Investment Q&A

Q: Happy New Year Peter. I thoroughly enjoy your service.
I bought EFN in May of 2015. It is about to hit my "25% Mental Trailing Stop" when I have to re-evaluate this stock as to whether or not to sell it at market price. It is currently at 24.4% while my actual loss is 15%. I use Trailing stops to limit my losses. It has worked very well for me. I have an option to raise my "trailing stop" after the evaluation to a higher level. What's your current view of EFN, the good and bad?

Q: I bought pulte group when it was 15% higher than it is now assuming US housing sector improvement. I also hold Tricon(TCN) also down about 10%. Combined makes up about 4% of my portfolio. Do you think it is wise to hold this for the long term..or should I be looking for better opportunities..

Q: With cash available in my TFSA and markets down, what are your top 3 picks for value at this point from each of your portfolios? Thanks!

Q: I have investments in the US and Europe and have started to think that India might be a good place to enter into the emerging markets as part of my Global diversification. Would you agree?
What are the options for investing in India and can you make any recommendations?

Q: Hi,
Response to Peter this morning "But if you are not withdrawing capital from your portfolio, this is just another week in the markets." prompts me to ask for all us retirees who must withdraw capital, what would your response change to?
Thanks for all your guidance.
Ted

Q: Would you trade any holdings in the big Canadian banks for HCG , the later 's price having dropped substantially.

Q: Your thoughts on Sandvines earnings report today & initiation of dividend. Love the service Thank you If asked, answered & posted already pls disregard.

Q: PKI seems to be stable in an unstable market overall and for oil in particular. As a long term investor is it a buy or would IMO a little lower from current price be a better buy? Thanks for your valued opinion.

Tom

Q: Hello Peter and Team,

I've been looking at WPK for a while and I quite like it. If I already have a full position (~6%) in CCL, do you think adding to a similar company like WPK is a good idea? Or will the two companies perform similarly? Am I better off holding just one?

Thanks,

Jordan

Q: 10:30 AM 1/7/2016
Hello Peter and team
I am interested in buying one of RPI.UN, ITP, WPK, and CCL.B. Could you please analyze these for me and suggest the best one to purchase. I am mainly interested in a good dividend for income [hopefully growing] so probably would pass on CCL.B, but the other three all have decent dividends and reasonable P/E ratios.
Thank you...... Paul K.

Q: Hi guys,

Happy new year and as always, thank you for your valuable service.
I have a small position in both ECA and WCP in my TFSA.
I am considering collapsing those into a single position and I am leaning towards WCP. I know they are very different but do you think that is the better choice.

In that account my other exposure to the resource space is RUS but I would like to add CCO..so I am considering selling RUS.

If I had two choose two of the four stock for this space: ECA, WCP, CCO, and RUS, which two do you like. If you feel strongly about another choice outside my list...feel free to add it as well.

Thanks, and sorry for this poorly constructed question(s).
:)

Mike.

Q: BNS down 20% and TCN down 25%. Good horses, keeping riding down ?
Is this insisting on keeping wrong horses ? How long should one remain hopeful ?

Q: With the market sell off again, can you suggest 5 stocks in either of the portfolios in the best position for a quick rebound once the market settles down and with a balance risk/reward leaning to conservative. A dividend would also be nice.

Q: Hi 5i - for those of us who didn't buy CSU (on the way up), do you think the price today is a good entry point long term, or would you wait (due to the current market volatility) and try to pick up cheaper? Thanks, Neil

Q: Wow another day of market 'turbulence' worldwide. It got me wondering if the above named REIT positions that I hold would be classified as "Cyclical" or more like "Defensive". I consider them more stable relative to basic materials and discretionary consumer stocks, and also as income focused. I would like to get your take on this pondering of mine for these specific positions........Thanks.....Tom

Q: Hello,
For some of us who are crazy enough to invest in current markets, can you recommend few Canadian stocks that have:
1. High stability i.e. low Beta (ideally recession proof), but declined recently
2. Low P/E ratio
3. Dividend of at least 3%

Basically, I am looking for something like Fortis, though it didn't decline much...

Q: Good Morning
The yield on D.UN now exceeds 14%. What is the probability of a dividend cut? As well, what is your assessment of this Company? Is it a sell, buy or hold at this price?
Thanks

Q: Would appreciate your current outlook for Keyera.

Q: Hi 5i Research team,
About investing in smaller cap, probably best named microcap: less than 30 or 50 millions $, or lower liquidity companies:
What would you generally consider low volume, low liquidity? How do you define it, volume as market cap %, volume as float %, absolute amount $ traded daily?
What maximum % of daily volume should an individual investor own, or not surpass?
What % of a portfolio can be dedicated to such investments based risk aversion (low, average, high)?
What is the minimum time horizon (holding period)?
During what segment of the economic cycle ou stock market cycle should we underweight and overweight?
What annual rate of return over the long term should be considered successfull?
Always under the assumption that the rest of the portfolio is well diversified and liquid.
Thank you for your collaboration, and best wishes for the new year. Eric

Q: Hi Peter and staff
Question is regarding changes In TSX composite index. When I read in Globe today that the index is down 20 percent since ..... Does that assume you spent your dividends or you lost 20 percent of your investment and the dividends as well- same question when they say for 2015 the index was down 11 or 13 percent - by the way which one was it - 11 or 13
Thanks for all you do