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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: Peter; Further to Richards question - not being a finance guy - if they’re spinning out 60% does this not reduce their WGL ownership and impact the cash needed for the ALA dividend? It was supposedly accretive when purchased but wouldn’t that now be less accretive? Thanks. Rod
Read Answer Asked by Rodney on September 13, 2018
Q: ray.a is your top pick on BNN but is not in any of your portfolio, why ? At current price between mfc and slf which is a better buy ? After the recent news of the awards of contracts is maxr an attractive buy ?
Read Answer Asked by c c on September 13, 2018
Q: What would you recommend doing with PLI and ITC at this stage given their performance (I'm down materially on both)? Any recommendations for replacements? Thanks.
Read Answer Asked by Mark on September 13, 2018
Q: Just a comment to Curtis' question about the 8% drop in CRH yesterday. The consensus is that the drop is due to hurricane Florence. CRH has many clinics in the Carolina's and surrounding states. This also happened with a hurricane last year where clinics were closed for days and patients appointments had to be rescheduled, which impacted revenues. However none of the clinics are very close to the coast so the impacts should be minimal. CRH has stated that they will make up for any closures by keeping clinics open later once they have reopened.
Read Answer Asked by Adam on September 13, 2018
Q: Hi Group if your goal was to generate some cash for the coming (maybe?) downturn in equities what 10 holdings (in order) would you liquidate in the balanced portfolio. Thanks for your views they are very helpful in managing this market
Read Answer Asked by Terence on September 13, 2018
Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
Read Answer Asked by John on September 13, 2018
Q: I currently hold a 4% position in BTO. I don't generally like this sector but have been holding because its "generally recommended" to hold 5% gold/metals position. Right now I'm flat on it so there is no cap/gain or loss to influence a trade.
Do you consider BTO ok to hold at this level and/or should I hold lets say 2% positions in two or three alternatives and if so what would you recommend?
My time frame is 10 years plus.
Thanks
John
Read Answer Asked by John on September 13, 2018
Q: Any thoughts about this RBC money market fund? RPF1003
It offers a yield of 2.08% on USD.
Are there any risks involved?
Read Answer Asked by Josh on September 13, 2018