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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: Following up on your answer to manochehr, I have $250,000 to invest right now, which is 60% of my mother's portfolio. You seem wary of the market right now, so how would you suggest I go about getting fully invested? She needs maximum dividends for income to pay for her retirement home but is also concerned with maintaining capital.

Thanks - really enjoy this service and so glad I found it!
Read Answer Asked by TK on August 27, 2015
Q: It seems to me that ACQ has a reasonable dividend and growing earnings and the chart looks like it should it should get back to close to $40. That would be about 35% up from here. What do you think?
Read Answer Asked by ken on August 27, 2015
Q: This is a follow up on my question this week. Thanks for your response. You noted a 38% short interest and commented that you do not agree with the short thesis. Could you please expand on this. What is the short thesis and why do you think differently?
Read Answer Asked by Noel on August 27, 2015
Q: I am a fan of the Brookfield group and own BEP.UN. Looking at buying BIP.UN.However, this co. is concentrated in Brazil and Australia with assets that are to various degrees commodity related, ie, ports and railroads. Should this concern me? I am a long term investor Thanks
Read Answer Asked by Derek on August 27, 2015
Q: Way down over last little while: good dividend, high ROE, ROI and trades at PE of 6, drug in long-term trial & if successful would mean a huge incr. in scripts, sold off some OTC products to another company. Comments please as I have been watching this one for a couple of years. I own J & J in my USD portfolio already & was thinking of adding this one?
Read Answer Asked by James on August 27, 2015
Q: For fixed income portion of portfolio, I was looking at bond ETF. Do the returns include the dividends for eg. Cbo shows 4.4% return since inception. Does this include the 4% divident. Can you suggest some good reading for learning about bonds and other fixed income products. I would also suggest this as a possible topic for a future blog. For a diversified portfolio would you suggest Canadian, US and other international bonds?Thanks very much. Shyam
Read Answer Asked by Shyam on August 27, 2015
Q: Hi GREAT Team. Similar to Terry's question on Aug 26..I own M, BNS and SLF within my RRIF. I am trying to add more US to my PFs. I would like to have BMO change one of these to US $. and save the conversion costs. Of the 3 BNS is always in the red for me.
But which one as if today would be best? Thanks again for all you do for us...cheers for now
Read Answer Asked by El-ann on August 27, 2015
Q: For high risk, what is your view on Profound Medical? It has fallen hard with other small cap. Goodman from Knight is involved financially and at the board level. Other backers include the government. I'm not in a rush with this one and under $1 it looks interesting to me.
Read Answer Asked by James on August 27, 2015
Q: Hi guys,
Do you know a good app or website that I can use to track my portfolio and sector allocation? I used to subscribe to GlobeinvestorGold and they had a nice portfolio analyzer that I found handy.
Thank you,
Brent
Read Answer Asked by Brent on August 27, 2015
Q: I have bumped into to two fund managers/portfolio advisors in the last week, and I talked to both about their investing styles. Both said they were sitting on a lot of a cash that they have built up over the last couple months.

One also said they were selling there winners ex/ ATD.B and planning to pick it back up at a lower price.

Do these fund managers know something that retail investors don't?
It seems like professionals sometimes say buy and hold, meanwhile they are selling.

Or are they taking a guess and going for it?

I am very patient long term holder and don't trade very often, but I am curious who is doing all the selling in market down turns?

Cheers, Colin
Read Answer Asked by Colin on August 27, 2015
Q: What would be the catalyst to catapult MDA near to its 52 week highs of $101? I purchased a 4% position in November 2014, at $89, and rode the wave up, and then rode it back down. I'm still holding, having viewed all your recent responses to other members, within the last month, and have tried not to buy into the fear of sell offs. Is it wise to take it back up to 4% of my portfolio at this time, given the sale it's on, or should I sit tight and let it do it on its own? (I always hate to pass up a good sale, but if the shoes don't fit, and aren't likely to stretch a size or two, I wouldn't want to throw good money after bad. Thanks for your insight.
Read Answer Asked by Sylvia on August 27, 2015
Q: Hello, could you please recommend a couple of etfs for european or global dividends - diversified or healthcare specific - which are relatively safe and reliable. thank you very much
Read Answer Asked by Valerie on August 27, 2015
Q: Hi Peter Is GM a good buy at current price. The stock yields over 5%?
Read Answer Asked by John on August 27, 2015
Q: Hi Peter and Staff
The value of your service keeps shining through. At least if you sour on a stock we hear about it and if you soured enough on one in your portfolio you would drop it and we would hear about it. Jason Donville is a smart man but having added one of his Top Picks from October( Cipher) ,November (Direct Cash) and December (Biosyvent) and hearing on subsequent shows he dumped Cipher and Direct Cash since, it puts a pale note on following BNN Top Picks.....is RX a sell or hold at this time, I am under water on all 3 large.
Thanks for all you do
Read Answer Asked by Dennis on August 27, 2015
Q: Intertain dropped from $18 to $11 in less than a month and now erased all gains for the year. Are there any hidden problems with the stock? Any explanations for the steep decline (aside from bad markets or cashing profits)? It is now among the worst decliners in my portfolio among with few other former 5i favorites such as FM, PHM, SGY, and AVO...
Read Answer Asked by Michael on August 27, 2015
Q: hi folks:

can I have your update on this security?

and, should your review be negative, what would your choices be for a similar investment; both diversified (closed end/etf) or individual equity (wsp/stn/are etc)

thanks in advance

Read Answer Asked by Robert on August 27, 2015
Q: Greetings,

I have always wanted to own one of the Canadian railways but they have always been too expensive but it looks like a great opportunity now. I had initially wanted CNR as I thought they had less exposure to oil shipments and are about 2 pts cheaper on a valuation perspective but I may have misread that. If you had to choose one over the other today, which would it be.

Thanks for all you do!
Read Answer Asked by kelly on August 27, 2015
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