Q: I want to increase my equity allocation ; it is still correct to simply buy your whole balanced equity portfolio (5 % each names) ?
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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: It's being reported that Apollo Global Mgmt has submitted a bid for CXR. Will the company release details of the bid, and if so, how soon?
Q: you seem to get a question on couche tard everytime it declines, and i know it is one of your favorites.
so is the recent decline due to sector rotation, cdn dollar strength, margins on gas etc or what.
i would think with the recent purchse of esso stations in mtl, possible bidding on valero and loblaws stations the stock would be rising, also most targets are in the 70 dollar range. dave
so is the recent decline due to sector rotation, cdn dollar strength, margins on gas etc or what.
i would think with the recent purchse of esso stations in mtl, possible bidding on valero and loblaws stations the stock would be rising, also most targets are in the 70 dollar range. dave
Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?
Q: Hi Peter!
If the Growth portfolio had to be reduced to 10 names what would be your top pick today?
correction... on this question it should read top 10 picks today not top pick. Thank you!
Ian
If the Growth portfolio had to be reduced to 10 names what would be your top pick today?
correction... on this question it should read top 10 picks today not top pick. Thank you!
Ian
Q: I do not have any of the stocks in the growth portfolio but I am considering to do so and was wondering what the top three stocks are that you would recommend. With thanks, Bill
- Sylogist Ltd. (SYZ)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Q: Hi, in my RRSP I hold most of the Model Portfolio holdings and I also hold 2 of the Growth stocks , XTC and DBO ,.....XTC Ive had for over a year now without much movement on the upside , I"d like to replace it with another of the Growth names, which ones would ou recommend, its worth appox $1300.00..........Thanks,
Q: I am having trouble with your math.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.
The model portfolio was up 94.9 % as of april 30 since inception(thx ) and the model returned 4.99% in May should the total return now be 99.8% not 104.6% as reported.
Q: Hello, I've noticed that Open Text is in the Growth Portfolio and Kinaxis is in the Balanced Portfolio. I would have guessed they would be the other way around. Do you believe OTC has more growth potential than KXS?
Thank you!!
Dave
Thank you!!
Dave
Q: Lots happening here today. I understood from all the different sources that there was an auction and identified bidders were Blackstone, Carlisle and Apollo Global and maybe others. Blackstone and Carlisle are out for now because their bids were not competitive. There is a deadline on this auction.
Who knows what is true here but is this a real process. Wouldn't there have to be something more formal that would require a news release?
Thanks for you input.
Who knows what is true here but is this a real process. Wouldn't there have to be something more formal that would require a news release?
Thanks for you input.
Q: Is CXR a buy in the $34- $35 range?
With appreciation
Ed
With appreciation
Ed
Q: Well, that was a wild turn of events.
Buy more? Sell or hold for better days ahead?
If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.
Thanks
Buy more? Sell or hold for better days ahead?
If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.
Thanks
Q: Greetings, Concordia is enjoying a bit of a lift off today in both price and volume. Is there anything on the wires to account for this or is it another example of early leakage of privileged information ?
Cheers
Tim
Cheers
Tim
Q: Do you think it may be prudent to lighten up on the auto sector in an otherwise balanced portfolio? Given a choice which company would you let go MG or XTC?
Thank you
Thank you
Q: How would you rank these 3 for growth for a younger investor over the next few years if you had to choose only one?
Q: I am needing to add to my Consumer Discretionary allocation. I have 2 equities at the moment and would prefer not to top up but rather add another. I currently own DHX & PBH. Perhaps provide two options if you could! One for growth and another for a balanced approach.
Q: I am looking to buy this pref for income , reset date is sept 2020 at 5.34, what will happen to the prefs once the company separate into 2 different entity.
thanks
Alain
thanks
Alain
Q: Good Morning Peter and Team,
I am in the process of adding 15% to my portfolio. Can you list in order which 7 companies you would add from your growth and balance portfolios at this time. Assume a well diversified portfolio and a long time horizon.
Thank you for all you do.
Wes
I am in the process of adding 15% to my portfolio. Can you list in order which 7 companies you would add from your growth and balance portfolios at this time. Assume a well diversified portfolio and a long time horizon.
Thank you for all you do.
Wes
Q: Hello,
PLI has been on the quite the downturn and has been down 15% over the last few days. Why?
Thank you,
Dennis
PLI has been on the quite the downturn and has been down 15% over the last few days. Why?
Thank you,
Dennis