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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: Hi Peter and Team,

In previous answers to questions you've said that 1) earnings, 2) interest rates, and 3) flows of capital (e.g., from bonds to stocks) tend to be the main drivers of market activity.

What is your take please on these drivers so far this year in Canada? Are any trends emerging?

Many thanks.

Michael
Read Answer Asked by Michael on March 17, 2014
Q: Do you anticipate a substantial pullback in the market in the next while?
How would you recommend to prepare for the possibility and
Would things would you recommend to do if it should come more suddenly than rxpected?

Thanks
Read Answer Asked by lyle on March 17, 2014
Q: Hello Peter and Staff
Should I be concerned re SLF. Since purchase, based mostly on recommendation here, plus some personal research, on Feb. 28 it has been steadily down - almost 5% - in less than 4 wks. Is there something new in the interim. Should I hang on hoping to make up that 5% and perhaps make a little more over the balance of the year. Thanks very much
Read Answer Asked by Phyllis on March 16, 2014
Q: Do you follow any company that is in the 3D printing space, hardware and software. Are any Canadian companies involved in this very interesting process.
Thank you.
Terry
Read Answer Asked by TERRY on March 16, 2014
Q: it is quite often suggested that so called allternatives can be benefical to diversify. could you advise? and also what would your opinion as to the weight and could you please comment on xal for this purpose? thank you kindly Larry
Read Answer Asked by Larry on March 16, 2014
Q: I own BTO and am still in a positive position even with its drop to 3.43 today. Should I hold or better to switch to another gold. Only other one I hold is Goldcorp. Thanks. Helen
Read Answer Asked by Helen on March 16, 2014
Q: Hi Peter and staff:
1.)Which ones are growth stocks with the best potential?
2.)Which gold stocks with the best growth potential do you recommend?
3.)Is CFF worthwhile keeping?
Thanks. I am enjoying your services and will presently renew my subscription.
Klaus
Read Answer Asked by Klaus on March 16, 2014
Q: Hello, which one you will prefer today to buy - Canadian energy ceu or black diamond bdi for growth and safety. This is part of balanced portfolio and 1-2yr hold.
Read Answer Asked by RUPINDER on March 16, 2014
Q: Good day Peter...I'm caught up trying to classify positions by sector. And I need feedback about a few REIT Trust companies. Should all REITs.un be classified under real estate or CSH.un as health care, GRT.un as industrials, BYD.un as consumer discretionary and HR.un as diversified?......Thanks....Tom M
Read Answer Asked by Tom on March 16, 2014
Q: Recently you remarked that REITS could be considered part of the fixed-income portion of a portfolio. Could the same be said of Mortgage Investment Corps (e.g. MCAN, Timbercreek, Trez), or would they be part of the equity allocation?

What is the difference between Timbercreek Mortgage Investment Corp. (TMC) and Timbercreek Senior Mortgage Investment Corp (MTG)? (Same with Trez Capital: TZZ and TZS.)
Read Answer Asked by chris on March 16, 2014
Q: I interpret that you are not constructive on Leon's (LNF) based on your response to Dennis & his TFSA question today. It has a 2.55% yield and a beautiful chart. Could you expand on your position?





Read Answer Asked by Donald on March 14, 2014
Q: hello Peter & 5i team. I read today CSX after the harsh winter will reduce earnings by $0.10/share in Q1 and that execs are cautious on full-year profit and on if the company can reach its goal to achieve a two-year CAGR of 10% to 15%. I very recently bought shares at $27.69 and price as of today is $28.56. My feeling is to sell right now. Your thoughts please and as always, thank you for your time.
Read Answer Asked by Gord on March 14, 2014
Q: Please elaborate on your negative long term view on STB.
Read Answer Asked by carey on March 14, 2014
Q: Peter, I asked a question yesterday PM. & received the answer this early AM. Fabulous service. On the other hand, I asked a question about 10 days ago on STB & am still waiting for your reply. I didn't bother to enquire before because of your note concerning possible delays. My earlier STB question again concerned the continuing monthly purchase by SNCF of nearly 100,000 shares & now represent over 10% of issued securities.
I have a substantial investment in STB (for monthly income only & have protected the downside) however, I just find it unusual that a very large France based conglomerate would continue to invest nearly 1mm a month in this really small SchoolBus Co.???? As ever, your expertize is appreciated.
Read Answer Asked by Robert on March 14, 2014
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