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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: 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
Read Answer Asked by stephen on December 05, 2016
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
Read Answer Asked by Gervais on December 02, 2016
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.
Read Answer Asked by rajeev on December 02, 2016
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!
Read Answer Asked by Michael on December 02, 2016
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
Read Answer Asked by BRIAN on December 01, 2016
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
Read Answer Asked by Dennis on December 01, 2016
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