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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,
In one of my previous questions, I had asked which of BIN or MAL to replace CHE.UN in the Industrials sector (6.0% of portfolio); your answer was to add BIN because the exposure to the sector could be increased. Fine!
My portfolio also holds CNR, BIP.UN and STN; they fall on the larger "industrials" umbrella. With these holdings, my exposure is at 12.4% (vs 9% in the TSX).
Would this clarification change your answer?
Thanks,
Antoine
Read Answer Asked by Antoine on February 17, 2015
Q: Hi Peter,
Being retired, we owned WEQ and AAR.UN for dividend income for a couple years now. On WEQ we thought that the company would reduce the monthly dividend by atleast half, BUT they took it away completely. You said in the past that when a company does something that completely changes it to sell the shares...which we did last week for a very large loss. On AAR.Un we finally have our origiginal purchage price back and because both companies are run by much of the same management we would like to sell our AAR before management can run it into the ground like they did with WEQ.

We are looking for advice on a steady REIT to replace AAR.UN with for the long haul. Those were the only two REITs that we owned.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on February 17, 2015
Q: Could you recommend 2 or 3 Canadian corporate bond Etf's in order of preference ? Much appreciated.
Read Answer Asked by Indra on February 17, 2015
Q: Hi Peter,
I am a new subscriber and one of my first objectives is to incorporate your model port into my investment port.

I need a bid of guidance from you on that.

Currently from your port I already own (before subscribing) BNS, ENB, FSV, MG, STN and SLF.

So that is 6 out of the 20. Question to you is, in what priority (order) would you purchase the other 14 positions as cash becomes available.

This will help me prioritize my purchasing.

Thanks in advance for your help.
Read Answer Asked by Sheldon on February 17, 2015
Q: Hi Peter
Can you give me your opinion on Pure technologies . I bought it a while ago and it seems to be stagnating . Is it a hold or a sell . I was thinking of replacing it with Bin . Let me know.
Candi
Read Answer Asked by Candi on February 17, 2015
Q: Hi Peter and crew,
Love your service.
Could you expand for me on the concept of smart/dumb money I’ve heard mentioned on BNN.
And where do these folks find such information?

Thanks
Jon
Read Answer Asked by Jon on February 16, 2015
Q: Hello Peter & Co.
Auto parts = 5.1% of my portfolio; own LNR,MG; XTC seems similar to LNR but on a smaller scale. I could add it with new money or shift profits from LNR & MG.
Industrials = 6% of portfolio; own CCL,CHE.UN,SJ; thinking of replacing Chemtrade with either BIN (garbage) or Magellan (aerospace) for more kick. By the way, I own MDA (Technology)
I value your opinion
Thanks,
Antoine
Read Answer Asked by Antoine on February 16, 2015
Q: At these levels,would you consider gamehost ok for a smallish position in an RIF?Thanks!
Read Answer Asked by Maurice on February 16, 2015
Q: Increasingly, larger and larger corporations with supposedly robust firewalls are being hacked. Also, an article last week on the CNBC website reported that a number of US based online brokerages/dealers had been hacked and account holders had lost their money as a result. This raises the concern that independent Canadian online brokerages (like Questrade, for example) are now vulnerable to being breached and account holders could have their funds stolen. Am I being paranoid or is this within the realm of possibility given the ever greater sophistication of hackers? If so, do you know if these brokerages have government mandated cybersecurity insurance that would compensate account holders for their losses? I wrote to Questrade about this and they seem to be stalling on giving me an answer. It would seem easy for them to tell me whether or not they have this type of insurance. I'm wondering if I might be better off transfering my account to a bank-run online brokerage service. Or is it just as vulnerable to attack?
Robert
Read Answer Asked by Robert on February 16, 2015
Q: Can you tell me when the revised model portfolio will be released . Will the updated portfolio carry the same number of stocks and what if any of the existing companies will be continued on the new model portfolio . MY goal is to invest $120M of RRSP's and TFSA funds in only A-B rated companies on your new portfolio. It would be helpful if you could highlight which companies would be best suited for RRSP's versus TFSA .
Thank You Rick


Read Answer Asked by Richard on February 16, 2015
Q: Could you provide any insight into Horizon Pharma HZNP.Q
Read Answer Asked by Denise on February 16, 2015
Q: Just a comment. When I lived in Australia breath testing for cannabis was already standard practice at every breathalyser
test. So this technology is not new.
Read Answer Asked by maida on February 16, 2015
Q: hello,

In one of your interview on BNN I understood that you will start in march a thematic research/portfolio model based specifically on small cap companies. Would it be possible to have more details ?
Thank you
Read Answer Asked by Gabriel on February 16, 2015
Q: HCG is down over 20% since i bought it in July. It's in my TFSA, so I can't do a tax loss sell. The questions is, should I just wait it out and hope for the best? I understand the question is basically not how much I've lost, or even whether or not i can recover it, but whether the ( seriously reduced) money would be better off somewhere else. Thoughts?
Read Answer Asked by M.S. on February 16, 2015
Q: Portugal Telecom has been a bit of a dog for some time. However, as its current price of $.83 is approximately 1/5 of its price less than 12 months ago, it may be a bargain if it survives. Is this a possible 5% of portfolio holding for a long term investor (i.e. gambler(?), insofar as this stock is concerned)?
Read Answer Asked by David on February 16, 2015
Q: Hi 5i gang. I am a new subscriber and appreciate your advice on Canadian stocks. Can you recommend a newsletter/club that will give me similar advice on American stocks? Is there an American equivalent to Market Call on BNN? An unrelated question, is the trip to South Pacific in 2016 tax deductable under cost of investing? Thank you:)
Read Answer Asked by Teresa on February 16, 2015
Q: Based upon your positive comments in the past on both of these ETFs I had been planning on adding them to complement the individual stocks held in my portfolio. However, given Peter's recent Financial Post column suggesting that the TSX Composite Index might better be ignored I am having second thoughts. Please outline how an index-based product should fit into one's portfolio if at all. It appears that you would advise building a made-to-measure Model Portfolio rather than an off-the rack variety. Many thanks.
Read Answer Asked by Glen on February 16, 2015
Q: Good morning,

Have you done any initial research on this topic? If so, what are your thoughts on a breathalyzer to detect marijuana usuage for police officers. Do we have any comparison to companies who came up with the breathalyzer for alcohol. Would this be patented and therefore a device that may corner the market? Are there any competitors with prototypes?

Many thanks,

Arturo
Read Answer Asked by Arturo on February 16, 2015
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