Investment Q&A

Q: Hi Peter & Team
Is POT a good entry today? 2.5% in RRIF for long term? It is down 15% in three months with a nice yield. Your opinion please, thanks

Q: I would like your opinion on Cara.

Q: What do you think of the Stingray Digital Group IPO?

Q: Hi Guys,

TCN reported today first quarter at 4 pm. Looks like they had a small loss due to a loss in the derivative market. Overall, on an adjusted basis the company made money. From what you see, do you think the company is growing and intact and a buy? Thank you

Q: Hi team.
Could you comment if I should add to my holdings of either CXV or PHM or both at today's prices for long term holdings.
Thank you.

Q: I plan to sell my XLF and switch to AMP as the latter has performed much better over the last 10 plus year and it also pays a bigger dividend. Lately it's on a downward trend. While no one can time the market, do you think this is a good entry point?

Q: Good morning!
The change to US dollars leaves me with about 3-5% less in income, after factoring in an exchange rate. Could you comment specifically about this change - in other words are there any hidden advantages I am not seeing?
Like the previous question about STB, I am reluctant to play the "exchange game".
Also, is there anywhere yourself or readers might suggest for getting the best exchange rate? FYI I have calculated based on the rates posted on Wellington Foreign Exchange in Kingston, ON)
Thanks! ... and enjoy your day!

Q: Could I have your comments and outlook on TRX after todays earnings. Thanks

Q: Hi Peter How safe to you feel the div is and do you still recommend this stock for income investors?
Kind Regards Stan

Q: Peter,
Any additional insight into FirstService's trading over the last month? Had a big run into mid-April but then has corrected about 15% from the high. Possibly investors looking to exit before the split into 2 separate entities in June?
Thanks.

Q: Thank you for your May 10 response to my question on Insured Annuities. As a follow-up for clarification, is a pre-tax GIC-equivalent yield of 5.2% a reasonable return (without the benefit of a crystal ball looking ahead 20 years)? Again, the annuity is not indexed.

Your are correct that our income exceeds our expenses from our Cash accounts. An income stream from our RRSPs and TFSAs has not been included yet. Annual RRSP withdrawals are directed towards our Cash accounts for future investments. Capital gains/losses are not factored in.

The second option under consideration was to add to the mortgage sector, specifically Capital Direct. For clarification, what maximum weighting in the "mortgage plus REIT" sector would be appropriate? I currently have 5% in Sentry REIT and 15% in Fisgard Capital, totaling 20%.

Bond-GICs yielding 1-2-3% barely cover inflation, but do provide portfolio stability. If the current relatively low interest rate environment stays this way for another 5 years, we are right back to the annuity being the better choice. Your thoughts?

Thanks for your help,
Steve

Q: In light of the recent earnings for Aecon, what is your view for the coming 12 months. thanks.

Q: Do you think with the upcoming holiday driving season, and the hurricane season approaching, that the price of crude oil and oil related stocks should be able to thrive, even with the Iran factor, thanks?

Q: Could you comment on FTP's big price increase in recent days. Is it due to speculation on a Greece exit from Eurozone and the need for Drachma print order ??

Q: In an answer posted today, you stated that you thought AVO qualified as one of the more unfairly beaten up companies that you follow.

However,today we see that the EVP of Engineering has now resigned, continuing the revolving door policy at the company. As much as you, and other analysts I respect, still extol AVO's virtues, is it yet time to say enough is enough and for me to sell at a substantial loss and move on? Or is this the price you pay to get in on a high growth company?

Appreciate your insight.

Paul F.

Q: Hi Peter & Team,

Anything you know what's behind the sharp rise over the past week?
Thanks in advance,
J.

Q: Looking better ?

Q: Could I have your thoughts on the most recent quarter. Thanks.

Q: Hello team, Your comments pls. on 1Q results and your outlook going forward. Also, how does NPI differ from BEP.UN (which I know you like very much)? Would you advise owning both or one would be enough in this industry? I own NPI only.
Thank you!

Q: Hello, guys.

Do you have a Toronto listed ETF that will capture gains in a rising Canadian or US bond yield environment?

Thanks.

John