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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: I'm looking to increase my exposure to the U.S. technology sector. Which of these etf's would you recommend for a Canadian investor. What are respective advantages and disadvantages?
As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on November 11, 2015
Q: I have not reduced my position in csu and was wondering whether a reduction in csu and an addition to my portfolio of gib would make sense at this time...not that i dislike csu and not that i have 23% in the information tech sector, i just think that there may be a better long term investment in a lower priced tech stock like gib...could i have your valuable advise on this matter and thank you for a great service
Read Answer Asked by gene on November 11, 2015
Q: Hi, what are your comments in CGI earnings ? Looks like a nice beat on all metrics. Based on the current bookings and backlog, do you think, company is showing positive signs of stable growth? Last quarter, stock sold off due to market concerns about future growth !!! Thanks
Read Answer Asked by rajeev on November 11, 2015
Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks
Read Answer Asked by Robert on November 10, 2015
Q: What are your thoughts on this company and thoughts around future performance?
Read Answer Asked by Rob on November 09, 2015
Q: The other day, I listened to a webinar put on by the Motley Crew. They highly recommended Sierra as the next big stock in the Internet for all space. They also would give other recommendations if your subscribe to the service at a special price. To-day I noticed sierra down substantially, good thing I didn't buy in. What is your view on sierra?? Is it worth buying now?? or is this better left till it starts to becomes the star Motley thinks it will become??

Thank you

Steve
Read Answer Asked by Steve on November 06, 2015
Q: I am looking to purchase an equity in a USD account in the tech area for a long term hold. Currently no tech exposure in the account.
FB or APPL ?.......or would you have a better recommendation. Thank you.....Jim
Read Answer Asked by James on November 05, 2015
Q: I already own CGI which has finally moved a bit: I was thinking of buying OTEX FPE of 13 - really beat last Q EPS. Being a CDN co. is it listed on the TSX? And, given it's recent results is it a buy - does it's business overlap that of CGI?
Read Answer Asked by James on November 05, 2015
Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve
Read Answer Asked by Stephen on November 04, 2015
Q: Gooddmorning
For a modest investment in a TFSA what would your preference be of the 3 listed
Thks
Marcel
Read Answer Asked by Marcel on November 04, 2015
Q: Hi Peter and Ryan,

I only have approximately 6 % of my portfolio invested in Technology. At this time which tech companies would be your top picks ?

Thanks

Dave
Read Answer Asked by David on November 03, 2015
Q: I have been rebalancing my portfolio which has been heavily skewed towards Cdn Dividend payers as I am retired and use the income to supplement my Pension. My Cdn holdings are now fairly well diversified using your Income and BE portfolios as guides.
I have targeted 15% of my total portfolio for Cdn ETFs which hold US equities. The following are my current holdings and the % weighting: ZDY 9%; ZBK 2%; ZUH 2%. I am looking at adding 2% Tech exposure and am considering either ZQQ or XQQ.
Your recommendations for the Tech exposure and my overall plan for my US exposure would be appreciated.
Read Answer Asked by Bruce on November 02, 2015
Q: Any further insights on the quarter's results from the conference call?
Thanks, Tim
Read Answer Asked by tim on October 30, 2015
Q: Can I get your thoughts on SH? Ebay, Amazon have released great quarters and expect SH will too when it reports on Nov 4th. Thinking of initiating a position. Thanks.
Read Answer Asked by Iskandar on October 29, 2015
Q: Can you please comment on ESP's latest results. Which company would you recommend in this sector?
Read Answer Asked by Imtiaz on October 28, 2015
Q: Hi Peter
I want to get into the technology stocks. ZQQ and IGM (US) have similar holdings but a huge difference in cost to get in. Do you think these ETF's have similar potential? Many thanks for finding IGM.
Cam
Read Answer Asked by Cam on October 28, 2015
Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks
Read Answer Asked by rajeev on October 26, 2015