Investment Q&A

Q: Please update the share holdings in the balance portfolio.

As well would you mind stating what the value or the portfolio would be in dollar terms at this point?

Thanks!

Q: Is this stock really worth holding? I am down 10% even after counting the dividends. I can afford to wait but the stock seems to lose more on the capital side than it earns on the dividend side every month, a classic yield trap. Yield is now 11%, is it really sustainable?

Q: Hi 5i with the new 5-4 ruling on sales taxes for online retailers in the U.S. how do you think this will affect SHOP or other companies in the online retail space? Also do you have any suggestions on companies that may benefit from this move? i.e. tax software companies or? Thanks for the great service.

Q: Is there an ETF with similar holdings to TXF but is NOT hedged. Thanks

Q: I was hoping that you or one of your subscribers might be able to assist me. My understanding is that the IRS requires all US citizens to file US tax returns even if they do not reside in the US or have ever worked in the US and recent laws make the failure to do so extremely punitive. My question is - I was born in the US to Canadian parents who were in the US 60 years ago for a brief work term. When I was born they applied for and received a "certificate of Registration of Birth Abroad" from The Canadian Department of Citizenship and Immigration to certify that I am a Canadian citizen. Am I still required to file yearly IRS tax returns even though I have never worked in the US and am legally a Canadian citizen?

Many Thanks

Q: Ancient person would like your insight on whether or not best to make transfer out of mandatory RRIF deduction early in year or late?

Q: Would you initiate a full position in XMH for a long term hold in an RESP, thinking its a good way to get some diversification outside of Canada?

Q: What is your opinion of the DNA deal ? Could better offer come along ? Thanx Robbie

Q: Analyst David Kideckel, from Beacon Securities, recently issued a buy rating for GUD, with a one-year price target of $10.70. Makes sense and is likely to occur in your view ?

Q: Would this be a good time to purchase more of BNS? It's been lagging, is it time for some recovery? Thanks so much. Lorraine

Q: Since it's recent run WSP has become about 3.2% of my portfolio I am thinking of moving some funds to PBH which is 2%. Looking at your company data the earnings growth projected for PBH is 35% whereas WSP is 6.6%. Based on the analyst median prices for each the return from todays price would be WSP -4.93%
and PBH 16.9%. It would appear that PBH has better potential over the coming year however WSP's price performance has been much stronger over the short term (certainly not over a 3yr period).

Would you make the switch? If so which factor would carry more weight: balancing the portfolio, projected return, or price momentum?

Many thanks.

Mike

Q: can you tell me your top suggestions currently in Canada and the US within the consumer discretionary space?

Q: What Canadian etfs follow the Russell 2000?

thanks ralph

Q: Any concerns with tech representing 26% of the S&P500 ? Is it time to move to a DOW etf which has a more reasonable 15% tech weighting?

Q: Have NFI, DOL, and CIX.

Not too impressed with DOL, looking to sell.

Want to add a good growth stock. Loblaws and BCE look appealing. BCE appears on multiple picklists, and seems sector-leading . And Loblaws shows strong fundamentals and consistently growing profits.

Your views on these or other better options please.

Q: Hi Peter,

The following were initial 4% positions which have gone down quite a bit and wanted to know if I should sell, hold or add:

In my TFSA, GUD (down 19.9%) and PTE (down 47.3%); in my margin account, TV (down 30.4%) and in my RRSP, ECN (down 6.4%).

If I sell then my options to replace would be RHT, GC, TSGI, PBH or GSY. I would appreciate your opinion. I am looking for high growth; risk and sector aren't an issue.

Please deduct as many credits as appropriate. Thanks as always.

Q: Hi

Would it be possible to tweak the question section so that when we click "answer" it doesn't auto scroll right to that point? It's very jarring and also somewhat unhelpful because it's nice to be able to reference the question without having to scroll back up to it. Especially when it's about multiple companies. Maybe something to consider? Thanks!

Q: Can you please comment on the earning release.

Thanks

Q: Good morning everyone. I am interested in buying a few different energy stocks. I’m in my early senior years - but do not mind some risk.
Have room in my TFSA and RSP accounts.
Enjoy your diligent reporting and investigation
Thank you

Q: Any reason for the significant drop in this stock today?