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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: What ETF would you recommend for US exposure( one that trades on the TSX)? Do I concern myself with hedged vs non-hedged? Thanks
Read Answer Asked by Michael on February 25, 2014
Q: I would like to get your opinion on a few poor performers in my portfolio (they are the majority of my holdings). I have had Trans Force for a year now. I bought TLB recently. COM was one of the best performers on my watch list, then had a shore issue and the stock dropped, and I purchased it, but it continues to drop. Are any of these still worth holding? I noticed from reading your questions and from watching the news that CSU was downgraded. Do you think that it is a buying opportunity?
Thanks for your great advise,
Dennis
Read Answer Asked by Dennis on February 25, 2014
Q: SVY/WRG/CDI/EFN - please help me analyze to select comparables for growth prospects and entry timing - thanks
Read Answer Asked by don on February 25, 2014
Q: Hi 5 I Team.
My daughter aged 30 is asking me to look after investing her self directed RRSP.
I have a trust account for her with all the good widow and orphan hold forever stocks.
Since she is young, I'd like 3-5 small cap growth stocks with dividends to invest her $19 K in.
Thank you in advance for your help.
Talk soon,
david
Read Answer Asked by David on February 25, 2014
Q: hello, Peter and your team,
Thank you so much for your good service, could you please tell me where I can learn the basic knowledge of technical analysis ever though I am not a trader. Thank you!
Yingzi
Read Answer Asked by Yingzi on February 25, 2014
Q: I finally found the "submit question" location/button. And here is the question that I e-mail earlier today, plus your reply. Thought it would be helpful to have the Q & A posted.

Good day Peter. What is a reasonable percentage range for energy stocks in a non-registered Canadian stock portfolio? Presently my weighting is 25% with drillers being 3.5% and oil and gas exploration, 21.5%, with 4.5% being CVE and CPG and then the others, are growth companies. (Energy infrastructure, like ALA are classified as Utilities.) CVE is held for big name "stability" and CPG for the 7.0% yield but I'm inclined to sell them if overweigh energy. Thanks for you real-time insights.......Tom M



Read Answer Asked by Tom on February 25, 2014
Q: Hello Gentlemen,

I have 10K for my TSFA and I am torn between investing in gold or just let my other investment in gold recover. I have 100 shares of G and of course I am still 20% under (it used to be 40% until recently.)

Now here is my question: would you buy CCL.B at this stage or would you buy a junior gold instead, trying to take advantage of its recent rally. I hear that those who ignored gold in the past only learned a lesson that gold did return to its glory and demanded twice as much as its previous peak.

Is this rally going to be any different? Would gold go more than it used to be just two years ago? Would gold teach the same lesson to those who disrespected it?

If the answer is a likely yes, then which junior gold would you recommend? I have been looking at:
CTG, MND, TMM, AR-T, and BTO, unless you have something with even more promise of growth.

Or should I just go buy 100 shares of the CCL.B?

Thank you, thank you, thank you!
Read Answer Asked by Saeed on February 25, 2014
Q: Could you please offer any comments on the CDV ETF. In looking mainly for income it seems like a good product? Thank you.
Read Answer Asked by Len on February 25, 2014
Q: The jan 20 issue of Forbes had an interesting article on Buy-write closed end funds in the U.S.. The 5 year returns of the 10 they covered averaged between 12% and 18.7%. The m.e.r.s were around 1%. They all trade below n.a.v. ,and the average yield is between 7 and 10 %. Are the trading strategies risky? Is there a disadvantage to Canadian investors? If not what are we missing? See: FFA ,BOE,CII,IGA,ETY,EOI,JSN,ETV,DPO,NFJ. Thanks, Philip
Read Answer Asked by Philip on February 25, 2014
Q: Hi Peter,
Many sources have indicated Mexico is due for a break out with new political leadership. Do you agree, and how would you play that possibility. How about EWW-N even with Fx risk? Thanks
Read Answer Asked by Derek on February 25, 2014
Q: Would you agree that all things being equal lack of diversification and realtors commissions means owning a REIT is a better way to play real estate than investing directly in rental properties? Bearing in mind the long term advantage of 5:1 mortgage leverage it seems that things are not equal and the advantage is currently with rental properties over a time horizon of twenty years or more .

Do you know any REITs in Canada or the US that employ the same kind of leverage? This would be especially useful when investing in the US market, as maintaning a property far away is highly stressful.
Read Answer Asked by Andrew on February 25, 2014