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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 team

I am retired and have, fortunately, not been hit too hard with the energy collapse. Still, I want to reduce volatility in my Canadian cash account. Currently I hold 2.5 % in Arc and 1.8% in Crescent Point in my portfolio. I realize both have juicy dividends but I'm also ~15-20% underwater with these holdings.

Because I am not "overweight" in energy should I just ride out the current state of affairs or take my losses and add some holdings ( diversified of course) from your model portfolio I do not yet have?
Read Answer Asked by Peter on March 09, 2015
Q: do you think it would be a good idea to sell some rmp to by some gxe . thanks
Read Answer Asked by jim on March 09, 2015
Q: Your comments please. stock has had drastic correction and dividend cut.
Read Answer Asked by alan on March 08, 2015
Q: Could you please comment on the recent quarterly reports of FRC/ESN? What are the payout ratios, safety of the dividend? Which one do you prefer and/or would you hold/buy both for a long term holder? Thanks for your service
Read Answer Asked by Ozzie on March 06, 2015
Q: What are your thoughts about TET?
Does it have a lot of debt or is there something else fundamentally wrong with TET?
Why has it been hit so hard and is staying on the canvass?
Read Answer Asked by George on March 06, 2015
Q: Hello Peter and Team,
After reading the update on McCoy Global, we thought that the company might be a good fit for our grandson's RESP [ a toddler ] . According to the news, McCoy will announce their annual report on Mar12th. If we decide to purchase some shares, would it be wise to wait until after the report ? We were also thinking of Precision Drilling.
Thank you for your opinion.

Read Answer Asked by john on March 06, 2015
Q: on marh 4 you answerd a question on baytex you mentioned that it was not your favorite in the sector which names are your favorite
Read Answer Asked by Pierre on March 05, 2015
Q: Hi Guys can I have your thoghts on bte results .
The market is not that impressed but the volume is high
Regards and thanks Sta
Read Answer Asked by Stan on March 05, 2015
Q: Would appreciate your thoughts on LRE after yesterday's eps. Thanks
Read Answer Asked by george on March 05, 2015
Q: Hi- is it my imagination or did WEQ post a pretty good report?
Thanks
Read Answer Asked by Pat on March 05, 2015
Q: I own both in a tfsa. about 2k together. would you fold for better opportunities or hang on. I don't need the money there. Just, is it a sensible bet?
Thanks
Read Answer Asked by francois on March 05, 2015
Q: Good morning: I have owned Mullen a couple times in the past, bought for income but sold after decent capital gains. It is starting to look like it might have that potential again. What percentage of their business is oil-related, and do you think their other businesses are growing and could offset loses on the oil side? Is it oversold? What is their payout percentage and how sustainable is the dividend? I am looking for income, about a 2.5% position, and am prepared to hold for the long term.

Thank-you
Read Answer Asked by grant on March 05, 2015
Q: Hi - I have held positions in BTE,ERF,BNP and VET for a long time. In an earlier answer to a question on BTE you said that:

"We are mostly neutral on it: good potential offset by high risk. It would not be for everyone, certainly, and we would prefer less risk and less potential"

Would WCP be a better choice - or the other names I hold above?

Thanks
Read Answer Asked by Gary on March 04, 2015
Q: Your take on company and is it a buy at these levels for income
Read Answer Asked by Bob on March 04, 2015
Q: I came across AET.UN. I went over some of the answers/comments provided by this site to questions asked by members over the years. To your credit, you "never really liked the company" but I noticed there was really no strong sell conviction (I know you don't use the term, but you understand) when there certainly was enough evidence things were going terribly. Price action/money flow is the ultimate fundamental. A lot of us were sandbagged especially because of "chasing yield" or Eric Tremblay's record at Enerplus. Any lessons? What checks and balances exist at 5i to ensure minimizing this sort of implosion.
Read Answer Asked by Norman on March 03, 2015
Q: Hi,
Mart Resources has an offer of .80 a share on the table. I currently own over 10, 000 shares at .99 and the share price hasn't moved much today. Would it be wise to buy more to try to lower my share price to minimize my loses?
Read Answer Asked by Rob on March 03, 2015
Q: Good Morning Peter & team,

Read an article this morning in the Globe & Mail stating that

"Unfortunately the serenity has been shattered and the reading of the fourth-quarter results on March 5, 2015 will be an entirely different experience. Analysts from Raymond James and National Bank Financial cut their target prices in early February which put another warning flag on the track."

It goes on to explain the dividend may be in danger and, there doesn't appear to be any stopping this down trend.

I have a small position which is down about 50%. I am thinking about selling now prior to the report and taking the loss - my first ever - as I don't see the downtrend stopping any time soon.

What is your advise at this point, and what do you think we can expect on March 5?

Thanks for all you do

Gord
Read Answer Asked by Gord on March 03, 2015
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