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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: 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
Q: Which of these stocks is the best buy and how would you rate them in terms of risk/volatility.
Thanks for the help.
Read Answer Asked by Ron on May 14, 2015
Q: He!lo Team, I'm curious about the motivation of DRT to raise money. I can see it if they were doing aquisitions but I think I read that the funds were going to be used to fund operations. As a growing and profitable company could they not have funded growth from cashflow? Is this not a negative on some metrics? Your insight is welcomed!
Thanks
Dave
Read Answer Asked by Dave on May 14, 2015
Q: Hi 5I team,
What are your current thoughts on RCL? Do you think it is a buY, hold or sell? would it fit more into an income portfolio or a growth portfolio?

Thanks for your help,
Terri
Read Answer Asked by Terri on May 14, 2015
Q: Home Capital Group: I am now down 16.4%. Bought it at $51.19. Given all your other most recent replies to other members, is it worth holding onto? Is it likely to recover, and become a good decent growth stock? Or should I cut my losses and sell it? (It's in a registered account.) If so, what should replace it as a growth stock? Also, Open Text has been declining in the past 2 weeks. I'm down 4$. Is it worth holding onto?
Read Answer Asked by Helen on May 14, 2015
Q: Hi Team,
What are your thoughts on Bitgold?The BNN interview this morning made complete sense to me.Is this a place for wait and see how foolproof the execution of their vision and how the algorithm runs in practice.Do you see any flaws in the model.
Read Answer Asked by ANDREW on May 14, 2015
Q: For fixed asset allocation in ones portfolio, can an allocation of say 20% of cash availble for investment be put in paying off a portion for mortgage (for those of us who still have one!)..The remaining 80% would be invested in stocks..does this make sense or is a combination stocks and bonds recommended.

Also in instances where one gets a lumpsum of cash for investment (long term), can flow through shares be used? Note: This lumpsum will result in one being put in the highest tax bracket. How does one effectively use Flow through share it as it is very risky in nature?
Read Answer Asked by Shyam on May 14, 2015
Q: I really cannot believe the beating that the railways are taking in the last week or so.They say that is is from the slow economy in Canada.Do you think they are over sold at this point and would it be a good time to buy.
Read Answer Asked by Allen on May 14, 2015
Q: I would appreciate your comments on the new rail safety regulations pertaining to oil transportation. The rails, including CNR appear to be selling off due to the impact the new regulations may have on expense ratios. Is this overdone?
Thanks,Hans
Read Answer Asked by Hans on May 14, 2015
Q: Hi Team,

I realize this is a totally apples to oranges comparison, but if you could only pick one of AVO or GUD for a 5 year hold, which would you choose? This is for a small position in an otherwise well-balanced portfolio. I currently own AVO but am tempted to switch to a company that has better market sentiment.

Many thanks for any thoughts you can share.

Michael
Read Answer Asked by Michael on May 13, 2015
Q: Eif and kwh.un both reported recently which do you like for income and growth. thanks
Read Answer Asked by don on May 13, 2015
Q: Can I have your thoughts on their quarterly results. Is there a reason this stock can seem to get out of the trading range it has been in for 6 months?
Read Answer Asked by wendy on May 13, 2015
Q: BAM.A now trades @ $43.52. Down 1/3 from yesterday. Is that correct?
Read Answer Asked by Douglas on May 13, 2015
Q: Hi Peter & Team
Is POT a good entry today? 2.5% in RRIF for long term? It is down 15% in three months with a nice yield. Your opinion please, thanks
Read Answer Asked by Karl on May 12, 2015
Q: Good morning!
The change to US dollars leaves me with about 3-5% less in income, after factoring in an exchange rate. Could you comment specifically about this change - in other words are there any hidden advantages I am not seeing?
Like the previous question about STB, I am reluctant to play the "exchange game".
Also, is there anywhere yourself or readers might suggest for getting the best exchange rate? FYI I have calculated based on the rates posted on Wellington Foreign Exchange in Kingston, ON)
Thanks! ... and enjoy your day!
Read Answer Asked by Paul on May 12, 2015
Q: Thank you for your May 10 response to my question on Insured Annuities. As a follow-up for clarification, is a pre-tax GIC-equivalent yield of 5.2% a reasonable return (without the benefit of a crystal ball looking ahead 20 years)? Again, the annuity is not indexed.

Your are correct that our income exceeds our expenses from our Cash accounts. An income stream from our RRSPs and TFSAs has not been included yet. Annual RRSP withdrawals are directed towards our Cash accounts for future investments. Capital gains/losses are not factored in.

The second option under consideration was to add to the mortgage sector, specifically Capital Direct. For clarification, what maximum weighting in the "mortgage plus REIT" sector would be appropriate? I currently have 5% in Sentry REIT and 15% in Fisgard Capital, totaling 20%.

Bond-GICs yielding 1-2-3% barely cover inflation, but do provide portfolio stability. If the current relatively low interest rate environment stays this way for another 5 years, we are right back to the annuity being the better choice. Your thoughts?

Thanks for your help,
Steve
Read Answer Asked by Stephen on May 12, 2015
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