Investment Q&A

Q: Peter and team:
Could you please comment on the ability of TBE to weather the downturn over the long haul. I own shares in an RESP and an unregistered account. I wonder if I should just hold on, or if it would be wise to take the 60% hit and re-invest in WCP or similar small cap with a better balance sheet.
Thanks
Phil

Q: I am embarrassed to say that I bought Teck a few years ago at $37 and have ridden it down to the current $14. I keep thinking it will recover, but it hasn't yet. I have a 4-6 year horizon and can be patient, and have a fairly balanced portfolio. Would you recommend further patience or should I just sell at a loss. Do you think the divident is safe?

thanks for your great work!

Q: The Stingy Stock Investor has a Three stocks selections for 2015.(money Saver Jan. 2015 article.) Question: I am interested in one of the selections -Tyson Foods TSN.U.S., but am wondering if this is a good investment with the U.S. dollar as high as it is compared to our Canadian dollar. Your thoughts please. Ernie

Q: Hello again. Having ascertained that we are working with 10 sectors, I am proceeding with my re-balancing (an exercise I have never done before) and find that Technology is 19 % consisting of CSU,ESL,MDA,SYZ,DSG,DH,ABT,ET and Financial (including REITS) is 22.2% consisting of FSV,HR.UN,HCG,BNS,CXI,REI.UN,ZWB,CSH.UN,ZRE,SLF while Healthcare is only 2.3% CXR. We are septuagenarians, 21 years retired and have about 50 names total obviously too many. Any suggestions on names to eliminate would be welcomed and suggestions for healthcare addition (maybe CCT) also appreciated. We are waiting for portfolio review but I am trying to correct some of these imbalances now. Thanks for the service.

Ted

Q: Hi Peter and team, recently I read an article on Bloomberg BusinessWeek about how India aims to be the next manufacturing super power under the vision of new Prime Minister Narendra Modi. According to the article hourly manufacturing labour cost in China is $3.52 compared with just $0.92 in India. Also the new prime minister is making reforms to streamline the process for global manufactures to set up manufacturing facilities in India. Are you bullish on the India's growth story going forward? Is XID is a good way to get exposure to India's growth? What other ETF s available to get a good exposure to India?

Q: Peter and his Wonder Team
Bullion has been moving up and most golds are following...however today ASR lost 4.5%. Why are they not following the trend? Is there any negative news or problems in Turkey, the Swiss currency, profit taking or just a strange day? Please give me your thoughts...Thank you!
Dr.Ernest Rivait

Q: What would be your one or 2/3 best picks for TFSA?

SS

Q: Is there a relationship between the two more recent announcements:
1.share buyback
2. rescinded rake fee hike

and the guidance given awhile back to expect earnings to be at the higher end of expectations?

Further, did the share buyback require special approval from either the board or debt holders? If so, would that too be an indication of how well business is going?

Q: Ipl seems to be lagging the other pipelines PPL,ENB,TRP,ALA on a bounce back-opinion?

Q: Hi Peter & team, as of Friday's market close, G and K are up over 30% YTD. Apart from strength in gold price, are there any other reasons for this sudden upward move? Can we expect this trend to continue or will it reverse its course as it did in many occasions in the recent past. Thank you.

Q: Some TSX-traded companies - TCN and DR are just examples, perhaps you can suggest others - carry on most or all of their operations in the United States. If their market caps have been boosted by the Canadian dollar's decline, then will the opposite occur when oil+gas stabilize? As such, might these stocks be topping-out now?

Q: I have an unusual request. I have been organizing an investment contest at work since 2002 on Globe Investor - Portfolio at no cost. Being a DIY investor it gave me an opportunity to talk about investing with my colleagues.When I went to input the 2015 portfolios this weekend I received a message that the Globe and Mail no longer supports this site and it suggested that I use the Globe Unlimited site at a cost. I registered for this site and paid the monthly fee. When I went to create the 2015 portfolios on Globe Unlimited I found they had made major changes to the input screen which made it virtually impossible for me to update the portfolios. My question is does anyone know of a site I can use for our investment contest? I have 26 entries all assuming they have $100,000 and have 8 to 20 companies in each of the portfolios that must invest in companies trading on the TMX. I would like to have a system where I can input the portfolios all in one input page (like the old system did)and have the system determine the purchase price based on the date entered. I would greatly appreciate any suggestions. Thank you.

Q: Hi Peter and Staff, I wish I had bought the stock a year ago....I am confused as to its P/E and its remaining growth potential. Your help is appreciated,I know you are high on it
Dennis

Q: I am looking for a growth story for my non-reg account. Any thoughts on purchasing either CXR or GUD (or perhaps both) at their current valuations. I currently have no healthcare exposure and am looking to rotate some funds out of Cdn bank holdings into more growth oriented stories.

Thank You

Q: How sustainable is the dividend and how do you think they will hold up over the course of this down turn.

Thanks,
Rob

Q: A question was raised regarding this stock early last Dec.

Is there any further analysis you can give regarding MEG since oil has plunged?

Thanks

Q: Hi 5i Team,

If you were to bet on a stabilization of oil prices and a slight increase later in 2015, which of the following stocks would you buy: Chevron (CVX), British Petroleum (BP) or Royal Dutch Shell (RDS.B).

Many thanks!

Michel

Q: Peter and Staff
Positions in stocks below are not large,wondering if you would sell any one of them in favour of splitting proceeds with two of the others ,if so which and in which order to replace it with

AIM,CHE.UN,CJR.B,DIV,DII.B,KBL,MTL,PZA,TCK.B,TMA,WSP

Q: Could you give an update on your outlook for Aviglon? Is downward movement more likely than upward for the next year?
Thanks for great service BobH

Q: Would you consider Suncor presently a good buy and if not have you an alternative stock in the oil sector that has growth and pays a dividend, thank you for your response.