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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: What is you current view on HWD in conjunction with the U.S housing market? I see two analysts on TD Waterhouse call it a Strong Buy. HWD increased their quarterly dividend. Is there potentially more upside ?

Thank You for your help
Clarence
Read Answer Asked by Clarence on May 22, 2015
Q: Hi Peter, For a retirement portfolio needed after 5 to 7 years, can you please recommend a) a mix of equities versus bonds / fixed income, b) the percentage of Canadian vs us vs international equities c) a sector mix.

In the ideal situation, I am aiming for an average annual return of 8% with manageable risk.
Read Answer Asked by Vineet on May 22, 2015
Q: I have a small position (2%) in Senvest stock, which is a montreal-based value hedge fund. They have been growing book value quickly, recently to $305 while the share price is about $190. Barron's just listed them as #2 in their top 100 hedge funds ranking. I'm wondering if you have heard of these guys and whether you endorse them as fund managers or have heard otherwise, because I am thinking of taking it up to a 4% allocation. Thanks!
Read Answer Asked by Michael on May 21, 2015
Q: Hi Peter ... I'm looking for another stock for my TFSA which currently includes BEP.UN, CCL.B, ET, XTC, HCG, BIN and MDA. I am looking at both CNR and CLR which have each pulled back around 20% recently. Which of the two would you prefer over the next 1-2 years? Or, perhaps you have a better suggestion? Thanks for the great service.
Read Answer Asked by Lloyd on May 21, 2015
Q: Is it time to cut my losses on Bomber? Will the next raise come in lower than current levels around $2.60? Or is there enough shake up going on with the new CEO to give some life to this stock?
Read Answer Asked by Jacques on May 19, 2015
Q: The company reported last week. The results seem impressive and the stock appears underpriced. Care to comment?
Read Answer Asked by Murray on May 19, 2015
Q: Hi Team,
I own Bip.un as well as some Gif.un for infrastructure exposure (div & growth). Gif.un has performed very poorly since inception and bip.un has been great. I was going to add to my bip.un holdings at this level for a long-term hold (3-5 years) and sell my gif.un to fund it. what do you think of that strategy? stay with winner and sell the loser...
Thank you
Read Answer Asked by Douglas on May 19, 2015
Q: 5i
Could you comment on the latest earnings for logistec and enercare .
Should I continue to hold these 2stocks ? Is enercare still a potential buyout candidate ?
Thanks
Bill C.
Read Answer Asked by Bill on May 19, 2015
Q: Mr.Hodson, among these four stocks with rise of share price indicated for the past year, which one would you buy for the coming 52 weeks ?

GIB.A (50%)
SJ (67%)
CSU (116%)
AYA (340%)

Should you think this would be of interest for other members, I have no objection that your answer be viewed by all.
Read Answer Asked by Serge on May 19, 2015
Q: Good morning...we are approx 15 years away before any need to access RRSP...I have done well so far but feel I may be too conservative or too much time on my hands...I have a portfolio of approx 21 stocks..I have done very well with a mix of CSU, ES, MG, BEP.un...plus a mix of a few others...My question is regarding BNS (7.7%),H&R/REI.UN (7.5%)CGX (5.7%) IPL (5%) NPI (4%)...would you recommemd based on my time line I can risk a bit more...if so recommendations...Thanks
Read Answer Asked by Matthew on May 19, 2015
Q: Hi, I have no exposure to telecommunications in my portfolio and was looking to add a small position (2.5%) for diversification. Wondering your present top pick within the telecommunication space (in Canadian dollars) for a longer term horizon and the reasoning?
Read Answer Asked by Cameron on May 19, 2015
Q: I am in a big hole on BXE,YRI,SGY,FRC and WIN. Apart from these I hold AYA and AVO. What do you suggest??
Read Answer Asked by S on May 18, 2015
Q: Hi folks,can please get your opinion Q1/15 results wef/t.Sector in doldrums but would u rate wef buy,hold,sell.Thx as always,jb
Read Answer Asked by John on May 15, 2015
Q: Hi,Can I get your latest thoughts on CRP? Am intrigued by the Northgate terminal and wondering your take on the financials and overall outlook for the company.
Read Answer Asked by Cameron on May 15, 2015
Q: Hello Peter & Co,
Financials represent 8% of my RRIF portfolio; they comprise BNS, CXI, EFN and TD (I also own DH in my TFSA). I'm thinking of adding either Royal Bank or Sun Life or an ETF of US banks to my RRIF portfolio; could you please guide me?
Thanks,
Antoine
Read Answer Asked by Antoine on May 14, 2015