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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: The safest of financials have rallied a lot (big banks). I assume that investors will start going into the riskier financials. What do you think about buying a 1/2 position in a broker? Gluskin Sheff pays a 5% dividend, however there is that lawsuit overhang, so, I'm tilting towards Canacord Genuity. With the strength in the materials sector, do you expect $CF to start getting more contracts from that industry? I believe that's the core of their business? I could wait a quarter or two, but those stocks move very fast and my error in the past has been buying when everyone likes a stock (2014), rather than the other way around (summer 2016). Trying to change this, but as safely as possible. Thank you!
Read Answer Asked by Matt on December 01, 2016
Q: I currently own Loblaw (L), ADW.A, and ECI in the Consumer sector. I would like to add PBH to give me two holdings in each of Consumer Staples and Consumer Discretionary, but I suspect CTC.A is a'safer' pick. So I am debating between the improved diversification by taking PBH versus the 'safer' choice of CTC.A. Which should I add? I am looking for steady dividend growth with holdings that might hold up better in down/bear markets. Thanks as always.
Read Answer Asked by Walter on December 01, 2016
Q: Pivot announced has conditional approval to list on the TSX as of Dec. 19. With a share price of only 41 cents, would this be permitted or do you expect a share consolidation to occur? Also, with a market cap of only $70MM, does this really qualify for TSX listing? Dividend at 1 cent quarterly is 9.6%, which is certainly attractive. Do you have any further thoughts since the last couple of questions on this stock?
Read Answer Asked by David on December 01, 2016
Q: Hi Peter and Staff
I was another investor who had too much weighting in oil- aside from a few that went out of business , I have held the rest until now and still have more $ in oil than I now want as a percentage weighting - not wanting to miss any rally entirely but also not believer in $75 oil coming I am going to shave some monthly until I get to my new weighting / if you were going to sell some of one of the four stocks listed which would you pick and why
Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 01, 2016
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