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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 am underweight in the consumer sector and would like to make an addition, but can’t decide between DOL or ATD.B
I know you like both and I have read the previous posts. Which one do you think is a better value at current pricing and which one offers better growth opportunity going forward? Which would be your overall preference?
Read Answer Asked by Steven on March 26, 2014
Q: Hi Peter.

Quick question on currency. I own AGNC T(AT&T) BTE CNK DD(Dupont) JNJ PKO SBUX & SPH all in US funds. I bought all when cdn dollar was at par or better. I am at a profit for all stocks except for BTE SPH and AGNC. When you take into account currency I am in the green on all the stocks. My question is at what point if there is a point do you sell them all and convert back to canadian? For example lets hypothetically say the cdn dollar went to 0.72 cents vs the us? Would you sell all these stock to lock in currency gain or keep stocks?
Read Answer Asked by Jimmy on March 26, 2014
Q: AGT - could I have your thoughts on the latest quarter. How would you rank this stock? Thanks.
Read Answer Asked by wendy on March 26, 2014
Q: Done well with CPX.TO do you see more upside in this stock? Also please recommend 3 stocks that pay dividend and have growth prospects for my TFSA thank you for your response.
Read Answer Asked by Roland on March 26, 2014
Q: I'd like to build a small portfolio of companies that may benefit from LNG projects on the west coast. I've started by taking positions in PPY, WRG, and BDI. Could you suggest 3 or 4 more?
Read Answer Asked by Gary on March 26, 2014
Q: Hi Peter and team. Have a 15% position in what i consider the "consumer" section of my portfolio made up of Cineplex, Tim Hortons, Dollarama and Couche-Tard. Was thinking of adding on High Liner Foods (HLF) on this recent dip. Cant find any material news to cause its recent decline. Have i missed something or is its recent decline just the ups and down of the market, in your opinion. Lastly, what do you think of High Liner's balance sheet and up to what percentage would you allocate to a "Consumer" portion of a retail investor's portfolio? Thanks, again.
Read Answer Asked by john on March 26, 2014
Q: Further to my question of March10/14, my wife owns Mawer Global Small Cap fund in her TFSA. She was advised by the company that no T3 tax slips would be issued for this fund, as mutual fund investments that are registered(RRSP & TFSA) do not receive T3 tax slips. If this is correct, does this mean that if she decides to invest in individual stocks of global companies in her TFSA instead of using the mutual fund, she will not receive a T3 tax slip either?
Read Answer Asked by Jacques on March 26, 2014
Q: INA's stock price is looking rather shaky right now. The CFO and the COO have quit recently. What do you make of it? Should I take my loss and move on or tough it out a while longer?
Read Answer Asked by Michael on March 26, 2014
Q: Why such weakness in gold stocks today (g, ar )? I am thinking of adding to positions!!
Read Answer Asked by Jeremy on March 26, 2014
Q: Hi Peter and Team,
Just wondering if you could comment on the recent decline in Bank of Internet (BOFI) stock. I am currently slightly below my break even point. It is close to a RSI of 30. Would this be a good time to sell or buy?
Read Answer Asked by Brian on March 26, 2014
Q: Breaking news - BMO is now offering five-year fixed mortgages at 2.99 per cent, slashing its rate from 3.49 per cent.
Exit comment/question - "Say what?!"
Read Answer Asked by Tom on March 26, 2014
Q: HLF is down almost 10% the last five days. Any news you might have to account for is it or just some fund exiting a position?
Read Answer Asked by John on March 26, 2014
Q: GLN Glentel came out with earnings. Market seems positive. Is it worth holding in here?

TIA
Read Answer Asked by Gerald on March 26, 2014
Q: I am in bargain hunting mode having watched Teck hit a new 52 week low today; also, G, SLW, BTO and XGD have all tanked since buying them a couple of weeks ago.
Is the risk/ reward in my favor right now?
Would you buy any of these now or would you wait?

Thanks for all you help and guidance.
Read Answer Asked by Donald on March 26, 2014
Q: Hi Peter.
As a new member I'm curious to know more about the trading parameters of the 5i model portfolio. Will the portfolio ever go short? (Inverse ETF's)? How often will stocks get cut and new ones added? Will the portfolio ever go to a certain level of cash or does it always stay 100% invested. A brief description of what too expect would be helpful.
Thanks Nicholas
Read Answer Asked by nicholas on March 26, 2014
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