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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 took a position in SLF thanks to your advice the other day and it is already up $900; many thanks. I also took a 1/2 position in WSP and it is also up surprisingly. Now I would like to have your take on WSP and TRI for future gains. - Ted
Read Answer Asked by Edward on August 07, 2015
Q: Hi Peter and Team,

I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.

Thanks,

Jordan
Read Answer Asked by Jordan on August 07, 2015
Q: Good Morning 5i

Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.

Thanks for you valued help as always!
Read Answer Asked by Randy on August 07, 2015
Q: Hi Peter,
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments
Read Answer Asked by umedali on August 07, 2015
Q: On your great advice I picked up Constellation Software last year. I made it a full position, and it has now reached 6% including all my portfolios. I am not risk adverse and I don't mind holding winners, but at what total % level should I start to take some profits.

Do you think letting it move up to 10% is ok, or way to risky.

Cheers, Colin.
Read Answer Asked by Colin on August 07, 2015
Q: Do you think drt and pur will be much better buys at today's prices after their recent drop,thanks again?
Read Answer Asked by Pat on August 07, 2015
Q: In modelling a portfolio, what would be your expected yield on a stock portfolio at today's price levels. Neutral weight with respect to higher and lower dividend payers.
Read Answer Asked by Greg on August 07, 2015
Q: Hello.

I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.

Thanks
M
Read Answer Asked by Marios on August 07, 2015
Q: Hi Peter

What is your take on these company at this time

Thanks Great Job

Mike B
Read Answer Asked by Mike on August 07, 2015
Q: whats your view on their quarter, new divended policy of 0.70 per annum, you always said a stock that start paying a dividend is really a good sign, would like to have view on this stock. thanks!
Read Answer Asked by samuel on August 07, 2015
Q: As a senior with little need for additional income, I'm considering a investment in BAM.A, BIP.UN, or BEP.UN. Which would you recommend and why? It is a suitable time to initiate a sizeable position?
Read Answer Asked by George on August 07, 2015
Q: I currently hold this mutual fund Class F units. The company want to terminate this fund and merge with the Excel High Income Fund. The vote will take place later this month depending on approval this will happen as the manager recommends that investors vote for the merger. I will be in a loss position. Can you tell me what you think of this proposal and your opinion of this mutual fund.

Thanks
Read Answer Asked on August 07, 2015
Q: The market was way down today, but not all sectors. Mining was way up. Oil and gold did very well, too. What puzzles me on days like this is that everywhere I look all the 'experts' are saying to stay the heck away from commodities, that there is no sign of increasing demand from China, that they don't yet see a bottom in oil (Iran has yet to release all its oil onto the market) and gold is unlikely to go anywhere fast. So who is buying all these stocks on these days, and why? There seems a kind of obsession among Canadians for oil and gold in particular, based on all the questions you and BNN get on them. My portfolio is up 15% YTD because I have no gold, oil or mining stocks. Why are people buying them? And is it possible to know why are they all piling in on mining stocks today?
Read Answer Asked by John on August 07, 2015
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