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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 Team,
! follow your stock commentaries with great interest!
As to above technology companies which would be your preferred choice?
I hold a small position in ESRX. Would you recommend alternatives?
Read Answer Asked by Sigrid on May 27, 2015
Q: I have all of the holdings from your growth portfolio in my TFSA as per the percentages you recommended. I now have $10,000 more to add to my account. Would you recommend that I top up the companies that have done well or the companies that are down since buying them all? And/or would you suggest 3 or 4 that you think are the best bet at this time (so I don't have too many trading fees)?
Thanks so much, your advise is appreciated
Read Answer Asked by Michele on May 27, 2015
Q: Can I have your thoughts on the latest quarter. Thanks.
Read Answer Asked by wendy on May 27, 2015
Q: How would you compare Bam.a and Davis Henderson going forward long range ?
Read Answer Asked by terrance on May 27, 2015
Q: Your thoughts on the deal and is it worth holding on.
Read Answer Asked by Tom on May 27, 2015
Q: Hello Peter & Co,
Being an asset manager, would BAM be classified under Financial?
Thanks,
Antoine
Read Answer Asked by Antoine on May 26, 2015
Q: I must say that I really do admire your professionalism. Heather asked you today "Any thoughts on the medical marijuana space?"
I think my answer would have been: "Yes .... but I can't remember what they were. .... And could you pass the Doritos." James


Read Answer Asked by James on May 26, 2015
Q: I am in the camp of sale in may do you think I am making a mistake?Where can I keep my money very conservative but not intrest bearing account/.
Read Answer Asked by Nizar on May 26, 2015
Q: I'd like to know your opinion of this ETF. I like all of their top holdings. But I have heard that many of these stocks are trading at very high multiples. Would it be wise to buy some zlb now?
Thanks, Christianne
Read Answer Asked by christianne on May 26, 2015
Q: I have been a member for over 2 years and this is my first question, I follow the Q & A section quite closely, thanks for the information . A year or so ago someone asked about if you could identify 3 companies that you don't get asked about much. I held Telus and ended up buying Exco after my own research. Could you identify 3 companies tech or other as I seem to have some money after buying high and selling low on OTC.
Read Answer Asked by Jerome on May 26, 2015
Q: Further to your answer dated March 5, 2015 on QIS (Quorum), the company released results today for the quarter ending 31 March. I had previously accepted the Investor Relations reasoning (excuse?) that that QIS shares were down because it is based in Alberta and the fact that its customers are auto dealers. Today’s release showing a worse bottom line on higher sales doesn’t enhance confidence unless there is a valid explanation. Is there?
QIS’ software products are excellent and are much liked by auto-dealers and manufacturers. Although this micro cap is too small for you are you able to comment on management ability and trustworthiness? QIS has an excellent business model and reliable software packages according to software execs. Would you consider QIS attractive at its current price or would you move on?
Read Answer Asked by Adam on May 26, 2015
Q: Can I get your opinion on this fund maw150 global small cap for a Tfsa.
Read Answer Asked by Paul on May 26, 2015
Q: hello 5i:
We have a fairly well diversified portfolio, with the exception of Consumer Staples and Health Care. I have initiated a position in GUD at about 1.5% now. I am keying on Health Care in this question: as we are not (really) growth oriented, Health Care stocks in Canada are difficult to find. Please comment on which of these you consider the best value at the present time: CPH, CRH or PHM. I really don't want to bring the holding in GUD up higher, even if it does have more potential than the others.
thanks
Paul
Read Answer Asked by Paul on May 26, 2015
Q: I'm a new member. Looking at your portfolios, would you suggest that someone who wants to take a position in one of your portfolios buy the listed stocks at roughly the listed allocation? Or is there an element of these portfolios being geared towards investors who bought in at the portfolio start price or ACB?

From some of your recent responses I'm gathering that you sometimes let growing stocks grow in allocation percentage. For example, CSU looks like it has had a great run and is 6.8% of the BE portfolio, but it looks like it may be highly priced (only looking at price relative to recent past). Do the listed portfolio allocations apply to new investors who are taking a position in the stocks in the portfolio?
Read Answer Asked by Chris on May 26, 2015
Q: Hi Peter and Team,
Can you please provide a few suggestions on water related stocks that trade in Canada (TSX or Venture)? I'm looking to allocate a small portion of my portfolio is this sector for the long term. Small - Mid Cap names would be ideal.

Thanks,
Erick
Read Answer Asked by ERICK on May 26, 2015
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