skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held Novartis for a few years but it has dropped significantly over the last 6 months. I still have a 35% profit. I wonder if I should sell and invest in a more profitable company in the US or keep it. I have well balanced portfolio and Novartis represent <0.5% of its value. Could you suggest a few US names to consider?
Read Answer Asked by jacques on March 30, 2016
Q: What is your opinion on what to do with a new found $100,000 at this point in time. I have $200k invested in the stock market currently and have managed to do well over the past 5 years (less so in 2015). I am getting concerned about all the cash that is floating around out there. All the QE does not seem to have had the desired affect on economies/markets. P/E s on many so called safety net large caps are getting quite high although I think there are some that are still ok to hold.
So, I'd like your opinion on how best to invest/protect $100K. ie, leave it in a low interest savings account? Put it large cap "safe" stocks? Canadian Banks? DJIA? TSX 200? Any comments are appreciated.
Read Answer Asked by Bill on March 30, 2016
Q: With the Valeant debacle going on, what is the difference between the acquisition model that valeant had and what CSU are doing?
Read Answer Asked by Jean on March 30, 2016
Q: My sector allocation has gotten out of whack with consumer >20% ( due to AGT and starbucks runs) and health care now 5% (due to PHM and CXR problems ). Energy at 5%. Would you recommend I trim my consumer sector and if so is one of these companies better to trim. I do hold UNH (US) in healthcare but is there another canadian healthcare company I can add to replace my losers (prefer lower risk). Is 5% still good idea for energy? Thank you and credit me with my 3 questions here.
Read Answer Asked by Shelley on March 30, 2016
Q: With the events that are happening and no doubt more downward pressure on the stock would it not be appropriate for the CEO to make a press announcement regarding the short issue, coupled with ensuring shareholders that covenants have not being broken. Otherwise this is only going to continue, which could result in complete devastation of the company. I believe DH did this, and the stock easily recovered.
I fail to understand why management does not take a firmer stance. "just sayn" My Rant for the day
Read Answer Asked by Rick on March 30, 2016
Q: No Question, just a comment. I agree these short attacks are getting to be borderline ridiculous. I believe there should be consequences for companies that are profiting from false information.Although I live out west, I have submitted my complaint to the OSC. Email: inquiries@osc.gov.on.ca

Cheers.
Read Answer Asked by Colin on March 30, 2016
Q: Good afternoon,
CXR/T the Roe 0.69, P/E 215 is a little scary, do these numbers count.
OR/T what do you think of this company? I would like to own a small amount of gold.
Take care.
Read Answer Asked by Helen on March 30, 2016
Q: Everyone I know under 30 is basically a TV cord-cutter or a cord-never (sp?). I know that all three of the telecoms have had significant investments in the TV / cable, and I'm concerned that longer term, TV will go the way of the landline. Is this a valid concern, and should I be getting out of the telecom industry? I currently hold Telus (T) and it has done very little for me in the last 12 months.
Read Answer Asked by Mike on March 30, 2016
Q: Hi Peter,

I have an idea I would like to run past you to see what you think about it.

I like stocks that pay me dividends each month. Now if companies that pay every three months would change their format to pay monthly it would be an advantage for us dividend collectors and a huge disadvantage for hedge funds that like to short stocks, as they would have to pay those dividends each month and maybe they would think twice before shorting stocks.

Pretty hard to implement but an idea.

Thanks, Charlie
Read Answer Asked by CHARLES LA on March 30, 2016
Q: I currently own a small position in Concordia, approximately 2% weighting and I am considering buying more based on the CEO comments today reinforcing the auditors report. Please give me your views of the company presently and your longer term prognosis. I know how leveraged the company is but do you believe they are a "Valeant" in the making ?
Read Answer Asked by Scott on March 30, 2016
Q: Redknee jumped 21% today, and I cannot find any news. Do you have any insights? Volume was low, but not overly so.
Read Answer Asked by Jim on March 29, 2016
Q: I was looking for previous questions and answers on CCL Industries CCL and could only see two Q & A going back to January this year. I am sure I have read more previously??

CCL has gown to 6.7% of my portfolio, though it would have been less if oil had not taken such a hit. It's one of the few stocks that we own in RRIFs that does not seem to have pulled back and I am loathe to sell to balance the portfolio becbecause of its performanceause of its weighting.
In a case like this, is it appropriate to hold on, or should we trim and buy something like Winpak?
Read Answer Asked by John on March 29, 2016
Q: I bought AYA at ~ $6 and sold my last shares @ $32 after reading the 3 page article in the Globe & Mail about their CEO David Baazov. So thank you Peter and company for having this stock in your balanced portfolio. But the game is over, for me it ended with the Globe article. So please do the right thing and replace this dog with another winner. Time for spring cleaning.

Steve

Read Answer Asked by Steve on March 29, 2016