Investment Q&A

Q: Peter, I am having my RRSP transferred to a self directed account and will be acquiring all the stocks in your Balanced Portfolio. Having read your recent Q&A on this topic, I will start with 23 positions at 4% each. That leaves me with 8% cash. I prefer to be fully invested and think it makes sense to add 4% GUD for the Health sector and I am thinking of SH, TNC or perhaps a S&P 500 ETF for the remainder. I have a long time frame.

Thank you, Stephen

Q: Hello, this is to clarify an answer to a question asked by Elise on Evertz Technologies. You mention a special dividend of $1.10 per share declared by the company. Since I hold 500 shares of ET, does this mean I will receive a special dividend of $550 in December? Will that be on top of the regular quarterly dividend? Regards, Gervais

Q: Hi, we have Shopify and Spin Master in most accounts in the family.

Shopify has been quite volatile, in line with FANG and other technology stocks, but its swings are much higher than its peers. Recently it traded as low as $50.84 ( after a week of Trump win)and within a week as high as $60.50. Is it worth adding at current level $52?

Spin Master had an incredible run to $39.50. With recent pullback, is it prudent to add at $34-$35 level?

Thank you.

Q: Can you please comment on today's earnings report?

Q: Is there any explanation as to their recent 10% drop in share prices. Last quarter was good, something new come up? Is this a buying opportunity to increase my shares in a diversified portfolio?

Q: I've read that BCE is overvalued and set for a decline by Motley Fool (a couple of times now). Do you think there is anything to this, or would you considered it a buy with the recent pullback?

Thanks,

Paul

Q: Hi Guys,
I currently hold about 500 shares of BNS which is currently at all time highs and I was thinking of selling at this time and putting the proceeds
into BCE which has had a nice pullback. What is your valued opinion?
Many thanx for all your past help. Bob.

Q: Thanks for your earlier response regarding the balanced portfolio and MX. I did have one other question about dividing up names across different account types. I will be investing a decent sized amount of new money into my registered and non registered accounts which will me to hold all 23 names of the BE portfolio but I would like advice on how the names should be split up for best performance. I will be able to hold 9 TFSA, 8 RRSP, 6 CAD Cash (Non-registered). How would you suggest splitting up the BE Portfolio across the different account types? Thanks again for your help!

Q: SHOP dropped again today, now below 40 day SMA.

Can you tell me why? As a short-term trader, is this a SELL?

Thanks!
Ken from Ottawa

Q: I was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian

Q: Reviewed your reply on above, and in view of the current runup is this buyable at todays prices. Do you feel there could be a pull back?
Thanks

Q: is it ok to bring sis,toy,pbh to 5% each after recent drop?.

Q: Can you see any reason for the 8%+ jump today?

Thanks


Sheldon

Q: Hi Peter and staff
Stock hasn't done well since you added it (as long team hold I realize) - thesis still intact and if my weighting is low and have long term view any harm in averaging down?
Thanks for all you do
Dennis

Q: I note that you are selling DH from the 5i income portfolio. Unfortunately I hold DH in my TFSA so cannot claim Capital Loss. In this case, would it be better to hang on for a bit?

Q: Would you choose OTC or CSU today for growth over the next 2-3 years?

Q: Hi Peter and staff
I assume MX is still a good add after the big up in the day before you added it to the. Balanced portfolio?
If so I plan on adding it . Please list the first one below you drop to add some as well as the next suspect to go for it in order and reasoning

AIM
ACQ
DH
DIV
WIN

Thanks for all you do
Dennis

Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!

Q: Kinaxis Inc.
Chief financial officer Richard Monkman sold 25,000 shares on Nov. 10. CEO John Sicard sold 10,000 shares at a price of just over $67 a share. The chairman Douglas Colbeth sold 37,500 shares on Nov. 8, and trimmed his holdings by 12,500 shares the following day.

Would you have any concerns here?

Q: can you account for the weakness OVER THE PAST FEW DAYS in SLF, when MFC (MANULiFE) IS UP A SLIGHTLY.

A buying opportunity?