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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: Peter and Co
Is it too late or wrong time to get in to CXI or EFN?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 28, 2015
Q: With all the bad publicity and now an important director resignation would you think it wise to place a stop loss on the stock and around what price would you place it?
Thank you
Read Answer Asked by Linda on July 28, 2015
Q: Looks like the market is not satisfied with the lack of clarity from PHM regarding insider selling. Do you view this as an overreaction and an opportunity to purchase or a wait and see?
Read Answer Asked by Rudy on July 28, 2015
Q: Further to Paul's MISC question; What is the best way to rebalance? A simple calendar approach? If so how often? At one extreme, one could rebalance daily, but incur heavy transaction fees and possibly sell one's winners way too early.

At the other extreme, one could rebalance annually, or some longer period. Transaction fees would be minimised. But this approach might miss cycle tops (and bottoms).

If a calendar approach is not used, then how is discipline maintained?
Read Answer Asked by Douglas on July 28, 2015
Q: Hello folks:

1. I know predicting interest rates has become a dangerous activity now a days. Rate hike prediction hasn't materialised but instead we got Poloz's rate cut.

2. Through my Scotia itrade I get IPO offers for preferred shares. Yesterday I got one from BMO Perpetual preferred share 5 % and one from Canadian Utilities 5.25 %

Worth buying? Of course one can only express an interest and one is not guaranteed to get the shares.

There seems to be a shift from Rate reset to Perpetual Preferred shares recently. At least that is my perception. Furthermore the new issues, (at least on Scotia iTrade platform) are sold out within a day! Especially the issues by Big Banks and solid Canadian companies. Any reason why? Does it mean the smart money is hungry for a solid 5 % yield?
Read Answer Asked by Savalai on July 28, 2015
Q: Is there any site where I can get moving averages for individual stocks clearly displayed.

Thanks
Read Answer Asked by Charlie on July 28, 2015
Q: Peter
Any thoughts on its extensive fall recently? It can't all be related to oil sector can it? Is it a 'keeper'? Thanks
Read Answer Asked by Dave on July 28, 2015
Q: Hi,
Could I have your opinion on the deal between SVL and FR. I have been holding SVL for a while and am down quite a bit. Should I sell into the strength or hold on.
Thanks, Irshad.
Read Answer Asked by Irshad on July 28, 2015
Q: Have a 4% position in Allergan (formerly Actavis). Would you recommend selling all or a portion given the Teva takeover of the generic drug division, or continuing to hold.
Read Answer Asked by Barbara on July 28, 2015
Q: Do you have any further opinons on this since May 27/15?
Read Answer Asked by Garnet on July 28, 2015
Q: My question has to do with portfolio rebalancing and how that differs from timing the market. I regularly trim my winners (although they are getting harder to find!) so that no one equity gets too large within the context of the portfolio. With the proceeds, I either buy an interesting looking new idea (which usally means also selling a loser to retain portfolio concentration) or to increase a position in a currently owned equity. But I notice that from time to time, when asked about portfolio weightings, you do change the weightings to reflect your latest assessments of the market - for example you recently suggested that it might be best to hold off on material sector companies (I trust I am not misquoting). So is portfolio review an ongoing activity or more of a a structured event which usually is done quartely semi-annually or annually? If structured, how often should one do it and is that when I should sell or trim winners?

Appreciate you insight.

Paul F.
Read Answer Asked by Paul on July 28, 2015
Q: This is one company that seems to be bucking the trend in the gold miners. What is your opinion. Would you continue to hold (it is in an RSP). What do you think of it going forward. Thanks so much.
Read Answer Asked by Maureen on July 28, 2015
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