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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: Hello, I have just consolidated my holdings and I am on the wait list for a portfolio review. In the mean time, could you please give me your opinion on my financial holdings which make up 35% of my portfolio. I feel this is rather high, what percentage would you recommend to hold for the average investor for financials and which holdings should I sell/trim in your opinion. My holdings are JPM.. 5.03%, AIG..5.73%, BAC..3.63%, C..2.57%, BNS 5.37%, COF..2.68%, AD...3.37%, TD..4.56%, CXI..0.53%. Also, my portfolio is approx. 40% US, 50%can, 10%bond etfs. Thanks for your insight.

Read Answer Asked by Sheldon on April 05, 2015
Q: Appreciate your comments on this fund. What do you think it s 1 - 2 year prospects might be ? My $10K position would cost me $300 to exit.
Read Answer Asked by Brent on April 05, 2015
Q: Hello 5I
Is there a method I can use to review my question history where I can review my previous questions and the answer you provided, without having to scroll back in the hope of finding it?
Read Answer Asked by Peter on April 05, 2015
Q: For those interested in dividend growth stocks I recommend the "Canadian Dividend All Star List". The list is comprised of Canadian companies that have increased their dividend for 5 or more calendar years in a row. The list is updated monthly in excel form and can be accessed/downloaded here:
http://www.dividendgrowthinvestingandretirement.com/canadian-dividend-all-star-list/
Read Answer Asked by Bernie on April 04, 2015
Q: When you close out a position, in this case Surge, do you still factor in the loss to the portfolio since inception. I presume that is the case.
Read Answer Asked by roland on April 04, 2015
Q: PLEASE advise as to your opinion on the growth of this co.
thank you JACK
Read Answer Asked by Jack on April 03, 2015
Q: I have a little bit of MKP and I noticed that it has been in consistent price range for a long time. It has a nice dividend 8.3%. Do you think it is a good candidate for a full position for someone just looking for income?

Thanks,
Charlie
Read Answer Asked by Charlie on April 03, 2015
Q: Just wanted to get your thoughts on Micron (mu) after their latest results. As it is a high beta stock I have a very small portion of it in my portfolio (less than half a percent).
I have owned it for less than a year and I am about even in it (with the U.S. dollar exchange).
Given their lower future earnings estimate I was considering getting out of it and rotating into a different high beta Canadian stock. If so, I was considering PHM or if you could recommend something else.
Thanks!
Read Answer Asked by Brian on April 03, 2015
Q: Please recommend three US blue chip stocks for med and long term hold.

Thank you.

Rita
Read Answer Asked by Rita on April 03, 2015
Q: Where does one find your "suggested sites" list? Thanks
Read Answer Asked by chris on April 03, 2015
Q: Do you think Russell metals would be good to add to a portfolio? It has a strong dividend and is close to a 52week low. Over the past five years the stock price has stayed relatively tight to the current price. Is there much upside to the current stock price and will the dividend remain strong. Thanks.
Read Answer Asked by steven on April 03, 2015
Q: To answer Mike's question of April 2 concerning ex-dividend dates I use this web address: http://tsx.exdividend.ca as a source of upcoming ex-dividend dates for all the tsx and/or for tsx 60. Included useful information are date, yield, frequency and pay-out ratio. Also the TSX website has a new tab called Dividends where next dividend date is indicated plus all past dividends important dates.

Derek (the dividend hunter)
Read Answer Asked by Derek on April 02, 2015
Q: I received a lump sum and for a short time I would like to put the funds into some stable stocks who pay a quarterly dividend and who's X dividend date is from now until the end of April. I would like an annual yield of 3.5 - 8%. I will then bleed the money out into a dividend growth model of 5i stocks. I have looked at 28 stocks and only found 2 Ry 4/21 & pot 4/9 x dates. The stocks I have checked are Ala, bus,td, bce, enb, xtc,and,ipl, key,pki, ppl,stn,vet,ten,win, syz, ago, cox, bin, dh, slf, wsp, t, wsp,van,tcp. Thank you very much, your site has incredibly valuable information which I check each day. mike
Read Answer Asked by Mike on April 02, 2015
Q: With the unfortunate passing of the ceo any implications for the company? As he was so well respected do you think the company would be a takeover target.
Read Answer Asked by Helen on April 02, 2015
Q: Peter .. is this the proper symbol ?? Also the selling of Surge ...does this mean you have lost all confidence in the bounceback or is the timeframe for recovery to long.
Read Answer Asked by Alan on April 02, 2015
Q: I was eyeing PZA when they recently issued a bought deal at $15, and am now even more interested as it has fallen to about $14. What is your opinion of PZA, why would it drop so much from the recent offer price, and is the distribution stable? This would be bought for income in an RSP.
Thank-you, Grant
Read Answer Asked by grant on April 02, 2015
Q: You say BCE,Telus, and A.Couche-Tard (ATD,B) are not rated. Why not
rate them? And, why not use only rated stocks for the Model Portfolios?
In addition, Why are you not replacing a A-rated stock with another A-rated stock in the Model Portfolios? Thus, why are you changing the value of the Model Portfolio?
Read Answer Asked by Herbert on April 02, 2015
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