Investment Q&A

Q: Hi- can I have your analysis of PSG as a turnaround candidate. SP has been volatile, but recovering. Brookfield has taken position, and others interested?
where is debt vs CF, and what is outlook for eps? thx

Q: I hold Colgate Palmolive in my RRSP account. Is this a good long term stock to hold.

Q: PUR has recently been weak and is down again today. Any news to explain?

Q: Very nice move in CSU recently. Any reason?

Sheldon

Q: Hi Team,

When buying a stock, sometimes there is mention of "full position or half position". How much are these in percentage terms of a portfolio? Also how small a position can be in absolute dollar terms to be a meaningful contributor?

I really admire your ability for quick turn around and succinct answers to all the questions all day long.

RR

Q: I don't know if this question comes under your umbrella. It concerns money borrowed to invest, with the aim to claim the interest for tax back. I have done a Google check but i am not sure whether all loans can be used this way. currenly I use a small margin credit on my accounts, which comes to 3.75 per cent. I know that I can do much better than that, if i borrow on my house. But, would such a loan be seen as tax deductible for investing services.
thanks

Q: Hi Team

Any thoughts on ALARIS after yesterday's news? Wouldn't the news be considered a positive for the company? Thanks. Sam

Q: would like to add a U.S. gold stock or etf to my portfolio...
would appreciate your thoughts!

Q: Could you please comment on ARZ's drug right's acquisition this morning. Thanks

Q: Good day Group.. Should I get rid of these two co. or continue to hang in there? Thax in advance Cliff

Q: Good morning…just reviewing one of my RRSP accounts and would like to make some adjustments…CSU is now 15% of the account…no other similar stock in portfolio….although very happy with CSU should I sell 50% and buy Open Text or Absolute Software or SIS…will not access RRSP for another 15 years…

Thanks

Q: What do you think of taking a position for a 5 yr hold in either of these? If you would take a position, which would you choose?

Thx, Carl

Q: I know it is a tiny company but I was hoping you could delve in to VIQ and tell me what you think.
TIA

Q: 5i I need help in Rebalancing my RRIF. Maybe I am too attached to my stocks. I asked about BIP and BEP and you indicated my energy sector at 22% of my RRIF was high and I agree. I need less volatility but do require income. Of the 22% CPG-T =10%, FRU-T =30%, PPL=35%,SGY=8%, VSN=12% and WCP=5%.I like everyone, require your wisdom.

W

Q: Hi Team, You answered a question on PTS August 18/16. Since that time PTS is up 13%, however stock trading volumes remain low. PTS reports Q3 Nov.2/16. It appears as if some people think PTS will have a very good Q3? Any followup thoughts on your Aug. 18th report? Chris

Q: I am supposed to increase my fixed income exposure via one or more ETFs. I see you usually recommend CBO, but what about VSC. VSC seems to be a better performer over the last 1, 3 and 5 year periods. Which is better in your opinion and why?

I have about $21K in cash in an RRSP to invest in fixed income products. Should I buy two or 3 ETFs, or all in CBO or VSC is sufficient?

Should I buy now, or wait until after the US election, or even after FED meeting in December to see if they increase interest rates? Does it really matter at this time?

p.s. I have been invested in over 90% equities for the last 25 years (now 53 years old) so I am struggling to get myself to buy fixed income products. I am reluctantly buying fixed income products only because I know I am supposed to have better asset allocation and not be so heavily equity focused, but today the returns are so small I wonder if I would just be better off buying stocks like BCE, T, SLF, FTS, IPL, PPL that pay around 4% dividend.

Q: It appears that the stock price has support at $0.80. Is it good idea to buy at this price for a one year hold? Could you comment n the future of this company.
Thanks

Q: What are the possible ramifications of the Carbon Tax as laid out by the government? How should investors protect themselves?

Q: Hi Peter & team: Greetings! with reference to Tamara's question regarding who will be next US president, I hold the 3 US stock with total of some 10% gain (that is all I have in US$ and it is about 4% of my portfolio) should I hold or sell? Some money managers still recommend it. SIS I have some 30% gain and it is only less than 2% of my portfolio and you still favour it, should I take some profit? Honestly taking profit is difficult as it increases my total income and I may face a clawback of OAS. Please feel free to take my credit points as I have lots of it! Thank you.

Q: If you had to choose only one of BCE, Telus or RCI.B for a long term hold for a senior person which one would you choose and why? Would you be a buyer at current prices?