Investment Q&A

Q: Hi,

Just joined today. I have held the above for a few months now and am wondering if you believe there is any growth potential, or is the dividend reason enough to keep on holding them.

Thanks

Q: Your thoughts on KBL's quarter and managements' commentary for 2017 ,2018
Keith

Q: After holding on through all the volatility, I now have 9.5% of my portfolio in AYA (an average of 100% gain). Given the news since your update review, do you feel AYA will hold on to its gains and do you still rate this as a B+ ? Although I like the idea of sticking with winners, I suspect it would be prudent to pare back (or eliminate??) my holding. I have many of your BE portfolio picks as well as some from your Growth, but none are at a full position. Currently, I hold AYA shares in TFSA, RSP and Unregistered accounts. Your thoughts/suggestions would be much appreciated on what (if any) % to keep holding and what to do for replacement. Many thanks as always.

Q: True North Q1 came out last week. Can you give me your take on there latest quarter? Thank you.

Q: hello5i
I have a tfsa account and would like to include a stock from your balance equity portfolio kindly advise which one do you suggest
regards

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my utilities sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio.

Q: I am planning to move some of my U.S. holdings gradually to an etf style. Below you will see a 60/40 split that i found on an american site. It looks good like a good mixture of growth and safety to me. I was wondering what your thoughts would be. I noticed that a few of the symbols don't work, so i would have to find equivalents. But, this gives an idea of the sector breakdown. Thanks again:
All Century Portfolio
20 percent total U.S stock market (VTI) Vanguard Total Stock Market ETF
5 percent U.S. REITs (VNQ) Vanguard REIT ETF
5 percent U.S. small cap value (VBR) Vanguard Small-Cap Value ETF
15 percent Pacific equities (VPACX) Vanguard Pacific Stock Index Fund
15 percent European equities (VEURX) Vanguard European Stock Index
10 percent U.S. TIPs (AGG) iShares Barclays Aggregate Bond Fund
10 percent U.S. high yield corp bonds (VWEHX) Vanguard High-Yield Corporate Fund
20 percent U.S. total bond market (TIP) iShares TIPS Bond

Q: I have half positions in both of these companies in a cash account. I have a large gain in aya having held since 2013 ( sold 2/3 at or near peak ). With Great Canadian stock , I sit at even from what I paid. Should I keep gc or aya at this time since I am needing cash.

Q: BB is looking beautiful again or do you see it like that?
Thanks for all the information.
Helen

Q: Point North is trying to control the board, a move which cannot be justified by their level of ownership.

I suppose the first question for the shareholders to consider is whether the existing board and management are doing a decent job. Do you have an opinion on this point?

If the incumbents are OK, I think that there would be no reason to give Point North's predatory demand any consideration.

Q: Hi,
What is your opinion of ZWE for some exposure to European markets in a diversified portfolio?
If you don't like this.. can you recommend a better idea?
Thanks
Phil

Q: For weeks now ETFs have dominated on the TSX new high list. Is this because foreign markets are doing better?

How does the performance of your ETF portfolio compare to the
performance of 5i's Balance portfolio. Are we wasting our time
and do you expect this to last.

This is not the case with the NH list of the NYSE.

Q: What ETF would you recommend for exposure to Europe? My portfolio is mostly from your balanced equity and income portfolios. I currently hold VEE.

Q: What are your thoughts on enercare over the longer term? 5-7 years or even longer

Q: Have you given much thought to having a preferred share portfolio. With the yields available they clearly have a place in an income portfolio. I realize you Income portfolio is designed for this but does not focus a lot on preferred.

Thanks
Paul

Q: Could I have your option on this stock and is it worth keeping. Thank you.

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my real estate sector which is 3% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio as I am a middle aged investor.

Q: My wife and I just started out an resp for our 3 year old. We only have enough to start out with one position and are planing on adding a potion or two every year. We are ok with some risk at this stage. Can you recommend one or two stocks at his point in time with good potential over the next 5 to ten years? I was thinking GUD may be a good fit. You are the experts though.

Q: Do you think WJA has reached a fundamental change on how it is run now that their pilot's have a union? What is your outlook for the company for the upcoming year?

Q: Hello, I would appreciate your suggestion for one additional holding to add to an existing RESP with the following (roughly equally weighted) positions: BNS, SlF, BCE, OTEX, PBH, SIS, WSP, VGG. Withdrawals are 10 years out.

Thank-you