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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: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
Q: This whole business about how the distribution is paid has got me confused. I bought BEP in my $us investorline account. Even though I bought it with the ticker BEP, it shows up on my transactions as BEP.UN. I phoned BMO investorline to confirm that there would be no currency exchange for the distributions when I purchased the stock. It does not show any conversion in my transaction history but I called today to confirm Again after reading the Q & A comments. I reside in Canada but my broker says the interest is paid in $US and there is no currency exchange. Am I missing something?
Read Answer Asked by Cheryl on July 04, 2017
Q: Hi - With the recent pullback in many stocks, have any of your favourites dipped in price enough that you would be advising clients to hop on board. Totally understand that this is just guessing but hoping that a few jump out at you. No need to consider KYC factors in your response. Many thanks!
Read Answer Asked by Doug on July 04, 2017
Q: Stocks in your model portfolios. TNC - when is this takeover going to be completed? It seems like it is taking a long time.
ITC - this stock is the majority of the time under $2.00 and for the short period of time that it goes above $2.00, everyone hits the sell button and it goes back below $2.00. Should I be hitting the sell button the next time it gets over $2.00 because it is the worst performing stock in my portfolio. PEO - also has over the last two months been another under-performer and so should I get out of it? Thank you for your good service Dennis.
Read Answer Asked by Dennis on July 04, 2017
Q: I own everything in the Balanced Equity portfolio except the following: AEM, CLS, AND CSU. I have cash available from the DH buy-out. Which of these or any other stocks in your coverage universe would you recommend based on current valuation and outlook?
Read Answer Asked by Chris on June 30, 2017
Q: I have repatriated my holdings from a full service broker and now using a self directed account to manage the portfolio.
I wish to construct an Income Porfolio and a Balanced Portfolio look a like. To that end can you list the first five holdings from each portfolio that you would be first to acquire in, order of preference if possible?
Thanks
Read Answer Asked by Peter on June 30, 2017
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