Investment Q&A

Q: Do you recommend buying the above companies. What are the good qualities and risks of holding each and what should be the size in a portfolio? Thanks

Q: What would your order of preference be for these four companies? Would you keep any of them? I am a retired investor, with 50% fixed income (GIC's & Bonds) and 50% equities (21 individual stocks each with a 2.5% rating, across all sectors. Thanks!

Q: Investors are loving Apple and neglecting Google these days. My position in Apple has doubled. It is still not overweight in the portfolio. Thinking of selling half of the Apple position to diversify into Google. Google has stalled lately and there is an expectation of a capital return program that may get the stock moving. Or just leave the Apple position alone?

Q: Can you please comment on Sylogist results released this evening.Do you see an improving trend ? Any thoughts on : "During the past year we deferred opportunities in our Canadian public sector unit and payment solutions operations to invest in our foundational technology, moving Sylogist products well ahead of market competitors. We are encouraged by the early financial success of these investments as noted in our MD&A"

Q: Could you please recommend two Canadian oil companies that can survive the low oil price environment? I like to buy and hold them until prices go back up again. I do not really care about the dividend as long as the company can use the free cash flow to grow. Does SPE qualify? Thank you very much.

Q: May I please have your opinion on Textainer Group. I'm looking for Income with a 2-3 year hold. Thank-you.

Q: You have mentioned in previous answers that stock allocation in an RESP should be independent from other account holdings due to the defined time frame when the money will be used. I have an RESP for my 8 year-old that consists of $10,000 BNS and 10,000 SLF and $6500 cash. I plan to deploy the cash in March. Do you have any recommendations on a single additional stock OR might I be better off to sell BNS and SLF and buy a few ETF's to sufficiently diversify? I still have 9 years until she heads to post-secondary.
Thanks.

Q: I have an otherwise well diversified portfolio, but am currently underweight in healthcare with only CPH held with about a 5% position. Could you recommend an ETF that would give me good exposure to this sector? And what percentage of portfolio would you suggest should be in healthcare?

Q: in my opinion this stock is underpriced or mis priced,what other stocks you think are miss priced?Thanks a lot.

Q: Hello Peter & Co,
I'm 72 years old and view the TFSA as a regular savings account. About half is invested in short-term notes that are cashable at the snap of the fingers; as for the other half, I'm seeking to invest in slow and steady companies (some growth/some yield) in a business with some kind of a "moat" around it. Could you give me a few names that fit the bill? Would KBRO Linen & Morneau Sheppell fit into that category?
Thanks
Antoine

Q: I have no gold in my portfolio and am planning to buy some XGD. A friend suggested buying several small gold bars as an alternative. What are the pros and cons of each?

Q: I considered buying CRH Medical at 1.70 when Doneville recommended it on BNN in December, but it was already up from 70 cents two months prior, so I was wary. Now it is at 4 dollars and I am kicking myself. Should I still buy it, or is it too late to get in? Maybe this should just be one I missed out on? FYI, I own Concordia, Gilead, PHM and GUD already in this sector.

Thanks.

Q: May I please have your opinion on Bristol-Myers. I'm looking for Income with a 2-3 year timeframe. Thank-you.

Q: I bought this stock back in Jan. 2013 @ .64 and it is now down to .6…….is there any reason to keep it …..hoping it may come back. Would appreciate any input on this company. Thanks

Q: Hello 5i,

I am considering a change in my telecom stocks, specifically selling Windstream (WIN) and buying Consolidated Communications Holding (CNSL). I am looking for stability and the long term potential. The stock chart of CNSL looks much better.

Thanks,

Q: What is your opinion of (a) Yangarra Resources ltd and
(ii) Ikkuma Resources Corp?
Are they high risk? Good growth potential? Would you consider tem a 'strong buy'? OR would rather buy SPE.to?
Thanks

Q: I'd appreciate your updated opinion on CRP, particularly in light of their recently announced results.

Thanks!
Greg

Q: Since I am down about 50% on Surge am wondering if I should buy more to reduce my costs or go somewhere else like ATD or Parkland Fuel. Opinion please Thanks. Ernie

Q: I have reviewed some answers to questions that deal with the issue of hedging US exposure but am not certain as to your position on this matter. I realize the difficulty of trying to forecast currency movements but at present, with the Canadian dollar already off more than 20% within the last year, does it make sense to still favor the unhedged US ETF'S? Today seems to offer a prime example of the potential pitfalls of non hedged funds - while 1 day does not define a trend, we have a rising US market with the hedged US ETF'S also rising and the unhedged ones falling due to strength in the Canadian dollar - so what would be the best strategy going forward, over a 3-5 year term, for a non registered trading account in Canadian funds - hedged or unhedged US ETF'S?

Q: Would you agree we are still in a large-cap market, especially in the US? Is it a good time to move into small-cap and mid-cap positions, such as XUU (US exposure) and the Mawer Global small cap fund (global exp.) and any suggestions for Cdn small cap exposure?