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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: First off, like so many other members I would like to thank you for your continued excellent service and the addition of your Growth Portfolio.

My question concerns my RESP. I currently have 3 postions in equal weights namely, Pembina, McDonald Detwieller and WSP Global. I have concerns regarding Pembina going forward as I am beginning to draw down on this account. Would you endorse a switch to ATD.B , stand pat or make any other recommendation?.

Thank you
Marty
Read Answer Asked by Marty on April 02, 2015
Q: Hello Peter,
Can you please comment on Prometic Life's latest results on March 31, 2015? Also, I am hearing they want to do a nasdaq listing and would require a reverse split to ensure they are above $2 dollar threshold. I have seen reverse splits hurting the stock in the long run for some cases. CAn you please comment? Lately, with very little news, cipher and Biosyent having been declining. What do yo do in these cases? Do i switch to Concordia. Lastly, DHX media is not moving much eventhough they are signing deals. Is the stock just taking a pause? Many thanks and appreciate the new growth portfolio.
Read Answer Asked by umedali on April 02, 2015
Q: Can i please get your thoughts on Stuart Olson. Is the dividend safe ? If not, has the price decline already discounted a possible dividend cut. I often see stocks rally after a dividend cut id announced. Thank you
Read Answer Asked by James on April 02, 2015
Q: Hi guys, I have a small position in each of the above, I can increase only two to 3%. Which ones and why.

Thanks
Jim
Read Answer Asked by jim on April 02, 2015
Q: Hi Peter and Team,

First of all, thanks for putting out the Growth Portfolio. Looks awesome. I was happy to see that I already hold 5 of the names in the portfolio. My question is about Solium Capital. I currently have it in my TFSA and think it might be a good call to switch it out for 1-2 names (2 since SUM is an 8% weighting) in the growth portfolio. Can you recomment a good replacement from the portfolio? I already own CXI, DHX.B, AVO, GUD, XTC, and I plan on buying OTC with cash I already have set aside.

As always, thank you!

Jordan
Read Answer Asked by Jordan on April 02, 2015
Q: Peter and his Wonder Team
Macro just reported its 4th quarter declining revenues which was widely expected and I think not too bad considering the sector and commodity prices as a whole. Please give me your overview of this company and its prospects going forward! Would you still consider it a cheap stock with the strength to survive the sector storm? Thanks for your continued knowledge!
Dr.Ernest Rivait
Read Answer Asked by Ernest on April 02, 2015
Q: hi folks. This was recommended on Bnn.MPG. Has it got some new news? alsoI notice you never discuss Splv and has been so good to me. Why ? Thanks in advance Cliff
Read Answer Asked by cliff on April 02, 2015
Q: I also saw the movement by AYA stock on Tuesday and it was strange. There was high volume on the stock for most of the day, but in the last 30-60 seconds it went from 31 to 29.70 in the blink of an eye. I actually had 29.85 ready to go for the last 5 minutes and when it started dropping I hit submit. An error popped up and I hit submit anyway and to my surprise, it actually got through (It was still open when I went to bed that night). I've never seen a stock drop that fast before.

Somewhat off topic, sorry about that.
I know you guys prefer T and BCE in telecom, but I'm wondering if you think Rogers (RCI.B) is getting any better with the recent drop?

Thanks, Paul
Read Answer Asked by Paul on April 02, 2015
Q: I note you are referring to the equity portfolio as the "balanced equity portfolio". Typically a balanced portfolio contains a mix of fixed income and equities and as such the term balanced is confusing. Suggest calling it simply the model equity portfolio.
Steve

Read Answer Asked by Steve on April 01, 2015
Q: That was really good advice from Rick to set up alerts rather that stop loss orders. I will be setting up alerts on all my positions. Thanks for a great service and thanks to the other members who contribute good tips too.
Read Answer Asked by David on April 01, 2015
Q: Can I have your thoughts on BEK post their earnings report and strategic review not providing and immediate results? Environmental assessment seems begign and dividend is generous but do you feel it's sustainable? Wondering if there's a value opportunity here. Thanks for your service.
Read Answer Asked by Michael on April 01, 2015
Q: Could I please have your analysis on xsr,it has recently come down to the 5.50 mark. Looks to me its cash flow is fine and dividend should be save. Has this stock been beaten up a little too much or am I missing something?
thanks
Cal
Read Answer Asked by cal on April 01, 2015
Q: Hi,

Since BCIs positive earnings report on Mar 16, the stock price has been dropping every day, even yesterday, when most companies were up?

I have about 5% of my CDN holdings in BCI and am up 30%. Should I trim, sell, or just hold on, as I am a long term investor.
Read Answer Asked by Graeme on April 01, 2015
Q: Hi! I don't have much exposure to interest rate sensitive sectors such as telecoms, utilities, REITs, etc. With rates expected to rise eventually (we think!) would it be prudent to wait since historically there seems to be a short-term overreaction in the market and a short-term sell off even though longer term the impact is negligible. Should I start building a position in these Companies now or wait for a short-term interest rate correction or half now and half later. Also, do you prefer Telus over BCE and do you think the Conservatives desire for a 4th carrier will subside eventually or only with a change in government?

Thanks for your help,
Jason
Read Answer Asked by Jason on April 01, 2015
Q: Hi 5i. When talking about investing in a business, monopolies (or those that don't have competition) tend to win and have this durable competitive advantage. What would you guys say is a near-monopoly companies that are worth investing in?
Read Answer Asked by Eugene on April 01, 2015
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