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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 & Ryan
You may have seen a quantitative analysis of Investor Behaviour's contribution to results, along withAdvisor contributions. A sample pdf here:
http://www.google.ca/url?sa=t&rct=j&q=&esrc=s&source=web&cd=2&cad=rja&uact=8&ved=0CEMQFjAB&url=http%3A%2F%2Fwww.qaib.com%2Fpublic%2Fdownloadfile.aspx%3FfilePath%3Dfreelook%26fileName%3Dadvisoreditionfreelook.pdf&ei=mSJNU6SKEKep2gXCoIHwAg&usg=AFQjCNFwWBetw8xOGdROK8RQS4BwUts0Hg&sig2=-lpwYJX6Bs3EFHAV-aUgvA&bvm=bv.64764171,d.b2I

It is a long read but makes many good points which appear often in your Qs&As with quant backup. It has a soothing tone.

Post to view at your discretion

Regards
Ernie

Read Answer Asked by Ernie on April 15, 2014
Q: Hi Peter and team - can you please comment on using stop-losses to lock in dividends on etf's such as CDZ, XEI or even stocks such RY (RBC). My thoughts are that I would be happy to continue collecting the ~4% dividend on $100k invested and lock-in breaking even if the stop-loss was ever triggered. Pro's, cons and risks of this strategy? thanks for a great service... Al.
Read Answer Asked by Al on April 15, 2014
Q: The Japanese stock market has had a pullback. Do you have a view on its prospects now? If so, any comments on EWJ vs CJP? Thanks
Read Answer Asked by DEREK on April 15, 2014
Q: Hi,

Thinking about IAG and MFC. MFC has outperformed IAG is the past 12 months. The foreseeable slowdown of Chinese growth and other problems likely affect MFC's Asian business. Additionally, I am still not very comfortable about MFC's financial status.

For risk control, is it wise for me to swap my holding from MFC to IAG and maintain a similar percentage in my portfolio?

Thank you.
Read Answer Asked by Eric on April 15, 2014
Q: Hi Peter
I am looking at starting a portfolio for my daughter who is interested in growth stocks or ETFs with some protection to preserve capital. What 4 stocks and ETFs would you recommend.
Thank you for your comments on Surge which I have bought recently and is it still a buy?
Read Answer Asked by Hamish on April 15, 2014
Q: Migao's most-recent quarter reported improved revenue but a much-worse net loss. Potash prices are up slightly since the beginning of the year, but surely not to such a degree as changes the company's prospects. Yet shares show a pronounced uptrend since October 2013, and, at this time, a 'put' bid (200000 shares) at 1.45/share. With these divergent signals, is it even possible to form an opinion on Migao?
Read Answer Asked by John on April 15, 2014
Q: A response to Mike's April 15 2014 question about monitoring several portfolios. I suggest that he look at Quicken Home and Business – the Canadian edition. The Canadian edition will only operate on the Windows platform.
Once accounts are set up, Quicken easily updates prices and provide several ways to evaluate portfolios.You can view any number of portfolios in any combination or altogether. By adapting Quickens “Investing Goal” feature you can also review portfolios by sector weightings.
Quicken can be quirky and if you are not going to enter transactions regularly it's probably not worth the cost or effort to learn it. I would give Quicken a B+ with a C+ for customer service. Other than using Quicken I have no relationship with the company.
Read Answer Asked by Paul C. on April 15, 2014
Q: Hi 5i

My question is regarding Interfor IFP.A . I sold my position in the $17's and has pulled back to ~$15.25 . With respect to the US housing market, the issues of moving lumber and the weather, would now a good time to buy? Interfor reports May 6.

Thank you
Read Answer Asked by Robert on April 15, 2014
Q: Hello 5i.
I have been sitting back and watching the developments in the takeover attempt on Augusta AZC by HudBay as per your advice from my previous question. Augusta has since claimed there are multiple parties interested in purchasing the company. HudBay seems to be calling their bluff and is trying to get the Canadian regulators to remove the shareholder rights plan so they can get on with things. If there are other interested parties should they have showed their cards by now? Would it be prudent to still sit and see what develops or is the challenge to rights plan the signal to head for the exit? I would like to be gone with almost my original investment if there is nobody coming but HudBay at the end of it all as they have stated their plan is to wear them down over time as they have done to others previously. Thanks for all your help.

Dave
Read Answer Asked by Dave on April 15, 2014
Q: Hi Peter and Team:
Re: your model portfolio:
1. SYZ: volume is only 8950. should I buy at $8.8 now?
2. ENB: should I buy at $51 level or wait until there is pull back?
I bought most stocks as per your model portfolio and tries to buy at price same or lower than yours. for the last few days, performance was negative. Should I make any adjustment?

thank you
AD
Read Answer Asked by hong on April 15, 2014
Q: Hi Peter. WEF has slipped below $2:30 ($2:26 today) which was a bit of a support level. Do you see it going lower or?...also the us banks are report major decreases in mortgage applications / approval. Morgan Stanley was off 60-70% from this time last year. Do you think the us housing is slipping back. WEF is not that exposed (25-30%) to the us so I am struggling with the big drop from the high of $2.72. I am thinking of buying more but am a bit cautious . your thoughts are appreciated + keep up the great work
Read Answer Asked by Terence on April 15, 2014
Q: Hi,

I have a question about TKM. The stock had a huge run and is now back to half of its peak and the selling is ongoing. What do you think. Is this a pure speculative play or does it have real potential based on fundamentals. Thanks
Read Answer Asked by Imtiaz on April 15, 2014
Q: Good Morning Team,

The Globe and Mail published a story this morning that Oil Sands companies in Alberta will suffer if they do not own extensive natural gas resources due to the huge increase in the cost of that resource over the winter. In your view what popular mid-cap to large-cap energy producers are strictly in the oil business and therefore will face increased costs through the necessity of purchasing natural gas for their operations? Thanks!
Read Answer Asked by Paul W on April 15, 2014
Q: Just some general comments on AYA that some members might find useful from one who has been investing for 25+ years:
1) If you have followed the model portfolio, AYA should represent a max of 5% of your holdings
2) Not every stock in the portfolio is going to go straight up from the outset
3) It is very difficult to anticipate and "play" market sentiment swings, which is clearly affecting AYA presently. Stay focused on what the company is actually doing.
4) Don't check your stocks every hour. Better to evealuate monthly or quarterly, along with company information released.
5) We are all here because we believe in Mr Hodson's insight. Follow his portfolio, stay with his suggestions, and I believe you will have an excellent chance to outperform the market. That is all anyone could realistically ask for.
Good luck fellow investors!
Read Answer Asked by john on April 15, 2014
Q: AHF has management and financial ties with argent(AET.UN). Could this affiliation impact its reputation and status in the market?
Read Answer Asked by david on April 15, 2014
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