Investment Q&A

Q: Hi Peter. There is a crushing amount of debt in the world which I feel may be beyond the ability of governments, companies and individuals to ever repay, as credit room appears nearly exhausted. If this is correct, the risk of creditor defaults is significant and may lead to bad deflation. Could you give me your opinion on the risk and significance of deflation and how can you protect your assets in that situation, other than holding cash?
Thanks again for your invaluable advice.

Q: Hi, I have been thinking of asset allocation over my registered and non registered portfolios as a whole. Presently I hold a mix of about 80 per cent stocks and 20 percent fixed income. When one advises allocation of an individual stock not to exceed say 10 per cent, or a sector such as financials not to exceed 30 per cent of a portfolio, is this 10 or 30 per cent of the stock holdings only or is it 10 or 30 per cent of the entire portfolio including fixed income and cash?

Q: Hi peter , can you give your view on american hotel reit, with a current 8.2% yield and the lower cad benefit, it seem like a good investment.

Q: Good day!
What can you tell us about NYX? The stock price seems to be going straight up. Does this look like an investment opportunity? Would this be a good time to buy? Is this a potential company for a take over?
Thank you.
David

Q: Now that I have a Total Portfolio (TP) of all accounts or buckets, I wondering what else I can add to it for analysis/worthwhile information purposes. One will be yield to come up with the weighted yield for the TP. Now for the questions -
Would it be worthwhile to identify each equity holding as value or growth? If so, what would be the criteria for value, like high yield or/and "stable" company?
Would it be worthwhile to track the weighted beta for the TP as a measure of volatility?
Are there other measures that you might suggest, especially given the spread sheet is up and available. All these "measures" I would update every other quarter for so, eh?!
PS....the TP had a benefit... did show concentration in the finance sector. Again, thanks for the "education for practical works'........Tom

Q: Peter; I own GS and am thinking of adding FSZ. Does it make any sense tha FSZ, aka National Bank, would acquire GS? Thanks. Rod

Q: Hi Guys,
A quick clarification on QST, I thought that the EPA in the USA mandated the new stringent environmental regulations for 2015? In other words I was under the impression that O&G companies had to curtail emissions this year and therefore falling oil prices shouldn't have a negative impact on their business if companies are forced by law to implement emission controls this year. Thank-you

Q: I watch your interview on BNN. I have been preparing for the advent of your revised Portfolios coming out in March. Will these 3 picks today on BNN be added or remain on the two current portfolios or to the new growth portfolio.
Great interview!

Q: Hi
With yesterday's announcement at Gilead and reaction in drop of share price would you consider this a buying opportunity?
Regards
Kathy

Q: Can you explain why canadian tire is dropping today and is this a good time to consider buying some shares. Thx

Q: Good Day, Curious as to your current view of FSZ. I have held it for awhile based on your recomendation. Is it still a hold? What other names would you suggest for long term growth/income? Thanks

Q: What equities do u like going forward:
- Growth: large and mid/small (Can/US)
- Dividend

Q: Peter, can you explain why inflation is so important? What happens if the central bank cannot reach their inflation target? Sorry if this is such a basic question to ask. Thanks in advance.

Q: Potential for further upside in near term? Thanks.

Q: You seem to be partial to DHX which leaves me a bit confused since it does not appear to have a P/E, it's ROE <1, it's P/CR >80, and it's yield is <1%. What am I missing?

Q: Could I get your opinion on the above co.Thanks Jim

Q: Hi. I have owned this stock for many years. Did quite well with it at first and sold off enough to cover my initial investment. I still hold 500 shares and could use the money that selling them would generate to buy stocks in other sectors that I am lacking. (I seem to be over invested in the healthcare sector). My question is .... should I just sell it now and use the cash to re-balance, or wait to see what happens with the pullout from the US.

Q: Thank you for your great service. you now have the income portfolio for conservative investors Do you have some names that you would recommend for the higher risk investor. I have done well with your advice so far and would like to "gamble" with 1 or 2% of my portfolio.

Again thanks for all you and staff do.

Q: Is it time to pick up some tck.b?
I have no other commodities except 8% mid size oil/gas (wcp,cnq,etc.) Thanks Bob

Q: If a rising gold price comes to pass, like I suspect, is ASR a good play on increased leverage. If not, would you suggest a few other small- mid caps as I already have Goldcorp.