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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: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Please rate these Brookfield companies in order of you best choices for growth, valuation and risk.
Thanks,
Terry
Read Answer Asked by Terry on May 17, 2017
Q: Scanning your latest research summary the 12.3% yield on NAL jumped off the page at me. Your B ranking doesn't put up a red flag but it also isn't in your portfolios. What is your outlook for this company. Will it continue sideways? Chances they will bring back the div? Possible short term buy at the $2 price with expectation it will pop back up to the recent $2.5 range for a short term profit? Or move on to better things realizing the 12% annualized div is gone and was a statistical hangover from better days...Any other yield traps on your list...BDI, ADN, CPX...
Read Answer Asked by Tom on May 17, 2017
Q: Hi Peter,
It's an interesting question by Brian re: Mega Bears, and your response makes total sense. I've always appreciated the view of Jim Rogers but he has been looking for total collapse as long as I recall. To your point eventually he will be right. A telling comment I read about Marc Faber is that he has correctly called 20 of the past 3 recessions. Where do you put the views of David Rosenberg in all this ?
Thank you. Paul
Read Answer Asked by Paul on May 17, 2017
Q: Hi Team, On May 8/17 I asked a general question on TOS and your answer was:TOS has done a very good job getting the company to where it is, with FDA approval, good partners and a solid growth opportunity worldwide. We like what it has done, and it has good potential. But.....the stock is very expensive and this needs consideration. It trades at 7X 'expected' 2018 sales already. It is expected to turn a profit in 2018 but any slowdown or problems would really hurt the stock. We would not 'assume' 40% returns here, but do like it generally today.
I have a followup question, how much of TOS's revenue would come from the US or Europe? My thinking is if TOS has a significant exposure to the US in particular this would help me make an investment decision. It appears to me today good companies with US exposure are worth a little special attention or premium. Thanks as always. Chris
Read Answer Asked by Chris on May 17, 2017
Q: My birthday always prompts an RRSP review and the magic age of 71 is not that far away so I am slowly transitioning from equities to safer, dividend yields as I won't need the funds for quite a while after I have to convert to a RRIF.
I have just initiated good positions in Hydro One and the new ECN preferred. I am looking at Enbridge and Altagas for at least a ten year hold and would be happy with just the dividend. I already have a good chunk of Interpipeline.
Are pipelines in particular and dividend companies in general looking at significant headwinds with interest rates slated to rise, probably quite a bit, over my ten year plus timeframe. I'm looking for investments that I can park and collect without undue concern.
If not them, then who, with the criteria outlined?
Thank you.
Steven
Read Answer Asked by Steven on May 17, 2017
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.
Read Answer Asked by Alexandra on May 17, 2017
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.
Read Answer Asked by Terry on May 17, 2017
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
Read Answer Asked by joseph on May 17, 2017
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