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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: Good day,
I have seen some fairly substantial losses with some of the listed stocks in my portfolio. I would like your advice on whether you think I should continue to hold the above or to sell , take my losses and move on. BEP.un and ZUT have just been flat, so your advice on wether to sell or hold would be great!
Thank you
Thank you.
Read Answer Asked by Audrey on December 02, 2016
Q: see eric reguly article ROB magazine last saturday re "socially committed corporation"
It is currently close to a 52 week low
Please advise re pros/cons buying now for tfsa; can i buy this directly on the european exchange or must i buy as Adr ; it seems to have 2 listings i.e. UN and UL
Many thanks
Read Answer Asked by Peter on December 02, 2016
Q: Energy
Twenty per cent my portfolio is in energy. In descending order of size of my holdings, they include Enbridge (ENF), Inter Pipeline (IPL), Pembina Pipeline (PPL), Suncor (SU), Veresen (VSN) and Superior Plus (SPB). The rest is in a handful of upstream and equipment services, all of which have accrued losses in a registered account - but much recovered since their lows.

With the recent surge in prices and my pessismitic view of the industry, I am thinking about bailing out of the everything except ENF, IPL and PPL, reducing my exposure to energy to about 12%.

Comments?
Read Answer Asked by Carl on December 02, 2016
Q: Hi 5i
I ask this question yesterday and you usually answer so quickly,I'm thinking it got lost
In shipping.
In My r.r.s.p. Account I can only use mutual funds unfortunately .so my question is ,
A fund that would benefit from a raising interest rates in the u.s.
and a drop the corporate tax ?
Of course this is the promise from mr. Trump
Thanks for all the help
Sam

Read Answer Asked by Sam on December 02, 2016
Q: HI,( Merry Christmas to you and yours !)

I've owned this stock since 2009 so I don't mind a little volatily, as I feel this company and the CEO are eventually going to be recognized as one of the premier entrepeneurial companies in Canada. Today there wasquite a turnaround on Premium Brands price, however the acquistitions seem to me to be right in line with their plans and are a good fit. Have any thoughts on the drop and the acquisitions?

Slainte,
Read Answer Asked by Christopher on December 02, 2016
Q: Thanks for your earlier response regarding the balanced portfolio and MX. I did have one other question about dividing up names across different account types. I will be investing a decent sized amount of new money into my registered and non registered accounts which will me to hold all 23 names of the BE portfolio but I would like advice on how the names should be split up for best performance. I will be able to hold 9 TFSA, 8 RRSP, 6 CAD Cash (Non-registered). How would you suggest splitting up the BE Portfolio across the different account types? Thanks again for your help!
Read Answer Asked by Michael on December 02, 2016
Q: I was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Read Answer Asked by BRIAN on December 01, 2016
Q: Hi Peter and Team,

You recently said in an answer to another member "We would prefer that most investors have some exposure to all sectors and don't need to play these silly rotation games." I just want to express my gratitude for this valuable advice. Also, you always stress that we should look at our total portfolio, not just individual accounts when considering sector allocation. Well, it took me a long time, but I prepared a simple spreadsheet that looks at all our accounts, and the results have been very revealing. (We were grossly overweight in some sectors and grossly underweight in others). You get a far different picture looking at ALL accounts, so thanks for this sage advice as well!
Read Answer Asked by Jerry on December 01, 2016
Q: Peter and His Wonder Team
I know you like MND as a junior gold stock and it's price is quite dependent on gold. I am working on the assumption that gold will break $1200.00 again ...probably $1300.00 and maybe even $1350.00 in 2017. Based on that outcome do you think MND is of good value if it can be purchased in the $0.68-$0.71 range? If not would you recommend another junior?
As always thanks for your competent and reliable knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on December 01, 2016