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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: Hello Peter & Co,
2015 seems to have started on a positive note; I have not transacted much at all. My RRIF is a combination of your original equity and sprinkles of the growth portfolios (ytd return of 11%)
Consumer (7.9% weight) ATD,BYD.UN,CGX,DOL
Consumer cyclical (3.5%) LNR, MG
Energy (5.6%) TOU,VET,WCP
Energy Infra (8.1%) ENB,IPL,KEY,PPL
Financials (7.8%) BNS,CXI,EFN,TD
Health (9.9%) CPH,CXR,GUD,PHN,RX,VRX
Industrials (7.9%) BIN,BIP.UN,CCL,CNR
Materials (5.8%) CHE.UN,IFP,SJ
Technology (16.0%) CSU,DSG,ESL,CGI,MDA,OTC
Utilities/Telco/RE (10.6%) ALA,BCE,BEP.UN,FSV,TCN
I greatly appreciate your comments
Thanks,
Antoine
Read Answer Asked by Antoine on May 05, 2015
Q: There was a recent laudatory article in Seeking Alpha extolling the virtues of Surge. The author made two points that stood out for me. First, that the break even point for the company is $36 per barrel (don't know if that is Cdn$ or US$). Second, that Surge made a recent announcement that their reserves on their Upper Shaunavon development are now estimated to be 250,000 barrels vs the previously announced 50,000 barrels.

Do you concur with these two points and if so, does that reduce your concerns about Surge going forward?

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Any reasons you know of for the drop in price of GUD in the last month?
Read Answer Asked by Jim on May 05, 2015
Q: I have noticed that these stocks in particular have rising at a moderate but regular and almost even pace over the past several weeks. I assume that it is due in part to rising oil prices, as all of them are impacted by business in those areas, but I also suspect that the market is starting to see that they have business outside oil as well.

My question is, as a momentum influenced investor, how do you decide when "momentum" has set? Is is based on a percentage increase greater than the index, is it based on increases over historical averages or peer group technical charts or is it something as basic as a gut feel?

Appreciate the education you provide us all.

Paul F.
Read Answer Asked by Paul on May 05, 2015
Q: Would appreciate your view on the outlook for MDA, given its most recent disappointing results.

Thanks, Hans
Read Answer Asked by Hans on May 05, 2015
Q: BAM.A continues to fall since your most recent comments. It currently trades at $64.40. I recently started to accumulate the stock at $67.90 as a long-term hold. I would appreciate knowing your current thoughts and if you suggest continuing to average in or wait until the apparent correction runs further. Thank you.
Read Answer Asked by Glen on May 05, 2015
Q: Hi team I have held SPB for years now, I was wondering if its recent price drop is warranted based on it most recent results, or does this represent a buying opportunity. I am looking to buy it in my TFSA. Thanks again for your great help and advice.
Read Answer Asked by Ray on May 05, 2015
Q: There has been quite an upward move in CUM lately. Last year I watched my stocks go up and continued to hold as it went right down. I am showing some good profits. Should I dump it? I also hold Hudbay and Tech. Thanks
Read Answer Asked by gord on May 05, 2015
Q: What are your current thoughts on ATP. I bought it a while back and it has reached my profit target of 50%, however, they have announced some cost cutting efficiency measures recently that should serve them well. Sell or hold?
Read Answer Asked by gord on May 05, 2015
Q: hello team,could you tell me what my best options are with Allana now there has been an offer.
Just wait this out or sell?
Is the offer secure and are there chances of more suitors?
Read Answer Asked by Josh on May 05, 2015
Q: Jimmy asked a question on May 4th regarding the CSC. I wrote it last year and used a book by Sean Cleary. see http://ca.wiley.com/WileyCDA/Section/id-302478.html?query=W.+Sean+Cleary. I used it as a complement, rather than substitute, to the two CSI textbooks. Good luck!!!
Read Answer Asked by Steven on May 05, 2015
Q: Could you take a look at Grande West and tell me your thoughts. I am hearing positive things but would like your opinion. I realize it is a small company but it sounds like there is potential. Thank you
Read Answer Asked by Suzanne on May 05, 2015
Q: Hello Peter, thanks to the extra $4500 in TFSA room and some additional uninvested cash, I'd like to now add two stocks from your Growth portfolio to my TFSA (where, of course, one prefers one's largest gains to occur). I already have full positions in AVO, DHX, XTC and GUD. Can you please recommend two choices based on current prices. (I know you have favoured CDV and CXI very recently, but given the large gains I've missed in the last month, I worry about pulling the trigger on those.) Also, kindly suggest a good current choice from your balanced portfolio for my non-registered account. (I already own AW, ESL, FCR, HCG, MDA, BIN, SJ, and WPK amongst others.) I was considering TELUS? Thanks in advance! James
Read Answer Asked by James on May 05, 2015
Q: My wife has a locked in basic RRSP with about 20 thousand that is only allowed to hold mutual funds and I think ETFs(no stocks). Could you please recommend a few mutual funds or ETfs that are growth maybe similar to IWO since 95% of our total holdings are large cap blue chip and on the safe side. Thank You all for the great service.
Chris
Read Answer Asked by chris on May 05, 2015
Q: Good morning,
Are there any US industrials med or large cap that you would reccomend?
Thank you
Read Answer Asked by Josette on May 05, 2015
Q: Dear Gentlemen,
I need to re-balance in Industrial sector.
I own WSP 6% (+17%), STN 4.5% (-2%) and MDA 2% (+7%)
I What you suggest to re-balance in this sector ?
Thanks
Best Regards
Read Answer Asked by Djamel on May 05, 2015
Q: Hi, is the new JV announced by Magna today a material deal for the company? It will not close for up to a year - is it a longer term strategic deal?
Read Answer Asked by Kel on May 05, 2015
Q: Hi,

Your thoughts on Elon Musk's home rechargeable battery and it's investment impact on utility companies (Fortis, Emera, Canadian Utilities, etc…). I see Walmart is testing it out in some of their stores. I have read some pundits suggesting this will do to utility companies what the cell phone did to the land line business.

Thanks

Robert
Read Answer Asked by Robert on May 05, 2015
Q: hi, a large CDN firm has 23 cents and 79.6 million for consensus earnings for ago Q1/2015. thoughts
Read Answer Asked by chris on May 05, 2015
Q: Gentlemen. A quick question about TFSAs. My wife and I have both contributed the maximum allowed up to this point. The limit has been increased to 10000.00. Is the extra 4500.00 for this year and future years contributions. Or is it retroactive back to the beginning?
Thank you.
Ron
Read Answer Asked by Ronald on May 05, 2015
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