Investment Q&A

Q: I have about 10% cash right now. Normally I prefer to be fully invested because I like the steady dividends. My investing style is somewhere between your income portfolio & balanced portfolio and the portfolio is reasonable balanced. I don't need to take anything from my investments now but I will in a couple of years.

It "feels" like sitting on a bit of cash makes sense right now in the short term and maybe take advantage of tax loss season or other buying opportunities (seems like a lot of those recently).

Your thoughts?

Q: Understanding the risks involved, how do you feel about holding equal positions in inverse ETFs (10%) and cash (10%) given the potential choppy months ahead for the market?

Q: What is the consensus for Q3 revenue and eps?

Q: Which would be a better buy? Loblaw or PBH?

Q: As someone who currently has little exposure to gold and precious metals, it seems that, from reading responses to other questions, now would be a good time to jump in. Would you be against a 5% investment?

What are two stocks and two etfs you like in this sector?

Thanks!

Q: Reko just announced year end results and had an excellent year.
The company has recorded its 20th consecutive profitable quarter and has paid down debt to a much more manageable level.
The Reko family controls approx. 2/3 of the company.
With a hard book value at 6.51 how would you assess an investment in Reko given their successful transformation to factory automation.

Q: What is your take on the potential merger. Is Amaya a reasonable medium term hold. Would your target valuation on the shares improve with the merger.

Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks

Q: HI,
In my RRIF I have 1000 FAP (Aberdeen Asia-Pac)
I plan to move all to ECN (ECN Capital Corp)
good move or bad move?
Thanks for your advice
Jean guy

Q: I have not yet exchanged my Intertain shares but if so I would take the exchangeable shares as you have recommended. However I am considering the following option: sell my Intertain shares on the open market this week and buy the Exchangeable shares (probably) when they become available. Could you please comment on this strategy the advantages and disadvantages. Thanks.

Q: If (and I know its a big if) oil continues to improve to the $55-$60 range in the next 6-12 months which three Canadian listed oil services companies would be your favorites for stock price appreciation in that time period.
Thanks, Tim.

Q: On this Thanks giving day Thank you peter and all the staff for your wonderful service and advise.

Q: I am going to start building the growth portfolio over the next couple of months, please identify ~5 stocks that might not hold their current valuation or that I should take a little longer to watch before purchasing.

Q: Hello & Happy Thanksgiving to all.

I’m considering lending my 18-year old daughter some money at 3% so that she can invest in securities that yield 6-7% (preferreds, etc). The favourable dividend tax credit, and other tax credits (personal exemption, tuition etc) should keep her tax bill close to zero.
Would you suggest an etf, like CPD, or would you pick a basket of individual names like ENB, BCE, NPI prefs?
At this stage in the cycle, would you go Rate Rest or Perpetual?

Any website you can suggest that rates the various preferreds? The TD monthly Preferred Report is the only one I know of.

Thank you

Q: I am attempting to enter some Vanguard U.S. $ ETFs into my watchlist. It will take VGG , but not VOO, or VTWO or IWR or VIG.

Any thoughts

Thank you

Paul

Q: Hello Peter and Staff
Please dock whatever questions you feel are appropriate. I believe HCG is only residential mortgages which caused you to drop it from the portfolio due to recent rules introduced. I also believe First National is in the same boat,ie beaten up because of its residential nature lending to home owners. I guess the CEO was on BNN and said the banks may take 20% of their business. FC and AI and TMC have not suffered the same fate so far. Are they not affected?
Also ,if you were to buy TMC for yield to replace FN, do you buy TMC or TF?
Thanks for all you do
Dennis

Q: I just realized that the 5i Research News that I receive by email updating the portfolios and their status is not on the 5i Research website.ie I cannot access those written reports off the website. Am I missing something or is this correct?
I like to print these written reports. I know that I can access the model portfolios from the website.

Q: "Austin

Q: I keep reading about this, but NO ONE can tell me exactly HOW to ENROLl in these DRIP Programs. I even dropped into the office of Agnico eagle around the corner, and they did not know.....telling me to see by broker. I also wrote to someone I respect very much at ROB, but to no avail. Can you please tell me how?"


With many decades in existence & probably the best site in Canada is:

http://www.dripinvesting.org/boards/boards.asp


It is a free, moderated and honest site. I have used it and helped many, many people across Canada with beginning a true DRIP and answering questions for over a decade.

The 2 main stock transfer agents which handle ~90% of all DRIP's in Canada also respond to some questions at this site.


OB, OperaBob, Robert Gibb is the Canada Board moderator. He has been on tv, & quoted & interviewed on some news sites over the years like the Globe & Mail....


There is a board for exchanging shares also.

http://www.dripinvesting.org/boards/BoardMsgs.asp?BID=8


Hope this is helpful.

Q: Looking for financial sector allocation suggestions as replacement for HCG/mortgage sector. Already have positions in EFN/ECN/CXI/BNS/SLF...any suggestions? or okay with going to 20% on tech vs current 15% 35 years old, money is all in registered accounts, little debt, and no need for money in next 10-20 years

Q: I cannot find the deadline date to elect to choose the "exchangeable shares" option. Questrade requires it. From the Intertain documentation, it seems it's up in the air? Thanks.