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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: Buy before or after Earnings Release?
I have done both and invariably seem to get it wrong on both sides. Optimistic about a prospective stock, I buy before and am disappointed by a poor result. Cautious about a prospective buy , I wait and then wonder if I should "chase" after a good result. I have no consistent strategy, but am increasingly coming to the view that's it's better to wait in order to avoid the loss with the proviso that you'll have to pay up for a good result.
What do you recommend as a general guideline in this situation?
Thanks
Read Answer Asked by William on March 16, 2015
Q: Hello Peter & Co.:
I'm a buy & hold type investor. Here's what I hold in my CA portfolio:
Consumer - CGX, CCL.B, MG, DHX
Financial - BMO, BNS, HCG, SLF
Industrial - BIN, CNR
Materials - SJ
Oil&Gas - PEY, VET
Technology - DH, CSU, OTC
Telecom - T
Utility - PPL, IPL, ALA

Between ATD.B and XTC which one do you think fits the best. I'm kinda leaning towards XTC for the higher dividend, but ATD.B seems as though it would be less cyclical and a good defensive stock to own.
Thanks so much for all your help.
Read Answer Asked by Andrew on March 16, 2015
Q: Hi, while trying to balance my portfolio with a target percentage holding for each sector of the economy I realized that I am very light in the following areas; Healthcare (I don't have a single holding) consumer staple (only holding is Loblaw) and finally Telecom (I have holdings in Bell and Telus). I prefer buying companies that pay a dividend & have room to increase these dividends from time to time...Could you please recommend a few solid names in each of the 3 sectors I am looking to add to. Thank you very much. Mario.
Read Answer Asked by Mario on March 16, 2015
Q: Hello 5i,
I am considering buying my foreign holdings (outside North America) in the currencies of their respective countries, currently they are held in US dollars. When a sector is bought into, I generally will purchase approximately 10 different securities to remove the idiosyncratic risk, so I have a lot of companies. Currencies considered other than Canadian and US are British Pound, Euro, and Australian Dollar.
What do you think of this?
Thanks,
Read Answer Asked by Mark on March 16, 2015
Q: Hi Peter, read your article on March break strategies in FP. I will be spending April in Europe. YTD I did very well with some Canadian companies such as AC, VRX, Magna, but especially in the US biotech sector. What should I do? Go to cash? Put in stop-loss orders? Or just monitor the market from Italy - I can trade over the internet, of course.Thanks for your advice.
Read Answer Asked by Kurt W on March 16, 2015
Q: Hello Peter,
Being with Raymond James, they recommended buying Bird Construction as they had it as a Strong Buy beginning of 2014 so we purchased it and have been losing money ever since..now down 30%. Last Friday Raymond James downgraded the stock to market perform with only an $11.00 target. In their notes they say it is a great company but not the best construction stock to own at this time. I am wondering if we could get your take on BDT and if the dividend was safe at this time. The dividend is important to me being a retiree.

Or would you suggest we put our money into something else.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on March 16, 2015
Q: hi peter is ffh a buy at the moment thank you.
Read Answer Asked by suzanna on March 15, 2015
Q: I own Delphi at higher prices and am thinking of selling for the capital loss and using the money to buy Painted Pony. (PPY) I would like your thoughts on that or another gas stock. This would be my only natural gas stock. I would also like to know about GLN Glentel and if this deal is going to be completed and do you have any idea when we can expect the deal to close. THANKS
Read Answer Asked by John on March 15, 2015
Q: I purchased this at the same time as A&W and both have dropped substantially since purchase.
I would appreciate your review of the financials of RPI. and is the reason due to recent distributions made or are they connected to Market swings.
I am wondering if I should be selling or do you consider this holding appropriate.
Thanks for your advice
Read Answer Asked by Rick on March 15, 2015
Q: Hi all,
ISSI a small us tech company is taken over by a consortium. ISSI Enters Into A Definitive Merger Agreement To Be Acquired By Consortium For $19.25 Per Share

Following the announcement I received roughly 15 email alerts of law firms launching investigations of the deal. This seems to confirm the feeling I have - 20% premium over Wednesday price isn't much.

Now what to do? I worry if I hold and the deal collapse investors will punish the stock due management not working in shareholders best interest. Any chance of better deal in this case? Thanks
Read Answer Asked by Dominic on March 15, 2015
Q: Hi Peter and Co.
Have you taken a look at the earnings yet? Rev. was 5.2 million and earnings 0.06 per share. Rev. growth was 26% and earnings were down year-over-year because of one time costs. What were expectations and what do you think of the earnings?
Thanks,
Michael
Read Answer Asked by Michael on March 13, 2015
Q: were cxi earnings yesterday good enough to justify your top pick on bnn on feb. 4. if you owned it would you buy more now. dave
Read Answer Asked by david on March 13, 2015
Q: Hello Peter:

Could you please comment on the latest earnings results for Gamehost. Is the dividend safe. Thank you.

ED
Read Answer Asked by Edward on March 13, 2015
Q: we hold a 10,000 dollar corp bond with this company with it declaring
there bankrupt what happens to the bond ?
thanks
Read Answer Asked by Sam on March 13, 2015
Q: I own 275 shares and thinking to sell, reasons are I don't shop there at all and when I have, I find it time consuming and confusing. Is that a valid reason or should I just go by the numbers- revenue, balance sheet and so forth...
Read Answer Asked by Warren on March 13, 2015
Q: Hi Peter and team
It is time to invest this years contributions in my 35 year old's RRSP which is currently structured: 5% Sylogist(SYZ),15%Telus(T),3% Surge(SGY),18% CDZ,13% Brookfield Renewable(BEP.UN), 4% DHX media(DHX.B), 4% Exco (XTC) and 38% cash.
What would be your recommendations for deploying the cash for diversification and growth, indicating if possible percentages. I have been considering Currency Exchange (CXI) and Alimentation (ATD.B) and some Heath Care but unsure of which ones. Should I consider increasing Exco to an 8% position. I would greatly appreciate your views on this.
Regards
Kathy
Read Answer Asked by Kathy on March 13, 2015
Q: Yes James, like Noel said, I 2 find it difficult to get it right in stepping in. Blast, eh! 5iR suggested technical analysis. On that score I like Alexander Elder, like come into my trading room. I promise myself 'follow it'. But I become impatient aha ahaha...
Read Answer Asked by Tom on March 13, 2015
Q: Hello Peter et al.

With the recent news about the Bond proposal and having 40% of the bond holders already approving it, does this stock have a chance to rebound? The meeting is scheduled for the 27th of this month. Most people think it is a dream deal with only 10% dilution. What is your opinion? I know before you said it was essentially a lottery ticket but do you think the odds of this turning around have gotten better with this deal.

Thanks,

Brendan
Read Answer Asked by Brendan on March 13, 2015
Q: I bought byd.un at 10, this represent now 3.5% of portfolio. also their dividend is not eligible. Technically it seems to have rounded a top, I am not afraid of capital gains tax. Would you trade it or part of it for exco.
Thanks
Read Answer Asked by francois on March 13, 2015
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