Investment Q&A

Q: Can you please comment on Roper Technologies? This is a 2% holding in my portfolio. If this decline continues (say another 15% decline from here) would this stock be one to add to for a 3-5 year hold or to increase my portfolio weighting in this company?

Q: Gild has had a drop -- Pfe is more defensive (Div) . I am down sl. on PFE --thinking of switching. Concerned re the next drop ( MKT drop not over ) ---would you selll Pfe now & buy Gild at lower price. Or sell Pfe now & take a partial position --after Weds
--Div. day for pfe, Thank you-- great site . great insight
don

Q: Good Morning Gentlemen,

I am writing to you to get your counsel in developing a long term diversified portfolio in US$.

My Canadian portfolio is based on the 5i 3 platforms.

My objective is to outperform the SPY if possible.
I have chosen 5 ETF’s that when analyzing them seemed to show good performance, good Morningstar rating, and non duplicated holdings.

I have researched their MER’s, objectives etc.

My question to you, (I obviously am not a PM, but Peter is) is by purchasing these etfs:
1)am I duplicating effort?
2)Am I diversifying sufficiently or too much?
3)Would you recommend I add or delete any suggested holding?
5)I have no specific sector ETF, as I can’t predict which one will outperform, is that ok?

Here they are:
Dividend: SDOG (unique approach)
Large Cap: PRF
Small Cap :IJK
Low Volatility: SPLV
Growth: IWY.
Thanks so much in advance for your advice/suggestions.

Sheldon

Q: GlobeInvestorGOLD rates these two as a Strong Buy based on a tally of 7 to 10 brokers recommendations. I don't put a lot of weigh on this but both seem to generate a lot of cash and can do no wrong. Would you recommend one or both at this time? This can be 2 questions if you like.

Q: Sold 2 US ETFs (1 small & 1 medium cap)- small profit. Funds available - $100,000 US. Prefer 2 replacements for a RIF - 3-5 years. Thank you.

Q: I have noticed that, when someone asks about investing in Google, Amazon, etc., you have recommended one ETF or another. I don't believe you have ever recommended FDN, which I hold and like. Is there a negative to this vehicle that I may have overlooked?

Q: Since the beginning of this year, City's drop has been more than twice that of JPM, and its recovery is also way slower. RBC Direct suggests it may be due to oil loans. Do you have any information on why it is performing so poorly (relative to JPM and others)?

Q: The stock just got a positive mention in Barron's. Does the management of this REIT, namely David Hamamoto, have a less than stellar reputation? Any information on this stock would be appreciated.

Q: Is now a good time to start moving out of U.S. L-cap stocks into Cdn stocks in order to lock in the exchange gains in my RIF and TFSA ? Not related to any one stock.

Q: Hi again,

I have some IBB biotech etf which has followed the sector down. Do you see any positive potential for this sector over the next quarter or so?

Thanks

Q: Can I please get your valuable opinion on this company? I am prepared to hold for 3-5 years in a diversified portfolio and would like to buy more shares on its current weakness. Thank you.

Q: Hi Peter and Team, may I please get your thoughts and update on FireEye, FEYE.US? When does it report next and consensus please? It's been pounded since your previous response!
Thanks!

Q: I own Costco..It has decreased by 11% since I purchased it. I was considering selling it and moving the money to Home Depot. Which of these two stocks do you feel has a better outlook going forward.
Thank you

Q: Please assess BP. Do you still consider it "very buyable"? Thanks.

Q: Many doctors are enthusiastic about GILD's hepatitis-C treatment which, while very, very expensive, is medically unusual for the high proportion of patients it actually cures (versus, many drug therapies are only incremental improvements on the therapies they supercede.) However - and aside from understandable friction over cost - is GILD potentially the victim of its drug's success: the more people they cure, the fewer customers they have remaining? And unlike, say, Apple (who is running out of new customers but can sell old customers an upgrade), cured patients have no reason to come back for more.

Q: What are your thoughts on today's earnings? The market seems rather unimpressed.

Q: Would relatively small investments in each of Google, Facebook and Amazon seem reasonable at this time? Are there any others you would suggest? Thank you. Peter

Q: What are your thoughts on holding these etfs

Q: Peter and His Wonder Team
In the last few months this miner has gone from $0.53 to $1.82 which I believe outperforms the whole gold sector. I know they settled there contract with the union in the fall and they benefit from a strong USA dollar. Also they are reporting better production results...Do you think there are other reasons? What do you think of this stock going forward...any further upside?
Thanks for your consistent high quality professional expertise!
Dr.Ernest Rivait

Q: Hi Peter, I know you guys does not closely cover US stocks. Although I am dire situation with this one, so I want your opinion. I bought CHK last winter and now down 80%. It has a 10% weighting on my portfolio(on the book value I meant). I know I did a bad mistake by betting(not investing according to your advice)on CHK. Although in my defense, I saw report from Goldman Sachs that it was their top pick for 2015 and also Carl Ichan owns quite a bit of it. Anyways, long story short now traders are discussing about possibility of debt default in 2017. I can hold this for 10 years, but with all this rumors around that this can go down to zero. I am not so sure that I should take my 20% and run or not. Anyways, your opinion please, and what do you say probability of CHK going bankrupt in 2017?

Also I understand it is in deep hole but I don't understand how can a large corporation like CHK will go belly up. Can't they just sell their asset OR issue more share OR debt exchange?