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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: I realize that Oi (the Brasilian telecom) is far outside your area of specialisation, but wonder if you can explain how a company that has commenced bankruptcy proceedings can show an aggressively-rising stock price. Is it even conceivable that, post-proceedings, shareholders could come out ahead? If so, in what sense could this be true of bankruptcies in general?
Read Answer Asked by John on July 15, 2016
Q: I have owned both companies for a couple of years and am down about 50% on SGY and 80% BTE. Combined, they are less than 5% of my portfolio. My question is whether I should just ride these out and wait (hope) for higher oil prices with these names or is it wiser to sell and replace them with a "better" name. I am thinking of VET, partially because of the dividend. I can't decide if the better strategy is to stay with my current holdings as I think they could provide more potential growth or if the risk is too high for their continued existence and a switch to a more stable company is warranted. I would like to keep whatever money this represents in energy.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on July 15, 2016
Q: Considering a sell on both DH & MIC. DH for the obvious reasons that you have previously commented on as well as I've owned it for several years & enjoy a reasonable gain. RBC Research however as of July 12/16 rates it Outperform with a target of $48?? As to MIC, I am at a break even & have some concerns re: the uncertainty of their US parent as well as the Real Estate market in Canada. These are both in a reasonably diversified RIF. Looking at AD, ECI & FSZ & would appreciate your opinion on these as well as suggestions on others. Thank you.
Read Answer Asked by Robert on July 15, 2016
Q: I currently have 15% in the industrial sector, made up of
ATS, BOS, CJT, DRT, XTC, KBR, LNR, WSP
All positions are under 2% with the exceptions of WSP at 3.1% and CJT at 4.5%.
I am thinking it might be wise to trim CJT (perhaps to 2.5% ?)and either replace with one of my other holdings or add a new one (NFI?)

Your thoughts & recommendations would be most appreciated, including any change suggestions for my other equity holdings in this sector.
Read Answer Asked by Alexandra on July 15, 2016
Q: My only precious metal exposure is Silver Wheaton. With the big recovery this year, it's now at 5% of my portfolio. Would you recommend continuing to hold, selling part or all, diversifying into another precious metal holding and if so, your thoughts on timing ? As always, thank you for your valued advice.
Read Answer Asked by Alexandra on July 15, 2016
Q: My RIF equity portfolio has reached my target and I now wish to build cash in high interest paying investments such as GSBD.
There will be little price appreciation however security of principal will be better guarded over the long term (5 years plus)
In this case I will be employing my US holdings and realize the potential ramification of exchange differentials at time of cash out. I presently hold a small amount in XHY (yield now to low)however avoiding government or corporate bonds until the dust settles.
Do you have an opinion on GSBD?
Have any other ideas?
Thanks

Dave
Read Answer Asked by DAVID on July 15, 2016
Q: i read every question and answer everyday and 3 of your favorite companies and 3 companies you continually recommend are shopify, knight and kinaxis.i am overweight all 3. and all 3 are in your model portfolios.
we know knight is protected by its huge cash balance and once it is gone the parameters would change hopefully for the better depending how goodman spends it.
you keep making reference to shopify and kinaxis being expensive, earnings for both aug.3 and aug 4. my question is anything that i should be aware of before earnings. dave
Read Answer Asked by david on July 15, 2016
Q: In one of your answers today you said, "In Ontario, if dividends are you ONLY source of income, you can receive about $58,000 completely tax-free if you just have Canadian dividend income." Can you please provide a source that would confirm this? (A link would be appreciated.) I looked at the tables on www.taxtips.ca, and it appears the threshold is $45,282.
Read Answer Asked by Helen on July 14, 2016
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