Investment Q&A

Q: Hi 5i Staff,

I've recently read an article about Canadian mortgage investment corporations in Moneysense magazine and this was the first I've heard of the them.

What is your take on them and do you have 1 or 2 that would be recommended as part of the income portion of a portfolio?

Q: Hi Peter and Team,

What are your thoughts on Arcam AB, AMAVF on the pink sheets. I dont think they trade in Canada. They are an additive manufacturing company. i am thinking about going in for the long term, but i would like to know if current prices make sense based on their financials and growth prospects.

Q: if Roy can wait 30 days, he could earn 1.2% with a 1 year GIC redeemable after 30 days. Minimum purchase $10000. For information only,
CDJ

Q: Can you please give me an update on PSD? Is it still a good buy?

Q: Hi Peter and Team,

Thank you again for your unbiased service.

I have been very fortunate to have selected two growth & income investments that have stood the test of time. They are CMG-T and BAD-T (BAD at another all time high as I type this note). I have others as well, but these have been my best and most consistent long term holdings. I believe in the businesses, and they are in the Oil industry, which has very deep pockets (pay their bills) and which, I suspect will be here for a long time to come. Therefore, they are still long term holds for me.

My question is, if you were to pick three long term (+20 year) equities that provide both growth and income ? Take your time in answering, as the long time frame may cause you to ponder a bit longer.

Thanks again,

Q: Hi Peter:

Norbord the lumbar company, would it be a buy, sell or hold ?
It pays a nice dividend which is great

Thanks!

Q: If you could pick one oil co. which pays a decent dividend, which would it be? Thanks mike

Q: I have some cash sitting in my direct brokerage account in my RRSP and TFSA accounts and the bank doesn't pay me any interest on it. Is there anything that I could invest in and have access to the cash right away when I see an opportunity to invest in a stock? ie a no fee money market funds etc... any recommendations? Thanks

Q: Hi Peter, we would appreciate your comment on the recent news of CNJ. Is there any upside potential?

Q: Aug 8/13 Globe article of Peter Hodson re #stocks to own for diversification.

The answer given (15?) assumes the investor has sufficient capital to implement same, and if they don't when do they start
investing?

William O'Neil (Investors Business Daily (IBD) founder ) feels investors should start investing with as little as $500. using IBD principles and in that case 1 or 2 stocks would be adequate.

Just my thoughts on another excellent article.

Q: Any change in your opinion of CVE since July 31, 2013?

Q: WPT: Hi: What is your opinion currently on Westport - Buy Sell or Hold. I hold it in my RRSP account. Cheers

Q: I want to reduce the large overweight in energy in 1 cash acct. Currently, there are 7 stocks (almost 50%) in this folio - CPG, TRP,ALA,ARX,PKI,PPL & KEY. In dollars, they represent approx. 41.5% of current value. What recommendations would you suggest to substantially rebalance this acct. I might add that we have held all the above since 2009 & enjoyed large!! As always, thank you for your advice & direction.

Q: I have a small position in ALA and it is now a bit underwater. Would I be wise to dump it and put the funds into GEI which pays slightly better dividend? Which has better chance of growth?

Q: I am a relative new member. First question asked. I hold Cenovus since oct 12 and am disappointed with the performance. With a high payout ratio and high P/E and low price, should I sell it if it continues to get back to my cost per share of $32+. Would HSE or Vermillion be a better oil play. Thank you for the service.

Q: Would you be able to provide an opinion on BP (bp plc) and Transocean LTD (RIG) as growth and dividend stocks? Or are both too risky in the aftermath of the gulf disaster.
Thank you.

Q: Good day group
What is your opinion of Gold stocks in general and Yamana (YRI) in particular?

Q: Would you rate CPD a buy, sell or hold? I am concerned about the recent volatility. Thank you.

Q: I hold five stocks in the income portion of my portfolio; AltaGas (ALA), Brookfield Infrastructure (BIP.UN), Chemtrade (CHE.UN), Dundee REIT (D.UN) and Inter Pipeline (IPL). I would like to consolidate this position into three holdings by selling two and investing the proceeds into the top three. How would you rank these stocks for total return over the next two years? Do I have to much concentration in oil and gas with AltaGas and Inter Pipeline?
Thank you for your advice and the great service.

Q: Please comment on investments in shipping companies ( in particular DSX) and where you see the Baltic Index going short and medium term.

Thank You!