Read Answer Asked by Ron on November 24, 2023
Q: Tax loss season is an opportunity to shop for bargains. Can you name 2 or 3 that are excessively beaten down, therefore likely to bounce and rise further on fundamentals?
Read Answer Asked by John on November 24, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Hello Peter,

Would you be a buyer in the cons. discretionary sector at this time? Any suggestions?
Also between ANF TJX and ATZ which would you prefer to buy at this time? Or would you not buy either ?

Regards

Rajiv
Read Answer Asked by Rajiv on November 23, 2023
Q: Hi I am thinking it's time to sell BNS, would it be better to choose another bank or deploy funds to another sector to gain some growth & dividends for a long term holding? Suggestions on other stocks please.
Read Answer Asked by Kim on November 23, 2023
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