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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: Could you recommend a company that is addressing the issue of moving the medical field to electronic storage. I here that Canadian doctors are behind the times in record keeping and continue to use paper files as I see in my own doctor's office. A blog mentioned Telus is involved in this space but not sure if that's true.
Read Answer Asked by Tim on November 30, 2015
Q: i have been reluctant to buy telcos because of customers reducing or dropping tv packages at ever increasing rates.i would very much appreciate your opinion on this and how it could affect future earnings and growth profile for bell and telus . thanks for the great service!
Read Answer Asked by keith on November 27, 2015
Q: I would appreciate your view on the results announced yesterday. On the surface, everything seems positive. Is there anything I should be worried about?
Thanks,
Read Answer Asked by Hans on November 25, 2015
Q: Good Afternoon Peter, Ryan, and Team,
My question is with regard to insider ownership at Savaria. According to the recent Ink Insider Report on SIS the CEO and CFO own approximately 30 million out of a total of 32.55 million shares outstanding. This means that the total public float is about 2.55 million shares or less. Could you verify if this actually true ??
Thank you. DL
Read Answer Asked by Dennis on November 25, 2015
Q: Peter and team: I currently hold PHM in my TFSA and have additional funds to add more. My present holdings in this stock amounts to less than 2% of my entire investments (open, TFSA,RRSP ACCOUNTS). What are your thoughts of increasing my position in PHM



Read Answer Asked by John on November 24, 2015
Q: Hello, Further to my previous question on adding to to my positions in AYA, ATD.B, CCL.B, MDA and DSG, should I buy them now or wait until the end of December after tax loss selling? Do you think they will be victims of tax loss selling?

Also, if I have enough to add another two names would WSP and OTC (from growth portfolio) be a good decision at this time with the 5 I'm adding above?

Carla
Read Answer Asked by Carla on November 24, 2015
Q: Hi, I have your balanced equity portfolio (minus goldcorp), a few of your income stocks and 10 growth stocks. All of these are held in TFSA/RRSP. Up until now new money has been going into new positions in order to complete the portfolio. Now I have new money to deploy which will be in a non-registered account. Rather than new stocks I plan to just buy more of the ones I have in the model portfolio but am looking for advice on how to approach this. Obviously I won't have enough to add to all 20 names. I was thinking I'd start with 5. Obviously this means I'll be overweight in those 5 but not by a large amount. Does this approach make sense? How should I pick the 5? I notice in another answer you suggested ATD, CCL, MDA, AYA and DSG for someone starting with the portfolio. Should these also be the ones I add to? And then in what order should I deploy additional money when its available?

Best,

Carla
Read Answer Asked by Carla on November 24, 2015
Q: If one has the goal of eventually owning all of the companies in your balanced portfolio, but can't afford all of the companies right now, (keeping in mind which sectors you think have the most potential in 2016, which 5 companies would you buy NOW to take advantage of that potential?
Read Answer Asked by Les on November 23, 2015
Q: Hi there,
In my TFSA I am down significantly on the following stocks with no tax loss benefit. Which of the following would you recommend doubling down on/ bringing back up to a 3% portfolio weighting? Do you think they will be under tax loss pressure over the next few weeks?
AVO down -50%
AYA down - 32%
GUD down - 11%
PHM down -60%
BIN down -20%

Thank you,
Kerri



Read Answer Asked by KERRI on November 23, 2015
Q: Hello Peter and 5i:

I like your Balanced Equity Portfolio, and understand you started it with equal dollar weighting in March, 2013. Currently, however, the % weightings range from about 3% to 6%. I have two related questions:

Question 1: If an investor were to set up this portfolio today, would you recommend EQUAL DOLLAR WEIGHTING in the stocks, or would it be better to use the current weightings?

Question 2: Do you recommend "REBALANCING" the stocks in this portfolio, e.g. once a year? Ie sell some shares of the companies that have the highest weighting, and use the proceeds to purchase shares of those with the lowest weighting, to equalize the weightings again. Would this be a "buy low, sell high" approach.

Thank you!
Ken Morin
Read Answer Asked by Ken on November 23, 2015
Q: Hi Peter,

Always nice to see you as a guest on Market Call.
I noticed you don't personally own any of the past picks you talked about.
Just curious, how do you participate in the "market"? ETF's, low cost mutual funds, individual stocks? Do you own any of the stocks from your published portfolios?

Thanks
Read Answer Asked by Carlo on November 23, 2015
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