Investment Q&A

Q: One of the key points you stress when evaluating a company is the management. With respect to SGY you state "management has built several successful companies before"; and with respect to DHX you state "DHX management has done it all before at prior companies, which they grew and sold".

Can you expand more on these prior successes. What successful companies did SGY's Paul Colborne build? What companies did DHX management grow and sell?

Paul

Q: Just a comment. ENB is NR in the model portfolio but rated A- in the 'global' portfolio.

Q: Hi I would like to know your opinion on Prudential Financial (PRU-US)? Thank you. Jean

Q: Exploreco is the offspring resulting from the proposed takeout of Crocotta.What valuation does the market place on exploreco and do you folks think this is a reasonable valuation?Thanks for your analysis.

Q: What is your opinion of Saskatchewan Pension Plan. Is it a viable alternative to use in your RRSP?

Q: I'm looking to add some US exposure into my portfolio. What is your opinion of Boeing (BA.US) over the next 12 months?

Q: I was wondering if you could comment on the value you see in Or. I'm not sure if I completely understand what this stock is all about. Would it be considered to be as risky and volatile as many gold stocks? Will it move up and down in step with other major gold stocks? Thank you.

Q: In my various trading accounts, I have:
ABX, AGU, AVO, BEP.UN, CGX, CSH.UN, DHX, EFN, ESL, G, SJ, SGY, TCK.B, & WCP

My losers include ABX (significantly), G, and TCK.B
My problem is that I haven't done very well in my non-registered account and this is where ABX resides. If I have a tax loss, I don't think I have very many gains to counter it.

G and TCK.B are in my RRSP and TFSA respectively, but I think you are fairly positive on these. Should I sell ABX and hope I have enough gains later in the year to balance this out with? Also, am I diversified enough?

Thank you SO MUCH for this service!

Q: Hi Peter, have excess cash in RSP account and wondering about WIN/CCL.B/MDA/DHX. Do you have a preference from these? I have a 10 year time frame and own most of the more growth oriented stocks in the model portfolio. Thanks for Amaya and all the wonderful advice. Bill Y.

Q: It seems Lithium is required for quite a lot these days including the batteries which power Tesla Motors electric cars. Recently an item appeared in a UK financial magazine about Bancora Minerals, BCN, a Lithium miner in Mexico. Usually I stay away from penny stock but what do you think?

http://moneyweek.com/right-side-why-the-hell-has-nobody-noticed-this-amazing-stock/

Q: Good Morning
Quite a few years ago I began investing through full fee global mutual funds. I graduated to purchasing individual stocks through a discount brokerage account but held on to the mutual funds which now comprise about 15% of my portfolio. The mutual funds have performed OK, nothing spectacular, returning a little over 9% annually and have doubled in value. The MERs are high at about 2.75%. I would dearly like to switch into global ETFs. If I sell the mutual funds over a number of years, I will limit the capital gains tax bite to about 15%. I calculate that going forward if the mutual funds average 7% then the ETF should average 9.5%. I arrive at this by adding the 2.75% MER back onto the 7% gain and then subtracting .25% for the ETF MER. At this rate it will take 8 years to recover the 15% lost to capital gains tax and achieve the ongoing benefit of lower fees. Is this a valid strategy or am I missing something?
Thanks
David

Q: Hello, Peter
When a company grant stock options, do they have by "law"to:
1/Disclose the price granted
2/ Disclose the strike price
3/ announce within a certain limit of time after the said grant

And if I may, when insiders of a double listed(US and CAN)buy or sell shares, do they have to "press release" the operation and if yes how much time are they are given to announce the operation.
With much appreciation for your answer.
CDJ

Q: Good morning,

I have been looking at selling Badger(BAD) and purchasing Canyon Services(FRC) Great service from 5I

Carl

Q: "We are considering adding a growth portfolio; but at this time are not sure of the timing on such."

--------

Peter, can you elaborate on your thinking per your comments above? I too am in favor of seeing a growth model portfolio (for the ones willing to take on more risk). Thanks.

Q: Hello Peter - We are considering buying either Tourmaline (TOU) or Paramount Resources (POU), or maybe half of each? Which do you prefer? or can you recommend something else.
Thanks for your advice.

Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?

Q: Peter; With this mornings GM recall could this filter down to ACQ.? Im not sure how many of their dealerships are GM. Thanks. Rod

Q: what is the best choice for a company with a dividend in excess of 4% with good growth prospects for a 3 year or more hold? Sector not impt. Thanks

Q: Good luck with your recovery,I will be making a contribution towards your ride.Thank you for excellent service.
Would like your thoughts on EFN Element Financial.
Thank you Doreen

Q: I wish to move a major portion of my US$ and $CDN portfolio into safe, defensive, securities such as bonds, preferred shares.ETF's or solid common shares that give me a reasonable yield. Please give me a few names to consider for each currency.
Many thanks
L