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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 Peter, I want to have a reasonable allocation to US industrials, including companies like UTX and Texas Instruments, those in the defence sector, etc. I'd like to do this via a well-priced ETF but am a bit lost in the growing ETF jungle. I already have small 2% positions in IWO and QQQ. To best gain exposure to the US industrial sector (including industrial technology stocks that are more economically sensitive), would you suggest I just add to these two ETFs, or can you suggest a better or more targeted one? (I do have a preference for Vanguard as a company, but that's not essential.) Thanks in advance!
Read Answer Asked by James on October 31, 2017
Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:

$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF

$12,000 in a Cash account with: OTC, PBH and SIS

He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.

I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you



Read Answer Asked by Scott on October 31, 2017
Q: Been in SIS since 6 Thanks to you. Enjoying the ride and how Company has Grown. You were right on for the last acquisition that ended up being for Span America.
Given the Situation that Savaria sits at now. Where do you see their Plans moving ahead. Plus any other small cap companies like how SIS was couple of years ago that you like right now. Thanks. Barry.
Read Answer Asked by Barry on October 31, 2017
Q: Following your comments about retail REITs a few days ago, I reviewed my REIT holdings and my only retail REIT is CHP.UN. Their properties are almost exclusively Loblaws-branded grocery stores, with a small mix of other retailers. My view in buying this a few years ago is that people have to eat, but at that time there was really no alternative like the recent Amazon move. What is your view of CHP.UN in general, and would you continue to hold it for income.

Thank-you
Read Answer Asked by grant on October 31, 2017
Q: CPX took a hit following their last quarter, but they did raise their dividend and still have around a 50% payout (correct?). With the lower price, I am considering buying some, mainly for the dividend as opposed to capital gains (I'm retired and always looking for income). Some questions:
- has their coal-plant issue been satisfactorily resolved
- is their debt level in line with other power producers
- what do you think of their movement towards renewables
- do you consider the dividend sustainable (yeah, I know . . . )
- how successful have they been in meeting estimates
- would you buy today for income (I already hold AQN and NPI)

Thank-you
Read Answer Asked by grant on October 31, 2017
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