Investment Q&A

Q: Your outlook for IR for the med-longterm. Is it a buy here or wait for better entry?

Q: Is NVDA still one of your favourites and could you please tell me when it will report quarterly results? I have a small position and am thinking of adding to it. Many thanks, Peter

Q: Hi, BGC Partners is traded in the US and I've held it for a many years and have been happy with its progress (both stock appreciation and business performance in general). However, lately it has been trading sideways and I'm unsure why this is? Do you see this as a further buying opportunity, or are there warning flags?

On a scale of 1 - 10, 10 being the highest, where would you place BGCP in terms of risk?

Thanks,

Cam

Q: I need about $15,000 in cash. I hold larger amounts about equal in Coca Cola, General Electric, Microsoft and Sysco (which has dropped significantly in the last week) Which would you suggest I should cash in?
Thanks Jd

Q: Q: I plan to have a portfolio which is good for one year, five year and ten or more years. My objective is to have good growth, capital appreciation with moderate risk. Capital preservation over three years in spite of high short-term volatility will be fine. Please tell me what you think of a portfolio I am considering putting together consisting of V-N, UNH-N, WFC-N, NFI-T, FB-O, AMZN-O, GOOGL-O, KXS-T, ENB-T, CN-T, CJT-T, BYD.UN-T. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. I invite you to make any changes, additions, deletions? I will appreciate if you place these stocks from high to low priority.
I apologize if I am asking too much. Thank you.

Q: Hello Peter & team,
Would you pls. comment on their quarterly release. Worth holding?
Thank you!

Q: Good morning
I have cash in my RSP that I need to set to work. What is your comments on the above for 1-3 years?
Thanks
Margita

Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita

Q: HI
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita

Q: Hi,

What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.

Thx, Gord.

Q: I know you specialize in Canadian companies, but do you like Twitter TWTR or MDTmedtronic ? growth and a year timeline. Please suggest another choice if better as I have some US money I want to invest. Helen

Q: This is a comment on your answer to Harold question. I am going to hold on my TWX shares. The stock rose less than 9% on the news. Based on today's prices, if the deal goes thru, it values AT&T at about $ 26. It seems to me that the market is not expecting this deal to materialize. I know two years ago a take over proposal of much less value didn't materialize and since I am not a trader I see the risk reward scenario favors holding on my shares. It looks to me that TWX is in play if not with AT&T it would be with somebody else. I as the other members value your opinion on this.

Q: The AT&T purchase of Time Warner is valued at US $107.50 and is subject to a review by the U.S. Justice Department. In your opinion, would it be wise to sell my TWX shares into the market now, or to wait until the (hopeful) approval and closing?

Q: I already own Apple, Google, Amazon, Facebook, and Nvidia. I was thinking of adding Microsoft after their last report. What do you think of them?

Q: Hello Peter and Team, my question is about AT&T proposal to buy Time Warner. What I do not understand is the reason why this deal has such a negative impact on the price of AT&T shares, could you explain? I hold shares of AT&T, what should I do now? Thank you very much, Gervais

Q: Hi, I have shares in Peabody energy which filed chapter 11 earlier in the year. Once listed with the "Q" designation, the shares lingered in the $1.50 range for about six months until the past week where they sky rocketed to what it is currently at $13.50.

Do you have an idea what machinations cause a ch11 stock to go this high? Also should I take advantage of this pop and sell my existing shares?

I read that once a ch11 company climbs out of bankruptcy they can issue new shares making existing common shares worthless. Is it possible that peabody may not do this?

Sorry for the barrage of questions, I am very curious how bankruptcies work.

Thank You,
Andrew

Q: Your opinion on etf : DTD (Wisdom Tree Total Dividend Fund) for a long term , and in RRSP portfolio.
Thank you.

Q: RAI apparently is entertaining a buyout from BAT. Should I sell into the current price or hold for a better offer? I bought RAI for the U$ dividend but I would sell if I thought the bid would fail.

Q: I have a small position in NKE but it has a significant loss in stock value and corresponding options. Do you think I should persevere in keeping the stock or move on?

Q: I have about 50K US to invest. Which do you think best MSFT or... HON or... should I just buy XSP Can hedged OR.... SDY the S&P div ETF.?
Any other suggestion welcome. I want growth without crazy risk. Helen