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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: These are both financing companies and I'm trying to choose between them. You seem to like both. While Alaris has a pretty appealing dividend, I'm more interested in what my total return might be after 5 or 10 years, and less in how it's comprised. Which of the two might you suggest? (If one seems lower risk than the other, please factor that into your suggestion.) Thanks as always.
Read Answer Asked by James on October 27, 2015
Q: Hi team:

I currently own WEF and is underwater. I like to switch WEF to SPB (at heir current prices) for better yield and growth. I think with SPB buying Canexus it should have a much better long term prospect than WEF and it already provides a better yield as is. Am I right in this thinking?

Please help me out here, especially on which company is in a better position to maintain that dividend yield.

Thanks.
Read Answer Asked by Victor on October 27, 2015
Q: Good morning. I have funds in both my income and growth portfolios that I would like to put to work.

For income I am thinking taking of small 2% positions in Exchange Income Fund (EIF), DH Corp (DH) and Canadian Tire REIT (CRT.UN)

For growth 2% positions in Espial Group (ESP) and Noblis Health Corp (NHC).

Do you have any dire warnings or better suggestions?

Thanks!
Read Answer Asked by David on October 25, 2015
Q: Peter - I know your opinion on STB however, I am looking to park some cash in one of my Wife's non-registered accts. Also considering KEG.UN; AW.UN; or BPF.UN. The rational is simply to pickup a 5-10% dividend over the next 6+ months until the market turns. Your guidance is appreciated.
Read Answer Asked by Robert on October 25, 2015
Q: hi
wondering your thoughts on Trez, looks like the share price is on the mend. divi is 10%
David Cockfield gave it a thumbs up and he owns it to night on Market Call. thanks
Read Answer Asked by Hugh on October 25, 2015
Q: I've enjoyed holding ATD.B through several splits, but it's now 16% of my otherwise reasonably balanced portfolio. I will need to reduce. Can you suggest a stock to buy that might shine almost as brilliantly as ATD.B? I have some DOL, BYD.UN and wonder if I should buy more? Thanks for all your help.
Read Answer Asked by Elaine or Gerry on October 25, 2015
Q: Could you please give me your top two recommendations for each of the following sectors: consumer discretionary and consumer staples?
Read Answer Asked by Robert on October 25, 2015
Q: Hi
I already own some CUS and would not mind adding to it at these prices since the offer from SPB (at 0.153 shs.)seems to be a lot higher than the present $1.40 for CUS. Am I missing something here? Thank you for your invaluable service. H.
Read Answer Asked by Harry on October 24, 2015
Q: Hello Peter
1-Please list one or two sector that should do well in 2016 ?
2-What are some stocks that will benefit in these sectors .

Thanks
Claudio
Read Answer Asked by claudio on October 23, 2015
Q: My friend, age 59 and recently widowed, is interested in investing “a few dollars” to get some growth. Her modest portfolio would be just under $100K. Although she and her husband worked hard all their lives, her husband’s serious terminal illness took away much of the equity they had built.

On the plus side, she has no debts, owns her home outright, has a small pension of $750.00 per month, and works part-time, which covers all her needs. She plans on working as long as she can and plans to be able to contribute $300 per month on a continuing basis, to her TFSA, so she doesn’t foresee touching any of her capital for the next 10 years.

My very real concern is: should she be in the stock market at all? Granted, if needs arise, she could sell her home which would conservatively net her $500K. But, in the meantime, there is a very thin financial cushion between her and any serious financial needs. If she gets ill and is unable to work, that $100K could disappear very quickly. She has no disability insurance.

She says that at some point she will sell her home. As such, I thought it might be better for her to wait to get those funds in hand before jumping into the market. She prefers to start now. Her bank has advised her with a handful of mutual funds, but she would rather not.

Given the above scenario, what would Peter advise to someone who came into his office? Would it be wise, in any way, to get into the market, with some conservative companies and/or ETFs? If so, would you please suggest what percentage of her funds might be prudent for her to invest, and which companies/funds she could start with?

Thank you, sincerely, for addressing this “real life scenario”. My friend’s situation makes me think there are so many more people, just like her, who struggle with this same problem, as they near their retirement years.

If you feel this would be useful to the general membership, feel free to publish.
Read Answer Asked by Sylvia on October 23, 2015
Q: I believe the best Seasonal performance for lumber is NOW and going forward until April ... What is your fave ... Canfor, Western, Interfor, Acadian ? . ADN and WEF have decent dividends in case something goes haywire short term ... or do CFP , WFT and IFP which have low dividends perform better seasonally : or is this a dumb way to make investment decisions ? .... Thanks.
Read Answer Asked by Thomas on October 22, 2015
Q: What are your thoughts on LND & GXI are these good buy at todays price.
Read Answer Asked by Hector on October 22, 2015
Q: I would like to add to my positions in these companies.
Can you please tell me if it's a good time for these 5 or would you wait on any of these?

I just renewed for two more years. Thanks for the good service.
Read Answer Asked by Colette on October 22, 2015
Q: I am a retiree with substantial cash set aside for things like a new car, appliances on their last legs, some renovations, and a trip. My questions is: do I include this cash as part of my portfolio when determining asset allocation %, both in equity vs fixed income and, more importantly, when calculating what % of my portfolio is in individual stocks and what % is in any given sector? Obviously, %s change dramatically if I only count the $ actually invested! Thanks again for your steady hand.
Read Answer Asked by M.S. on October 21, 2015