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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've written previously about overhauling a friend's poorly diversified portfolio. I re-worked 2/3 of it in the summer and that's going well but I left most of his energy holdings in place because the sector was rallying even though I wasn't a fan of many of the stocks.

I re-assessed yesterday and we're now selling KWH.UN, the disastrous CPG, and PGF while keeping small positions in ERF and VSN.

In a 7 figure portfolio that has pipelines but no other energy producers what companies would you suggest are best primed to grow assuming oil prices gradually rise. Dividends a bonus of course. In my own portfolio I have WCP, PEY, ALA, KEY and SGY.

Thank you!
Read Answer Asked by Kim on November 01, 2016
Q: Peter, could you explain why Premier Gold (PG) has declined so much in the last three months (from $5 to $2.85). It has declined much more than my other seven gold stocks(KDX, NMI, FNV, AEM, SLW, MND, FR). Could you suggest a better replacement for PG if I decide to sell it?
Read Answer Asked by Ralph on October 31, 2016
Q: Understand business conditions are poor And ALC is a really good company in a very bad business. The political climate on free trade and energy concerns suggest there may be no recovery in demand for ALC bulk carrier shipping business any time soon. I noticed there is some shipping industry consolidation underway in Japan and perhaps other countries. Do you think industry consolidation is an option in North America and could it be helpful to ALC outlook. What would you do with this stock as tax loss selling gets underway. Thanks.
Read Answer Asked by Sue on October 31, 2016
Q: Good Morning 5i
Could you plse. provide comment on today's new release indicating that NMX has signed a second off take agreement - this time with FMC Corporation? I note the sales are for high grade carbonate versus hydroxide. Seems to be a positive announcement but SP not overly positive affected on news yet. Other news expected in next month - does today's announcement build potential of positively growing the NMX story? Thanks for any insight.
Read Answer Asked by Randy on October 31, 2016
Q: I bought SJR.B in Jul. 2015 at $27.36. Today, it's $26.57. BMO Investorline Morningstar Canadian Income portfolio and Canada Core portfolio suggests selling this stock and that the fair value is $24.00. Do you agree? They did not raise their dividend in Mar. 2016. If I sell, what can replace it for a secure very long term hold for growing dividend income in a taxable account? BCE? (No banks/financial; I have plenty.)
Read Answer Asked by Helen on October 31, 2016
Q: Peter and team:

I am down 20 to 45 % in these four names and am thinking of consolidating my portfolio and realising some capital losses. Of the four at his time, which would you hold, sell for capital loss and potential buy back, or ditch altogether.

In particular I was wondering about DRT and if I should sell now or wait until after the quarterly report which I believe is Nov. 04th.

Thank you as always for an excellent service!

Phil
Read Answer Asked by Phil on October 31, 2016
Q: Hi Gang,

You mention an expected sell-off of BOS & XTC before year end.

What would you expect the timing and bottom resistance for the sell-off of each company to be?

I would like to take advantage of the tax avoidance while minimizing my hit in participating in the sell/repurchase. I have high hopes for both entities but maybe my focus should be elsewhere?

Thank you for your input and all the great work you all do. This is a great community and I am happy to be a part of it.
Read Answer Asked by Will on October 31, 2016
Q: Even after incorporating political risks, many health care stocks seem to have been punished more than seems justifiable. On Friday; minutes after the FBI said it is re-opening that email investigation , the health care sector sank even lower. The sudden stock price drop was in near-perfect correlation (McKesson, Novo Nordisk, Gild, CVS, Allergan and others were already down significantly year to date, yet all dropped sharply on the FBI news).

Granted, the damage to bio tech and pharma companies was self-inflicted. No one with a moral compass can dispute the fact that drug pricing abuses did happen (and perhaps still do). At current depressed stock prices, however, does it not now seem that many health care companies are being water-boarded indiscriminately? Is available info so nebulous that even traders or investing professionals don't feel confident. Are the unknown factors significant enough to depress stocks this much, though? Even after the already steep drops year to date? ( Sorry, I don't mean this preamble to turn this into a leading question).

QUESTION: Would you buy any Health Care stocks at current valuations (many show low PEG, high ROE)? This sector has been sliding down since 2015. Specifically, would you add to a position in Amgen or Merck , OR in the alternate, would you rather initiate a new position in a medical equipment maker? If the latter, which one please and why? Thank you.
Read Answer Asked by Adam on October 31, 2016
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