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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 currently do not have any exposure to the energy sector. I am starting to get attracted to the high dividends of some of the higher quality companies such as WCP. I am thinking of a pairs trade; shorting XEG and buying WCP long. This would allow me to collect the dividend but protect me on any further down side. Once the energy sector calms down and starts to behave rationally I could slowly take off the short position leaving me with a long position in WCP. What do you think of a strategy like this?

Thanks, Darcy
Read Answer Asked by Darcy on December 12, 2014
Q: I have read your responses to Amaya's recent investigations, but haven't been able to find a co-relation with Manulife. I understand that Manulife is also being investigated in relation to Amaya's purchase of PokerStars: how does it play into the scenario and what might be the repercussions for MFC? Thanks for your help.
Read Answer Asked by Sylvia on December 12, 2014
Q: Hi Peter & comopany, I'm having a bit of problem here; maybe I'm having a senior moment. In answer to Donald's question, you said that ALA is partly utility and partly energy. In answer to Dennis, not only is ALA in energy but also ENB and TRP. If I remember correctly, you had previously put these (ENB & TRP) as utility. I'm not trying to be picky here; because, depending on your answer, is whether I'm heavily weighted into utility (which I'm comfortable with) or I'm more into energy than I thought. I noted that ENB & TRP behaved better than O & G stocks in the current downdraft. Thanks as always. Henry
Read Answer Asked by Henry on December 12, 2014
Q: I have most of the stocks in your Income & Model portfolio, now I would like some US exposure, but do not have a US trading account. Would you suggest a US ETF, that I can purchase in Can$. Also being the Can$ is going down, would this be a good idea right now?
Thank you for this wonderful and informative service.
Read Answer Asked by Shirley on December 12, 2014
Q: What would be the best investing book for a young adult just starting to learn about investing? I know someone asked this question but couldn't find answer under MISC
Thanks
Dolores
Read Answer Asked on December 12, 2014
Q: Hi Peter & Team,
Please advise on SDIV (Global X Super Dividend)in RRIF for global diversification
32% US, 65% non-US, 5.2% yield (is this true?), close to its 52 weeks low, 0.58% MER,114 stocks, mostly real estate, REIT and financials. This will replace the money intended for ENB. Thanks
Read Answer Asked by Karl on December 12, 2014
Q: Hello Peter and Team,
Really appreciate the great service you are providing.
Would you share the average portfolio value that you have performed reviews on?
Is there a minimum or maximum portfolio value amount where you would suggest an alternate action other than performing the review?
Read Answer Asked by Peter on December 12, 2014
Q: 1. If Oil prices do not recover in the next couple of years, is HNL at risk?
2. Does it have any significant debt maturing in the next 2 years that they might not be able to renew?
3. I know that you rated HNL as a C+ in October. Has your view changed in the last couple of months?
4. Would you recommend selling? It is a very small portion of my portfolio.

Thanks,
Hans
Read Answer Asked by Hans on December 12, 2014
Q: Are cannacord individuals and the company also being investigated regarding the amaya deal? Heard about amaya raid but nothing about cf investigation?
Read Answer Asked by Helen on December 12, 2014
Q: I have come to the conclusion that after all my years of investing, I really don't understand the dynamics of the market. I cannot figure out the huge daily gyrations up $2.00 down $2.00 etc on the same day. Years ago without all the technology we now have things did not move that fast. I guess it is a sign of the times which is difficult to decipher what something is actually worth. On another note could the world survive without a stock market?
Read Answer Asked by Helen on December 12, 2014
Q: Hi Peter, my pm portfolio consists mainly of streaming/royalty companies as well as Mandalay MND. If you had to pick one other gold/silver miner besides MND, which stock would it be ??
I'm looking for excellent management (similar to Mandalay) where the market cap is less than $300MM. The stock does not necessarily have to be a producer.
Read Answer Asked by Ralph on December 12, 2014
Q: Hi folks,
I'm asking you to think about a bottom in oil and how this will all play out. If you put aside the gripping fear for a moment around the oil "crash", calmer heads suggest these sort of events have happened before in history many times and we have a good idea how it plays out. Peter called it by saying dividend cuts and reigning in cap ex would occur. Where do we go from here? Insolvencies? Do you think when Buffet throws one of these oil majors a hefty lifeline that were close to a bottom? Remember when he bailed out GE at $3/sh or did the same to GS at $75 share. Thanks for your thoughts.
Read Answer Asked by mark on December 12, 2014
Q: Good Afternoon
Will the following two securities be fine for tax-loss/rebuying purposes?

ta.pr.j and ta.pr.h

Thanks
Read Answer Asked by Terry on December 11, 2014
Q: i held health lease HLP.un, and was thinking of adding extendicare with the funds from the HLP buyout (I also hold leisure world). Extendicare has now dropped somewhat, making it even more attractive, but - do you see it going lower if rates should actually increase, how stable is the dividend and how dependent is exe on government funding? This would be held for income.

Thanks
Read Answer Asked by grant on December 11, 2014
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