Investment Q&A

Q: Headlines scream out "Sell Everything" ... but surely there needs to be someone on the other end to "Buy Everything".

I've been slowly dipping in and buying and appreciate the wisdom in your answers to all members questions.

Do you have a gut feel for how long the market sell off will continue? I like open ended questions like these to see where you go with them.

Thanks
Mike

Q: The value of PJT.us shares allocated to my RSP is less than a percent of RSP. My options seem to be to leave the PJT shares which were remnants from the 'corpoarte action' by BX , i.e. leave them as is..... OR I could add to the holding. Since PJT is newly independent as a listed entity little history is available to us, the NON-Bloomberg Club :( .
With the panic selling lately (panic that is incomprehensible to me) PJT shares may have become good value . Perhaps now could be an attractive point at which one could add to above-noted PJT holding?

My question is whether PJT is a business whose shares are OK to add to?
Your diagnosis of PJT’s prospects and your opinion would be much appreciated, especially if you deliver your somber (and sober) ruling with gravitas.
Enjoy le weekend. AO: jv dictated
File : Dept: Neurosurgery, Trauma, Rochester NY

Q: hello 5i:
can you advise what type of tax treatment dividends from US REITs, such as OHI, receive here in Canada? From either a registered or open account?
thanks
Paul L

Q: Hi
I like to transfer NVS into my TSFA account.I own it since 2003 have a nice cg and would like your opinion on NVS for the transfer
thank you

Q: Peter and His Wonder Team
Peter you were great on BNN this week!
I am a little perplexed about the gold sector. Yesterday gold was up $17.50 yet most of the gold stocks retreated. I think this is irregular...why do you think this happened? In particular KGI was down with the rest ...and yet HMY was one of the exceptions to be up!
Respectfully...
Dr.Ernest Rivait

Q: I am looking to buy up to ten (10) shares of ALA to start a DRIP program for a granddaughter. Could a fellow member perhaps direct me to a web site where one can purchase shares to put in her name. Thanks for all help and knowledge provided by 5i's by professional staff and by fellow members. Thanks, Bill

Q: Hello,

Just wondering your thoughts on this company? The valuation appears to be cheap and I think they have a good foothold in their respective business. The pay a handsome dividend and I am very patient. I would be buying it in a TFSA.

Keep up the good work!

Q: Good afternoon:
You answered a question about MELI two years ago and stated that you viewed it as "quite risky". Would your view be the same at the current time and current price?
Thank you.

Q: For the A,B, or C company ratings in your reports, what factors are used to determine them ? e.g. A for Brookfield, C for Extendicare ?
Thanks.
Dan.

Q: Hi Peter and Team,

With the recent market turmoil and economic conditions expected for the next little while can you name 3-5 companies that you think would be absolute BUYs? Whether they are solid companies that have been brought down with the general market, or ones that can actually benefit from the current conditions.

Thanks,

Jordan

Q: What would be your top picks in consumer staples stocks for 2016?

Q: 20 % plus move in TCK the last 2 trading sessions on heavy volume. This in a crap market. Might there be something going on or just a rally because of the low share price.

Thx Blake

Q: You last commented on these prefs in Apr. Since then they have declined a lot further and now appear attractive for at least yield. Are you still comfortable with the credit rating of the company in today's environment?
Thanks

Q: My current position is approx. 65% UK, 19% Canada, 8% US, 5% Australia and 3% Europe (excl UK) where roughly 95% is invested in individual companies and 5% in ETFS.
In a previous reply to one of my questions (year or two ago) you referred to capital flows.
In the environment we're in today where do you think capital flows momentum is or will be - the (perceived)safety of the US or elsewhere?

Q: Hi, Nice to see Constellation software as your Top Pick on BNN !! Just a clarification about Mark Leonard's shareholding: Mark owned 1,436,136 CSU shares as per March 27, 2015 management information circular. Is there a change? You mentioned that he owns $500 mln worth of stock. Also, 17x earnings is current earnings for 2015 or forward earnings? Thanks

Q: i keep looking at this company, i own some and i wonder why you guys are not all over it.
13.5 per cent yield which is safe, stock is cheap, earnings were good,paying down debt, what am i missing.lawsuits settled.
great operator in this jeff smith, do you know him. dave

Q: In your opinion which Canadian bank(s) do you think has the strongest management team?

Q: With new TFSA money, which stocks in the Growth portfolio would you top up in the current enviroment?

Thanks

Q: I find it interesting that KMI, currently at $13.00, offers January, 2018 long Leap put/call straddles for approximately $8.00.If bankrupt within 2 years, you are paid $5.00 while if the stock rebounds to a price it was at barely 2 months ago, you break even. Comments?

Q: Some say the extremely high debt governments are carrying will take whole world down.. And China's extremely unmanageable ( undisclosed and previously hidden) debt will bring widespread collapse to the western world as well as their own economy
Do you agree, and specifically why/why not? How-- on what basis would you assess now whether we are going into a severe bear market? Should a 'wise' investor "cut n run"?