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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: Acknowledging my high risk tolerance, I have 90% equities and 10% in Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC) , the 10% portion is what I consider my "safety" and like the dividend payout which I reinvest in equities as it accumaltes.

I'd appreciate your current thoughts on VSC and my stratagy overall, is there a better "safety" play for me?
Read Answer Asked by Charles on July 03, 2014
Q: Hi Peter,

I need US income in the future so i am trying to establish a position but do not follow the US stocks well enough to pick 'a few'. In addition, the US yields are below the Canadian counterparts. Can you recommend a couple of well diversified US ETFs that would generate US income. I pay taxes in the US and Canada so tax considerations are not a big factor for me.
Read Answer Asked by kelly on July 03, 2014
Q: Some companies quote both gaap earnings and non gaap income. Which is best to use in calculating financial performance such as the peg ratio,


Regsrds
ap
Read Answer Asked by Robert on July 03, 2014
Q: Hi Peter and Team, can you recommend one or more ETF's that hold US companies who regularly increase their dividends (a dividend aristocrat etf) Something like CDZ but a US version. Thanks.
Read Answer Asked by Mario on July 03, 2014
Q: Peter, I hope you are fully recovered from your mishap with no lasting injuries.
My question relates to the risky DCF (Difference Capital). It's trading at .18 of book value (Google finance) with market cap of $66 million. I can understand that many of DCF holdings are private and am wondering:
1) what is the FMV of these private holdings
2) what is the value of the 28% they hold in BENEV Capital which has a net working capital of $68 million (stock is halted).
What I am getting at is that based on an assumption of reasonable valuation of FMV of the private holding of DCF and market value of its public investments, the stock is undervalued. If you agree with my argument, what then would be a fair discount to Book value if 18% to BV is unreasonably low?

Thanks Peter.

John
Read Answer Asked by John on July 03, 2014
Q: Good Morning,

I would appreciate knowing your thoughts on market timing. Specifically what you think about The Dow Theory and the Schannep Timing Indicator.
Read Answer Asked by Paul on July 03, 2014
Q: HI PETER AND STAFF:
I AM HOLDING SOUTHERN PACIFIC RES. CORP-STP-AND PRESENTLY SHOWING A LARGE LOSS. IS IT WORTHWHILE KEEPING THIS COMPANY OR SHOULD I TAKE MY LOSSES AND SELL?
ALSO, DO YOU KNOW THE CANADIAN COMPANY THAT MAKES THE CHIPS FOR CREDIT CARDS AND/OR THE CREDIT CARD READERS? THE USA IS NOW INTRODUCING CREDIT CARDS WITH CHIPS. PRESUMABLY THERE WILL BE
A LARGE DEMAND AND SUBJECT COMPANY MAY BE DOING WILL.
THANKS FOR YOUR REPLY.
KLAUS SCHMIDT
Read Answer Asked by Klaus on July 03, 2014
Q: Thank you for such a great service...I have a u.s. portfolio and it contains FANG,GMCR,ARII,INTC,CLCT,SFL,CSCO,EAT,UTX,EPB,PFE,ATHN,GE,CSGP for one half of the portfolio and RBF1025 for the other half...some of these I have gotten from the questions and answers and some I have owned for a while...could you please look at these and give me your thoughts...this portfolio represents about one third of my total portfolio the rest divided up with your portfolio and the rest in Canadian dividend companies that I have held for quite a while...I am a buy and hold investor with stops in place...thank you
Read Answer Asked by gene on July 03, 2014
Q: Hello 5i,
I am holding qst, efn, hwo, and cpg in my TFSA. I am ok with riskier stocks in this portfolio and I'm looking to add to it with either dhx or sgy. I know these are very different stocks but I'd like your opinion on what will provide the most growth long term. Also, while I'm looking to diversify, sgy seems to be at a good entry point and the dividend is added incentive.

Read Answer Asked by David on July 03, 2014
Q: Greeting, Peter & Co.
I am pleased to read that Peter should make a good recovery from his accident.
I have been reviewing analyses of Davis & Henderson (DH) from a variety of sources including 5i. In contrast to 5i's positive view of the company, TD Waterhouse shows a trailing 12 month PE of 44.67. Isn't this a bit rich for a moderate growth company?
With appreciation.
Ed
Read Answer Asked by Ed on July 03, 2014
Q: Can you please comment on TKM's news release causing downward action in price. Thanks
Read Answer Asked by Imtiaz on July 03, 2014
Q: Hello Peter and Team,
Speedy recovery Peter and thank you again for your excellent service, I am constantly making money with your recommendations since I joined your site. Thanks a million.
My question is about material stocks. I have been out of this sector for a while and I am thinking of re entering now. Your view please. Is Lundin mining or Sherrit appropriate or you may have another substitute? Should I may be get into an ETF ?
Regards
Read Answer Asked by Raoul on July 03, 2014
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