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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: I add new money to the model portfolio on a regular basis, is the idea to always top up the companies which have the lowest current % allocation (for example BDI and G) or what do you recommend for new money in the Equity portfolio?
You have a 1/2 position with the new names (FM and WCP), I assume thats the recommendation until you change that?
Read Answer Asked by William on December 17, 2014
Q: Would you say that holding Canadian Financials (Banks and Insurance)is a decent hedge re: increased interest rates.
Thanks
Read Answer Asked by Gary on December 17, 2014
Q: Hello 5i,
I've been patiently waiting on the sidelines the last few months waiting to get into the oil and gas sector.
I know it is impossiblre to time the bottom but it is looking like the massive daily drops in oil are slowing.
What would you recommend? Jump in now or pick away over the next few months? Do you have any favorites at this time?
Thanks
Dave
Read Answer Asked by Dave on December 17, 2014
Q: Want to invest in railway for long term. Which do you prefer CP or CN. Thanks
Read Answer Asked by David on December 17, 2014
Q: Merry Xmas to all. Could you comment on S? Todays action, Also cdz, Thanks and Good wishes in 15. Thanks, Cliff
Read Answer Asked by cliff on December 17, 2014
Q: Rocky Mountain has had quite a tumble since Q3 earnings were announced and is now trading at a level not seen in several years, now yields over 5%. Point and Figure has a target of $4.50 on this downtrend which may be aggravated by tax loss selling. Would you expect a rebound in Jan. and if long would you continue holding? Thanks, J.
Read Answer Asked by Jeff on December 17, 2014
Q: What are your thoughts on Enbridge and Pembina Pipelines now after the big drop? Is it a good entry point or will there be more weakness if the price of oil continues to drop? Also, Will they be affected if interest rates start to rise in the States next year? Which one do you prefer?

Thanks
Read Answer Asked by Mary on December 17, 2014
Q: If taking up a position today, would you prefer Jean Coutu (PCJ.A) or Ridley (RCL) in the Consumer Defensive sector? I'm looking for a mid-term hold with some growth to help offset (ride-out) the present oil sector decline. I like the oil sector, and tend to usually be a bit overweight in my portfolio, but reason must prevail, given the volatility at the moment. Thanks, as always, for your wisdom. (In the event you don't like either name suggested, is there something else in the Consumer Sector you would prefer?)
Read Answer Asked by Sylvia on December 17, 2014
Q: Hi Peter and company. I have to ask this question which many are thinking. Could you and your team give 5 or 6 names that are considered high risk but on a oil recovery should have a large rebound. Some of these above stocks mentioned are down 70% plus from there highs. I was hoping for your expertise on figuring out which companies could survive...balance sheets,cash flow etc. Or do you have other names that your team is more comfortable with.

Thank you as always Jason
Read Answer Asked by JASON on December 17, 2014
Q: Let's say a couple has a $200K diversified portfolio of 25 stocks held in 3 or 4 registered accounts with no duplication of stocks between the accounts. How would you handle it if they had $200K in additional new funds to invest in non-registered accounts? I assume it would be appropriate to add some new names to the existing portfolio but what would be the best way to add to existing names? How many total stocks would be a good number? Would it be prudent to avoid having the same stock in more than one of these accounts in this type of scenario? All accounts would have a long-term time frame.
Read Answer Asked by Lonny on December 17, 2014
Q: I have been an investor for many years and truly enjoy the process notwithstanding the ability to make money. As such I have, over the years, read and studied a great deal on this subject matter. We have always been thought that the market has 3 dimensions. Fundamental, Technical and Sentiment. This has been the model for 100 years. Well I guess things change and I do believe we need to add another dimension. Machines or Algorithmic Trading. I see glaring examples of this everyday in real time. Could you give us your thoughts on this and how one should prepare himself to deal with this fourth dimension? Regards
Read Answer Asked by roland on December 17, 2014
Q: Merry Christmas Peter and Team.
With your help the stock portion of my portfolio has grown and I need to add about 5% to my bond portion.
With no room in a sheltered account TFSA or RRSP could you suggest an ETF or other investment to add bond type safety in a non sheltered account.
Read Answer Asked by Peter on December 17, 2014
Q: I presently hold as much as 25%of my portfolio in th IA Clarington Strategic Fund CCM3550. I was looking at the steady dividend income when I purchased this fund. Can you tell me how rising interest rates will affect this fund (higher dividend or lower). This is for long term, is there a better place for my holdings? Your advice and insight would be greatly appreciated.
Read Answer Asked by Mark on December 17, 2014
Q: Thanks for the quick response to my problem this morning, much appreciated. With your recommendations of CUD and VGG, is ZWA a similar product? Can I have your thoughts and preferences on this one also. Allot of volatility in the markets right now, just looking to park a lump sum of money long term, that pays a decent dividend,[ monthly ] and is some what safe. Thanks again Rick.
Read Answer Asked by Richard on December 17, 2014
Q: Hi folks,Happy Holidays,can please ask opinion Q results on gps/v,hold small speculative position,has bounced off lows @ $1.15.Buy,sell or hold,thanks as always,jb
Read Answer Asked by John on December 17, 2014
Q: Can you please give us your thoughts on what is happening in Russia. How big a risk is it for north american markets ? Thank you
Read Answer Asked by Pierre on December 17, 2014
Q: With the dividend cut and lower capex announced this evening do you like BNP any better as a hold for yield and growth for the next 12-18 months? I could take a tax loss on it and buy another name in the sector like BTE, SGY, WCP or CPG for potentially better yield & upside? The risk of course is that neither SGY, WCP or CPG have cut yet. Perhaps that's already fully priced in?

Thank you in advance for your response.

Read Answer Asked by Douglas on December 17, 2014
Q: Hello All;

Last month I sold my shares of Argonaut Gold (AR) at a steep loss for a tax loss. I have done well on the trade as the stock has continued to fall an additional dollar from where I sold. It is now time to purchase it back, but I am wondering if repurchasing my shares of AR would be the best use of my money. Can you please review the company metrics and provide me your opinion in to whether I should buy back into this stock?

Thanks in advance.

DON
Read Answer Asked by Donald on December 17, 2014
Q: One more question about Surge. I note that the insider buying has remained quite constant during the recent downturn and in large amounts. In addition there has been no sales to speak of. I know that insiders are not infallible but does this not speak to their confidence in the boards ability to maintain the dividend and the recovery in the share price?
Read Answer Asked by Robert on December 17, 2014
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