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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: Hello Peter & Co,
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
Read Answer Asked by Antoine on July 21, 2015
Q: Peter; When a company does a buy back program what reporting criteria are they obligated to follow, i.e. are they " insiders" and have to report that way or just quarterly or ? Thanks.Rod
Read Answer Asked by Rodney on July 21, 2015
Q: Hello,

Your comments on Purchasing XGD for a possible trade by the end of the year?

Thanks
Read Answer Asked by Francesco on July 21, 2015
Q: I am acutely aware that Gold is down sharply today. You have already answered another member about the investors losing confidence in commodities.
Of the medium sized Gold companies CG seems to have held the price better than others though it is also down! For example compared to Alamos, Yamana, Eldorado and such.
I see not many questions on CG on members' questions. None for a year approximately. What are the companies that can be compared to CG?
Any opinions or comments?
Thanks in advance.
Read Answer Asked by Savalai on July 21, 2015
Q: I currently do not hold any precious metal stocks, and am very grateful for this. I know some of this is pure luck, and am wondering about your contrarian view on the sector. I see some stocks like YRI, G, ABX that have gone down so low that surely there is "blood in the streets". Is this a time to step in, or is this not 5i's style of investing? If this is not a recommended style, I would totally understand, but figured I would ask. Thank you!
Read Answer Asked by Mike on July 21, 2015
Q: RE- BDI, SYZ, ACQ, SLW

Hello Peter, If you were to sell, how would you rank them.

Being considerably down on these, would you suggest holding any of these or better to take a loss and move elsewhere. Looks like energy and precious metal sector has no support.
Read Answer Asked by RUPINDER on July 21, 2015
Q: At one time you liked the management of baytex do think the dividend is save thank you
Read Answer Asked by Jack on July 21, 2015
Q: I am helping my mom invest for her TFSA. Currently she holds equal weights of a perpetual Brookfield preferred, Altagas (ALA), ZEB, and WSP. She has enough cash to invest in 3-4 more positions. I want to add relatively conservative dividend stocks with some growth potential. I was thinking of CGX as one of them but am not sure if it is overvalued. what would you suggest for 3-4 stocks?
Read Answer Asked by Maria on July 21, 2015
Q: Do you think this reit is severely undervalued compared to a name like TCN.TO tricon capital, MRG.UN own 30 multi residential proporties in the US and has a yield of 6%, with the the loonie going lower their asset and revenue will go UP. thanks.
Read Answer Asked by samuel on July 21, 2015
Q: Good day,
I see that Greene and Dalsin at PHM exercised a bunch of options earlier in the month and had to sell some shares to square up the tax bill which makes sense. However, I noticed yesterday (July 16) that it shows they sold 13,422,401 shares each at $1.36 which was carried out privately and now showing a 0 balance? Is this by chance a transfer to this new closed end fund or something? Maybe a transfer to a Hold Co? But it says specifically a sale? Thanks.
Read Answer Asked by Chris on July 21, 2015
Q: seems to be a lot of bank recommends lately, your feelings on that and can you give me your best advice in canada and usa
Read Answer Asked by eddie on July 21, 2015
Q: I currently COW less than 1% of total portfolio and have some extra cash and wonder if I should buy AFN or maybe more COW and AFN. What are your thoughts on this?

Thanks
Dolores
Read Answer Asked on July 21, 2015
Q: How much longer will you hold goldcorp? The stock has been a disaster.
Read Answer Asked by blake on July 20, 2015
Q: Peter : How do you view todays news--Good bad or neutral Thanx Robbie
Read Answer Asked by Robert on July 20, 2015
Q: I have had significant realized capital gains this year in my non-registered portfolio. To help offset the gains I would like to sell and rebuy in 30 days shares that I have a significant unrealized capital loss. AVO is one of these companies. I know it is difficult to predict but would I be better selling now or waiting to the end of the year?
Read Answer Asked by Robert on July 20, 2015
Q: Do you still think linamar is a hold or should we be taking our profits now. thank you
Read Answer Asked by cindy on July 20, 2015
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