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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: Could you please update your views on bvd.un? Anything changed?
Read Answer Asked by Alain on February 17, 2015
Q: Could you tell me when QST issues their next quarterly report, and what are the expectations. What do you think of the risk-reward on this stock at this point. Thanks.
Read Answer Asked by Noel on February 17, 2015
Q: I have sold some of my shares in CSU to bring down my allocation from 10% ( thanks to you by the way)
I now have enough cash to buy a new company with a 5% allocation in my RRSP. I'm thinking of VNR, ZRE or AW.UN.
At this moment which one would you purchase?
My RRSP is not quite your Income Portfolio but close.

Thank you
Read Answer Asked by John on February 17, 2015
Q: RME has been beaten up pretty badly over the past year. At today's level and in view of the company's financial health (in particular, the sustainability of the dividend) and future prospects would you consider this an attractive entry point for a 2-3 year hold?
Read Answer Asked by Richard on February 17, 2015
Q: AVL has been recovering on high volume. Has there been any significant development that would indicate a sustainable turnaround?
Appreciate your valuable service. Peter
Read Answer Asked by Peter on February 17, 2015
Q: I have held Baytex and Crescent Point for a number of years and have taken a hit with the drop in oil price. Are these worth hanging on to, or should I sell and switch to Whitecap or something else. I am interested in capital gain, ax well as dividends. Thank you. Bob H
Read Answer Asked by Bob on February 17, 2015
Q: Hi Peter I wish to keep 30% of my portfolio in non-Equities. What, and how much do you advise? ( no race horses please)-JP What happened to your bond, portfolio?
Read Answer Asked by James on February 17, 2015
Q: Hello Peter & Co,
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: Hi Peter,
Being retired, we owned WEQ and AAR.UN for dividend income for a couple years now. On WEQ we thought that the company would reduce the monthly dividend by atleast half, BUT they took it away completely. You said in the past that when a company does something that completely changes it to sell the shares...which we did last week for a very large loss. On AAR.Un we finally have our origiginal purchage price back and because both companies are run by much of the same management we would like to sell our AAR before management can run it into the ground like they did with WEQ.

We are looking for advice on a steady REIT to replace AAR.UN with for the long haul. Those were the only two REITs that we owned.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on February 17, 2015
Q: Could you recommend 2 or 3 Canadian corporate bond Etf's in order of preference ? Much appreciated.
Read Answer Asked by Indra on February 17, 2015
Q: Hi Peter,
I am a new subscriber and one of my first objectives is to incorporate your model port into my investment port.

I need a bid of guidance from you on that.

Currently from your port I already own (before subscribing) BNS, ENB, FSV, MG, STN and SLF.

So that is 6 out of the 20. Question to you is, in what priority (order) would you purchase the other 14 positions as cash becomes available.

This will help me prioritize my purchasing.

Thanks in advance for your help.
Read Answer Asked by Sheldon on February 17, 2015
Q: Hi Peter
Can you give me your opinion on Pure technologies . I bought it a while ago and it seems to be stagnating . Is it a hold or a sell . I was thinking of replacing it with Bin . Let me know.
Candi
Read Answer Asked by Candi on February 17, 2015
Q: Hi Peter and crew,
Love your service.
Could you expand for me on the concept of smart/dumb money I’ve heard mentioned on BNN.
And where do these folks find such information?

Thanks
Jon
Read Answer Asked by Jon on February 16, 2015
Q: Hello Peter & Co.
Auto parts = 5.1% of my portfolio; own LNR,MG; XTC seems similar to LNR but on a smaller scale. I could add it with new money or shift profits from LNR & MG.
Industrials = 6% of portfolio; own CCL,CHE.UN,SJ; thinking of replacing Chemtrade with either BIN (garbage) or Magellan (aerospace) for more kick. By the way, I own MDA (Technology)
I value your opinion
Thanks,
Antoine
Read Answer Asked by Antoine on February 16, 2015
Q: At these levels,would you consider gamehost ok for a smallish position in an RIF?Thanks!
Read Answer Asked by Maurice on February 16, 2015
Q: Increasingly, larger and larger corporations with supposedly robust firewalls are being hacked. Also, an article last week on the CNBC website reported that a number of US based online brokerages/dealers had been hacked and account holders had lost their money as a result. This raises the concern that independent Canadian online brokerages (like Questrade, for example) are now vulnerable to being breached and account holders could have their funds stolen. Am I being paranoid or is this within the realm of possibility given the ever greater sophistication of hackers? If so, do you know if these brokerages have government mandated cybersecurity insurance that would compensate account holders for their losses? I wrote to Questrade about this and they seem to be stalling on giving me an answer. It would seem easy for them to tell me whether or not they have this type of insurance. I'm wondering if I might be better off transfering my account to a bank-run online brokerage service. Or is it just as vulnerable to attack?
Robert
Read Answer Asked by Robert on February 16, 2015
Q: Can you tell me when the revised model portfolio will be released . Will the updated portfolio carry the same number of stocks and what if any of the existing companies will be continued on the new model portfolio . MY goal is to invest $120M of RRSP's and TFSA funds in only A-B rated companies on your new portfolio. It would be helpful if you could highlight which companies would be best suited for RRSP's versus TFSA .
Thank You Rick


Read Answer Asked by Richard on February 16, 2015
Q: Could you provide any insight into Horizon Pharma HZNP.Q
Read Answer Asked by Denise on February 16, 2015
Q: Just a comment. When I lived in Australia breath testing for cannabis was already standard practice at every breathalyser
test. So this technology is not new.
Read Answer Asked by maida on February 16, 2015
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