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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: A few days ago I read you dropped ENGH from your Balanced Equity Portfolio but now I cannot find reference to this on your model portfolio update page. Please remind us of which stock replaced ENGH at what weight and when was the switch made.

Thanks for your response,

Steve


Read Answer Asked by Steve on September 21, 2017
Q: Hi Peter as a holder of Stb on the US side of my cash account and my TSFA,s I do have considerable cap app.as well as US cash flow which we need .
It saddens my when I see people beat on this stock that I held since 2007 and served my family well I feel they are not looking at the full picture.The current payout ratio is 60% very acceptable.
Todays results were ok
Stan
Read Answer Asked by Stan on September 21, 2017
Q: Would you purchase CSU at the current level to replace ENGH?

As well, is CSU an appropriate addition to my current holdings (OTEX, GIB and KXS)?

Thanks

Sylvain
Read Answer Asked by Sylvain on September 21, 2017
Q: I am amazed at how closely the D.J.I.A. and the SP 500 track each other.
The stocks in the Dow are picked by editors of the Wall Street Journal and are share price weighted so Proctor & Gamble has 4 times the weighting of GE.
The SP 500 is market cap weighted so Amazon which never makes money has 5 times the weight of Morgan Stanley which made $6 billion last year.
How can you explain this? Thanks
Derek

Read Answer Asked by Derek on September 21, 2017
Q: I'm up about 45% on NYX and thinking of selling now rather than waiting for the deal to close for the sake of an additional 2% or so. I previously owned GUD but sold at a modest profit near $10 (I was one of those bored investors). Thinking of re-buying GUD for a long term hold and would be interested in your view or other best options to deploy the NYX proceeds. My fallback would be simply to top up a few core holdings: TD, T, FTS, SLF.
Read Answer Asked by David on September 21, 2017
Q: I am a bit confused by your latest move of dropping ENGH from the portfolio. It is your second highest rated tech stock with only CSU ahead of it at A ( vs ENGH A-). Most other tech stocks that you cover are rated B or B+. If I am using your rating system to help me pick stocks why would you not ditch the lowest rated in a particular sector first? I am sure there are some good reasons for it but they are not clearly outlined in your announcement of the change. If you feel that the ENGH run is over would a drop in the company rating ahead of dropping it from the portfolio be warranted.
Read Answer Asked by Tom on September 21, 2017
Q: I am in my early 70's and have now held MRT.UN for a few years in a RIF (4.2%) and although I appreciate the high yield, I am down almost 17%.
The stock appears to be coming up slowly after bottoming out in August, but I continue to ponder the future and if I might be better off letting it go.

I also hold
CSH.UN (Chartwell Retirement Residences - 2.2% of joint portfolios and up 48%);
O.US (Realty Income - 6.8% of joint portfolios and up 43%);
HCN.US (Welltower - 2.8% of joint portfolios and up 35%)

If I sell MRT.UN, I would still have close to 12% in REITS. How do you feel about that in this market?
Read Answer Asked by John on September 21, 2017
Q: I hold shares in Rockwell Collins. Recently the company agreed to a friendly takeover by United Technologies . The takeover is worth $140 to COL shareholders via a combination of cash and UTX shares. There is a 7.5% collar in place. Since the deal was announced the shares in COL jumped to the $130 range and have remained there. Is the $10 discrepancy due to the collar ,or is there a good opportunity here to make $10/share on an additional purchase of COL.?
Read Answer Asked by Philip on September 21, 2017
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