Investment Q&A

Q: Hi Peter,
What happened to all the O/G questions ? :)
Of the 3 listed where would you add at this time ? TOU has held up well. Dividend for WCP certainly looks healthier than SGY. Thank you.

Q: Bankers come out with there quarterly report and there capex spending for 2015 would like take report and is it a hold Thanks Barry

Q: I see bnk just came out with reserve numbers etc. I have to admit a little above my head. I note from a Dec letter that you know mgm and think highly of them. Td also has a buy on them. I own about a 10% position in oil/gas. MEG, SGY & TOG. I figure with a 4% drop today that the mkt didn't like what they had to say..What do you think of bnk at this time, should I buy, or might you suggest something else. Thanks very much.

Q: Good day...thanks for the great service..my question is concerning my outside account... I am going to add some Canadian dividend stocks for dividend income that I require in 7 years...my thinking is to cover the 10 Canadian sectors with aem, aw.un, dh, csh.un, enb, wsp, bce, xre, wcp, and bns...could you please give me your thoughts on this and possible changes you would make...thank you

Q: I'm about to retire and I'm looking for:

1) A small-cap, U.S. based stock
2) Pays at least at 3% dividend

Any suggestions?

Q: I would like to add one position in my RRSP and would like you to rank in order of preference Cineplex, Home Capital Group, A and W Royal Income Fund. I have read your reports and I know you like them all but would appreciate your input in making this decision. It's for a 10 year hold. 5i is AWESOME! Thanks

Q: several weeks ago there was report I think it was talked about on bnn that ranked Brokerage banks services. Would you know how I could get the link to the report.

Q: I am thinking of building a small portfolio using only the (A) rated stocks from your monthly summary list. Wondering if that would provide enough diversification to get a decent return over the long term?

Q: i like the current technical on pembina, but would loike your comparison to ipl , enb, key, in terms of quality, risk, dividend sustainability and potentila for growth
Thanks ( appreciate your continouss quality advice!)

Q: When you give a report on a company you give it a rating A, B- etc.

Do you have this rating available on all the other stocks that you have not profiled

Great service

Q: I own a half position in Intact (IFC) and its had a good move upward since early November 2014. Do you think it is now fully/over valued and does it have more upside in 2015? I don't have any other P&C insurance companies. Are there others that have more upside going forward?
Thanks, Tim.

Q: Why this is down so much and I don't see any news at all. Any idea? Thanks.

Q: A non binding offer of $.80 has been made by Midwestern, an affiliate of Mart, for the oil & gas company Mart.Is this a good deal for shareholders or can other offers be expected? It appears there is very little confidence in this price since the stock rose to $.72 today then fell back to the low sixties.Your comments ,as slways, would be appreciated.

Q: i am 77 years old and have a lower 7 digit portfolio.

my occasional advisor wants me to change most of my investments ,particularly the RIFF to CI Guaranteed Retirement Cash Flow Series G5/20 or alike.I think that is too conservative and the commission is in the 3 % plus.
Your opinion please. Walter

Q: Hi There

Fairfax has just announced the reset rate on the above at 2.91%.
My reading of the prospectus was that the reset rate was to be equal to 2.66% plus 5yr GOC rate(~0.79%) = 3.45%.
what am I missing here.
Thanks
David

Q: Would you buy this ETF at todays price or wait awhile to see if the price of oil continues to go down? Realize this is a tough call but I value your opinions. Tks, Bill

Q: Hi Peter,

Again, just a recent subscriber. I noticed last week your response to another subscriber about some small cap US stocks that you might like.

Of the suggestions, I did some of my own research on TCON and MNST and bought positions in both. Tcon is up almost 50% and MNST is up approx 20%. As you suggested they are spec positions so I took relatively small positions in both. Nonetheless those trades alone will pay for your service for the next 10 years

First, thanks for the great ideas.
Second, why don't you guys start a small cap US growth research service? The variety of stocks for you to recommend is extremely broad.
Thirdly and lastly can you suggest any other small cap growth in the US that I can research?

Much appreciative

Q: I am thinking that it is time to own a transportation company to take advantage of low gas prices and improving economies. I know that you like both of these companies, so I am wondering if there is something to suggest buying one over the other? Both seemed tied to North American economic growth although perhpas Cargojet may have some international business so I am thinking that this is an apples to apples comparison despite the different modes of transportation provided. I have a preference for company that could be a long term hold with a growing dividend.

Appreciate your thoughts as always.

Paul F.

Q: Good morning. I would like some help with my TFSA. At present I have CIX (+5%), FTT (-15%), and VET (-26%) and cash. Total value is 30K with 12500 in cash.
After reading through your TFSA questions I am tempted to sell all holdings and buy new holdings. (ie time to let the losers go and place money into your recomended stocks with good growth potential)
I am 53 year old with a non registered acct holding blue chips and your model portfolio.
Your help is greatly appreciated.

Q: Hi Peter.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.