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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: It was good talking to you on the TV yesterday and getting your advice on Vermillion. As a result, I added to our position. Now, can I have your thoughts on two US real estate plays, HOT.UN and MST.UN - Thanks, Ted
Read Answer Asked by Edward on November 23, 2015
Q: What is your outlook for Denison now that they will not merge with FCU?

Thanks, Glen
Read Answer Asked by Glen on November 23, 2015
Q: goodday
In your options strategy i notice that you renew the option or sell another one about once a month. I have heard that others look out to two or three months. I have looked at calm and noticed that on a $60 strike price, you stand to make pretty much the same premium, the feb premium just paying thrr times more than the dec premium. I would like to know if there is any kind of advantage in the once per month option
Thanks
Read Answer Asked by joseph on November 23, 2015
Q: Hello Peter,
Other than positive comments on BNN, what is driving the stock prices higher everyday this week for crh medical, constellation software, and patient home monitoring. Do you think investors are just using BNN as a trading vehicle for stocks as opposed to looking at long term ? Also if you had prioritize your investments between constellation, Eng house and CGI group, how would you rate those? I was thinking 5% weight for constellation, 5% for Eng house , and 2 percent for CGI group. Please provide your view. Thanks again.
Read Answer Asked by umedali on November 23, 2015
Q: What do you think of todays news by the company. At this price is it worth buying.
Read Answer Asked by George on November 23, 2015
Q: Looking to bolster my income names. The pipelines/util are languishing near there lows and the price targets on the names are much higher not to mention the juicy dividends. They look really good on the surface.I have modest positions in TRP,ALA,VNR. ENB, BEPand IPL are also on my watch list. VNR is the one that has held up the best. All solid companies, But are these names good value at these levels, some still trading at high teen p/e . Or do the banks offer better risk reward?
Read Answer Asked by Albert on November 23, 2015
Q: Hi Peter and Gand,

What's your assessment of BTO's ability to survive as a going concern, if the slump in gold price persists for the next year or two.

Regards,
Harry
Read Answer Asked by Harry on November 23, 2015
Q: Hi there,
In my TFSA I am down significantly on the following stocks with no tax loss benefit. Which of the following would you recommend doubling down on/ bringing back up to a 3% portfolio weighting? Do you think they will be under tax loss pressure over the next few weeks?
AVO down -50%
AYA down - 32%
GUD down - 11%
PHM down -60%
BIN down -20%

Thank you,
Kerri



Read Answer Asked by KERRI on November 23, 2015
Q: Hi, Peter
You may be interested sharing and commenting this story with the 5I members in your Blog.
All the best,
Claude
http://www.marketwatch.com/story/help-my-short-position-got-crushed-and-now-i-owe-e-trade-10644556-2015-11-19
Read Answer Asked by claude on November 23, 2015
Q: I have heard comments that higher yielding stocks such as utilities, reits, pipelines and banks are bond proxies that will decline in price substantially when interest rates rise because their yields will rise along with interest rates. Do you know what the historical relationship has been between higher yielding stocks and interest rates during previous rate increase cycles?

Thanks
Read Answer Asked by Hans on November 23, 2015
Q: GSY.T had a nice run lately what is your opinion? Do you see more upside or is it time to sell. Thank you Roland.
Read Answer Asked by Roland on November 23, 2015
Q: what do you think about the class action lawsuit reported this morning? Could you explain how the installment receipts work?
Read Answer Asked by Roger on November 23, 2015
Q: Hi Guys,

Is there any hope this stock will rise from the ashes? Could you comment on their last quarter report.

This is a "speculative" investment for me and is a very small portion of my portfolio (less than .5%). Should I move on to something else with these funds?

Thanks for your thoughts,
John
Read Answer Asked by John on November 23, 2015
Q: Peter and Team:

What would be your preferred names in BC/Alta gas fields that would expect to benefit the most if an LNG Export Facility ever becomes a reality.

Thanks

Phil

Read Answer Asked by Phil on November 23, 2015
Q: Hello Peter and 5i:

I like your Balanced Equity Portfolio, and understand you started it with equal dollar weighting in March, 2013. Currently, however, the % weightings range from about 3% to 6%. I have two related questions:

Question 1: If an investor were to set up this portfolio today, would you recommend EQUAL DOLLAR WEIGHTING in the stocks, or would it be better to use the current weightings?

Question 2: Do you recommend "REBALANCING" the stocks in this portfolio, e.g. once a year? Ie sell some shares of the companies that have the highest weighting, and use the proceeds to purchase shares of those with the lowest weighting, to equalize the weightings again. Would this be a "buy low, sell high" approach.

Thank you!
Ken Morin
Read Answer Asked by Ken on November 23, 2015
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