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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: I would like to add a growth stock to my TFSA. Looking at your growth portfolio I narrowed it down to one of SHOP, KXS, DBO, PLI, TNC or ZCL. In today's environment which one of these six stocks would you add? I am relatively diversified across all sectors, so sector is not an issue at this time.

I was originally leaning towards either SHOP or KXS. If you didn't select one of these from the six stocks listed above, which one out of these two would you pick?

The funds to purchase the growth stock will come from the sale of IPL or WCP in my TFSA. Of these two which would you sell to get the funds for the growth stock? p.s. I also own IPL and WCP in a non-registered account and plan to keep those.

Paul
Read Answer Asked by Paul on November 24, 2016
Q: I own ZRE for my real estate exposure, and I note that you hold ZRE in your income portfolio. Would it not be preferable to hold 2-3 actual REITS and skip the MER of 0.61? Do you think this is significantly riskier than just holding ZRE? If I were to switch from ZRE to individual REITs, how many should I switch into, and which ones would you recommend? I am looking to hold longterm. Thank you.
Read Answer Asked by Walter on November 23, 2016
Q: Any comments on today's results? Pre-market bid/ask is ~0.5% above last night's closing, so I would take that to mean they beat. Since this was never a 'bond proxy,' do you think it recovers some of its lost ground, or has money simply rotated out of this, and its momentum is therefore done?
Thanks for all your insights.
Read Answer Asked by Warren on November 22, 2016
Q: I'm trying to figure out the long term rationale for hanging on to DBO. From what I can gather, they've been a public company since mid-2006 and their highest stock price occurred somewhere in spring of 2007 at 84 cents. In 10 years, they don't seem to have built a lot ... either in terms of moving forward with their plans, or building stock holders value.

One question I have: Is it because it's a slow industry to break into, and it takes time to get such technology established ... or have they (perhaps) not been using their time and money wisely? In other words, how is the management in all of this?

Your comment to another member states: "The company has essentially developed a product that can drive higher margins for their customers (theatres that charge more for motion seats), has proven the business case and has relationships with some of the larger theatre chains."

What is their competitive edge, then? Are they assailed by lots of competition, or are they just not moving forward because nobody is quite sure they want this technology -- other than China -- which in itself might be years in the making.

I'm trying to figure out whether I should hang on for the long term (you quote a 5 year window) at these rates, and add when I see dips in their stock, or if I should just bail out now.

If there's lots of competition in the space, with better management, perhaps the answer is obvious.

Since you don't have a report on the company yet, I was curious as to the "backroom workings" of this company's management, and its moat.

Thanks for your expert advice!



Read Answer Asked by Sylvia on November 22, 2016
Q: Peter and team:
I hold all equities in your balanced portfolio and a couple from your growth in a portfolio worth about 450K (Thank you). I currently have about 35K to invest and would like to choose one stock from your growth and two from your income to "round things out".
At current valuations and looking at a 10 year plus time frame could you please rank each of the four equities per group. Sector allocation is not a consideration.
Please deduct 2 credits and Thank you as always for a fantastic service.

Phil
Read Answer Asked by Phil on November 21, 2016
Q: Hello:
I have been thinking of adding some ATD.B to my portfolio but have noticed the stock has been down slightly since the Trump win. Is this a bit of nervousness because of
ATD.B holdings in the U.S.?. Is the market wary of Trumps approach to anything not
American. I noticed Trans Alta Renewables & Alqonguin have reacted in a similar manner.
Thanks: Jerry
Read Answer Asked by Jerry on November 21, 2016
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