Investment Q&A

Q: Hi Peter & Team,
IGM is now included in the income portfolio and yet on many occasions 5i promote ETF to avoid high mutual fund fees. Please do not take it the wrong way, I believe 5i service is exceptional but can you explain your reasoning.Thanks

Q: Your thoughts on Aecon's earnings released after the bell yesterday (Wed, Nov 11th) please and their prospects going forward?
Thanks

Q: Could you comment on the results ?

Q: Could I please have your view on Knights last quarterly results. It is only 1% of my portfolio and debating on adding to my position. Thank you.

Q: Telus is down $3 in 3 weeks. Is this a buying opportunity or a warning? Thanks.

Q: Please comment on Polaris Materials third quarter results released on November 11, 2015.
Will the improving US economy help this stock recover. The share price has been on a downtrend since first quarter of 2014.

Q: Please comment what do you think the market reaction would be to their announcement of delay in financials and preliminary results. Thanks

Q: Appreciate your comments on earnings. I wonder if Veritas would like to comment

Q: could you advise me on this co,i have a big loss should i sell
Thanks

Q: Hello Peter, I bought this REIT a couple of years ago (admittedly blindly, just on some positive comments from J-F Tardif). I've been quite happy so far as, while the gains have been modest, it keeps paying out an almost 9% distribution without a lot of drama. Have I just been lucky so far? Can you offer a brief assessment of this REIT please, including its payout ratio and if you see anything that suggests I should take my gains and apply them elsewhere. Thanks in advance!

Q: Would you ascribe the significant recent weakness in SCL primarily to company fundamentals or to tax-loss selling? In other words, would this be a good entry point for a speculative position?

Thanks!

Q: Whats is your thought on this reit they increase dividend 3.3% this quarter.

thanks

Q: Hi,

I wanted your opinion on the following stocks that tanked for me
TCK.B down 59%
TOU down 39%
CXI down 28% (in TFSA)

They were all 2% holdings in my portfolio....but not any more. Is it time to sell, hold or double down? For TCK & TOU I could sell for capital loss and buy them back in January if you think there is value with those stocks? My time line is at least 5 years, if not 10 - 15 years.

Thanks

Q: Hello Peter, Your opinion on this stock. It is one that is continuously dropping. Do you see any future for this (worth holding). Or is it dead money and better taking loss and moving elsewhere.
Thanks as always for your help.

Q: I thought your readers might be interested in this great article by the Financial Post re Amaya and its CEO, David Baazov:

http://www.financialpost.com/m/wp/blog.html?b=business.financialpost.com//financial-post-magazine/high-school-dropout-has-turned-amaya-into-a-gaming-and-publicly-traded-powerhouse

I believe the market and investors are over-reacting a bit to near-term guidance and need to take a longer term view.

Q: Can you comment on the ER to be released tomorrow Thursday before open? Thanks.

Q: Last night I asked a question as per bellow. I am re-sending it as it may not have reached you. Thanks. Joseph


I have some US$ to invest and am looking at the technology/internet sector in the US: PNQI (Powershares NASDAQ internet), FDN (First Trust Dow Jones Internet Index), IGM (iShares North American Tech ETF). (All of these have a heavy weighting in Amazon, Google and Facebook). I am also considering to invest in the US financials sector through an etf such as XLF or through a few individual bank stocks such as WFC, BAC & JPM. My goal is to invest in the US sectors that are best positioned to grow in the next 12 - 18 mos. First, do you see these 2 sectors of technology/internet and financials as the best sectors to invest for the next 12 - 18 months and if so, please suggest your best choice for each sector and explain why. Second, is there another sector other than tech/internet and financials worth considering at this time and if so can you suggest what I should invest in for a hold of 12 -18 months?

Q: It had a nice pop today ...your thoughts on the earnings report ?

Q: I hold BEP, BIP, TRP at roughly the same 1.5% weighting of my total portfolio in each stock. Utilities (ex telecom), oil and gas and infrastructure (mainly pipelines) make up approx 13% of total portfolio. with TRP now yielding 5% or close to it and the others over 5%, which would you prefer for an additional 1.5% weighting and a long term hold within an RRSP? I'm looking for avg annual 5%-6% total return and relatively low risk. Thanks

Q: Do you think that DH stands to benefit from the Fintech threat to the big banks? Or is DH vulnerable due to its close connections with the banks?
Thank you, Peter