Q: Hello Peter, Question about income portfolio holding. I have WCP,ZRE,BCE,WIN,VNR.
For new funds, would you advise topping these up or replace any or add any new to the mix.
Thanks and have a good summer.
Q: Hi Peter and Team,
People Corp delivered very disappointed earning result, share price got a big drop today.
What is your thought of this company, still expect some growth?
Should I continue to hold this stock
Thanks for you advice.
Pui
Q: Further to my question a couple of days ago, Superior Plus from your Income portfolio has been placed on webbroker action list buy. Thought you might be interested.
Thanks again for your help
"Superior Plus Corp. (SPB-T) C$11.46 ...... 7
ACTION LIST BUY  (Prior: BUY);Target: C$16.50  (Unchanged)
Buying Opportunity on Q2 Miss; Upgrading to ACTION LIST BUY"
Q: Hello,
I slowly buying all the names in the balanced model portfolio. I currently have enough cash to add 3 more names. I don't own the following ones AYA,BNS,CGX,CSU,ENB,CXI,ATD,MDA,MG or WSP. Which three would you purchase today?
Thanks
Luke
Q: Peter & Team, I can't find any information on Dalsin and Greene selling their shares, as suggested in the previous question. There is a July 13th company press release pre-announcing very impressive results, a 14.5 million share buy back (5% of issued shares) and executive leadership changes; nothing about the founders cashing in (although they are taking on non-executive board roles). Can you please clarify. Thank you.
What are your thoughts on the current pricing of PHM? Do you think the price has hit a bottom yet? I have 3/4 position, so should I be adding or wait and see what the next results bring?
Also when is Concordia's next earnings report? Last earnings was OK, with light revenue, did management adjust guidance for this or was there just lag in sales say due to timing of acquisitions?
Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.
Q: Having just noticed that the two main principals in PHM "privately disposed" of over 13 million shares each, I am wondering if my recent praise was premature. What is the difference between a disposition being carried out privately or publicly? Would privately mean they may have simply transferred their shares to a separate company as both now show zero shares on Canadian Insider?
Thank you.
Q: Confusion abounds me again, a previous question on portfolio allocation consisted of 25% Income ,55% Equity and 20% Growth (high risk) ... I have not bought into high risk portfolio and my other are a 50/50 split ... I am 59 and in the first year of retirement and have set up LIF,RIF etc to access monthly payments. And now your latest news letter says to make sure I have international diversification in my portfolio(s) ... do these 2 portfolios , Income and Equity cover this international allocation?? Disclosure ,I am a follower and am emulating these portfolios to a T , TY for all you have done for all of us.
Q: I'm planning to use your three model portfolios as a guide for my own investments. While your models show percentage holdings for each stock within a portfolio, I haven't noticed a theoretical total dollar amount or relative percentage for each of the three portfolios as a whole.
My question is what percentage of each of the three portfolios would you recommend to someone with a 5-7 year horizon?
Q: Good morning. I have taken over the investments of my 91 year old, fairly healthy mother-in-law and have nearly finished rebalancing her portfolio. Dividends are useful but not essential. There is still $13k to invest in her $450k portfolio and I am having trouble in deciding between ATD.B, MDA and ESL for the last position. Assuming her portfolio is now well balanced and understanding her longevity is uncertain, which of these companies (or possibly 2 if the choice is difficult) would you. Thanks for the great service and I value your opinion.
Q: I go south in the winter and purchase us dollars through out the year.This year I need to convert some more money and with the sinking of our dollar.I thought of buying tucows on the US side and hopefully gain on the stock and the difference in the dollar.I know I am a bit late but the lonnie may fall further. Your thoughts please