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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 own Bam.a Is it worthwhile to add bep for income or is one Brookfield company enough? I have a portfolio of 15 stocks and 5 ETFs,20% in US plus 15% GICs. I'm about to retire later this year.

I really appreciate your service.
Thanks
Read Answer Asked by Hans on January 14, 2016
Q: Assuming the market recovers at some point, will CAD & anticipated lower rates cause banks to recover last on a relative basis from this point onwards?
Read Answer Asked by Joel on January 14, 2016
Q: Peter; TPK seems to be getting hit quite hard- have you seen anything or just nasty market- sell everything mantra? Thanks.Rod
Read Answer Asked by Rodney on January 13, 2016
Q: Is it a good time to add to a diversified portfolio during these volatile times ? I have a long term horizon with limited exposure to stocks curently but the decline since the summer has been bad (oil and commodity mainly but many other names as well). I guess i worry that we could be in for another 20% drop and i have a lack of confidence in the market at the present time. Your comments are appreciated... If time to add, should i add to energy and materials as well ? Thanks
Read Answer Asked by Pierre on January 13, 2016
Q: Sorry if this question comes in twice as I'm not sure it went through the first time.

In the past, your team has indicated that BNS was your favourite bank. Is this still the case, even though it has underperformed? I am considering taking a position in a bank as I have currently have CXI and EFN in my financials, and feel I am missing a bank as part of my portfolio. Am wondering which one I should take a position in (or perhaps ZEB).

Thanks!
Read Answer Asked by Mike on January 13, 2016
Q: Re: James' question concerning Valener.

FYI. S&P significantly downgraded VNR's credit rating a few days ago. It has gone down three notches from BBB+ (investment grade) to BB+ ("junk" grade).
Read Answer Asked by Gregory on January 13, 2016
Q: I missed the conference call due to snow removal :) Got the last 5 minutes, which seemed positive regarding atms. Can you fill me in please.
thanks
Read Answer Asked by Rick on January 13, 2016
Q: Copy of press item below and wondering if this is a significant event that I as an investor should be concerned about.
Thanks John
PRESS DIGEST- Canada - Jan 13
** Canaccord Genuity Group Inc has been hit with a string of veteran departures amid a severe commodity price correction that has raised the prospect of more job cuts. Scott Davidson, the dealer's executive vice president and global head of corporate development and strategy, announced his departure on Tuesday.
Read Answer Asked by John on January 13, 2016
Q: I am 81 years old and need to cash in some of the following holdings. Forgetting allocations or other considerations, thinking only of which are most likely to do well in the next 2-4 years, would you please list them in the order in which you would sell, ending with those best kept if possible.
ATD.B
BAD
BIN
DHX.B
PHM
SU
VEF
Read Answer Asked by Blanche on January 13, 2016
Q: Reviewed you question on the above and don't know whether you are aware or not but TD downgraded this today to a hold "Earnings Momentum Expected to Decelerate; Downgrading to HOLD
Just thought I would let you guys know.
Have a great day
Rick
Read Answer Asked by Rick on January 13, 2016
Q: Thoughts on this stock, it keeps going down and i'm wondering if i should hold on???
Read Answer Asked by Al Nawaz on January 13, 2016
Q: Are you confident in EIF's management team to deliver the goods. Is there Aviation side of things intact. If you were to rate this company would a B rating be too high. Thanks as always.
Read Answer Asked by Alan on January 13, 2016
Q: hi.Could you tell me what is expected re dividend? Just bought some more This AM. Am I goofy. Thanks for all you do. Regards Cliff
Read Answer Asked by cliff on January 13, 2016
Q: What looks cheap in the BE portfolio? Thanks.
Read Answer Asked by Chris on January 13, 2016
Q: Please comment on the Shaw media acquisition. Does it look good for a long term hold for income?
Many thanks.
Read Answer Asked by Martin on January 13, 2016
Q: hello Peter and 51 team,
We enjoyed reading Peter's editorial in the January Money saver. He makes a point that your portfolio should be well diversified, has a cash cushion, and has gotten rid of the loser companies. We are well diversified, and have a cash portion. We have 2 losers that we haven't sold yet. Our question is should we sell Cenovus and Cannacord genuity? What would be a better alternative.
thank you
Read Answer Asked by john on January 13, 2016
Q: Can you provide an analysis of Cascade (CAS) and whether at the current price it is a buy for 3 year plus hold? Would you recommend larger competitor? I've been watching it hit 52 week highs now for a number of months and rebounded yesterday. Thanks again and again - john
Read Answer Asked by john on January 13, 2016
Q: My portfolio is overweight in Financials and feel I need to reduce over time. Wells Fargo has provided good returns but I am thinking there is more upside with BNS and TD over the long term.
I am planning to sell my position in WFC and move to a different sector in US$. Perhaps the Consumer Discretionary or Industrial sectors. Your thoughts.
Read Answer Asked by J Stephen on January 13, 2016