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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: Constant good news over the past two months. Price sliding. What is the perceived problem ?
Read Answer Asked by John on September 25, 2014
Q: I would appreciate your opinion regarding the full year earnings report issued by DHX this morning. I have been accumulating DHX shares, buying on improving quarterly results and momentum and I would like to buy more but would first like to hear your thoughts on this rather exciting company. Thank you.
Read Answer Asked by Peter on September 25, 2014
Q: I have an acquaintance who says that he is fully diversified by holding Berkshire and Fairfax exclusively. What is your feeling please.
Read Answer Asked by Gregory on September 25, 2014
Q: Hi Peter / Team what is your opinion about uranium stocks. Thanks Jim.
Read Answer Asked by Dimitrios on September 25, 2014
Q: Hello team,

You recently recommended PRW,PLI and QST; to add technology stocks to the list, what are your thoughts on WAN, ESP or EXO-U? Do you like those names for a 2 to 3 year time frame?
Also, quickly on US bank Stocks knowing that you do not cover them, I have smalls positions on Keycorp (KEY) and FITB and was thinking of consolidating them into one with better growth potential, which one would you suggest I keep?

Thanks as always.

BK
Read Answer Asked by Bekaye on September 25, 2014
Q: Hi,
I am looking at setting up RESPs for both my children (both under 3 years old) and would like to set up the following asset allocation:
Cdn Equity 30% US Equity 30% Int'l Equity 30% and Fixed Income 10%
At 9 years old I would start converting more into fixed income.
No commissions are paid on ETF purchases.
I am comfortable with an aggressive approach.

I have two questions, if I may:
(1) Do you agree with this asset allocation strategy?
(2) Which ETFs (TSX only) would you recommend for each of these categories if you were buying in the next 3 months.
Thank you
Read Answer Asked by Mike on September 25, 2014
Q: . what are your feelings about alibba'

thanks don
Read Answer Asked by donald on September 25, 2014
Q: TN.UN True North Apartment. Although not alone TN has been swooning of late. Looking over past Q's I noticed you were waiting for the financials to assess the recent purchase. This looks like a classic 'cookie jar' stock. Great yield! Is the market going to slap my hand for buying it now? Should I wait one more Q?
Read Answer Asked by Gerald on September 24, 2014
Q: It's said that a buy time could be on a 10% index correction. Would that apply to individual stocks as well as the index. If so, that may make selected energy stocks a buy now.
Read Answer Asked by Tim on September 24, 2014
Q: The Russell 2000 index is now negative for the year and looks (to me) like a topping pattern. Is this likely to be an early warning?
Read Answer Asked by jim on September 24, 2014
Q: I need to add US and International Exposure to my locked in account. It is currently 60% cdn equity and 40% bonds and gics. I want to have fixed income remain at 40%. I want to reduce Canadian equity to 40% and add 12% US Equity and 8% other international equity.
1 Would ishares Core S&P Index (XSP) and ishares MCSI EAFE (XIN) index be appropriate?

2 Both are hedged to the Canadian $. Is that the best way to go? If the Canadian $ strengthens by 10% what effect can I expect to see?

3 Should I make this change in equal purchases of 1/3 of each index over 12 months?

Thanks for your help and great service
Read Answer Asked by Bob on September 24, 2014
Q: For your Model Portfolios do you reinvest dividends or let them sit as cash and then redeploy at a later date?
Read Answer Asked by Ian on September 24, 2014