Investment Q&A

Q: Hi Peter and Team: Can you provide me with an opinion on this stock? A good entry point?

Q: Hey Team,

CSX will be reporting this coming Tuesday. On doing some research this is what is expected...

4% increase in sales to $3.13B

$0.47 earnings per share which is a minimal 2% gain reported same 1/4 last yr

questions...

is this what you have found?

if this is accurate, what would you expect share price to do after the reporting?

and finally, would you consider CSX a sell, hold or buy at this time?

Thanks for all you do

Gord

Q: This security is down about 12% today. I am unable to find any news on the stock. Do you know the reason for the drop? Thank You.

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

Q: What is the Short Term outlook for AOL.
Have you or anyone else ever considered
making ETFs patterned after your two model portfolio

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!

Q: You recently touted United Technologies (UTX) as having good growth potential. I currently own General Electric (GE) and have long wondered which of the two has the best long term growth potential. UTX has come down a lot more than GE in the past few months. Is this a time to swap companies? I don't require either stock for income.

Thanks for the insight.

Paul F.

Q: I am considering a switch from Corby Spirit & Wine to Diageo. I realize I am losing the dividend tax credit, a bit of yield, and taking on some currency risk, but gaining international exposure, size, and presumably growth potential. One concern is Diageo's volatility as compared to Corby. Any comments on this idea would be appreciated.

Q: hello- Do you have any thoughts on Aegion in the US- they are at a 2 year low - is their business similar to our Shawcor, which is still
holding up here in Canada?
Thanks

Q: Do you know anything about this US company? It was a pounding recommendation of Cramer's which seems like I have held forever. Broke my own rules and am down 35 per cent. I have often heard that you if you are not comfortable averaging down on a company you own then you should just sell and move on. I thought it was a good company with all the conversion of gas stations to natural gas.

Q: I`m looking for some exposure to US stocks that offer a minimum of 4% div (US), with some room for growth. I was thinking of adding GE, understandably with a longer horizon, and two more stocks, preferably in small to mid-cap. If you differ with GE, could you suggest an alternative? thank you Peter and Team.
Rick.

Q: your thoughts going forward with this company


thanks

Q: Hi Peter and crew, please give me your thoughts on APP. There is a stir in the air re; this stock.

Thanks Mo

Q: Why is PCLN falling. Is it a buy, hold or sell. Thank You.

Q: Hello Peter and team,

I am looking to get some exposure to the US market via an ETF in a non-registered account. My criteria is that the ETF must pay a dividend and have some growth potential; this is for a 3+ year hold, medium risk investor. Searching through the Q&As it looks like your favourite US ETFs would be SPY, IWO and VIG. Based on the current market environment which is your favourite ETF that will meet my criteria today?

Can you remind me about the withholding tax issue? Is it worth the hassle of the withholding tax, or is it better to get a Canadian $ hedged ETF instead (and which one)?

If I buy before the end of the year, will I get a large taxable distribution (e.g. IWO in Dec 2012)? Is it better to wait until January to buy? Many years ago I bought a mutual fund in a non-registered account in November, and got stung by a large tax bill when they paid out the distribution in December even though I was not in the mutual fund for most of the year. I don’t want to repeat that, and I am not sure if ETFs work that way as well.


Paul J.

Q: Trinity has dropped from 52 week high of 50 to 41, i know you liked it in the past do you still recommend. Dave

Q: Peter and team:
What do you think of xlk as a broad brush play on the technology sector? Is there a Canadian equivalent? (either Canadian companies or American companies in can. funds). Could you briefly touch on how etf's are handled vs. pure stocks @ tax time?

Thanks for such a great service!

Phil

Q: What are your thoughts on Diageo?

Q: I have been under water with this fund since 09, it pays a good dividend but will there be an improvement now that Bill Gross is gone? Thanks, Jack

Q: What do you think of this stock at this time? It has traded down. Volume has been huge. Do you think it ripe for tax loss selling come Dec.? Worth waiting for? Odd that this is the first Q on this stock!

Nice new Q format.