Investment Q&A

Q: Hi guys,

I have 2 separate questions, but I thought it would be simpler to submit them both together.

1 - Given the recent bounce in energy stocks, do you believe we've put in a bottom in oil and the energy shares or do you think its just a bounce to be followed by renewed selling pressure. Despite the strong performance in shares like CPG and VET, RSI indicators still show that these stocks are not close to overbought yet.

2 - I have no fixed income exposure. I'm fairly young at 36 years old, but I want to increase exposure to fixed income over the next few years as interest rates, potentially, start to rise. What type of fixed income products, do you prefer? Corporate debt, rate reset preferreds, GICs (if rates get high enough) and should I stagger these purchases after central banks start raising rates or wait a bit after the first rate hike and then purchase.

Thanks for your help and happy holidays!
Jason

Q: Which one of the above companies has the better chance to
rebound in 2015, and why? Are their dividends sustainable.?

Q: Your quick response is much appreciated. I look after my own investments not because I feel I am more qualified but rather because I truly enjoy it. As such I do a great deal of research / work on weekends etc. The fact that I get a response on Saturday and Sunday is brilliant. As such please factor in this comment for 2 question credits. A small token of my appreciation and a little Xmas bonus. Frugality is not a science but rather an art form. That said the CFO (wife) has told be to take a break for the holiday season so I will be back in the new year. Accordingly I think most members would think that if you knock off Xmas day at noon this would be OK. All the best in the season and a prosperous new year.

Q: I own vsn, vsn.pr.a and vsn.pr.c.
Today Scott Barlow in the Globe and Mail has singled out Veresen one of the companies that could be vulnerable because of their high debt level. Do you share his views? Are the dividends safe for both VSN and the preferreds? Do you recommend holding these shares?

Q: Hello team,

Happy Holiday to you and your families.

In the context of a diversified portfolio, with high risk tolerance, could you compare the following stocks in terms of growth prospects over the next two years?
1 - MacDonald Dettwiler & COM DEV
2 - WEF and HBM
3 - ESP, EXO and SVC

The objective is maximum growth potential.

Thanks for all you do.

BK

Q: I'm looking to place some money into a "long-term" hold ETF. While I have usually went with traditional index-trackers (think most iShares/Vanguard), I'm now starting to look at some of the new funds by Purpose Investments.

Any thoughts on PHR (Purpose Duration Hedged Real Estate) or PRA (Purpose Diversified Real Asset Fund)?

Q: Can you ballpark the effect of Expressscript's decision not to offer the Hep C drug and whether this would be a good time to buy?

Q: Peter and Co.
For a while you favoured Boston Pizza but now you favour A&W. To me they appear to be similar except in size. I have been considering BPF but seeing a local BP close has me wondering if there is something going on that is below my radar. Can you please explain why you now seem to favour A&W and is BPF OK? Thanks in advance and I wish you all and the other members a Merry Christmas and a Happy New Year.
Gary

Q: Peter,
This is the latest (Dec19) expected consensus earnings (in %) for 2015 S&P (all revised down from the last one by the way except financials)
Financials +17.6
Cons. discretionary +16.8
Materials +14.8
Tech +11.3
Health +10.8
Industrials +9.7
Cons staples +6.8
Energy -20.4

My question: I have not been able to find the same info for Canada ( a recurring problem for me) but could this US info be used as a proxy for Canada. (my take? not for all)
Thanks for that

Q: Your insight on this investment please.
Thanks, Jim

Q: I would like to sell these 3 ETF's to offset some capital gain. What ETF or stocks would you recommend for income to replace these 3 ETF's. Should I just buy these 3 ETF's after 30 days.I don't need income but I am a senior.

Q: I have had a half position in CXI for about a year. Would you be comfortable adding the other half now or should I wait for a pullback? How expensive is this stock on a PE and PEG basis? What is the key catalyst that might drive the price in 2015? Thanks for your comments.

Q: Could you please provide feedback on Merus Labs' latest financial results and your thoughts on the way forward for this stock.

Thank You

Q: Could you advise if Blackberry is a buy after this company reported their financial results today.

Thanks

Q: It seems that more and more police departments, especially in the U.S., but perhaps also here, may be required to provide body cameras to all officers. I believe Taser, maker of the guns, has that product, maybe go pro. Is it possible that Avigilon would look at that market. Is there a Canadian manufacturer in the business, or a manufacturer in the U.S. other than Taser that you would recommend. Thank you for all you do and Merry Christmas and happy holidays to you all.

Q: Peter and team

I want to increase the tech sector portion of my kids resp which is currently nil. Would you suggest a tech etf ZQQ/QQQ (hedged or unhedged)or a couple of individual Canadian tech stocks? Total about 6k in a 50k rrsp. Minimum 3 yr. timeline.

Thanks and seasons greetings

Phil

Q: I added into strength in August and now find myself underwater 20% in QST. My concern is even if things go well for them, will this be dead money due to the sector it's in? It's a 4% position in my TSFA. I'd appreciate an opinion whether I should move on or be patient?

Q: Is Athabasca Oil a good prospect for bottom feeding?

Q: I just purchased WCP.to to join my RDS.a in bringing my Energy exposure to approximately 12.5% of my portfolio. Would you recommend a pipeline or energy storage, etc. stock to complement these holdings? If so, which firm would you suggest?

Q: I'm thinking about taking the profits on BEP. Is this advisable at this time? What should I replace it with?
Thanks!