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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, need help with a bit of housekeeping. I like MCB’s cash position, global exposure and get paid to wait (5% yield). I will have to sell shares to purchase MCB. The energy/pipeline sector (WCP, CPG & ENF) make up 12% of my portfolio, with WCP making up 7% of my portfolio. I was considering trading ENF for MCB but, not sure after reading your answer to Darcy and Ken today.
Should I bring WCP down to 5% and purchase ½ position in MCB, sell ENF and replace with MCB or do nothing?
Thanks
Read Answer Asked by Roy on April 07, 2015
Q: Is it financially strong enough to buy/own this stock. Because it is a Trust Unit, will it be able to continue to pay dividends and interest in the future. Also might there be growth in the dividends.
Your analysis and advice on this company will be greatly appreciated.
Read Answer Asked by Ben (Balbir) on April 07, 2015
Q: I just became aware of CIPF (Canadian Investor Protection Fund). One Million coverage per brokerage account in case your broker has an issue like bankruptcy theft etc. Would you advise limiting the amount held at any one brokerage less than on million. And once you reach one million do you split the money into two accounts to keep it under. It seems this would make sense to take full advantage of this protection. Similar to limiting the amount invested in a GIC or HISA to $100,000 to take advantage of CDIC... Or am I just being paranoid?
Man
Read Answer Asked by MANFRED on April 07, 2015
Q: For those of you who own EasyHome, you probably have been frustrated by the weakness of the stock, even after good earnings, a cheap valuation, plus an increased dividend. I wanted to share that today, Eric Nuttall selected it as a top pick. He said that the exposure to Western Canada is only about 7%. The stock moved up 4%.
Read Answer Asked by Matt on April 07, 2015
Q: Hi, Peter and Team,
Which one of the 4 Canadian Mortgage companies (MIC MKP HCG TMC) for income you would prefer for RIF account?
Thank you and appreciated your services.
Regards
Read Answer Asked by Tak on April 07, 2015
Q: Hey guys, I have way too many stocks in my portfolio and I am trying to consolidate. I have wba and pfe with +20 gains on both however they only account for 1% (each) of my portfolio. Which one should I sell to buy a larger position into the other one or sell both and purchase another u.s. health care company which you recommend. (Medium risk with dividends similar to pfe and wba)
Take care,
Jim
Read Answer Asked by jim on April 07, 2015
Q: What are your thoughts on the debentures that Constellation issued last year and the new debentures that will be issued this year?
Read Answer Asked by Richard on April 07, 2015
Q: Hi there,

I am trying to reduce my exposure to interest rate sensitive REITS and find myself struggling where to reduce my weighting. My weighting has been inching up to close to 24% of my portfolio based on the good performance of a couple of my US holdings. I currently own REI.un, HR.un, AMT.un and BXP.un. I am currently leaning towards reducing REI given the continued good perfomance of both AMT and BXP. Your thoughts?
Read Answer Asked by kelly on April 07, 2015
Q: To add to your reply to Herbert in today's column, I have held both BEP.UN and BIP.UN since June '13. Both pay good dividends but BIP is up 50.8% while BEP is up just 30.1%
Read Answer Asked by Edward on April 07, 2015
Q: Hello Peter
Is the shares purchase price the criteria used in order to determine the proper percentage allocation within the portfolio ? if the value of the shares decrease should you add in order to keep the the proper allocation ?
Thank You for the excellent service
Dan
Read Answer Asked by DANIEL on April 07, 2015
Q: Do you prefer pza.un or aw.un. Thank you. Don.
Read Answer Asked by Donald on April 07, 2015
Q: What is your outlook on US financials as a sector? I hold VFH, I am up 46% but some of that is because I bought in when Canadian dollar was stonger. I am considering cashing in my gains and reinvesting in a Canadian dividend EFT. Thoughts?
Thanks
Read Answer Asked by Robert on April 07, 2015
Q: I find this company very frustrating. The stock price fell 20% the week after I purchased it in Jan/14. It then rose to $90.00. Now it has erased all those gains and I find myself underwater by almost 30%. I have this stock as "Consumer Discretionary" but it seem too tied to the energy sector. It represents only 2% of my portfolio and I think oil has a very good chance of taking a step down from here. I am thinking of replacing it with another consumer stock such as ATD.B. Would this make sense or do have another suggestion.

Read Answer Asked by Alvyn on April 06, 2015
Q: Any idea why this stock is up some 16% at this moment. Thanks so much.

Read Answer Asked by Dr Lorraine on April 06, 2015
Q: Your last comments on this company was in Dec.
I purchased ikm in August/14 at an average price of 2.56 so needless to say I am well underwater with it currently representing .17% of my trading portfolio.
Recently there has been a good pop in the stock and the positive points that I have noted are: 1.inside buying with management having skin in the game 2. Technicals look very strong at the moment 3. Book value appears as $1.93. 4. Debt appears quite manageable.
I would appreciate your comments as to doubling down here which would cost me $1000.00, however having said that I do not wish to put good money after bad.
Your candid comments would be appreciated here. Thanks and Wish you and your family a Happy Easter
Read Answer Asked by Rick on April 06, 2015
Q: All three dividend EFTs have a number of differences, but which of the 3 do you feel will give the best overall long term return and why?
Read Answer Asked by Robert on April 06, 2015
Q: I am very pleased with your services and feel that the retail investor is getting outstanding advice from your service. I was wondering if you could recommend a similar type of service that provides expert advice on US stocks.
Read Answer Asked by Todd on April 06, 2015
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