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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: Hello Peter
I have ATD.b in my portfolio,and after reading today article in The Globe And Mail http://www.theglobeandmail.com//report-on-business/couche-tard-chairman-says-bay-street-investors-blocking-founders-control/article29699072/ I would appreciate your opinion. Is this situation posing any serious danger to ATD.B (sell of) or is this opportunity to buy more of this stock, or do nothing is better option?
Thanks Andrew
Read Answer Asked by Andrzej on April 21, 2016
Q: Between these two companies, which one has more potential in the next 3-5 years, without taking on two much risk?

Great job on the changes to your website. I'm resistant to change so the transition is slow for me, but I'm starting to really like it :)
Read Answer Asked by Brenda on April 20, 2016
Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:

For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B

Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.

Thanks,

Kuldip

Read Answer Asked by Kuldip on April 18, 2016
Q: CPD has been slowly rising since hitting $11.13 on February 25 but it is still down 20% from its 52 week high of $15.33. What are your thoughts on this ETF?
Read Answer Asked by Giovanni on April 18, 2016
Q: this stock has been given a good review on BNN and is in your income portfolio. I am thinking of selling our position in DRT and / or Exco Technology to generate funds. Do you agree with this move? Thanks, Lesley
Read Answer Asked by Lesley on April 18, 2016
Q: I`m not sure this is even fair question, so I`ll understand if you pass on it. I rode dividend stocks to nice profits a couple of years ago and think the time might be right for a strategy like this again. I would like to get something in the neighbourhood of at least 4% and preferably large enough that the downside is limited if I have to sell. I have $100K U.S. and about $400K Can. More than half of my retirement income comes from stack-market returns. Clearly I would to be diversified and would appreciate a number of suggestions.Thanks for the help
Read Answer Asked by Kyle on April 14, 2016