Investment Q&A

Q: Hi Peter
Please let me know what do you think about this company as a growth company in the portfolio?
Thanks
Ram

Q: Please provide me with your opinion on Service Now. Thanks

Q: What is your current view of TV....is it a buy/hold or sell?

Q: Hi Peter & staff:
In the event of a 25-30% market correction in what order would you rate the above stocks in order of safety? Thank you for all your help.
Ron Noble

Q: Flex appears cheap with a forward p/e of 10, it has had a nice run up in 2014 do you still see much upside in this one?

Q: Would you prefer BIN to WM? And why (not)? Thanks

Q: I need your advice on the fixed income portion of my portfolio, currently 17%. The equity portion is a well diversified mix of dividend payers, mostly 5i companies. Current fixed income holdings are:

CBO (2%)
XHY (2%)
CVD (2%)
CPD (2%)
CF.PR.A (1%)
5 year GIC Ladder (3%)
HISA/Cash (5%)

The first rung of the GIC ladder recently matured, but I have been reluctant to purchase another 5 year GIC with rates being so low (~ 2.05%). Would I be better off with a floating rate ETF like HFR or FLOT, or should I just continue with the laddering strategy knowing that eventually it will adjust to rising rates? I am also aware that I lack any government bond exposure. I am considering CLF, but with a YTM of .75% I wonder if I would just be better of with a HISA at 1%. I am 40 years old with a 10-15 year time horizon. Your input is most appreciated.

Q: Hey Guys, your thoughts on Gildan ' s press releases yesterday.
Thanks,
Jim

Q: Hi All, I concur with Neil's suggestions regarding your forthcoming growth portfolio. Would not need to be extensive reasoning. More just one or two liners on each selection with a rating system. Thanks in advance for your consideration. Have only been a member for a short while but can see your good work already.

Q: Hi Team,

DH and BIP.UN are rising rapidly lately including today. Is there any particular reason for this action? On another note, CTC.A is dropping incessantly since December. Hold? Ironically DH was getting to 9% of equity and I was going to trim back to 5%. Probably still should? Thank you for great advice.

Ted

Q: do you have a current view on westaim?-Kim

Q: Would you kindly comment on Stantec's latest merger?

THANK YOU!
Bryan

Q: Any idea why TX has been taking such a beating lately? I know that they have some O&G industry exposure, but TX shares have been dropping signficantly just over the last few days.
Thanks!

Q: how closely tied to the oil & gas sector is Aston Hill Financial Inc.

Q: what are your thoughts on the intertain deal. dave

Q: CXI(TSX) is deemed a foreign investment, as it is domiciled in the US. I guess I should have noticed that before I bought it. Would that affect which account one should buy it in( registered or not), with respect to US withholding tax etc.? Also useful to note this for the 100K foreign reporting requirements.

Q: Hello,
I have been slowly adding names from the model portfolio and now have money to add three more names. I currently own DSG ESL G SJ SLF WCP T from the model and I also own KBL PPL DHX SGY AVO BAC. What do you think I should add. I'm a medium risk, long term investor. Thanks for the help. I'm doing a heck of a lot better since becoming a member!

Q: A point of clarification regarding rate reset pref shares. When the rate is reset - I assume that the new dividend is based off of the "par" value of the share - $25 - and not the current market price at that time. For example - ENB.PR.B - on the reset date the new div will be derived based on the 5 year gov bond rate plus the spread of 2.40% applied to $25 and not the current market price at that time which is currently lower than $25. Thanks

Q: Still a decent situation ?

Q: Would you buy these stocks for a 5 year hold in a TFSA? Or is it still too risky? Wait for oil to stabilize?
Thank you