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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: I am looking for renewable energy companies that you would recommend, I am thinking of reducing my exposure to oils and increasing renewable and solar . I have Bep.un already

thank you, Jean
Read Answer Asked by Jean on February 25, 2015
Q: Morning Peter and Ryan...looking for some clarity in self managing a retirement fund(s). Both of my RIF/LIF accounts require cash for the monthly payment ...is there a standard amount of cash on hand (ie 6months,1yr,2yr) that a person would have to avoid being handcuffed on lets say market correction or pullback. Thanks as always.
Read Answer Asked by Alan on February 25, 2015
Q: Good morning. I would appreciate your thoughts on bought deal announced today with National Bank selling 9 million shares at $12.60. The shares were selling at $14.00 2 days ago. It almost seems that there is an effort to keep the share price down and the stock is becoming frustrating to hold. With rising AUM and National Bank backstop should there not be shareholder value?
Read Answer Asked by richard on February 25, 2015
Q: Do you have a comment on this company after it's disappointing earnings report ?
Are they supplying a lot of the new highway signs that we see everywhere ?

Thank-you
Robert
Read Answer Asked by Robert on February 25, 2015
Q: Hi Peter and Team
I am 64 years old,retired for 8 years have comfortable company pension, dept free,own my own home, and have 500 k split between RSP and investment self directed accounts in North American equities. My tsfa needs some help. Can you recommend what stocks to sell and and new stocks to buy and weightings of each stock. Current value of tsfa is 66k. Current stocks held and weightings are as follows. PPG us.25%, IPL cad 20% , LNR 13%, WTE 13%, tog 13%, DH 7%, OTC 6% AGU 5%,MRE 4% XTC 3%, WEQ 1%.
Have been a member for 2 weeks and have found your site very helpful.
Thanks
Marc
Read Answer Asked by Marc on February 25, 2015
Q: Hi, I’m trying to replicate the Tangerine Balanced Portfolio and avoid the 1.07% fee. This is what I’ve come up with so far:

1. FTSE TMX Canada Universe Bond Index;
a. XBB

2. S&P/TSX 60 Index;
a. XIU or
b. ZCN

3. S&P 500 Index;
a. VFV

4. MSCI EAFE (Europe, Australasia and Far East) Index.
a. EFA or
b. VEA

Do you have any recommended adjustments or suggestions on this approach? Any preferences where I’ve listed a choice of two ETFs?

Thank you,
Read Answer Asked by Robert on February 25, 2015
Q: May I please have your opinion on HCP Inc. for Income with a 2-3 year timeframe. Thank-you.
Read Answer Asked by Deborah on February 25, 2015
Q: Good morning team
What's your thoughts on the LED lighting / bulb space in general ? Cree seems to be making a presence In commercial retrofit fixture applications along with replacement bulbs for residential.

Thanks for the great service
Read Answer Asked by Drew on February 25, 2015
Q: Hi, I've been holding Yamana and Kinross for several years in my RSP and am down 70% and 82% respectively. These are the only gold stocks I hold. I am leaning toward selling at least one of them and re-deploying the remaining capital. Which one would you let go? Or should I continue to hold both?

Seeing the RED unrealized losses staring back at me on the screen is demoralizing.

Thanks,
Read Answer Asked by Robert on February 25, 2015
Q: I would appreciate your thoughts on this stock. The company is provides cloud based services to life sciences industry. Does the company have growth potential?
Thanks
Read Answer Asked by satish on February 25, 2015
Q: CEMP is in the final trial of antibiotics to combat institution-induced pneumonia. Is this stock buyable at this time? Please also comment on QSR.

Thank you.
Read Answer Asked by Rita on February 25, 2015
Q: IF The only investing account you have is a TSFA, do you recommend that they still try invest in stocks across the 10 sectors or certain sectors for a TFSA? In the TFSA currently do have some energy,health,industrial and material stocks. I am wondering if Telus and CXI would be good addition to the TFSA or better to go with a technology stock? If a technology stock which one would you recommend?

Thanks
Dolores
Read Answer Asked on February 25, 2015
Q: What would be 5i's top-3 junior gold mining picks now?
Objective: capital appreciation.
Read Answer Asked by CAMERON on February 25, 2015
Q: Hi
I am interested in Medtronics as we have an aging population needing pacemakers etc. What do you think of it? It has gone up recently and appears to be at a high. I am looking for some more American exposure. Thanks.
Barb
Read Answer Asked by Barb on February 24, 2015
Q: Good morning.
You made a comment last March that if Electrovaya was to become profitable we would have time get prepared. Recently they have been very busy announcing plans and deals and I’m wondering if it’s time to have a closer look.
They have announced a plan to acquire and update a large manufacturing facility (Nov. 17), and they have announced deals with Walmart (Nov 10), a deal with Toronto Hydro and London Hydro (Nov 12) as well as a number of other deals.
What is your opinion on these recent developments?
Read Answer Asked by Mark on February 24, 2015
Q: I've been holding this for about 3 years and basically spinning my wheels thanks only to the CDN $ dropping. What are your thoughts on this investment? I also hold the Vanguard Growth as well in my US side of my RIF which has done well. Should I switch to more of the Vanguard or maybe convert back to Cdn$ and invest here. Thanks
Read Answer Asked by Robert on February 24, 2015
Q: 11:15 AM 2/24/2015
Hello Peter :
We are retired and living on dividend income plus modest pensions so the equities we own are chosen for their stability and for good dividends. The balance of the portfolio is reasonably spread into the other sectors, and we have a good position in Provincial bonds.

I am very confused as to what exactly constitutes the "Energy" and "Utility" Sectors, and as to where "Pipelines" fit in. You suggest a maximum of 10-15 % in "Energy", and 10% [which you later downgraded to 5%] in "Utilities"

We have an 18 % allocation to what I call "Utilities"
EMA 2.4%,
FTS 4.5%,
NPI 1.0%,
BIP.UN 4.6%,
BEP.UN 5.6%,

and a 17% allocation to what I call "Pipelines"
ENB 2.7%,
ENF 6.1%,
TRP 2.3%,
PPL 2.9%,
PKI 2.8%,

and a 4% allocation that was 10% before the oil price dropped, to "Energy"
COS 0.4%,
SGY 1.0%,
BNE 0.3%,
BTE 2.0%,

1. Which of these would you consider to be Energy, or Utilities, and where do you place pipelines?

2. Would you agree that these stocks are reasonably robust and likely to survive a serious market correction and still maintain dividends with at most modest dividend cuts other than the oil stocks?

3. Would you maintain these investment levels now or should some be sold off and to what level?

4. Which would you suggest selling if you feel it is advisable?

Many thanks...... Paul K.
Read Answer Asked by Paul on February 24, 2015
Q: Do you recommend buying the above companies. What are the good qualities and risks of holding each and what should be the size in a portfolio? Thanks
Read Answer Asked by Imtiaz on February 24, 2015
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