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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: In an account where I've borrowed to invest ( 3% interest rate) I have cash to deploy after trimming a position. My overall portfolio is underweight in Healthcare, Consumer Non Cyclical, Real Estate and Utilities. I'd appreciate a suggestion in any of the above sectors that may provide share price appreciation with at least a 3% dividend to cover borrowing costs.

Thanks in advance.

John

Read Answer Asked by Charles on July 18, 2014
Q: Hi Peter I own KELYA as my sole U.S. holding looking out on the jobs recovery in an improving economy.It is now out of favour and hitting a 52 week low. With monthy jobs report improving, is there something i'm missing here.
Thanks Brian
Read Answer Asked by Brian on July 18, 2014
Q: Hi,
I bought a 5% position in ACQ, autocanada,@ 40.00, it has now pulled back about 20% from it,s all time high and is still just over a 5% positon in my portfolio. My question is, at this price do I buy another 2%, and go to an overweight position, and trim when it hits 10%, or hold what I have and play the slow and steady game. I realize you probably would like more info for a proper answer, but reading your answers to the last few questions on ACQ. I get the feeling your fairly comfortable with this growth stock, and with the recent pullback it looks like a good time to add.

Many Thanks as always!
Read Answer Asked by Greg on July 18, 2014
Q: Hi Peter and Team,

Quick thoughts on Republic Airways Holding, RJET.US
Read Answer Asked by Graham on July 18, 2014
Q: What are your thoughts on the Northern Blizzard IPO ? How does it compare to PSK ? What are the risks to the royalty model ?
Read Answer Asked by Ben on July 18, 2014
Q: Hello- what do you think of Clairvest Group CVG?
Thanks
Read Answer Asked by Pat on July 18, 2014
Q: dcf.to
Can you please give your opinion on DCF's July 17th news release. It has been very difficult to hold this stock.
Read Answer Asked by cathy on July 18, 2014
Q: Peter - With the recent price correction within the oil and gas sector, what are your thoughts on Arc Resources (ARX), Tourmaline (TOU) and Whitecap Resources (WCP)? Do you have a preference between the 3 selections or can you recommend another name in this space. I have help CPG in my portfolio for a very long and I am looking to add another position within the sector. Thank You.
Read Answer Asked by Luigi on July 18, 2014
Q: It is generally agreed that when interest rates start to go up, most REIT stocks will likely go down. How would Mortgage stocks
be affected if rates go up? Specifically symbols: AI,MKP,MTG,TMC.
Read Answer Asked by BOB on July 17, 2014
Q: Good Morning Peter,

Wanted to say thanks to Martin for the stock screening app suggestion & to your team as well.

Could you recommend an ETF for the following

1) Canadian Junior Natural Gas ETF

2) Canadian Junior Oil ETF

3) Canadian Junior Precious Metal ETF

Additional comment as to why you would recommend the above would be greatly appreciated.

Thank you...Gordon
Read Answer Asked by Gordon on July 17, 2014
Q: http://dividendhistory.org/

Pretty decent website that documents all the dividend increases for companies on the tsx. A little more user friendly and objective (no opinions, just numbers) than the previous website suggested by a fellow 5i subscriber.

On the right hand side of the homepage there is a "symbol search" field. Enter in the stock symbol and the company's name appears. Click on the company's name and you'll get a historic account of the dividend's paid by the company. Very useful i find.
Read Answer Asked by john on July 17, 2014
Q: Hello 5i,

this is not a question but a comment regarding websites with dividend increases for Canadian companies.

Go to : http://www.dividendblogger.com/dividend-increases/

Not an endorsement but the only site that has this info that I am aware of.

Thanks for the great site!

Randy D.
Read Answer Asked by Randy on July 17, 2014
Q: I currently hold WPK. Is it worthwhile to switch to CCL.B or just hold on to WPK at this time. Taxes are not an issue.
Read Answer Asked by David on July 17, 2014
Q: You have mentioned in the past that it is best to wait at least an hour from the market opening before you start trading in order to get an more accurate read on the market. I was wondering, in the same vein, if the overseas markets give any indication as to the direction the North American markets will take. Do the overseas ones "follow" North America, lead North America or not have any connection at all. For all the reliance analysts put on what happens in China, it seems to me there is almost no connection to what their markets do and the North American ones do.

Thanks.

Paul F.
Read Answer Asked by Paul on July 17, 2014
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