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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: Precious metals represents 3.5% of my portfolio, and looking to take this to 4.5-5% in anticipation of eventual inflation. I currently have G, AEM and SLW at 1, 1.5 and 1% respectively. After the last quarter, my preference would be to add to AEM as the best performer, but I already hold more of it. Should I increase AEM anyway, or bump up G to keep levels even?

Related, should I increase my SLW, open a position in SSO, or switch SLW to SSO? This is a favorite of Jamie Carrasco on BNN. Which gives better leverage to the price of silver without risking fallout from interest rates due to debt?

Your thoughts are much appreciated.
Read Answer Asked by Benjamin on May 19, 2015
Q: I have held LIF for a while, and with yesterday's jump, am back to about even on it. Do you have any idea why the stock price increase? This was bought for income and was a move to diversify from some of my financials/pipes. Would you continue to hold, or take advantage of the current price and move on?

Thank you
Read Answer Asked by grant on May 19, 2015
Q: Mr.Hodson, among these four stocks with rise of share price indicated for the past year, which one would you buy for the coming 52 weeks ?

GIB.A (50%)
SJ (67%)
CSU (116%)
AYA (340%)

Should you think this would be of interest for other members, I have no objection that your answer be viewed by all.
Read Answer Asked by Serge on May 19, 2015
Q: There continues to be lots of insider buying especially from the ceo How important does 5i consider this to be and does 5i know how many shares insiders currently own. I have had some luck with surge. I bought a half position 2.5% (before you sold it) that has now grown to 4%. Would you trim it back to a half position. I also own a 3% position in BDI and 3% in RBN.UN ( fairly oil and gas heavy closed end mutual fund) in the oil sector. I was thinking of WCP if I trim SGY.

Thanks Blake
Read Answer Asked by blake on May 19, 2015
Q: Hi Team,

I know this is out of your core focus area, but I was hoping you could tell me if you think RDS.B's dividend looks safe going forward and if this might be a good entry point for this stock for a long-term position. Many thanks for any suggestions you have.

Michael
Read Answer Asked by Michael on May 19, 2015
Q: I am looking to invest long term for income. CU is at or near its 52 week low. Is this a good time to purchase?
Read Answer Asked by wayne on May 19, 2015
Q: Hello,

Is there any way Canadian investors can see dark pool trades? Especially large block trades and what price they traded at? I heard more and more large block trades are happening in the US & Canada. What are your thoughts about dark pool trades? Thanks
Read Answer Asked by Roy on May 19, 2015
Q: Not sure if you follow LOCO, but would appreciate your comments on the most recent earnings, valuation and the restaurant sector in the U.S. generally. Thank-you.
Read Answer Asked by Alex on May 19, 2015
Q: What other indexes would you recommend worth considering for a balanced investor. I currently have

Canada- 1) TSX, 2 ) TSX Small cap

USA- 1) Russel 1000, 2000 & 3000. 2) S & p 500

Europe - FTSE Europe

Asia- Ftse- Emerging Markets

Other - 1) MSCI small cap except north America 2) FTSE all world except USA.

Thank you

Paul

Read Answer Asked by paul on May 19, 2015
Q: The recent bond sell off is suggesting the much anticipated interest rate increase is around the corner. I have read that bond like stocks such as reits, pipelines, utilities and consumer staples will experience increased volatility in the coming months. I own a 20% weighting in the low volatility BMO etf ZLB. ZLB is loaded with the at risk sectors mentioned and could quickly become a high volatility etf. Would you please suggest several Canadian equity etf's as an alternative to ZLB that have low weightings in the interest sensitive sectors. Thank you.
Read Answer Asked by Richard on May 19, 2015
Q: Could you comment on GH Q1 please? Is the divvy covered and would you start to top up a position or wait for a bit of bounce up. Technically it looks to be establishing a floor.
Thank You Ron
Read Answer Asked by Ronald on May 19, 2015
Q: I currently own SU as well TRP and ENB. I have held ENB for many years and the capital gain on this stock is quite high. I am slowly selling some shares each years to bring the weight down but I wonder if I really need to hold SU since I do own TRP as well. Which stock would you keep SU or TRP or should I sell both SU and TRP? I am slowly trying to make my portfolio more diversified.

Thanks
Read Answer Asked on May 19, 2015
Q: Would you please advise me of what you would do - buy more, sell or hold given the recent news release regarding a lawsuit. I have held this stock for a while and, while volatile, the results have been great. Needless to say, I dont want to see the gains disappear. (What is that saying Peter, " ...rather leave the party a day early than an hour late?....)

Thanks.

Read Answer Asked by Donald on May 19, 2015
Q: Hello Peter and Team,

Updated thoughts on Callidus? CBL
Read Answer Asked by Graham on May 19, 2015
Q: Good morning...we are approx 15 years away before any need to access RRSP...I have done well so far but feel I may be too conservative or too much time on my hands...I have a portfolio of approx 21 stocks..I have done very well with a mix of CSU, ES, MG, BEP.un...plus a mix of a few others...My question is regarding BNS (7.7%),H&R/REI.UN (7.5%)CGX (5.7%) IPL (5%) NPI (4%)...would you recommemd based on my time line I can risk a bit more...if so recommendations...Thanks
Read Answer Asked by Matthew on May 19, 2015
Q: Hi, I have no exposure to telecommunications in my portfolio and was looking to add a small position (2.5%) for diversification. Wondering your present top pick within the telecommunication space (in Canadian dollars) for a longer term horizon and the reasoning?
Read Answer Asked by Cameron on May 19, 2015
Q: Good day!

Teck cominco or first qauntum. Which would you pick today?
Read Answer Asked by ron on May 19, 2015
Q: After being a top pick of Jason Donville on Dec 24/14,RX's price increased to $12.08 on Dec 31,but it had steadily & sharply declined to $7.57 on May 14 despite 2 good quarterly reports @ end of Feb & May 13.I am really confused.I bought a small amount @ $10. Please advise if this is a Hold,Sell or average down,Thanks for your normal great opinions & services
Read Answer Asked by Peter on May 19, 2015
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