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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: First thanks for your service...i was fortunate enough to have made a profit from your balanced portfolio so took the profits in cash... and have sat on the cash until now...i believe that the market is capitulating so would like to redeploy this cash...i was in etf's prior to becoming a member and in a situation like this i could deploy that cash in the underperformers, thus selling high and buying low...now with most of my investments in your balanced and growth portfolios does it make sense to deploy this cash component in the underperforming stocks in the balanced portfolio
Read Answer Asked by gene on September 25, 2015
Q: I'm a little confused? I noticed in the Summary portfolio there are stocks that are not in any of the other portfolio's and visa-versa... I would like to copy (buy) all the stocks you have recommended for a blended portfolio; do you recommend that I include buying the stocks in the summary that are not listed in the other Portfolio Models?? Thanks
Read Answer Asked by Pat on September 23, 2015
Q: What do you guys think about kinaxis? I know it has a strong balance sheet and no debt. However, is this one of those stocks that are "always expensive"? I am not sure how fragmented the supply management business is and if kinaxis can benefit from it. Are the profit margins good?
Thanks guys keep up the great work!!
Read Answer Asked by Marie on September 23, 2015
Q: We are looking to park a significant amount of cash for a year or so. What are your recommended investment options for security of capital with maximum interest return ?
Read Answer Asked by Don on September 22, 2015
Q: Is the sudden departure of the CEO a negative or no big deal?
Read Answer Asked by Ian on September 17, 2015
Q: I'm gradually transitioning more and more of my portfolio, so as to mirror your model and growth portfolios. Which companies in each of those portfolios would you see as the best buys at this time? My portfolio is relatively well balanced, but I'm a bit heavy in financials and technology. I'm under weight in energy and materials, but a bit nervous about adding in those areas at this time. Thx for keeping me sane during this tumultuous time in the markets!
Read Answer Asked by Alan on September 16, 2015
Q: Good Morning
In answering Andrew's question with resspect to MCB,on August 6th, 2015, you have stated:

"The cash can support the dividend for about five years."

Based on your above noted statement I felt that the dividend of MCB was safe and did not sell the stock.The end result is that I am substantially under water with respect to MCB (about 36%)

Can you please advise me whether to hold or sell this stock? What is your assessment with respect to the future of this company?
Thanks

Read Answer Asked by Terry on September 09, 2015
Q: Hello Peter & team, Would you pls. comment on today's Q1 earnings report? What rating would you give ET after this report?
Thank you!
Read Answer Asked by Silvia on September 09, 2015
Q: Your expert comment on ET's results & conference call today.What will be the impact on its share price going forward?.Appreciate your usual great views & services
Read Answer Asked by Peter on September 09, 2015
Q: Just to clarify has MCB been sold from the Income Portfolio?? And if so what to do with these funds? TY.
Read Answer Asked by Alan on September 08, 2015
Q: Hi All,

In the recent market turmoil I slimmed down on a number of my holdings. As a result I have some cash to deploy.

Currently I have all of your 3 portfolio positions (50 bal/ 30 inc/ 20 Gr).

I would like to beef up these holdings with the cash avaialbale.

Could you please tell me which five stocks in each of your 3 portfolios (total of 15) you would suggest I purchase at this juncture.

Thanks
Read Answer Asked by Sheldon on September 08, 2015
Q: When there is a negative news in regards to a company like MCB, how long after this news is released do you tell your members? Are update only given bi-weekly or monthly when giving updates on your portfolios?

Read Answer Asked on September 06, 2015
Q: Hi, I have a very diversified portfolio, including most of your recommendations from your model and income suggestions. I do not have any of your Growth picks. I am thinking of using your current percent allocations, unless you could give me your top 10 list, to cut my homework time in half. This is for a mad money act, with 100,000 with a minimum 4 year time frame. Thanks
Read Answer Asked by Allan on September 04, 2015
Q: Hello Team,

Bought IT @16.75 and I am down. Following the conference call about the MIP, does it make sense to average down at this time? I have rarely averaged down on any stock but for this stock which has dropped so much so quickly while the fundamentals appear to remain in place it would appear to be an opportunity. What is your opinion. I currently own 100 shares. Thank you!
Read Answer Asked by Joseph on September 02, 2015
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