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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: I would like to sell Baytex to offset the capital gains that I made this year. I hold other oil and gas stocks already so I don't need to replace it with another oil and gas stock. I don't have much weight in the technology industry except for Enghouse Systems and it is about 2% weight. Should I add another name or invest more in this name? I also have no stocks or ETF in the health industry.I also have cash that I can invest as well but not quite sure where is the best place at the moment. I am a long term investor.

Thanks
Dolores
Read Answer Asked on December 16, 2014
Q: In light of Empire's (EMP.A) new numbers, what stock would you select now for long term eps growth and increasing dividends.

Thanks and if I dont comment again till the new year, I hope everyone has a happy and safe Christmas and holiday season.

John
Read Answer Asked by john on December 15, 2014
Q: Hi Peter and Ryan. If I were to have 20% of my portfolio in the model portfolio and 40% in GICs what ETF or ETFs would you use for other diversification?

Thanks
Read Answer Asked by John on December 15, 2014
Q: Hi team. Can I get your opinion on which is a better buy BCE OR T.
Read Answer Asked by Robby on December 15, 2014
Q: Peter and team:

What to make of the investigation that is going on at Amaya. As a result IT was also down. Is there reason to be concerned? Would you sell or just hold or since IT is down quite a bit is this a buying opportunity?

SS
Read Answer Asked by Sirish on December 15, 2014
Q: I've had a look at my portfolio allocations and would like to know your suggestions of what stocks to add to the following sector at this time: materials, telecom, consumer staples and industrials. Where should I start?
Read Answer Asked by Brenda on December 14, 2014
Q: Can you recommend any Alberta specific companies to short beyond the oil patch? I am looking at companies that derive a significant portion of their revenues from Alberta's previously buoyant economy and may be due for a rude awakening. Would you say ACQ and MIC fit those criteria? Thanks
Read Answer Asked by Alex on December 12, 2014
Q: I have 10k in my RIF A/C in $US. I am thinking of buying Telus/ and or AYA in this US A/C. As these companies are listed in the US stock exchanges, does it make any difference if you buy in the US or Canadian a/c. Thanks for your most valuable advices.
Read Answer Asked by Vinod on December 12, 2014
Q: Is there any reason IT is getting hit almost twice as hard as AYA. I would think it would be the other way around. Thanks
Read Answer Asked by Bruce on December 12, 2014
Q: There has been occasional reference to the oil patch increasing their use of drones. It would seem then that drones would immensely benefit the work that SYD is directly involved in. But as noted in your reply to Ruth, SYD isn't doing very well.
So I'm curious if PUR is using drones
and that is why its stock is doing so much better. Also do you know the management of SYD and what do you think of them?

I really enjoy your Q & A. Lionel
Read Answer Asked by Lionel on December 12, 2014
Q: Hello 5i team,

Can you please provide an update on NTB since your last comments Sept 12 and include any opinion you have on what effect on share value their revolutionary new drug, CaPre, may have as it enters Phase 3 clinical trials.

as always, thanks for all you do

Gord
Read Answer Asked by Gord on December 12, 2014
Q: Hi Peter & comopany, I'm having a bit of problem here; maybe I'm having a senior moment. In answer to Donald's question, you said that ALA is partly utility and partly energy. In answer to Dennis, not only is ALA in energy but also ENB and TRP. If I remember correctly, you had previously put these (ENB & TRP) as utility. I'm not trying to be picky here; because, depending on your answer, is whether I'm heavily weighted into utility (which I'm comfortable with) or I'm more into energy than I thought. I noted that ENB & TRP behaved better than O & G stocks in the current downdraft. Thanks as always. Henry
Read Answer Asked by Henry on December 12, 2014
Q: What would be the best investing book for a young adult just starting to learn about investing? I know someone asked this question but couldn't find answer under MISC
Thanks
Dolores
Read Answer Asked on December 12, 2014
Q: Hello Peter and team. I currently own TVA.B. Yes I know! Look at it this way: we all make mistakes. Part of the learning process. At any rate, I see today that Moses Znaimer is possibly interested in purchasing the Sun News Network from Quebecor. It is my understanding that Quebecor's subsidiary TVA.B owns 51%. If this deal ever materialises is there any possible upside for TVA.B. The corporate structure is so complicated that what I think is real may not be.
Cheers
Read Answer Asked by roland on December 11, 2014
Q: Hello Peter & Co.
I hold AVO and am down 45%, I also hold BDI and am down 58%. VET is down 26%, QST down 16% and PEY also down 16%.

I have a small capital gain this year. I'm thinking about unloading these (for sure AVO and BDI, not so sure on the others)and investing the proceeds into my S&P500 ETF VFV, to increase my US exposure and eliminate the dogs in my portfolio, also helping with my tax situation. What's your philosophy on selling the dogs and tax loss selling in general?

Read Answer Asked by Andrew on December 11, 2014
Q: Are there any CDN or US ETFP's that you like for small cap or large cap exposure? What if one enhanced them with specific stocks to increase specific sector exposure?
Read Answer Asked by Gregory on December 11, 2014
Q: Peter I hold 15% in the energy space and I think I am reasonably diversified I hold BTE SGY and WCP my plan is to wait this out for as long as it takes. I response to a ? this morning you agreed with investor to lighten up on SGY .
Do you think I am out of line to wait this out .I find you comments and positive feedback invaluable in this current meltdown.I also have a 6% plus holding in IPL
Kind Regards Stan
Read Answer Asked by Stan on December 11, 2014