Q: I have been using your model portfolio as a template for my RRSP investments. I have a large cap portfolio run by an investment company - it already contains BNS, SLF and MG. Can you suggest some alternate stocks in these sectors that would be appropriate for the model portfolio? Thanks!
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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: Based on the price appreciation of Amaya this month the Model Portfolio weighting has likely gone from 5-6% to 10-11%, unless there's been a reallocation, as there was in May. I get the philosophy of not wanting a position to get too large in a portfolio but surely this idea might be counterbalanced sometimes by the idea of letting your profits run (and not adding to your losers) particularly on a stock that has such a great promise. If profits were taken on AYA on the way up, at what point was the decision made to do so, and what was the rationale behind it? Thanks, J.
Q: Hi, For Boyd Income Group (BYD.un) should recent insider selling by CEO and another director be of concern? Thanks
Q: Do you have any thoughts on Orca Gold Inc.(ORG). They have a huge land holding with the old Red Back Mining Team running things?
Q: Highliner (HLF) had a 13% increase this past week. Are there takeover rumours or anything else going on at the company to explain this?
Q: I recently bought VIG in CDN dollars as I was uncertain if I could do it in USD. Before proceeding with any additional US Stock/ETF purchases ,I would like to better understand what approach you would recommend . Firstly, I am new with managing my own investments, I recognize the exchange rate will be a factor and then I am wondering when I do sell in the future, do I have a choice in which currency to receive the funds in? Thank you for your assistance.Elizabeth
Q: Please advise your current opinion on GXI, thank you.
Q: Hi guy,s..Glad to support your ride, Peter..Good luck!Best etf,s include BCE in them. Thanks,Cliff
Q: LVN on tsx, Levon Resources, what do you think of them, do they have enough cash to survive?
Q: Dear Peter and team,
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?
Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).
If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.
If you think that there is a better healthcare stock than those listed above I would love to hear about it.
Thank you very much.
Brian
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?
Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).
If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.
If you think that there is a better healthcare stock than those listed above I would love to hear about it.
Thank you very much.
Brian
Q: safety??
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi
the market seems to go higher and many feel a significant correction is coming. what say you ??
Which stocks might fair best in a serious correction or and bull market.A short list with a reason would be very helpful.
thanks
Yossi
Q: QBR.B
Just curious about your thoughts on Quebecor.
Thanks always for the awesome service.
cheers
Just curious about your thoughts on Quebecor.
Thanks always for the awesome service.
cheers
Q: Hi Team
Could you comment on the interest rate sensitivity of VSN.PR.A
on the share price of this issue, i purchases it around 23.50 awhile ago.Would this issue be considered to be as volatile as the Perpetual Preferred shares that some company's issue, and finally would you recommend it.
Thanks Gordon
Could you comment on the interest rate sensitivity of VSN.PR.A
on the share price of this issue, i purchases it around 23.50 awhile ago.Would this issue be considered to be as volatile as the Perpetual Preferred shares that some company's issue, and finally would you recommend it.
Thanks Gordon
Q: Hello Peter and team,
Hello Peter and Team,
Your reports have certainly been of good value to me lately but on another note. Finally there is some news on FLY.
FLYHT Aerospace Solutions Ltd.TSXV:FLY, this company has just sealed a deal with Sierra Nevada Corporation ("SNC"). What are you thoughts regarding this one? Should I let it fly, hit it or just let it fly around?
Best regards,
Heather
Hello Peter and Team,
Your reports have certainly been of good value to me lately but on another note. Finally there is some news on FLY.
FLYHT Aerospace Solutions Ltd.TSXV:FLY, this company has just sealed a deal with Sierra Nevada Corporation ("SNC"). What are you thoughts regarding this one? Should I let it fly, hit it or just let it fly around?
Best regards,
Heather
Q: I have held on to Cominar REIT and Northland Power for a year and a half and 2 years respectively on the theory that there is no point in realizing my loss and putting the money to work elsewhere unless the outlook for CUF and NPI is dim. Is my reasoning right, and if it is, is the outlook OK for those two? CUF, sadly is in a TFSA. I'm trying to wrap my head around "selling your losers" versus needlessly trading. Thank you so much for this service. I am really enjoying the education I am receiving thanks to you.
Q: Hi 5i Team,
Can I please get your opinion on HWO vs. TCW? Which one does your team like better?
Can I please get your opinion on HWO vs. TCW? Which one does your team like better?
Q: Peter,
What is year end date for Mutual Funds, and for Etf's (if any specific date for those)
Thank you
CDJ
What is year end date for Mutual Funds, and for Etf's (if any specific date for those)
Thank you
CDJ
Q: Hi Peter
I have 24% US in RRSP and looking to rebalance for income with some growth. Currently hold AAPL 5.8%, Gild 5.1% PG 7.3%, C 1.2%, CX 2.8% and US money market. Thanks Hamish
I have 24% US in RRSP and looking to rebalance for income with some growth. Currently hold AAPL 5.8%, Gild 5.1% PG 7.3%, C 1.2%, CX 2.8% and US money market. Thanks Hamish
Q: Hi, Peter and Ryan.
I hold AAR.UN (PIRET) and noticed that they issued a press release concerning an acquisition (which appears sound) and then a trading halt was issued, and then trading resumed. There was a relatively large price drop for an otherwise relatively stable stock. Can you explain the reason for the trading halt and whether I should be concerned about this stock? My own speculation is that the company may issue units at a lower price to pay for the acquisition.
Thank you,
I hold AAR.UN (PIRET) and noticed that they issued a press release concerning an acquisition (which appears sound) and then a trading halt was issued, and then trading resumed. There was a relatively large price drop for an otherwise relatively stable stock. Can you explain the reason for the trading halt and whether I should be concerned about this stock? My own speculation is that the company may issue units at a lower price to pay for the acquisition.
Thank you,
Q: I am in process of migrating to an index EFT based portfolio,starting with VUN which is VTI in C$. For an index this broad, is it possible to find things that don't correlate eg Perhaps VAW a broadly based materials index would do the job?
What is the usual length of time to consider the correlation to provide reliable portfolio performance protection?
I there a source of information on correlation coefficients For any 2 ETFs? It seems to be an attribute that is much talked about but not often reduced to numerical presentation.
Should we just rely on ETF suppliers statements of perf over various periods?
I think it is an important topic and look forward to your experienced advice.
Thanks for all your advice
Ernie
What is the usual length of time to consider the correlation to provide reliable portfolio performance protection?
I there a source of information on correlation coefficients For any 2 ETFs? It seems to be an attribute that is much talked about but not often reduced to numerical presentation.
Should we just rely on ETF suppliers statements of perf over various periods?
I think it is an important topic and look forward to your experienced advice.
Thanks for all your advice
Ernie