Q: What factored into your decision to sell Tucows in your growth portfolio?
Thanks.
Thanks.
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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 there,
I follow your BE portfolio and I noticed CSU and SJ seem to be down a bit this morning. Do you think at these prices, it would be a good entry point?
Thanks!
I follow your BE portfolio and I noticed CSU and SJ seem to be down a bit this morning. Do you think at these prices, it would be a good entry point?
Thanks!
Q: Do you recommend holding onto the cash resulting from the sale of stocks dropped from the growth portfolio or rebalance and add to those with significant losses; say any from the following: BOS,CXR,DRT,EFN,PEO,PUR or all? thanks again Henry
Q: I am thinking of selling (MFC) Manulife and switching to (EFN) Element Financial. I would trigger a capital loss and as Manulife seems to have ongoing problems what do you think of this idea or do you have a better idea. I already own RBC and BMO in this area. THANKS
Q: AEM is up 5.5% today - great! But I see no real compelling reason. Perhaps you can.
Q: Even though you have SPB in one of your portfolios, you do not report on the company. What is your opinion of the stock? TD Waterhouse has it on their
Action List.
Action List.
Q: What should you do when a stock goes up more than 20% in a month. Case in point is Kinaxis which I am making 23% already. I am thinking of selling 50% or a full position and re-buying after it drops below 40. Do you think this strategy works. Thanks
Q: I own most of the stocks in the Balanced Equity portfolio and applaud the recent changes. I sold AYA last July and purchased some KXS recently (picking a momentum stock from the Growth Portfolio). Now have placed an order for PBH. Would have welcomed a replacement for MDA as it has not done much but maybe next time.
So thank you for some interesting new additions and keep up the good work.
Steve
Steve
So thank you for some interesting new additions and keep up the good work.
Steve
Steve
Q: Your response to Elliott Apr. 4th you commented you are "holding cash and deciding from a list of 10 potential additions to growth:" - can you suggest some names sooner than later?
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holding cash and deciding from a list of 10 potential additions to growth for a few weeks or so
'
holding cash and deciding from a list of 10 potential additions to growth for a few weeks or so
Q: Would you choose BCI or NFI for growth? or perhaps both?
Thank You Ron
Thank You Ron
Q: I've been thinking about the long term prospects of ATD.B recently. In a North America where non-gas vehicles may see adoption rates that could outpace even the most optimistic estimates (cue the Tesla Model 3 and general Silicon Valley enthusiasm), where does that leave ATD.B?
Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Q: with the 9% cash position does this mean 5i feels there is no good income stocks on sale and igm is now fairly valued.
Thx Blake
Thx Blake
Q: About the recent sells in the growth portfolio;
My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.
My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.
My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.
My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.
Q: Why the Selloff? Thanks. Austin
Q: Following up on a question you had earlier today from Dennis, where and when are portfolio changes published ?
Q: Hi Peter and Staff
This isnt really a question on a stock(s) but on approach. I was waiting like a lot of people for todays portfolio changes. There were a lot of deletions and not many additions and a build up of cash which I am not used to hearing as advice from you. Other than AYY and PMH ,a lot of deletions were not due to being upset at the stock.....If I sold what you sold, and do not believe in keeping cash,how long will it be until you uncover new gems for us to use the cash or should I just hold off selling some of your deletions/reductions until we know?
Thanks for all you do
Dennis
This isnt really a question on a stock(s) but on approach. I was waiting like a lot of people for todays portfolio changes. There were a lot of deletions and not many additions and a build up of cash which I am not used to hearing as advice from you. Other than AYY and PMH ,a lot of deletions were not due to being upset at the stock.....If I sold what you sold, and do not believe in keeping cash,how long will it be until you uncover new gems for us to use the cash or should I just hold off selling some of your deletions/reductions until we know?
Thanks for all you do
Dennis
Q: A hold a small position in CBO. Last week in the Globe John Heinzl discussed CBO's return of capital as part of its distribution or yield. He stated that an investor holding CBO gets a fatter distribution now that will be partially offset by a capital loss such that the investor's net return will be approximately the yield-to-maturity of the bonds less the fund's expenses. I didn't realize that CBO returned capital and now I am wondering whether I should be holding this ETF or not. I hold little fixed income in my portfolio currently but receive a defined benefit pension. Would you care to comment on CBO? Is there another CDN bond ETF that you would recommend instead? Thanks for all you do!!
Q: I have done pretty well with BEP.UN but am wondering how sustainable it is at this price. With a yield of 5.96% and according to my BMO Investorline a P/E ratio of 3929. Has it just been rising on the strength of 'Renewable Energy' in its name? Thks for yr valuable insight as always.
Q: Over the last couple weeks, Kinaxis has staged a crazy rebound from a low of about $33. Is it too late to get in? I keep hearing about it's nice growth rate and am kicking myself for not initiating a position.