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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 Peter and team. For the most part, I am a buy and hold investor with a very long time horizon especially for dividend-paying stocks. However, I also use a buy-write strategy where I write covered calls on stocks. For example, I am considering doing this with AAPL $135 calls expiring in July (07/17/15) that last traded at $4.46. So, if buy 100 shares stock and write 1 call, three month upside (after transaction fees) about $900 for a $13000 investment (7%) Any thoughts or advice on this? (E.g. what time frame for calls would you suggest? Any "art" of selecting the best delta?) Thanks for great service!
Read Answer Asked by Steven on April 27, 2015
Q: Hi Peter,

When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.

The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.

Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.

What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?

I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.

Thanks in advance.
Read Answer Asked by Sheldon on April 27, 2015
Q: Brookfield's U.S.-traded income funds (Infrastructure INF, Total Return HTR and High Income HHY are all trading much closer to their 52-week lows than their highs. Can you explain why? Do you consider them good investments for income and growth?
Read Answer Asked by chris on April 27, 2015
Q: TRN management has been accused of bribery. I have a small position but its down 13% in two days. Should I hold on and what do you thinK?

G
Read Answer Asked by Graeme on April 27, 2015
Q: THIS STOCK HAS DROPPED ALMOST 20 PERCENT ON NO NEWS OTHER THAN EARNINGS WHICH STILL LOOK PRETTY GOOD. EARNINGS PROJECTED AT 4 TO 4.40 SO THIS IS ABOUT 7 TIMES EARNINGS. IS THE LAWSUIT THAT MATERIAL TO THIS COMPANY? YOUR THOUGHTS AND THANKYOU.
Read Answer Asked by John on April 24, 2015
Q: What do you think of Cheescake Factory for US casual dining exposure? What would be your pick in the space?
Read Answer Asked by Andrew on April 24, 2015
Q: Hi guys,

What are your thoughts on WMT? Seems to have pulled back a bit, nice dividend and cheaper than Loblaws and Metro in Canada.

Thanks,
Jason
Read Answer Asked by Jason on April 24, 2015
Q: I see an article expounding the tremendous opportunity of Sling tv and others like it from "how the market works". What's the intelligent perspective here? If it is a good opportunity - how does an average joe like myself gain understanding of this?

Dave
Read Answer Asked by David on April 24, 2015
Q: hi
i own a little trinity and
with the recent developments would you sell
tks for the help
Read Answer Asked by Sam on April 23, 2015
Q: Hi 5i team

I own some Perrigo and Mylan is trying to take over the company sending the share up.

Now we have Teva trying to take over Mylan...and Perrigo rejecting Mylan's bid.

In your view, what are the chances of Mylan increasing its offer as a strategy to escape from Teva and what would you do with shares of PRGO?

Thx
Read Answer Asked by Dominic on April 23, 2015
Q: Is the U.S. Company Almost Family Inc.(afam) similar to phm and do you folks think it could have a similar growth profile?Thanks for your insight.
Read Answer Asked by Maurice on April 23, 2015
Q: The Growth portfolio has a 10% allocation to IWO. Would you view this as a better choice versus Vanguard's VBK. Thanks
Read Answer Asked by Gary on April 23, 2015
Q: i have held axp for a number of years and added some more this year. It appears weak these days, making it tempting to add more. As a cardholder, it is by far my favourite card to have. Service, points rewards, perks, web and app make it a winner in my books. Any thoughts on it as an investment? Thanks in advance.
Read Answer Asked by Dan on April 22, 2015
Q: I own stock in this company (US based) that represents 5% of my portfolio and am up 10% since purchasing. What is your view on it's future growth over the next 1 to 3 years. Thanks.
Gerry
Read Answer Asked by Gerry on April 22, 2015
Q: Hi
I have held Endo since the Pallidan buyout and it has been quite good to me, however I'm wondering if it's maybe time to move on as it's fundamentals seem to have stalled. Would very much appreciate your opinion.
Thank you
Read Answer Asked by Les on April 22, 2015
Q: Hi guys. Please give me a Canadian equivalent etf which will protect against Cdn $ appreciation against U.S. dollar
Read Answer Asked by Richard on April 21, 2015
Q: Hi team, How do you feel about Cat? Do you think it might be dead money for the next couple of years? I have held it for some time but now I have found it to be lagging, I assume due to the oil situation.
Read Answer Asked by Andrew on April 21, 2015
Q: PAR Technologies (PAR.us): Looks like an interesting microcap that appears to have its shares under pressure. I would appreciate your thoughts on investing in this company. Appears undervalued but I don't see any info of substance on it. Thanks
Read Answer Asked by Adam on April 21, 2015
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