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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: Peter thank you for your service.I am a higher risk investor,that has learned(painfully)to adapt my investment style to a more barbell approach.I expect the market to have a correction in 2014,what are your thoughts on REITS with U.S. exposure?
My thoughts are that they have limited downside,offer dividend,favourable currency exposure!
Would this not offer downside protection,but upside if correction does not occur this year.
Do you have any better ideas?
Read Answer Asked by Randy on January 24, 2014
Q: Peter-with the recent landslide in the Cdn $ -what wouls say your top five equity ideas be in Canada that perhaps have not moved as much as this should reflect -I can see some Reits with big US exposure -but others?........
Read Answer Asked by Kim on January 24, 2014
Q: i am loosing on these stocks,which stocks you think i should hold and which i should get ridof.
AGI,AX.UN,ACQ,BYD.UN,GIB.A,DH,EFN,L,MDA,MCR,SGY,TCK.B.i DONT WANT TO SELL GOOD ONES AND KEEP NOT GOOD ONES.
Read Answer Asked by nizar on January 24, 2014
Q: Re question by Vicki re not having MS Office to open reports (or anyone else) I have been using Apache Open Office for years. It's free and works well on PC or Mac. http://www.openoffice.org/
It may work for others as well.
Read Answer Asked by Brian on January 23, 2014
Q: I have three td mutual funds from my wife's estate. Can blue chip,can mo.inc and. Div. inc. These have considerable duplication in their large holdings.all have increased by 50%+since the sell off in 2008/9. I realize that a diversified hold ing of efts might give me a better return at lower fees .However at my age 89I am reluctant to pay the capital gains tax about $15,000. These I investments and others are a supplement to my defined pension plan. Is there a formula for considering tax in relation to potential gain?
Read Answer Asked by G Robert on January 23, 2014
Q: holding DGS - they just announced a Treasury offering - there was a significant increase in volume to the downside. Should I have any concerns about dilution, even though it is noted that dilution should not occur

Thanks
Read Answer Asked by Dave on January 23, 2014
Q: I am unable to open your Jan. 4th and Jan. 3rd Reports as I do not have MS Office. Can you do it in another format i.e. PDF? Thanks.
Read Answer Asked by VICKI on January 23, 2014
Q: Good morning,

I would like to add some gold to my portfolio, about 15k in holdings. There have been some positive results from rio alto and b2 gold of late, but my stomach aches when thinking of reinvesting in them given the losses suffered when gold imploded last year. Could you comment on the two, recommend a good alternative or ETF for gold exposure as a hedge against market capitulation, and lend comment to gold in 2014.

Thanks as always,

Eric
Read Answer Asked by Erichsen on January 23, 2014
Q: please comment if possible on TN.UN re dividend and possible capital gains
Read Answer Asked by george on January 23, 2014
Q: For resource exposure, I am concentrated only in oil & gas (likely because I live in Calgary). I have full positions in Cenovus, Suncor, and am overweight in Crescent Point. Since last fall, I have also purchased half positions in VET, WCP, TOU, Surge, and Bellatrix (based on 5i responses). I am looking to unload my Suncor, Cenovus, and Crescent Point positions in favour of adding full positions to the others. Does that sound like a reasonable plan to you and why are the analysts so bullish on CPG when I know that you are not enamoured with it?
Read Answer Asked by Robert on January 23, 2014
Q: Good morning, Peter.
I can find no news that might explain the drop in Horizon North Logistics' share price. I tried to contact the company but the voice mailbox was full. My email remains unanswered. I am perplexed.
If there is no fundamental reason for the drop in share price, I would substantially increase my position. Can you shed any light on this peculiar situation?
With appreciation.
Ed
Read Answer Asked by Ed on January 23, 2014
Q: Would appreciate an update on PMT with the higher gas price recently and better balance sheet
Read Answer Asked by george on January 23, 2014
Q: This may not be within your scope, but I would appreciate your opinion on the general reputation (for delivery of results) and past performance of issuers of Flow-Through LP's. I.E. their NAV at the time of the Mutual Fund Rollover approx 2 years down the road. In checking the 'New Issues' available from TD/Waterhouse for instance the following are listed right now...
Brompton,CMP,Front Street,MRF,NCE,NORREP & Sprott.

I welcome your insight!

Thanks
Read Answer Asked by Scot on January 23, 2014
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