Investment Q&A

Q: Peter, Lana & Co,

I am looking to rebalance approximately $25K in the energy sector (a 10% sector weighting for me). It is currently 3% Suncor, 7% Cash. You have made a couple comments recently that SU was NOT your favorite to keep / outright sell it. I have shortlisted the following companies to purchase based on your previous comments: Tourmaline, Bellatrix, Vermillion, Peyto, White Cap and Suncor.

I would like to own 3 or 4 companies moving forward and feel that Tourmaline and Bellatrix are must buys for me, but not sure where to go from there, what weights to buy the companies at or if I should be including a US name for balance? Given a fresh canvas, what 3-4 companies would you chose and how would you split a 10% weighting across those names? I would like exposure to both oil and nat gas.

Investment Profile = 30 years old, dont need to withdraw from my portfolio anytime soon, risk on.

As always - thank you for your input and this service!

Q: Hi Peter & 5i: I am looking at adding to my very small position in Painted Pony. It closed at a new 52-week low today and basically has been doing its best inpression of a gold stock for the past year. Has it had poor operational results that I may not be aware of? My impression of it is great assets, good management, solid balance sheet and potentially very significant long term upside. All that said though, it looks like the proverbial falling knife. Your thoughts please?
Thanks!

Q: Hey team, can you tell me what kind of indicators you look for in a market top? This market for me has become pretty scary so I decided to cash out on some companies such as AYA that could be caught big time in a downward movement.

Q: What s&p etf would you currently recommend for a long term hold

Q: with regards to div paying stocks in a RRSP is it advisable to DRIP if available...what about non-RRSP?Thanks

Q: Hi
Is Mart Resources - MMT - worth the gamble at $1.12?

Q: Good morning..currently rebalancing RRSP portfolio...currently own ARX,BTE,WCP and E representing 18%...was thinking of reducing ARX and adding TOU...is 18% to high in current market conditons?
Utility pipeline...BEP.UN,IPL,NPI..representing 15%...thinking of selling NPI to reduce allocation to 11.5%..is this allocation okay whith the current market...

sorry one more question...I have no exposure to healh..if wanted a 5% holding what would you recommend?

Thanks again!!

Q: I was wondering what your opinion is on using short term real return bond etfs as an inflation hedge? I was considering purchasing VTIPX on the US markets since there are no short term real return bonds in Canada.

Q: Hello:
I have held CNQ, CVE and SU for a few years in my portfolio
How would you feel if I sell part of CNQ or CVE and invests it
in Chevron (NYSE); the performance of the later is far better
than the Canadian oil companies that I have held
I do have a small position in TOU, thanks

Q: Re: XCS; a small cap index ETF, the performance has been less than stellar if one compared it to Mawer small cap fund (closed to new investors); is there another small cap index other than
IWO (US) that you could recommend to look at ?
Secondly, is there a seasonal time to be best at small to mid caps ? Thanks!

Q: Should a 5% gold portfolio weighting be in gold stocks or physical gold? Do gold etf's work for this and what (if any) gold etf would you recommend? Thanks

Q: Hi All
Do you think AYA and WCP are still a good buy at today's prices.
Concerned they may have maxed out for a while. Your opinion is, as always,greatly appreciated.
Many thanks for your excellent service.

Q: RSI
Hi, I am holding Rogers Sugar and it seems to be on a constant downward trend this past while. Do you have any idea why and should I hang on to it? Thanks, I really appreciate your advice!

Q: My oil stocks amount to 9% of the total portfolio. Holdings are SU and CPG with 3% ea and IAE, LEG and TOU at 1 % each. Would it make sense to sell IAE and LEG and add those funds to TOU. All three of those stocks project a substantial potential increase in future cash flow. Or would it be better to sell the SU and put those funds into TOU.

Many thanks. Great service! Bob

Q: Just a follow-up question on AEM...does Bloomberg show how many ounces it produced in 2006? I'm just trying to get a sense if gold production has increased along with the share count...or put another way if the ounce of gold per share has matched or bettered the share increase.

Thanks

Q: Hi Peter,
I red your answer on to susan PLI. Would you suggest to stack up then and put it away for 3 years?
Thanks,
GAB

Q: Hi Peter and team,

Any thoughts on the 4.6% drop in Open Text today? Would you continue to hold this stock for future growth/income or would you suggest replacing it with one of your other names in your portfolio?

Thanks as always,

Q: What are your thoughts on RFC rifco at current prices? Are they becoming too expensive to buy into?

Q: Hi Guys: any comments on the DHX deal- cant blame them for selling stock here but is this a decent price for us? this will boost the balance sheet as well?

Q: Can I get your opinion of TML ? Thanx Robbie