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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: My dad has had 70% of his portfolio in bonds. He is satisfied with a 6% capital return per year, prefers companies with a 10y history, and rarely looks at his holdings. In Canada, he owns a fund plus AW, PZA, REI.un, BPY, CAR.un, HR.un, BNS, SLF, BCE, T and the etf ZPR. All are in the green. Last week, he bought a small amount of Concordia. He wants to buy two more "blood on the street" stocks that pay > 2% dividend, have little chance of going bankrupt, and that have a good chance of doubling over 7 years. what would you suggest? I'm thinking AutoCanada and Cameco. Thank you!
Read Answer Asked by Matt on May 16, 2016
Q: I am a Senior with a large percentage of my portfolio invested in equities, a good portion in blue chip dividend paying stocks. I would like more diversification but am not interested in bonds. Do you have any ideas? What about mortgages and how would one pursue this if you think it is a good alternative? Thank You.
Read Answer Asked by Brian on May 16, 2016
Q: In Peter Hodson's article in Saturday May 14th edition of the national Post he described how to convert Can$ to U.S.$ without paying high foreign exchange fees.
Question 1 what are usual fee rates you say are high.
Question 2 Can one do this in the opposite direction? ie Move U.S $ to Canadian
Read Answer Asked by Harold on May 16, 2016
Q: The price of OSB is rising quickly. Norbord stock price has already appreciated considerably in the past few months but I understand it may do very well if the product price remains at its current level. Would you consider it a buy at the current level? Would you consider Norbord a better investment at this time that WEF?
Read Answer Asked by Jim on May 16, 2016
Q: Hello, I have some stocks that I am planning to buy in the future. They are SJ, CSU, BYD.UN, SIS, NFI, KXS, RRX, PEY. Could you please rank these stocks from the safest to the riskiest? In your opinion, do you recommend these stocks for a long term hold? Also, which one in the list do you think has the most potential? Thank you.
Read Answer Asked by Esther on May 16, 2016
Q: Hi,
I am new to investing and am building a diversified long term portfolio. Im looking for strong long term growth to eventually turn into TFSA dividend income. I have some canadian real estate exposure through REITS (using drip programs to help portfolio growth). I have some diversified US exposure through VFV and VGG. I would like to add more Canadian diversified exposure. Would you recommend picking individual stocks (maybe starting with Canadian banks and using their DRIPs as well) and branching out from there? Or would I be better off for total value growth with some low cost Canadian ETF? If you think the ETF, could you recommend a few please? If you think specific stocks could you recommend a few also. Finally, for specifics, which of the Canadian banks do you like the best?

Thanks 5i, Ill understand if this counts as 2 questions instead of 1.

Read Answer Asked by david on May 15, 2016
Q: On the fixed income side of one's portfolio.What would be an appropriate percentage wise split between GIC's and bonds and should that change as your age increases?
Thank You David
Read Answer Asked by DAVID on May 15, 2016
Q: Wanted to add something to Bryan's question about Concordia, relating to Cohodes.

1- Cohodes shorted OpenText during the financial crisis. The stock instead went up and shortly after, he was forced to close his hedge fund. OTC is up 410% since his short.
2- Cohodes is known for liking "a fight". He likes shorting because of the confrontation aspect.
3- Cohodes often has little facts, but succeeds at making retail investors second-guess themselves, at instilling doubt.
4- If you watch his appearances on BNN, you're likely helping his cause, because BNN will see a higher viewership and bring him back on.
5- Best to not comment about Cohodes' points of view, on any social media (stocktwits, stockhouse, twitter). That only makes him more popular.
Read Answer Asked by Matt on May 15, 2016
Q: Glacier has just announced a rights offering. Could you please explain how this works, what the advantages are for the investor and for the company, why would they do this and is this typically a prudent move by the company. Putting Glacier aside, do you recommend investing during a time when a company has made such an offering? Also, how do the backstop agreements work? Thanks for your great work.
Read Answer Asked by Robert on May 15, 2016
Q: Peter and team:
I have an account that is not balanced and is basically a speculation account (a small portion of my overall portfolio).

In this account I am down significantly on BDI and PD as I got in to them when Oil was near it's peak.

I was wondering if it would be best to sit on them both and wait it out or perhaps bail and get in to a junior oil company that stands to "pop" if/when oil rebounds. I was thinking of RRX.

Or perhaps there is an aggressive growth company you might suggest that potentially could help re-coup some of my losses???

Thanks

Phil
Read Answer Asked by Phil on May 15, 2016
Q: if I sell a stock at a loss can I repurchase the stock 30 days later and still take advantage of my tax loss? brenda
Read Answer Asked by brenda on May 15, 2016
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