Investment Q&A

Q: What do you attribute to the head wind, other than the smear by the short sellers, that DH faces since April this year?

DH is my single largest holding and it was cruising along nicely until the recent bumps. I also made the "rookie" mistake of increasing my stake in DH as share price spirals downward. To make a long story short, it went from my biggest winner to my biggest loser in my portfolio in a flash.

My dilemma is - do I add even more (betting this sell down is over done), hold a bit longer (hoping for a turn around by some upcoming catalyst), or sell some or all (to cut my losses and move on.

The real key is the business operation of DH. What's you read on the business of DH?

You insight s much appreciated.

Q: I recently read the Economist's Special Report on AI and the billions that are being invested in this area. Can you recommend any investable companies in this area?

Q: Do you have an opinion on this royalty trust?

Thanks
David

Q: I have a question about 941
would AW.UN be considered Consumer Discretionary?

Q: Can you correlate USD strength to Canadian life insurance companies . For clarity if USD gains strength do the life co's usually go lower?

Thanks

Q: Hi Peter and Team.
This is an asset allocation question for a 23 Yr old in a Defined Contribution Plan.
Which sectors and percentages would you suggest.
Thanks for your time.

Q: Really confused.$4.51 on Jun 27 & closed on July 8 @ $4.71($4.77 h).Reports on July 12 with meeting on Aug 30 to vote on parent's( has the upper hand)take out offer of $4.50.Please shed some light.If the price is above $4.50 prior to Aug 30,I am thinking of voting to reject offer.What do you think?Appreciate your usual great views & services.Though I hve not sold XSR yet I did buy 3 of 4 of your suggested replacments-SIS,BOS & SyZ.Syz hit the $11 resistance & hopefully breaks out soon

Q: Wondering your opinion on recent news about MPH -- FDA seems to want more information on their drug application. From what I can gather this seems to be a bump in the road from which MPH can recover. Do you think this development is enough to change fundamentals? Would this trigger a sell for you on a longer term hold?

Q: I am considering adding some preferred shares to my portfolios for income. Would you stay away from them for now? If not, would you recommend rate resets or perpetuals?
Thanks

Q: Can you tell me the dividend payout ratio on "FAP,TO", also where can I find this information myself?
Thanks,5i,
Ken

Q: Hello Peter
I am currently down about 30% on MG which is 5% of my portfolio.
I hold 60% of MG in unregistered account & 40% of MG in my TFSA acct.
My concern is would it be wise to sell it now and buy instead NFI or SIS and if so which one would you prefer first NFI or SIS, which one has more "growth" left.

Thanks for great service!

Andrew

Q: Do you think the earnings/debt situation looks situation looks more promising with the Polycom deal off, $60 million fee payment, and no share dilution for now? Is their business in Europe likely to be negatively impacted and off-set the possible pluses of the cancelled Polycom deal?

Q: Hello Team,What is your opinion of the Schiff acquisition and agreement by XAU.Do the cost benefits appear appropriate.

Q: Any idea what is behind the breakout in Boston Pizza? Thx Scott

Q: I am wondering if you have the 10 year averages for price to book and p/e for Telus. Compared to the current numbers and the expected growth do you consider the current valuation reasonable?
Thanks
Mike

Q: •Foreign property held within registered plans like RRSPs, LIFs, RRIFs, LIRAs, TFSAs, RESPs and RDSPs. As to my understanding if I have over $100000 in u.s. stocks held in one of the accounts above I do not have to report it on cra form 1135..hopefully that gives this question more clarity ...thanks

Q: What are your thoughts on this ETF?

Thanks
Dolores

Q: I own HEWJ and ZDM as my International exposure (5% of my portolio). Neither are doing well, especially after the Brexit vote and I'd like to replace them with ETFs with a more positive outlook for the next 2-3 years. Your thoughts and recommendations please!

Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert

Q: I have held Badger for approximately 18 months and it has done very little. It also has a small dividend so it is not paying me to be patient. Do you see any catalyst for the stock in the next 6 to 12 months?