Investment Q&A

Q: goodday
In your options strategy i notice that you renew the option or sell another one about once a month. I have heard that others look out to two or three months. I have looked at calm and noticed that on a $60 strike price, you stand to make pretty much the same premium, the feb premium just paying thrr times more than the dec premium. I would like to know if there is any kind of advantage in the once per month option
Thanks

Q: Hello Peter,
Other than positive comments on BNN, what is driving the stock prices higher everyday this week for crh medical, constellation software, and patient home monitoring. Do you think investors are just using BNN as a trading vehicle for stocks as opposed to looking at long term ? Also if you had prioritize your investments between constellation, Eng house and CGI group, how would you rate those? I was thinking 5% weight for constellation, 5% for Eng house , and 2 percent for CGI group. Please provide your view. Thanks again.

Q: What do you think of todays news by the company. At this price is it worth buying.

Q: Is DIV a buy now?

Q: Looking to bolster my income names. The pipelines/util are languishing near there lows and the price targets on the names are much higher not to mention the juicy dividends. They look really good on the surface.I have modest positions in TRP,ALA,VNR. ENB, BEPand IPL are also on my watch list. VNR is the one that has held up the best. All solid companies, But are these names good value at these levels, some still trading at high teen p/e . Or do the banks offer better risk reward?

Q: Hi Peter and Gand,

What's your assessment of BTO's ability to survive as a going concern, if the slump in gold price persists for the next year or two.

Regards,
Harry

Q: TRX took a nose dive today on no reported news that I could find. There is talk of a new inversion law possibly in the US. Pozen the co. TRX is merging with had an up day today. Could you explain to me how this is unfolding. Thanks

Q: Hi there,
In my TFSA I am down significantly on the following stocks with no tax loss benefit. Which of the following would you recommend doubling down on/ bringing back up to a 3% portfolio weighting? Do you think they will be under tax loss pressure over the next few weeks?
AVO down -50%
AYA down - 32%
GUD down - 11%
PHM down -60%
BIN down -20%

Thank you,
Kerri

Q: Hi, Peter
You may be interested sharing and commenting this story with the 5I members in your Blog.
All the best,
Claude
http://www.marketwatch.com/story/help-my-short-position-got-crushed-and-now-i-owe-e-trade-10644556-2015-11-19

Q: I have heard comments that higher yielding stocks such as utilities, reits, pipelines and banks are bond proxies that will decline in price substantially when interest rates rise because their yields will rise along with interest rates. Do you know what the historical relationship has been between higher yielding stocks and interest rates during previous rate increase cycles?

Thanks

Q: GSY.T had a nice run lately what is your opinion? Do you see more upside or is it time to sell. Thank you Roland.

Q: what do you think about the class action lawsuit reported this morning? Could you explain how the installment receipts work?

Q: Hi Guys,

Is there any hope this stock will rise from the ashes? Could you comment on their last quarter report.

This is a "speculative" investment for me and is a very small portion of my portfolio (less than .5%). Should I move on to something else with these funds?

Thanks for your thoughts,
John

Q: Peter and Team:

What would be your preferred names in BC/Alta gas fields that would expect to benefit the most if an LNG Export Facility ever becomes a reality.

Thanks

Phil

Q: Hello Peter and 5i:

I like your Balanced Equity Portfolio, and understand you started it with equal dollar weighting in March, 2013. Currently, however, the % weightings range from about 3% to 6%. I have two related questions:

Question 1: If an investor were to set up this portfolio today, would you recommend EQUAL DOLLAR WEIGHTING in the stocks, or would it be better to use the current weightings?

Question 2: Do you recommend "REBALANCING" the stocks in this portfolio, e.g. once a year? Ie sell some shares of the companies that have the highest weighting, and use the proceeds to purchase shares of those with the lowest weighting, to equalize the weightings again. Would this be a "buy low, sell high" approach.

Thank you!
Ken Morin

Q: Could you please pick a large cap and a small cap oil company that is best positioned for capital appreciation in the event oil prices pick up late in 2016.
Please feel free to consider this two questions

Q: Over 9 million shares sold Friday, institutions stepping back in?

You figure institutional selling is all but over?

Cam

Q: Could you provide your opinion on Teck Resources. I am thinking of entering in to it at 5.98 today. Will it be a good one for a 1 yr period

Q: Hi Peter,

Always nice to see you as a guest on Market Call.
I noticed you don't personally own any of the past picks you talked about.
Just curious, how do you participate in the "market"? ETF's, low cost mutual funds, individual stocks? Do you own any of the stocks from your published portfolios?

Thanks

Q: On Nov 20, 2015 you replied to Herbert "Because the Caisse's interest is directly into a subsidiary, there is not dilution in the usual sense in terms of shares issued. BBD will get capital, and simply own less of the unit. BBD has also asked the Federal government for money."

1) I am trying to understand. If BBD own less, doesn't that mean BBD shareholders will own less, get less of the revenue/earnings pie and in the end, result in some of shareholder dilution?

2) Additionally, I have to believe that with all the money this company is getting from government bodies that this will also create further dilution (unless it is money that is invested to protect jobs..) ?

Thanks.