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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,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.
Read Answer Asked by K on January 15, 2018
Q: They announced the hiring of a new president recently. The article mentioned that the new hire had a background in growing the cloud business at his previous company. Was this hiring part of an orderly transition at the company and does his background suggest a new direction for the company or just a good fit for what has always been going on there? Can we expect a little "spark" to this company now?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 15, 2018
Q: This list of companies from the Balanced Portfolio were all beaten up a bit last year. Which of these do you now consider buying opportunities? Are any of these on your list to watch & discard if performance doesn't improve? If I were to add some of these to my relatively diverse portfolio, how would you order them in terms of anticipated total returns?
Read Answer Asked by Gordon on January 12, 2018
Q: OTEX has been on a downward trend since its high on May 8, 2017. Today @ $41.79 its below SMA (9), (50), and (200). Parabolic SAR (0.01, 0.1) is 41.56 but still showing some upward movement. MACD is trending down, currently 0.3 and below the signal line. The Histogram is below the zero line and trending lower. The Price ROC has trended down from 70+ late in December. Now it's at 0.34%. RSE has followed PROC and has fallen to 43.82 from 70+. What is the cause of this poor performance? Has their marketing strategy tanked? Has the competition found of way of beating them at their own game? Has management tired of doing a good job? Is the company in financial trouble? Is operating cash low? Debt too high? Please give me some reason to hold this stock.

Elmer
Read Answer Asked by Elmer on January 12, 2018
Q: I am currently trying to put together a fixed income allocation for our portfolio. I am using your balanced portfolio as a model. I have a few questions regarding this, though and would appreciate your commentary and suggestions.

Looking at your portfolio I see that you have a mixture of 1. Canadian Preferred Index (CPD) 2. the Convertible Bond Index (CVD) and 3. I shares US Hy Bond (XHY).

You mention that this would be a good model portfolio for dividend investor, which I suppose I am.

But, I was struck (rightly or wrongly I don't know) by the fact that some of the bond funds that are often mentionned on your site are not included. Clf and VSC, for instance.

Would the actual portfolio do the job, or would it be wise to add these two etf's?

Second question. I would like to have a large part of my bond allocation in US dollars. Can you suggest some US equivalents for a bond portfolio? Would an emerging market bond fund such as ZEF be worth looking at? If so, would you know of an equivalent in US dollars?

I know that you concentrate on Canadian stocks, but since you also offer model portfolios which include fixed income etf's, this question might be legitimate.
thanks

Read Answer Asked by joseph on January 12, 2018
Q: Hi,
I am a long term growth investor, with no need of the invested money right now. Do you think I am better off long term with BEP and using a DRIP program or moving to a different utility company? The only other utility I have is AQN. Or can you think of a different place to put the money to work (maybe a few suggestions in case i already own what you suggest).
Read Answer Asked by david on January 12, 2018
Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?
Read Answer Asked by Peter on January 11, 2018
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