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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 guys its easy to look back now and say I should have sold some of my winners earlier to have a cash position to buy more now with this correction but if that wasn't the case what does one do now, just wait it out, is buy and hold wrong? Thanks, Nick
Read Answer Asked by Nick on October 14, 2014
Q: I wish to purchase a dividend paying company, where there is some chance for growth and am thinking about one of the rails, (although perhaps a U.S. rail company but don't know any) or a pipeline company. Am I correct in thinking that the rails have a pricing power authority that trumps pipelines, pipelines being more closely tied to commodity price. Thank You
Read Answer Asked by Phyllis on October 14, 2014
Q: For a long term investor, a market correction could be considered a "sale" on good companies. Which good companies do you think represent the best buying opportunities in this market correction for an investor looking for growth.
Thanks as always,
Chuck
Read Answer Asked by Chuck on October 13, 2014
Q: Anything look like a screaming buy according to your screens?
And yes, I am old and have gone thru this several times.
Read Answer Asked by Deborah on October 13, 2014
Q: Hi Team,

General question. If I have unrealized gains in certain stocks (take AYA for example) would it not be wise to cash in these gains and top of several stocks that have dropped sharply? BAD or AVO would come to mind.

In addition I was quite over weight in SGY. I like the stock and think it will rebound (I get the sense you agree as well). However I was thinking of cutting my position from ~10% down to 5% in order to redistribute these funds to the above mentioned stocks or possibly others (BDI, MCB etc...) that have been mentioned in your questions section.

I suppose in summary I realize that selling now is not ideal (as everyone else seems to be) but are there certain times when freeing up money in your portfolio to buy stocks that have been hit hard is a good idea?
Read Answer Asked by Peter on October 13, 2014
Q: Lucara has had a significant pullback since August but fundamentals in the diamond market continue to be strong with generally rising prices and demand while supply is struggling. Lucara itself has been building a strong cash position with increasing revenue. Should one be overly concerned with the share price drop from the high $2 range to around $2 or is it likely just consolidation after a strong run?
Read Answer Asked by James on October 13, 2014
Q: What is your opinion of this stock for an investment of a year from now.
..
Thanks Ralph










Read Answer Asked by Ralph on October 13, 2014
Q: Advice please on weathering this first time correction or worse for a rookie DYI investor (not my day job.)

I appreciate your calming replies about the fundamentals of the economy and the companies you comment on.

I have made only a total of 6 or 7 buys this calendar year and 1 good buy GWO offsets a few poorly timed purchases HSE, TA, SGY AND WCP

IN TOTAL IF I SOLD IT ALL, I would break even today, bearing in mind this is all together only 5 to 10 % of portfolio, would you suggest

getting rid of it all and waiting 30 days (by the way if I sold for a loss today when is the 30 day limit for claiming a capital loss? )

OR waiting things out because my selections above are fundamentally sound and I have a long time horizon (> 10 yrs )

thank you for the support !
Read Answer Asked by Ernest on October 10, 2014
Q: Carl Icahn shorts S & P 500. He has taken these measures to protect his stock portfolio. He says the correction is going to get worse. Do you think your 5i followers should hedge their portfolio and, if so, what products would we use? It is nice that I can get this info. from 5i. The people I know wouldn't be able to provide me with this information. Dennis
Read Answer Asked by Dennis on October 10, 2014
Q: Peter, there are a couple of errors in your graph. Since the yellow line is derived from the red and blue; it must always be between them. Hope the cockroach theory doesn't apply.
Read Answer Asked by Bill on October 10, 2014
Q: long term investor catching my breath

anything other than market conditions to be concerned about here after a very big drop?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 10, 2014
Q: Hi Peter,

Brutal few weeks. I am down on the following stocks:
ACQ -22.04%
Ikkuma Resources -IKM 44.8%
AVO -39.76%
BAD -21.73%
BDI -36.54%
FQ -24%
QST -24.8%
TOU -19.2%
WCP 10.90

My hope is that all the above companies have good fundamentals and will recover once the sell off id done.
For the above stocks which one you suggest to add more and in what time frame?

Thank you
M
Read Answer Asked by Marios on October 10, 2014
Q: Hi, I have 75% of the holdings in your Canadian portfolio with a few extra stocks (DHX, ACQ, AVO). This represents 45% of my portfolio. My US side is 20% mostly indexes but I'd like to switch that into ten stocks. I already own WFC, AT&T and Gilead and would like to add Met Life, GE, MacDonalds, JNJ, Coca Cola, Apple and P&G.The idea would be to just hold these for years and add to the positions as I get extra US cash. Does this line up look good or would you suggest amy alternates? I could choose one of Coca Cola and McDonalds and one of JNJ and P&G and then that would free me up with two others in other sectors that are maybe a little higher risk? What would you suggest? Thanks so much! carla
Read Answer Asked by Carla on October 10, 2014
Q: I have primarily a Canadian investment portfolio (with large caps and many of the 5i stocks) but have some money in a US dollar account that needs to be invested. Is there a US sector or stock(s) that you would suggest for investment? Thanks!
Read Answer Asked by Linda on October 09, 2014
Q: Hello: I would like to segregate my portfolio into 4 segments. 1. Can. income (DGI), 2. Can. growth, 3. Registered account; USA income (DGI), 4. Registered account: USA growth. I want dividend growth and capital appreciation for the DGI (dividend growth investing) companies. I already own all the Can. banks, BCE, DH Corp. I own other stocks as well. In my TFSA, I own: AYA, CSU, DHX. I am overwhelmed with all the various choices and recommendations. I made the mistake of buying Fortis, which is okay for dividends, but not for growth. I'm interested in Open Text OTC.

Can you please recommend 3-4 stocks in each of the 4 categories? I have a reasonable to aggressive risk tolerance. Overall goal; grow the portfolio net worth over the next 2-5 years.
Read Answer Asked by Helen on October 09, 2014
Q: This stock is doing very well in this market. Can it be bought and do you have a target price. Thank you.
Read Answer Asked by Francis on October 09, 2014
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