Investment Q&A

Q: Who is behind Seeking Alpha. Can we trust the information it provides. Thank you.

Q: Have just become a new member and somewhat new to stocks, etc. Read your comments daily and watched you on BNN. Many thanks for all your help. Am starting to adjust my portfolio to fit many of your suggestions. No doubt will have questions later.
You are a credit to the industry.

Q: Hi Peter, I am a medium risk tolerant investor with ok weights in utilities, gold, iron ore, base metals, gas stocks, CAE, telecoms, TD bank and a small mix of misc junior speculative miners. I am very overweight oil, CNQ, SU and a little TLM. My question relates however to my Royal Bank RRSP mutual funds. Half my portfolio is into the Royal select growth mutual funds. I have tended to semi ignore and let the bank continue to manage it but the returns have not been stellar. Do you think I would be better off converting them to regular Royal Bank stock, within the RRSP where they now are. Thanks for your help

Q: hi im 71 this year have 650 grand in rsp is there someone i can pay to set me up i am with a discount broker and do my own trading is there etfs or someone i can set things i dont have to look at it all the time thx

Q: On your model portfolio, the total start value is 100k. What would you do if you had 400k? Buy more of the same stock, or, limit your purchase to a certain % of your total portfolio and purchse new stocks? If you are purchasing new stocks, do you also spread the risk by investing equally in different sectors.

Q: I would like to take a look at bond offerings. Do you know of any web sites that would provide this information?

Regards

Q: which health care stocks are worth buying?.Thanks.

Q: Could you make a recommendation for investment of RESP funds. My son is a year old yesterday and the the contributions are relatively small per year (2,500), insufficient to have a balanced position, especially with the relative cost of trade. I currently have the first installment with cpd and although i appreciate the $5/ month divident,, and am going to deposit the next installment in a few months and would like your take. Thanks for the great advice... Aya, stn, bad, csu... Wow.

Thanks,

Eric

Q: Hi Peter, I am 64, teaching part time and have about half my retirement savings in a RRIF. I have suffered 2 disasters chasing yield , Poseidon (PSN), and Sprott Resources Corporation which just cut it's dividend just 6 months after declaring their first dividend. Terrible management in both cases. I am looking for monthly pay, and 8 to 9%. Any guidance? Is ATP still too uncertain? Am I reaching? I am trying to not touch capital but my losses in both have hurt.

Thanks

Robert

Q: Re Roy question and others on preferred
There is today an exceptionally interesting article from Eric Parnell linking the fate of Preferred NOT on the vagaries of interest rates (negative correlation of -0.13), but more (and THIS is very interesting)from the performance of the stock market (correlation +.63) which leads him to believe that the poor performance lately of the preferred bodes badly for the stock market.
You can get it from Seeking Alpha.
As usual, publish if you think it is worth doing so.
CDJ

Q: peter; What would your thoughts be on buying calls on our three beat up Telcos? Thanks. Rod L.

Q: Not sure if you follow David Rosenberg, but he is suggesting it is time to start thinking about impending inflation (no rush, but time to start to build posiitons). Do you buy his thesis, and of the stocks in your portfolio, can you suggest two or three candidates that should do well if/when inflation starts to come back. Many thanks, Dave

Q: Reply to Jim R comment
Good to here Jim I to am pulling my head out of the sand and taking things into my own hands
In Jan did you leg in gradually or systematicaly?

Q: Peter a question on some ETFs i'm holding one the BMO U.S. Corporate bond fund, which has been doing quite well with a nice monthly income despite dropping in value a bit during the summer, and the other the BMO monthly income ETF. Should i be thinking about exiting these in light of the expected QE reduction later in the year

Q: I would like to follow up on Rod L's comment. I, too, had an RRSP of $279,000 in Jan. 2013 which had been static for 10 years with of full cost broker. I switched to a discount broker and took a lot of your and your team's advice. My RRSP is now worth $316,000 today.
Thank you, for what I can only describe as altruism.

Jim R.

Q: Hi Peter, great show yesterday . I would like to invest in more US stocks, but can't decide if the US dollar is going to down or up. It seems quite constant in the 96.5-97.00. Do you have some thoughts on whether this is the best time to convert, or should I just sit on the sidelines for some financial news that would determine this decision? Thanks so much. Ireally depend on your opinion on all financial decisions now.

Q: Enjoyed your guest appearance on BNN last night. Researched your web page after the show and you already saved me money with your "Selling Too Early Might Be A Mistake" article.
Question: Been watching BCE for a buy, I am getting to the point in my portfolio where I should be taking less risk, but not sold on GIC's etc. Should I be considering preferred shares over common shares?
Thanks
Roy

Q: Hi folks. What constitutes a 'portfolio' of stocks when it comes to ensuring sector diversification, maximum value/percent of individual stocks, etc? Fund managers seem to look at each of their funds as an individual portfolio, but how should a retail investor approach his/her stock holdings.

My wife and I own around 40 different stocks in a number of accounts, including non-registered (60%) and registered (40%). Should we treat this as one portfolio of 40 stocks? Or two separate portfolios for non-registered and registered, with the latter including all stocks in our RRSP, TFSA and LIRA accounts lumped together? Should each account be a separate portfolio, noting that a couple of accounts are relatively small (around $25,000) and comprise only a few stocks at present? Or is there some other approach we should use?

Thanks as always for your valuable advice.

Q: In your model portfolio what does P&L% mean?
thanks.

Q: I am currently down $5 on Telus bought at $35 and am considering selling since reports indicate that the Government is not going to change the rules regarding new entrants to the Canadian wireless scene.
I am proposing to switch into Autocanada which you recommended on BNN last night. Am I overly worried about the entrance of Verizon in Canada? Is this a good decision?
Thanks David.