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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

I was thinking of purchasing Home Capital after checking it out carefully. However I notice in today's Globe that there has been insider selling to the tune of over 48,000 shares. Do you think this is a cause for concern?

Many thanks, as always.

Joanne
Read Answer Asked by Joanne on March 08, 2015
Q: Hello Peter & Co

I’m paraphrasing here a synopsis of a couple of articles presented by Christine Hughes of Otterwood Capital. In 2007, Christine had forewarned her clients about the impending onset of the last financial crisis; and right she was.

“Since the 2nd half of 2014, coincidental with the collapse of oil prices, the US$ index started to breakout; and after a multi-week sideways consolidation, it has resumed its seemingly vertical ascent thanks to the release of the Eurozone QE plan.
Furthermore, the Bank of International Settlements had reported earlier that US denominated cross-border debt had reached $9 trillion ($7 trillion of which was non-US resident); many of these countries, who do not have a steady revenue stream denominated in US$, will now have to buy more US$ to make interest payments and pay back their debt. This demand drives the US$ further up.
What would add fuel to the fire would be a consistently strong US job market indicating a good economy. If and when the US raises interest rates, it will breathe fresh air into the already long-dollar trade.
It is impossible to tell ahead of time when the inevitable bust begins but begin it will; we are keeping our eyes open for any signs of stress in the system. For now, things are calm”.

What could a retail investor do to preserve the gains made so far in this 6-year old bull market?
Do you agree with this analysis? If you agree, what would you do?
Thanks as always
Antoine

Read Answer Asked by Antoine on March 07, 2015
Q: Any comments on the latest news about the insider trading for AYA?

http://www.theglobeandmail.com/report-on-business/industry-news/the-law-page/probe-of-trading-in-amaya-includes-dealings-with-adviser/article23346289/
Read Answer Asked by Wayne on March 07, 2015
Q: You have often mentioned that you feel holding gold is good "insurance". Having said that, should one still consider it as part of the materials portion of a portfolio or does it tend to stand in a class by itself. I already own CHEM.UN and G and wanted to add SJ. That would make me a little overweight in that sector but I find it hard to see SJ as comparable to G.

Thanks for the invaluable insight.

Paul F.
Read Answer Asked by Paul on March 06, 2015
Q: Looking at adding to this VS taking a new position in keg.un. Do you have a preference as both in very different sectors of the hospitality industry?
Read Answer Asked by Robert on March 06, 2015
Q: Good morning,

In the last few days BIP.un has been down. There is no news. Is there an explanation?
Thanks

Paul
Read Answer Asked by Paul on March 06, 2015
Q: Hello Peter & team

CDV reports on Monday. Can you please provide expectations and what effect the metrics may have on stock price moving forward?

Thanks for all you do

Gord
Read Answer Asked by Gord on March 06, 2015
Q: I placed an order for 72.50 and it was hit. Seems to be dropping like a stone at the minute.

Can you tell me the reason
Thanks
Read Answer Asked by Rick on March 06, 2015
Q: Could you please comment on the recent quarterly reports of FRC/ESN? What are the payout ratios, safety of the dividend? Which one do you prefer and/or would you hold/buy both for a long term holder? Thanks for your service
Read Answer Asked by Ozzie on March 06, 2015
Q: Just checking if you can now comment on Sprott, I've held some for 6 months and am considering adding.
Thanks
Read Answer Asked by Doug on March 06, 2015
Q: Is it possible that the companies that you cover you could state what sector they belong too?

Thanks
Dolores
Read Answer Asked on March 06, 2015
Q: Hi Peter and team, I have read answers to members, and you have good things to say about Evertz. How is it possible that the stock price has drop by about 10% in matters of 2 or 3 days. Is there something wrong about Evertz that investors do not know about? Thanks, Gervais
Read Answer Asked by Gervais on March 06, 2015
Q: Hello Peter & Co,
I have attempted to send a letter on 2 occasions but was not able to do so; no confirmation was received and a blank screen re-appeared as if I had to re-write the letter.
I'm wondering why.
Thanks,
Antoine
Read Answer Asked by Antoine on March 06, 2015
Q: What's with AQN,seems a little over reaction to a delay in quarterly report.
Read Answer Asked by terry on March 06, 2015
Q: Further to my earlier question fsv continues to drop. Where would you say is a good entry point.
Thanks again
Read Answer Asked by Rick on March 06, 2015
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