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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: Hi,

I have a pretty big position in AVO about 15% which I bought at $32. It has been trending down and I was not able to sell it to reduce my exposure. Today I have purchased 5 put options with 28 strike and sold 5 call options at 32 strike. Do you think it is wise to do this to protect the downside. This will also restrict my upside though.
Read Answer Asked by Imtiaz on March 04, 2014
Q: Hi, Wondering about your recomendations pertaining to the delisting of PLB. As I understand, PLB holdings will be transferred to a combination of END and GUD shares. Do you have
a preference between the two or are there others in the sector that you prefer? Thanks, Lavern
p.s. Will be glad to support the upcoming Ride for Cancer that Peter is participating in. What a great idea, see our Great Country, exercise, all while supporting a very worthwhile cause!
Read Answer Asked by Lavern on March 04, 2014
Q: Cant wait for the income portfolio. Any idea why Fiera (fsz) did not pay its last dividend which should have been declared in Feb?
Read Answer Asked by michael on March 04, 2014
Q: CFN

any news? stock is weak today, is this a buying opportunity before earnings?
Read Answer Asked by Eric on March 04, 2014
Q: BFN.UN-T Boston Pizza Royalties Income Fund...could you please comment on The Secondary Offering of Units?

Thank you!
Read Answer Asked by David on March 04, 2014
Q: J.Hodgins was quoted in the Feb.28 Financial Post saying HCG's "leverage...is currently about 8.5X on its mortgage book. They are moving away from (CMHC) insured mortgages and more toward subprime, and we think this is exactly the wrong time to be doing that." His reco is sell/short on a pair trade though he doesn't say what he's long.

How accurate is what he is stating is Home Capital's strategy, and how important is that leverage number? What for instance are the competition's leverage ratios and what would be a conservative number? I know that Oaken has had a fairly aggressive GIC campaign on the 3 year and less notes over the last few months and I know they like to match the mortgage and GIC terms to reduce rate risk. I've absorbed your previous responses on his BNN appearance and agree with your rationale. Thanks, J.
Read Answer Asked by Jeff on March 03, 2014
Q: Good morning!
Help! Four months ago, I started investing in my TFSA for my young adult son. I hold ACQ, AVO,CGX, STN and T. All are down between 6-7% except Telus. I know that these are good companies, but I would really like to add a stock that will show growth in the near future. What would you suggest? I so appreciate your service-my other accounts are doing well, based on your advice. Many thanks. Ellen
Read Answer Asked by Ellen on March 03, 2014
Q: MCB/GLN I am looking to raise some cash. Because of your views of McCoy and Glentel they are prime candidates. Glentel's earnings are coming out soon and I am expecting a reasonable Xmas season and hope to sell in that time. McCoy I am less sure of as to when to sell. I have a small profit in both. What would you recommend?
Read Answer Asked by Gerald on March 03, 2014
Q: Good Morning 5i,

Till more funds become available for me to invest I’ve decided to strengthen my portfolio fundamentals one sector at a time, starting with the REITs.

I currently own Senior Housing Properties Trust (SNH), RioCan Real Estate Investment Trust (REI.UN), Northern Property Real Estate Investment Trust (NPR.UN), Lexington Realty Trust( LXP), HCP In. (HCP), Dundee Real Estate Investment Trust( D.UN), Cominar Real Estate Investment Trust( CUF.UN), Chartwell Retirement Residences (CSH.UN) , Calloway REIT (CWT.UN).

I am willing to sell a couple of my holdings and buy H & R REIT and HealthLease Properties REIT. Your suggestions please, along with any other ideas you may have.

As always your help is appreciated.
Read Answer Asked by Mark on March 03, 2014
Q: Good Afternoon Peter
I already own a 1.5% position in Enghouse [ESL]. I am planning to put an additional 4.1% of my portfolio into other Infotech stocks and am focusing on Constellation [CSU], Open Text [OTC], and Descartes [DSG].
Would you spread the purchase over all three stocks or just pick one or two and what would your choice be?
Many thanks for your previous advice......Paul
Read Answer Asked by Paul on March 03, 2014
Q: Hello Peter....Since recently signing up for 5iR, I'm doing more homework as like trying to guess your response to questions. About the comparison of PPL and ENB, I looked on the free Bloomberg site for info and it shows ttP/E as 34.5 and 85.0, respectively and then forward P/E as 32.0 and 23.9. And you mentioned ENB is cheaper. When doing a comparative analysis, what are the reason for using the forward P/E rather than the trailing ratio? Also what accounts for the significant difference between trailing and forward P/Es? Exit question: For these two companies, Bloomberg doesn't show PEG ratios. (?) What "weight" do you place/give to this ratio for analysis purposes?.........Enjoy a deep freeze week-end....Tom M
Read Answer Asked by Tom on March 03, 2014
Q: re: Magna International

Hi guys... trying to find a good entry point for MG. Forward P/E is just 12.4 and price to book is just 1.9 so there appears to be tremendous value. Add to that nine out of 10 estimates have been raised for 2014 in the previous 30 days BUT... the stock is at a 5 year high. And this with the Auto industry not necessarily lighting the world on fire as it was expected to for a number of reasons. What are your thoughts on how this equity will perform over the coming 12 - 24 months. I keep looking for a correction with none in sight. Thank You
Read Answer Asked by Gord on March 03, 2014
Q: I have a large part of the model portfolio but am still missing CSS, ENB, FSV, G, IPL, SYZ , TOU, VRX, WPK. I can add 2 more at this time , what would you recommend?

Read Answer Asked by John on March 03, 2014
Q: Hi 5i

With what is happening in Crimea, what are your thoughts on gold and further Goldcorp?

Bob
Read Answer Asked by Robert on March 02, 2014
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