Q: Hi Peter, Considering current downturn I am thinking of putting some cash to work. Can you please give me *top* 5 names from your growth/model portfolio considering a 10 year hold(whose valuations are very attractive at the moment on a risk adjusted return basis)?
Q: I got a fresh infusion of money in my RRSP. I am thinking of adding some positions which have been beaten up badly. Should I keep some of this amount in cash for opportunities or invest it all. If you suggest investing What should be the order I should buy from among the following companies:
Q: Good Morning
I have purchased the PHN Hi Yield Mutual Bond fund a couple of years ago and it has lost approximately 12% of its value. I noted that some of the top holdings are related to the energy sector such as Savanna, Gibson, Baytex, Trinidad Drilling etc.
Can you please comment whether I should hold or sell this mutual fund?
Can the value of this fund decline further if some of the companies included in the top holdings list like Baytex go bankrupt??
Is the ranking of 4 stars out of 5 by Morningstar for this mutual fund of any significance?
Thanks
Q: I still hold the stock. I did not sell when you advised. They halted the trading last week. Is this company bankrupt? I had $10000 worth stock and it shows $950-ish on my trading account? Can I sell it somehow or does it have zero value?
Q: Not so much a question but an insight into how a Company should be run. Last dividend payout from Grenvillewas late in my I Trade account, I phoned ITrade, they had no idea why. I have my Grandsons' paper route money invested in GRC and they missed their payouts too so I contacted Genville's Customer Relations by email they responded immediately that they had paid CSD and that ITrade must be to blame. Another phone call to ITrade, still no idea. CSD contacted ITrade and dividends were paid. The surprising part was Bill Tharp the CEO phoned me at 7pm BC time to apologize for ITrade's problems He said he had personally looked into the problem and hoped I had not been inconvenienced and also that it would not happen again. It was NOT the Company's fault and I appreciated him going the extra mile to keep his investors happy.
I don't know if it is appropriate to publish this, I will leave it to your discretion but I was impressed and thought you would like to know.
Lynda
Q: The common stock has gone up slightly over the past 12 months whereas the pref. has gone from near par to ~$16. I am thinking of taking a position in the pref. (already have some of the common). Can't seem to find much info. - is it a perpetual? Am I missing something? Thanks.
Q: I have decided to lower my exposure to the energy sector. I currently own both WCP and CJ in roughly equal amounts. If I want to sell only one, which would you keep and which would you let go.
Q: This is a general question - What stocks would you suggest I consider adding to a RRIF today? Currently 50% is investment in the following positions - BCE BEP.un CGX CSH.un DH ENB MDA SJ SLF ZRE and ALT.b.....I follow for the most part income and balanced portfolios and I am keen to know what is best for a registered account......Tom
Q: Can you please rank the following Power companies best to worse. AQN, RNW, BLX,CPX and INE. I currently hold AQN and am thinking of adding to the sector. AQN is 5% of my portfolio. What is your view of the maximum % to hold in this sector?
Q: Peter, do you think MAL is a good long term holding? I bought my position a while ago, and it's now~ 15% of my holdings. I wouldn't sell any, but I really don't know. Do you think is risky to hold on? Thank you
Q: Ventas just released earnings this morning - beat on Revenue and FFO and guidance seemed moderately positive. This stock has been getting hammered lately. Looking to enter a position. Thoughts?