Investment Q&A

Q: Good afternoon: could you please rate those three Brookfield units for total returns over 5 years. dividend payout and growth.
Thank you.

Q: It seems to me that emerging markets are starting to act a bit better as of late. Do you agree a move into EM at this time would be wise? If so, please suggest a few ways to play the trend. If not, give your reasons. Awaiting your respected analysis.

Q: For a position as part of an investors high risk allocation, would you consider MAXR? Seems to be back to previous lows after the earnings numbers. I am looking at a short term trade. Do you think most of the downside is priced in at this point? Do you think it is better to own the stock or buy calls (say July or further) for more limited downside risk? Thank you!

Q: What is your recent thoughts on ETSY ? wondering if a short term peak is met in regards to the current quarter and the holiday season ?

Many Thanks

Greg

Q: Hi gang
What are your thoughts on Amarin today? Any news in the last month or two? It's quite interesting to me on a personal level but as a stock I am on hold for now but may dabble depending on your answer. I can handle some risk.
Thanks as always for all you do.

Q: Seven Generations recently reported what I felt were pretty good results plus they appear to have great proven reserves and continually seem to be able to keep production costs below industry averages. What is your position on this stock? Buy, hold, sell?

Q: Hi there,
i inherited this preferred and it is trading at a significant discount to other MS preferreds. It is difficult to wade through the online information to compare the features of this preferred versus others all paying a higher dividend. CAn you clarify why this one might be trading at such a discount.

Q: I have noticed that most days recently Encana Starts very strong then often trades suddenly down or slowly down throughout the day.
What is this telling us ?

Many Thanks

Greg

Q: CSW seems to be out of favor. Can you comment/speculate as to why, please. With no debt, in demand products and nice dividend, I'm confused by its performance or lack thereof.

Carl

Q: Our 32 year old daughter has $30k for initial positions in her TFSA. She’s looking for balance + growth with a timeframe of 3-5 years. Could you suggest some of your preferred companies at the present time.

Q: What is the primary driver of revenue for PEO? Is it simply headcount of firms that provide benefits/pensions, or will demographics (ie. people retiring) play a factor?

Q: Hi 5i just wondering what you think of er

Q: I hold VSP Vanguard S&P 500 Index ETF (CAD-Hedged) in my RRIF. I am confused by the following comments in the February 2019 ETF & Mutual Fund Update under the title Exchange-Traded Funds for Your RRSP – “When it comes to Canadian-listed funds that hold U.S. equities or hold U.S. listed ETFs it is best to avoid them because U.S. dividend income is taxed on your behalf.” I had thought that VSP was appropriate for RRIF’s. Please advise.

Q: Could you please advise me of the earnings expectations for GC? I believe it is to release earnings after markets close today.

Peter

Q: Been looking for a reliable accurate system/app or software to accurately calculate a portfolio rate of return - is there any options that you know of and could recommend??
THX
Ralph N.......

Q: What is your view of MUX after the last earnings report? Why has it performed so poorly with gold moving up from $1200 to $1330 recently, it doesn't make sense to me.
Thanks,
George

Q: Good Morning,

Which would you choose for a TFSA, long term core holding? Currently mid thirties. Thanks

Q: I currently hold a half position in Magna. Thinking of topping up. Also hold IPL - uncomfortable with the chart. Would you reduce/sell IPL to go to full position in MG ?? Thanks Jim

Q: Hi Peter,
I really enjoyed your appearance recently on BNN. I like the fact that you appear without notes, printouts, “model” prices or table-pounding buys, unlike some of the other guys.

I read your FP article on the weekend on asset and sector allocation. I agree 100% with getting the sector right - just look at commodities over the past many years. It is the larger asset allocation question (stocks vs. bonds) that puzzles me. For me, I am an equity guy and typically run 90-100% equities for better long run returns. Any remainder is cash looking for new opportunities.

I have never in my life bought a bond (or bond ETF), unless you count CSBs 40 years ago when they were at 12% plus; rates we will never see again in our lifetimes. I understand bonds for reducing volatility in your portfolio. Last fall showed the volatility of an all equity portfolio. Yet today, we are making a nice recovery. My question is if or how do bonds enhance your returns?

In Warren Buffett’s recent interview on CNBC, he said that given a choice of holding a 10 year government bond versus holding the S&P 500 for 10 years, he would buy the S&P in a second. He said the same thing for a 30 year comparison. I just can’t get comfortable with the idea of holding bonds to enhance your returns. If the primary advantage of bonds is to reduce the volatility of your portfolio, then I am fine without bonds.

Thanks again for your insight.
Dave

Q: Hello, curious as to your recommendations for my TFSA. I currently hold all stocks in my RRSP, and a mix of mutual funds and etfs in my TFSA. I will soon be making a new TFSA contribution and must decide between adding a new name or topping up existing holdings. Funds likely to be held for a few years. Current holdings, in equal parts are
ETF's RIT, XWD and ZQQ, mutual funds include Fidelity Far East and Canadian Growth.
Have thought of HMMJ as well as TDB 3098 as possibilities.
Your Thoughts Please and Thanks. Lavern