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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 and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis
Read Answer Asked by Dennis on January 22, 2017
Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted
Read Answer Asked by Ted on January 22, 2017
Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: Hello Peter, I know you like all three of these companies. My RRSP and TFSA are already well-diversified. On top of that, I'm now trying to build a non-registered account for long-term holdings (mostly solid, 'steady Eddy's' such as ATD, ENB, T, FTS). I'd like to add 2 full positions to the account. Which two of CSU, WSP and CGX would you suggest adding at this point for long-term gains, factoring in a 'sleep at night' element. (No concern over dividend rates.) Thanks for the continually excellent service! James
Read Answer Asked by James on January 20, 2017
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: Signed up tonight after watching BNN. I have reviewed your website and have a question in how to translate this into a successful strategy.

I've gone over your portfolio's and have decided Growth is the profile I will follow.
My TSFA is nearly maxed out and currently all CASH.

Your Dec 31st Growth Model Update shows approx 25 companies with different allocations. Half of these show an NR (Which I assume is New Rating - Initiation)

Would you advise investing primarily in the NR's as a place to start this portfolio and over the coming years sell and buy as suggested? Or would you advise in investing in only those stocks with a grade higher than B+?

Thank you.

Read Answer Asked by Geoff on January 20, 2017
Q: Good Day. I purchased Andrew Peller @ 3.77. To date I have made 198% (3 years) and it is currently paying 4.50% on my original investment. I read a blog concerning investors that tend to sell their winners as opposed to their losers, which seemed to indicate that this is a bad strategy. As such I have kept this stock up & down and that theory as proven to be correct in my case. I understand that in an Income portfolio the current 1.40% divined doesn't really cut it. That said, I look at the Capital gain implication, the history and the potential future upside given the government approval for wine sales in major grocery stores coupled with the weak Canadian dollar that makes imported wine more expensive and exported Peller less expensive and I can't bring myself to sell. Perhaps I am too enamored with this stock. The old adage that says "don't fall in love with a stock". PS My wife, who is from Grimsby Ontario, suggested I buy this stock. If I sold I would have to put up with her nagging. (LOL) I would appreciate your thoughts on this situation and keep in mind that I am in no way questioning your decision. Regards.
Read Answer Asked by roland on January 19, 2017
Q: I am trying to decide between BCI and XTC for my TFSA. From my analysis BCI has better metrics (FCF/Capital Invested, P/FCF FCF/Sales,margins) but what worries me is the intrinsic value. Using Graham number Earnings Power Value and DCF analysis I get a stock price in the $10 range for BCI, where as for XTC it appears to trade close to or below intrinsic value. Which would you go for? Should I be worried about the intrinsic value?
Read Answer Asked by Andrew on January 19, 2017
Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?
Read Answer Asked by Geoff on January 19, 2017
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
Read Answer Asked by Charles on January 18, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
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