skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: The market was way down today, but not all sectors. Mining was way up. Oil and gold did very well, too. What puzzles me on days like this is that everywhere I look all the 'experts' are saying to stay the heck away from commodities, that there is no sign of increasing demand from China, that they don't yet see a bottom in oil (Iran has yet to release all its oil onto the market) and gold is unlikely to go anywhere fast. So who is buying all these stocks on these days, and why? There seems a kind of obsession among Canadians for oil and gold in particular, based on all the questions you and BNN get on them. My portfolio is up 15% YTD because I have no gold, oil or mining stocks. Why are people buying them? And is it possible to know why are they all piling in on mining stocks today?
Read Answer Asked by John on August 07, 2015
Q: A follow up on LNR:
thanks for your comment on linamar...
is profit taking and earnings miss by 1 penney enough for such a large drop?
I am wondering what kind of 'cycle' this stock might follow ( I'm sure I dont understand the nature of 'cyclical stocks') Is there a seasonality or does it depend on the pressure of buying automotive and/or what sort of (other) predictability factors would be involved in the cycle that linamar ( and others in this sector) would be subject to
Thanks
Read Answer Asked by lyle on August 07, 2015
Q: Hi Peter,
I am sure WSP holdings will move higher given their earnings, and stantec may move a lot lower with their miss. However, I am thinking of selling wsp and add to stn. Is this wise for longer term hold for stn? Constellation moves 20-30 per day. Do you think it is simply trading eventhough it is thinly traded stock. Fairfax is having challenges lately. I am thinking long term hold. Any comments and Concordia seems to have risen too fast in a year. Is this something to worry about and finally Currency Exchange is flat. Any comments. Much appreciated for your advice.
Read Answer Asked by umedali on August 06, 2015
Q: I purchased this as an IPO at $10. I am down 18%. I earn $227 monthly as a dividend. I am now getting into the 'bored syndrome' . Do you reccommend I hold or sell?

I was thinking of replacing part with Peller, part with Fiera (FSZ) and top up my BIN.

I hold all of your portfolios in the reccommended allocations.

If you reccommend I sell and buy the other 3 in total or in part, should they go into an RRSP or not? My DIR is not registered.

Would appreciate your input.

I'll hang up and listen to your answer :)
Read Answer Asked by Sheldon on August 06, 2015
Q: Down around ~40% on Kelso & Questor in 8 month old's RESP. $1800 to use elsewhere if I sell.

Context is 3 RESP's 4 year old, 2 year old, 8 month hold, managed as single portfolio (new contributions annually). 14 Names held at relatively equal weights are KLS, QST, GUD, PHM, CXI, PSD, ADW, BNS, WEF, MCD, CSU, FFH, SU, ESL. Happy with all except maybe PSD is a bit of a dud lately given sector.

Sit tight on KLS & QST given investment horizon?
Sell and put into a little overweight in one of 12 names left?
Or sell and put into AirBoss or other 5i stock/ETF suggestion?
Read Answer Asked by John on August 05, 2015
Q: Both companies have now reported what appears excellent results. Could you comment on colliers' results and do you have a preference for one or the other. Do you view them as long term holds? Thanks for your insights
Read Answer Asked by jacques on August 05, 2015
Q: Hi Peter I talked to stb today and the reason the stock is down their large holder in France decided to monitize its porfoilo.
I was informed that they current payout ratio was 68 percent .
I hold a bit for us income from a canaidian domiciled company to avoid the us withholding tax.
Kind regards stan
Read Answer Asked by Stan on August 05, 2015
Q: colliers reported today. how do the numbers look ?

thx
Read Answer Asked by blake on August 05, 2015
Q: Hello Peter & Co,
You have added Air Boss (tonight's top pick) to your growth portfolio at the end of June ($22.30) when the price was way into overbought territory. I would have waited for a pull back (perhaps wrongly); what was the thought process that made you decide to buy at that time at that price?
Thanks
Antoine
Read Answer Asked by Antoine on August 05, 2015
Q: My husband and I are 65 and 60.
Total investment – 25% Canadian, 25% US & global, 50% fixed income.

These are the stocks we have accumulated the past two years. Some of them are at a loss and some of them are not. I still have 26% cash sitting in the account. Please help me to make decision to SELL(don't mind), to BUY or to KEEP. Please comment.

Cash - 25%
ETF – ZLB(22%), XIU(3.2%)
Consumer( Cyclical and non-cyclical) – 26.9% includes HBC(4.7%), MG(8%), XSR(4.1%), ECI(6.8%), EMP.A(3.31%)
Financial - 14.66% includes CF(1.88%), EFN(7.08%), HCG(3.6%), TD(2.1%)
Utility – 11% - NPI(3.6%), AQN(7.4%)
Technology – 10.5% includes OTC(6.7%), WIN(3.8%)
Industrial – 9.81% includes DH(5.8%), BIN(4.01%)
Health Care – PHM(1.2%)
Basic Material – WEF(0.7%)
Energy – 3.87% includes ERF+PGF+ATH

THANK YOU

Read Answer Asked by Esther on August 04, 2015
Q: Would you be kind enough to comment on my current allocation below. Does it make sense to sell some of my dogs in my overweight sectors and start to chip away at sectors where I have smaller allocations? If yes, could you give a few sector and company suggestions to buy? Please comment on my Cdn/US allocation as well and do I have too much cash. I have 25 stocks in my portfolio, spread across TFSA, RRSP, LIF, 20+ yrs before I need to access any of this money.

Consumer Discr - 7.6; Consumer Staples - 6.3; Energy - 3.1; Tech - 32.1; Matls - 1.7; Industrials - 3.1; Healthcare - 11.1; Financials - 19.6; cash - 15.5

Cdn - 56.3
US - 43.7

Thanks!
Read Answer Asked by Rob on August 04, 2015
Q: Hi Peter, Neulion had an outstanding 2nd Q report and the stock devastated. Any word on PHM? should I take a loss or hang on?
Many thanks, J.P.Burlington
Read Answer Asked by Joseph on August 04, 2015
Q: Hi Guys
Looking for some suggestions on stocks to purchase unregistered.Dividends are good.Have $40,000.00 to invest.Tmeframe 1-3 years.
Thanks
Michael
Read Answer Asked by Michael on August 04, 2015