Investment Q&A

Q: I don't know if you saw the article in the WSJ regarding Starwood Waypoint and Colony American Homes are in talks to merge. How would this impact Tricon?

Thanks,
Heather

Q: Good Afternoon
I currently own RDS.A. Many brokers recommend holding the stock. On the other hand, quite a few brokers recommend purchasing OXY. I will appreciate your comments. Is it worthwhile selling RDS.A and buying OXY?
Thank you

Q: Hi 5i - just wondering about sector weightings - your answers generally indicate that one shouldn't invest more than 15% in one sector, however it appears as though the model portfolios have large weightings in technology and financials? Which sectors would you feel comfortable right now in "over weighting", if any? Thanks!

Q: Hi,
I hold potash and I'm down about $5/share at current price. I'm fine to hold pot long term given the yield (assuming it's safe) and outlook for the Agri space. I am considering adding to my position to lower my cost and add more yield to my portfolio. Pot is about 3.0% of my portfolio. What do you think about adding at this level or would you advise waiting until the bid for K+S is determined given the stock price could fall with shareholder acceptance of their 41 EURO bid. On a side note, what do you think about buying some K +S?
Thank you

Q: I would like to invest in a restaurant stock in my balanced portfolio. I was thinking of SHAK, HABT, CMG in the US or MTY, QSR in Canada. Could you give a break down of each, which is the best investment for a greater than 5 yr hold. I'm looking for GARP.

Q: Is it a good time to buy Cognizant Technology in the current markets?
Thank you

Q: Could you please comment on the pending Hydro One IPO issue. How might it stack up against other utilities such as EMA, FTS, BEP, VNR etc in terms of safety, growth and potential dividend yield? When might the issue come to market? Thanks

Q: I was thinking that I may sell CSE to realize a capital loss to offset some realized gains - and then reinvest into either CPX or ECI since I would like to replace a the yield. Your views? Thanks

Q: I have shares in Osiko, Goldcorp, B2Gold, and Argonaut. Of course, all have been performing poorly with Argonaut the worst of the bunch. With the current gold price at $1140 US and the Canadian $ at about $0.75, the gold price in Canadian terms is about $1500. When the Canadian $ was close to par, a $1500 gold price was quite attractive and gold stock prices reflected this. Since these are Canadian companies, on the basis of what I have stated above, does it seem that these companies are currently undervalued and it is just market pessimism that is being reflected in the share prices of these companies. If my thoughts make any sense to you at all would you recommend other gold companies to consider or buying more of the existing. As always, I value your opinion very much. Thank you

Q: Hello Peter and Team,
Would you consider Home Depot a better and safer way to play US housing than lumber stocks such as West Fraser or Interfor? Also, would you have a preferred idea for US housing to either?
Thank You,
Barry

Q: Peter and His Wonder Team
I was following the tap on HMY right until the close...in fact several minutes after the close to make sure I got the final and accurate numbers. Then later in the day I noticed that over 65 million shares were sold several minutes at or after the close...I am puzzled.Please explain how this happened! Also with such a tremendous sell order would you consider a 10% drop in price respectable?
Thanks...always great to know that clarification is only a click away!
Dr.Ernest Rivait

Q: Hello - I'm down 40% on DDC and while I believe in the company long term, I am thinking it might be a good time to take the tax loss. Do you see it making any moves in the next couple of months before I buy it back?

Thanks!

Q: Hi peter, with the upcoming IPO of hydro-one, would you participate into the issue or just wait it out, theres already alot of utilities we can buy in Canada,EMA.TO,FTS.TO,CU.TO, , Its a big IPO, but I dont see the point of participating into this. thanks for the clarification.

Q: Hi 5I,

I recently sold ET for a tax loss and am considering buying it back. Is it still a good quality company worth repurchasing? Would it be better to wait until maybe November - closer to tax loss selling time? or should I just re-buy it now?

Thanks!

Q: What is your outlook om Cpg now? I have a small position!
Frank

Q: Hello Peter and Team,
Given the weakness in lumber prices, would you recommend Home Depot as a better way to play U.S. housing than lumber stocks such as West Fraser Timber? Do you have any companies you would prefer to either?
Thank You,
Barry

Q: Regarding iFabric….2 questions. First they were just listed on the TSX and secondly the insiders own 77% of the share structure. I understand that these are both positive conditions. However could I have your comments. Thanks

Q: For the "balanced" portfolio, the target % for transportation is 5% and the current actual is at 2.6%. The existing equal weight % positions are CNR and TFI. I would like to add to this sector in CDN and/or US dollars, say at least 2 more positions What are a few names you suggest would be a good mix with the existing ones, for me to consider within a portfolio managed 5iR approach?.....Thanks....Tom

Q: How many stocks should one own? I have a position in most of the stocks in your BE portfolio and have supplemented that with smaller positions in some of your Growth stocks. I recognize this is not the intended use of a "portfolio" but I am comfortable with my sector and risk weightings. Also a very long term investor for what it's worth. All that said, what is your opinion on per-security weightings on a whole-portfolio basis? Should an investor stick to about 20 securities (the number in the BE portfolio) with bigger positions? Any harm in owning 30-40 different securities or otherwise?

Q: Gentleman/Ladies

I see you last update on BIR was sometime in Feb. Has anything changed since then regarding BIR