Q: I own GSY in both my RESP and TFSA accounts, somewhat by mistake. I'd like to switch one of the two to ECN for diversification. Would you consider ECN (larger, seems less volatile) as the best fit for RESP and GSY for TFSA? Or the other way around?
Q: I am interested in knowing what percentage of Spin Master's sales are to Toys R Us? And if the percentage is significant how do you see the company compensating for the loss of this customer in terms of future sales? That is who do you see stepping in to fill this void?
TOY dropped by more than 7% on Friday, apparently in sympathy with Mattel. Do we know what % of TOY's sales will be affected without ToyRUs? Do we know how much ToyRUs owes TOY,(Actual number or as % of receivables)? Without ToyRUs, what other outlets TOY could use (brick&mortar or online)to sell its product? Are any of these outlets already sell TOY's product? How fast can TOY adjust/respond to these changes? How much Christmas sales are expected to be affected because of this disruption in the company's sale of its product?
Thank you for being the go-to-person for small investors!
Q: Hi there, which of the two stocks do you believe would have greater long term upside? I would be looking at at longterm hold (ie: 5+ years). Thank you!!
Q: Can you please advise what will be your top 10 stocks from Balance, Growth and Income portfolio.
That I can buy at today's price for long-term hold (ie 15 plus years)
Q: Please comment on the dividend. My online broker reports 8% yield, you report 3.5%. I guess the broker is including a special dividend. If possible, please share the regular and special dividends of the past 3 years, and share your view on the future dividend prospects. Thanks for your invaluable service. Frank
Q: Hello Peter and team,
My portfolio now closely mirrors the BE Portfolio only missing NFI. I have cash for two full positions.
XTC’s valuation seems interesting and it has gained traction recently. Would it be time to initiate a position or wait and see how the NAFTA negotiations evolve?
Thank you, Ronald
Q: What do you anticipate as a return on the balanced equity portfolio for 2018? Reason I ask is that I still have a mortgage so I need to decide if after tax returns from my unregistered investments would be better used paying down my mortgage. As it is time to do end of year tax planning and planning for next year I need to decide what I do with my cash...Put it in equities or pay some of the principal on the mortgage. My current rate is 2.79% so not a very high bar even after taxes.
Q: Is there any seasonality to consider in buying TOY or SHOP? I thinking pre or post holiday season gift buying. Does history give us any indication of when it might be better to buy either of the above names?
Thanks - Rob
Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA