Investment Q&A

Q: Hi Peter and team
My son(35) has about 6Kin RRSP in mutual funds and cash and want to begin Direct Investing. What do you suggest as investments right now ETF's if so which ones or picking a few stocks from your portfolio with growth/dividend potential over next few years but not a lot of risk. Thanks so much .
Kathy

Q: Hi,

What is your opinion on AGF? Over 9% yield and has gotten wacked recently with poor results. Looks like they could turn this around and ride the coattails of an improving market. Is it better to stay away and stick with GS, FSZ, C etc.

Q: Peter Many thanks for your insight it brought me through this market turbulence almost unscathed. My question is with this down turn in energy stocks I would like to expand my position in energy . I currently hold 5% Sgy 5% wcp I would like to take some profits and expand my position in sgy now that is beat up.
Your thought's
Stan

Q: hi peter,
why today aah.to not show up in google finance?

Q: Peter; For those interested there is an article in today's Globe re market timing and ETF's by Norm Rothery. Certainly illustrates why not to try it.

Rod

Q: Hi there. I'm a brand new member as of today. I am wondering if you have an opinion on TEVA Pharmaceuticals? I took a small position a few days ago and I am down about 2%. But it seems to have broken out of a long term base. Thanks.

Q: Hello Peter & Co, great job on BNN yesterday!

I'm looking to add a growth stock to my portfolio. DHX Media vs Avigilon. Which one would you recommend.

Thanks for the great service.

Q: Hello! I am wondering if there is a way to closely monitor disinflation? Thanks for the excellent service provided!

Q: I think AVO has one of the neatest home pages on their website that I have ever seen. Hardly a reason to own but still....

Q: RRX- insider selling concerns me - would a switch to LRE be wise or do you think i'm being overly concerned - what are your thoughts on LRE anyway? thanks!

Q: Hi Peter,
Can you give me your opinion on milestone apartment real estate. mst.un. it has a nice divident. Thanks Clare

Q: hi peter, cf which you had as a top pick yesterday just announced their earnings,i bought a fairly large position. their earnings seem excellent, what do you think.dave

Q: Hello - I have been a long term holder of Power Corp(POW) for 29 years. There has be no dividend increase in many years and the share price is essentially flat.I have always appreciated the financial prudence of this group but one can only hold for so long.Is it time to bail on this stock? Joe

Q: Hi

GPS has come off fairly strongly. Any insights and would this be a good time to add or just hold.

Thanks

Q: Are you aware of any fundamental reason for ESN Essential Energy Services to be down 14% in the last month?

Duncan

Q: hi peter, mnw buy or sell

Q: do you consider stella jones,(sj),to be a very good buy,hold, and put away investment, thanks?

Q: Good day! I have owned PPL (Pembina Pipeline) for a few years, having bought in when he dividend rate was much higher. As a dividend investor (usually targeting a minimum of 5% or more dividend returns) I subscribe to the theory that capital appreciation runs hand-in-hand with “somewhat” higher dividends – and yes I am aware of a whole mess of caveats with that statement, which hopefully I take fully into consideration. I do consider beta, historical performance of dividends in a “crash” (i.e 2008), and also look for the “moat” or recession proof aspect – amongst other things such as ROE, payout ratios, cash balances, and such. I do look at growth, but a sustainable dividend stream is the primary focus.
That being said as a background, I can see PPL has grown, and projects on the go indicate future increased cash flow, and then assumedly higher dividends. My question pertains to how long I should wait for the dividend rate to go back to the 5 or 6 percent payout. I am unable to get a clear picture from their documentation as to the timeframe of the increased cash flow. Are you able to discern when we should expect the increased cash flow - and matching dividend adjustments - and can you suggest at what point I might consider moving my cash elsewhere (i.e another payer in the 6% - 7% range - i.e such as RSI, STB, MRG.UN, HLP.UN - just for some examples)?
Thanks!

Q: If someone decided to split up your model portfolio between an RRSP and a taxable cash account, which stocks would you put in each account.

Thanks.

Q: WATD'B appears to be a good play on EU recovery. I like the fact they have purchased gas stations and are looking to create convenience stores similar to what we now have in North America.
I believe this ai already built into stock price.
If you believe it is a good stock...should I buy on pullback or current price. Any other concerns or comments appreciated. Thanks Gloria