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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: Peter (et al)
Just caught you on BNN. Great info as always.
At the end of the show you mentioned the "growth" portfolio coming this March. Your brief comments about it (riskier, mainly small cap etc.)got me thinking. Without wanting to burden your resources, but because you may be including stocks not generally well known, would it be at all possible to provide a very brief summary of each of the stocks in the portfolio with your reasons for including it - nothing like a full report, just essentially, what you like about the stock. And, also, perhaps a rating of each stocks "risk quotient" compared to the whole portfolio (perhaps in "risk stars" or some other such goofy summarization) - just to give us an idea. What would be totally cool is if one could click on the name and pull up a brief summary and risk assessment.
Again, you already provide so much, I feel bad in making these suggestions, but, in the long run, perhaps doing something along the above lines may actually reduce the number of questions you would field about each of the stocks.
Thanks for you consideration.
Read Answer Asked by Neil on February 05, 2015
Q: For balancing my portfolio, using the ten sectors as you listed on Jan. 16th., where do I put Real Estate?
Leonard.
Read Answer Asked by Leonard on February 05, 2015
Q: Hi Peter. There is a crushing amount of debt in the world which I feel may be beyond the ability of governments, companies and individuals to ever repay, as credit room appears nearly exhausted. If this is correct, the risk of creditor defaults is significant and may lead to bad deflation. Could you give me your opinion on the risk and significance of deflation and how can you protect your assets in that situation, other than holding cash?
Thanks again for your invaluable advice.
Read Answer Asked by jacques on February 05, 2015
Q: Hi, I have been thinking of asset allocation over my registered and non registered portfolios as a whole. Presently I hold a mix of about 80 per cent stocks and 20 percent fixed income. When one advises allocation of an individual stock not to exceed say 10 per cent, or a sector such as financials not to exceed 30 per cent of a portfolio, is this 10 or 30 per cent of the stock holdings only or is it 10 or 30 per cent of the entire portfolio including fixed income and cash?
Read Answer Asked by MANFRED on February 05, 2015
Q: Hi peter , can you give your view on american hotel reit, with a current 8.2% yield and the lower cad benefit, it seem like a good investment.
Read Answer Asked by samuel on February 05, 2015
Q: Good day!
What can you tell us about NYX? The stock price seems to be going straight up. Does this look like an investment opportunity? Would this be a good time to buy? Is this a potential company for a take over?
Thank you.
David
Read Answer Asked by David on February 05, 2015
Q: Now that I have a Total Portfolio (TP) of all accounts or buckets, I wondering what else I can add to it for analysis/worthwhile information purposes. One will be yield to come up with the weighted yield for the TP. Now for the questions -
Would it be worthwhile to identify each equity holding as value or growth? If so, what would be the criteria for value, like high yield or/and "stable" company?
Would it be worthwhile to track the weighted beta for the TP as a measure of volatility?
Are there other measures that you might suggest, especially given the spread sheet is up and available. All these "measures" I would update every other quarter for so, eh?!
PS....the TP had a benefit... did show concentration in the finance sector. Again, thanks for the "education for practical works'........Tom
Read Answer Asked by Tom on February 04, 2015
Q: Peter; I own GS and am thinking of adding FSZ. Does it make any sense tha FSZ, aka National Bank, would acquire GS? Thanks. Rod
Read Answer Asked by Rodney on February 04, 2015
Q: Hi Guys,
A quick clarification on QST, I thought that the EPA in the USA mandated the new stringent environmental regulations for 2015? In other words I was under the impression that O&G companies had to curtail emissions this year and therefore falling oil prices shouldn't have a negative impact on their business if companies are forced by law to implement emission controls this year. Thank-you
Read Answer Asked by Chris on February 04, 2015
Q: Hi
With yesterday's announcement at Gilead and reaction in drop of share price would you consider this a buying opportunity?
Regards
Kathy
Read Answer Asked by Kathy on February 04, 2015
Q: Good Day, Curious as to your current view of FSZ. I have held it for awhile based on your recomendation. Is it still a hold? What other names would you suggest for long term growth/income? Thanks
Read Answer Asked by Lavern on February 04, 2015
Q: Peter, can you explain why inflation is so important? What happens if the central bank cannot reach their inflation target? Sorry if this is such a basic question to ask. Thanks in advance.
Read Answer Asked by Iskandar on February 04, 2015
Q: Hi. I have owned this stock for many years. Did quite well with it at first and sold off enough to cover my initial investment. I still hold 500 shares and could use the money that selling them would generate to buy stocks in other sectors that I am lacking. (I seem to be over invested in the healthcare sector). My question is .... should I just sell it now and use the cash to re-balance, or wait to see what happens with the pullout from the US.
Read Answer Asked by Susan on February 04, 2015
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