skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Markets have been in a nasty downturn for a couple months ago. This may be an easy question, but how often do you recommend the average investor monitor his or her portfolio, assuming there is sufficient diversification? It really hurts to see some declines in some stocks, particularly energy.
Read Answer Asked by Mike on November 05, 2014
Q: First thank you for the terrific service. Am wondering if you would consider Concordia one of the top Canadian growth stocks. Have I missed the easy money? Bill
Read Answer Asked by Bill on November 05, 2014
Q: I'm long K-bro and concerned about it's valuation based on P/E and P/CF. Any opinion you can share on kbl's valuation and growth prospects?
Read Answer Asked by Jeremy on November 05, 2014
Q: I am wanting to improve my portfolio diversification and am looking for more consumer, health care and transportation holdings. Could you recommend the 5 best for each sector, bearing in mind that I am looking for growth and some income. Thanks.
Read Answer Asked by Lloyd on November 05, 2014
Q: Hi Guys

Took over a 50% Haircut on Morrison Supermarkets in the U.K. Sold it in early October, with the idea I would use it for a tax loss and then re-purchase it after 30 days.
My feelings are mixed now that the position has been sold for close to a month, I know the competition is fierce with the arrival of the discounters, you only have to look at Tesco.Do you see value in Morrison at these levels considering they could monetize some of the real estate value of their grocery stores.
Thanks Gord
Read Answer Asked by Gordon on November 05, 2014
Q: Hi Peter, Can you give us your opinion on Baytex with this tax bill that they could be hit with. Linc is http://business.financialpost.com/2014/11/04/baytex-energy-faces-57-million-tax-penalty/?__lsa=b8fc-2bc7. We are hugely underwater and the situation seems to get worse every day. Is there any reason to continue to hold this stock or should we throw in the towel.
Read Answer Asked by CHARLES LA on November 05, 2014
Q: You Oct 31 Coverage Summary report still has a B rating for HNL.
You may want to change it to a C+

Madeline
Read Answer Asked by Madeline on November 05, 2014
Q: I noticed you did not sell Contrans in the model portfolio at end Oct. If I understand this correctly now that Transforce has 70% it will buy those shares pending regulatory approval but it would need something like 90% to force remaining shareholders to sell. With this as a possible outcome would you continue to hold Contras as a minority shareholders in a Transforce controlled company? If not, sell at discount now or tender?
Thanks
Read Answer Asked by Andrea on November 05, 2014
Q: I currently hold only CSU (6% of portfolio) in the Canadian tech sector. Looking to add one of OTC, ESL or GIB.A. What would be your preference for a long term hold (5+ years)?
Read Answer Asked by ROB on November 05, 2014
Q: Hello...I was just searching the website for the recommended financial books for increasing base knowledge...can you point me in the correct direction

Thanks again
Matt
Read Answer Asked by Matthew on November 04, 2014
Q: I know you like SUM from previous communication. A fine jump again of 7.14 per cent as a result of positive quarterly results. Do you consider this a long term hold and might Solium qualify soon for your investment portfolio? Thanks.
Dennis
Read Answer Asked by Dennis on November 04, 2014
Q: Hi folks: Would MKP be a good "get paid while you wait" stock to own at this time?
Read Answer Asked by Charles on November 04, 2014
Q: Hi Team,

In light of your answers to single stock weighting questions I am wondering if a $30,000 RESP account comprised of 9 to 10 individual stocks would be considered too risky (10-11% weithting/stock). I am fairly comfortable with risk/volatility, but would also want to preserve the funds. They have been recently switched from mutual funds; should I put a portion in ETFs? If yes, what ETFs would you suggest and what percentage.

As always, thanks for the great service.

BK
Read Answer Asked by Bekaye on November 04, 2014