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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: Hello team,

My wife's TFSA currently holds full positions in WSP, BYD.UN, DH, WCP and 1/2 position in BDI. With new money, we are thinking of adding four half positions from SYZ, CXI, BOS, GUD, EFN or XTC. This is for long term hold and we are OK with volatility. Which four would you pick out of the list or would you suggest other names instead for better diversification? We are looking for smaller cap names with better growth potentials.

As always, thanks for your guidance.

BK
Read Answer Asked by Bekaye on January 27, 2016
Q: What would you recommend as the best way to handle the suggested delisting as a shareholder of this stock
Read Answer Asked by ANDREW on January 26, 2016
Q: As part of my portfolio, I own five Canadian smallcal stocks, the five I own now are: ALP; EL; LND; PHM and SPN. I have five, no more and no less, small caps so I can spread out the potential risks if one or two behave badly, ie price drops. I am finding small caps trade differently ( ie. sometimes low volume will move price down or up with no news) since volume has a big impact on my decision.

What should I use as a signal to sell my small caps? Cross below the 200 MVA and sell? as an example.

As always thanks for your response.
Read Answer Asked by Clayton on January 26, 2016
Q: Looking into the future, what companies do you see on the horizon that may have potential for early investment and maybe superior gains in the short term and also for long term investment? All the usual caveats apply of course.
Read Answer Asked by Ryczard on January 26, 2016
Q: Corby Spirit and Wine versus Diageo plc (adr)

Please comment which is a better hold for long term capital growth and dividend growth.

I hold Diageo in a rrsp account to mitigate the fully taxable dividend and would hold Corby in a taxable account to take advantage of the dividend tax credit.

Thanks for the excellent service.

Read Answer Asked by Stephen on January 26, 2016
Q: Hi,

I bought it at 2:41 and now up 40%. Should I sell or hold on, given the recent volatility?

Thanks
Read Answer Asked by Graeme on January 26, 2016
Q: Would appreciate your comparison between High Liner Foods and Clearwater Seafood regarding best choice for investment.
Read Answer Asked by ken on January 26, 2016
Q: There was a press release about converting the common shares to perpetual preferred shares. I like the dividend they are intending to pay(12%). Looks like a good deal for shareholders. What is your opinion about the survivability of this company?
Read Answer Asked by Ron on January 26, 2016
Q: reported yesterday looking to buy . risk reward looks good ,what are your thoughts . thank you.
Read Answer Asked by Cliff on January 26, 2016
Q: I've been holding this stock and I'm now down 60%. Time to move on?
Read Answer Asked by Rob on January 25, 2016
Q: Greetings and my best wishes to all. BRB recently set a new high. I am interested on your outlook for the future and your opinion as to whether a takeover is likely. Thank you, and my best wishes to you, your families and friends.
Read Answer Asked by william on January 25, 2016
Q: Your opinion please on Chesswood in light of its recent sale of EcoHome Financial Inc. subsidiary to Dealnet Capital Corp.
Thanks
Read Answer Asked by John on January 21, 2016
Q: COULD I HAVE YOUR VIEWS ON SPECTRA 7 PLEASE. THEIR PRESENTATION IN DECEMBER AT THE CIX INVESTOR DAY WAS VERY IMPRESSIVE. THANK YOU
Read Answer Asked by George on January 20, 2016
Q: What is your current thinking on Urbana Corp? The discount to NAV seems to have increased substantially (although I wonder how accurately NAV can be determined on the private holdings).
Do you have any opinion regarding the investment in the Bombay exchange? Thanks,
Read Answer Asked by Peter on January 20, 2016
Q: I was thinking of buying this security for my RIF? It seems to have a high PE of 17x - concerned if we go into recession? Would you consider this a safe investment for income? Also, where are they going to get grwth in sales and income going fwd.? Unfortunately not a lot of choices here in Canada -trying to diversify with a consumer discretionary.
Read Answer Asked by James on January 20, 2016
Q: Hello,
I have an asset allocation question. I'm 30, have moderate to aggressive risk tolerance, and am not looking to withdraw anytime soon. How much of my portfolio might I have with a small-cap ETF? Also if you have a link to more resources on the allocation question in general?

Thanks,
Henry
Read Answer Asked by Henry on January 19, 2016
Q: I have five Canadian small cap stocks: ALP; EL; LND; PHM; and SPN. I have a couple questions on small cap stocks in general. What index(es) can I use in Canada and the United States to compare my small cap stocks to. What is your outlook for a turn around in the small cap space.
Read Answer Asked by Clayton on January 19, 2016
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