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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 team, would this be a good time to "double up" on OTC Open Text. The stock seems very cheap right now with quarterly numbers soon coming out. I have a full position right now in the stock with a well diversified 20 name portfolio. I'll be adding to the other existing names after in the near future and my risk tolerance is good when being overweight in good quality companies. I did this last year in CSU Constellation and it worked out great.
Read Answer Asked by SHANE on July 26, 2014
Q: Hi Peter and team,

I am looking to increase my weighting in technology and am wondering about the trade off between OTC and DSG. I know you have added DSG to the income portfolio but with OTC's recent correction and long term steady performance, would you still prefer DSG. I already own Syz, Eng, MDA, DH, GIB (value play).

Thanks for your continued great advice!

kelly
Read Answer Asked by kelly on April 10, 2014
Q: Hello Peter...This is about an RRSP account that is overweight in financials, pipelines and REITS, with some consumer discretionary. But there are no health care, info tech, and consumer staples. And I read in an earlier post about taking positions in staples which got me thinking about rebalancing to add staples. (For example, is THI considered consumer staples?) Your suggested names/ticker symbols for these 3 sectors are most welcomed for a RRSP that is five years away from being converted to a RRIF that will continue to provide "income and steady growth".
Thanks....Tom M
Read Answer Asked by Tom on February 27, 2014