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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 to add renewable energy companies to both my US and Canadian portfolios. Buy and hold for 5-10-20 years. Can you make some reccomendations?
Read Answer Asked by Thomas on February 02, 2017
Q: Hi, Parkland Fuels stock reacted very well to CST Brands acquisition, a few months ago and stock traded as high as $31. Price has retreated to $27-$28 range recently. Is there any reason, in your view, which is keeping a lid on its price? There was also a guest on BNN recently who claimed to be short the stock. I had a position from before and added at $29. What do you think ? Thanks
Read Answer Asked by rajeev on February 02, 2017
Q: I'm overweight in Technology.
If you could only keep one the following companies,SYZ (Sylogist)
OTC (Open Text) and CSU (Constellation Software),which one of these companies would you keep and why?

Thank you
Read Answer Asked by Frank on February 02, 2017
Q: Hello Peter & Team, I currently hold a full position of XOM in my RRSP. After reading an article in the January issue of Canadian Money Saver (Two Stingy Stocks for 2017 / Norman Rothery), I am wondering if it would be a good decision to sell XOM and buy VLO as a replacement? The metrics for VLO look pretty good. Regards, Gervais
Read Answer Asked by Gervais on February 02, 2017
Q: In response to Robert's question about the loss showing in his Investorline account for DIS, Investorline uses the exchange rate on the day you bought the shares for the cost basis, so it does sometimes seem misleading if you try and track your US purchases in US currency.

Here is BMO's explanation from the Investorline platform:
The Unrealized Gain/Loss is the difference between the current market value of the security and its original cost. Where applicable, the original cost will reflect the exchange rate in effect at the time of the purchase while the market value reflects the current exchange rate. This exchange rate is updated periodically throughout the day and this may cause some slight fluctuations in the market value and unrealized gain/loss.
Read Answer Asked by Jeffrey on February 02, 2017
Q: Cdn energy stocks have recently sold off much more than oil largely due to concerns of a potential Trump border tax. What probability would you give this of actually occurring and do you believe the current sell-off already reflects the potential risk? Further, pipelines have declined significantly in recent days as well. Could they also be subjected to or impacted by a border tax and is this likely the reason for the recent decline? Thanks.
Read Answer Asked by Gary on February 02, 2017
Q: Hello Peter, I am looking at these (SUN, SXL SHLX and EPD) limited partnerships, I would appreciate your suggestion as to the best most secure one. Also SUN is in the process of buying ETE and there was a litigation issue, has it been cleared up? Perhaps can suggest a better, safer one. Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on February 02, 2017
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