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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: Hi Peter and Team,
What would you think about the quarterly result?
Thanks.
Read Answer Asked by Pui on March 11, 2016
Q: Peter and Team:
Currently down about 30% on this one. Thinking of taking the loss and rotating out into another company in similar sector. Any suggestions from your BE Portfolio. Also are you aware what is happening with the share buyback process? I am in it for a 5 year+ hold and don't mind waiting for TFI, but was thinking there might be something "better" as I try to clean up my portfolio.

Thanks as always.

Phil
Read Answer Asked by Phil on March 11, 2016
Q: I purchased ZRE a month ago at $16.90 and am up 9% for the 30 day holding. It currently makes up 1.5% of my total portfolio. I am contemplating averaging up the holding to 15 % of my total portfolio. The fixed income portion of the portfolio is 30% and ZRE would be included in the equity holdings { the remaining 70% } In your opinion would the 15% position of the total portfolio be too much concentration risk and if not what range would be reasonable? Thank you
Read Answer Asked by Richard on March 11, 2016
Q: With so many countries issuing bonds with negative yields, I find it hard to believe that anyone would invest in negative yield bonds unless they think that the world will sink into a deflationary spiral.
1. Can you explain how a deflationary spiral could occur?
2. How long could it last?
3. What would the impact be on the economy?
4. How would stocks likely be affected?
5. What would be the best investments in such a scenario?
5. What equities, if any, should be held?

Thanks, and congratulations on a great service.
Read Answer Asked by Hans on March 11, 2016
Q: Finally a nice 25 cent move today but do not see any news. Please advise if you have ideas. Thanks
Read Answer Asked by David on March 10, 2016
Q: I have heard that Sobey's is having integration problems with its Safeway acquisition. We have observed a marked drop in customers in Safeway stores in our part of BC since the acquisition. With Crombie REIT as the landlord for this chain would you recommend selling Crombie and purchasing an alternative in the REIT space. I do like income with a bit of growth.
With appreciation!
Read Answer Asked by Ed on March 10, 2016
Q: Now that liq has cut their dividend and dropped again is it possibly a buy sooon?Thanks Don
Read Answer Asked by Don on March 10, 2016
Q: Is the reaction to the news about the CEO retiring over-blown or is this a material change which may affect my decision to own.
Read Answer Asked by Kyle on March 10, 2016
Q: My daughter has started building her TFSA portfolio and does expect to need the money in the forceable future. At present she owns BNS, CCL.B, CSU, ESL, ENB, SJ and T. She can fund the purchase of another company as she continues to build her portfolio. I was thinking Magna might be a good choice but would like your advice on which company might be best at this time, including giving her balance. Thank you for your advice.
Read Answer Asked by jacques on March 10, 2016
Q: I am a retired dividend-income conservative investor, with a diversified portfolio consisting of mostly dividend producers (AD, AQN, ALA, BCE, BNS, CGX, CPG, PBH, RY, TRP, WCP, WEF, WSP, ZLB, XIT, Sentry Cdn Inc, Sentry REIT, RBC Cdn Equity Income, TD Health, Insured annuities, Fisgard Capital).

Now that CPG has virtually no dividend, I have a couple of options:

#1 = hold and wait for the eventual rebound in oil and the associated reinstatement of the dividend.

#2 = sell CPG, capture the significant capital loss and invest the proceeds into another energy name. Please provide 3 dividend names, like VET, who you believe the dividend "should" be safe (if there is such a thing as safe).

#3 = sell CPG and reinvest proceeds in non-energy. I currently have roughly 9% of my equity portfolio in energy.

What would you recommend...hold of sell?

Thanks,
Steve
Read Answer Asked by Stephen on March 10, 2016
Q: Recently the share price has been on a tear. Perhaps in overvalued territory and time to take profits?
Read Answer Asked by Dwight on March 10, 2016
Q: Why is the stockprice stagnating?what are the metrics here and are they losing their cash cushion?
When are their results due and what do you know about insider selling/buying.
Would you put this in a tsfa?or in non reg.
Read Answer Asked by Josh on March 10, 2016
Q: Hi there - with the recent run up on the stock price, would you think it is okay to buy in here (closed at 52-week high of $26.88), or would you wait for a pull back? If so, what would be a good entry point. Thanks!
Read Answer Asked by Michael on March 10, 2016
Q: I am thinking about purchasing MRU and from your answers to other's questions you seem to like it well enough. My concern is that I also own ATD.B & back in Oct/15 you stated that Metro owns some ATD shares (I think you said 22% of ATD). I would like to know what %age of the Metro price depends on ATD. If you are able to give me a number I would appreciate it, and would also be interested in where to find the information.
Read Answer Asked by jane on March 10, 2016
Q: Epic collapse by Performance sports. Under $4 with a strong rebound yesterday. My question is whether this company is an obvious rebound candidate - even if only as a target for a larger company to buy for something in the 8-10 range.

Is this a solid trade to capitalize on an over reaction in the market or am I better off playing roulette?

Thanks
Read Answer Asked by Tim on March 10, 2016
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