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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,
Usually a month from now I start investing the built up cash balances in my non registered and registered accounts and am fully invested by November end. I am wondering if it makes good sense to hold back this year and maintain the cash balance going into 2016.
The reasoning is thus. The economy has slowed with the risk of a recession on the rise. Corporations had lower earnings expectations which have been mostly met but the revenue misses have been an excuse for market sell offs. There is the fear of a global slowdown including the US(GDP growth projections have been tempered for the 2nd half). The Fed has been painted in the corner and will necessarily raise rates once or twice this year.
What is your opinion? Should I be all in or think of retaining the cash for capital preservation?
If you think the markets are fine, where would you advise I focus my attention? Your growth portfolio or the model portfolio?
Your opinion is highly valued as always.
Rajiv
Read Answer Asked by Rajiv on August 07, 2015
Q: I took a position in SLF thanks to your advice the other day and it is already up $900; many thanks. I also took a 1/2 position in WSP and it is also up surprisingly. Now I would like to have your take on WSP and TRI for future gains. - Ted
Read Answer Asked by Edward on August 07, 2015
Q: Hi Peter and Team,

I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.

Thanks,

Jordan
Read Answer Asked by Jordan on August 07, 2015
Q: Good Morning 5i

Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.

Thanks for you valued help as always!
Read Answer Asked by Randy on August 07, 2015
Q: Hi Peter,
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments
Read Answer Asked by umedali on August 07, 2015
Q: Do you think drt and pur will be much better buys at today's prices after their recent drop,thanks again?
Read Answer Asked by Pat on August 07, 2015
Q: In modelling a portfolio, what would be your expected yield on a stock portfolio at today's price levels. Neutral weight with respect to higher and lower dividend payers.
Read Answer Asked by Greg on August 07, 2015
Q: Hello.

I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.

Thanks
M
Read Answer Asked by Marios on August 07, 2015
Q: Hi Peter

What is your take on these company at this time

Thanks Great Job

Mike B
Read Answer Asked by Mike on August 07, 2015
Q: whats your view on their quarter, new divended policy of 0.70 per annum, you always said a stock that start paying a dividend is really a good sign, would like to have view on this stock. thanks!
Read Answer Asked by samuel on August 07, 2015
Q: As a senior with little need for additional income, I'm considering a investment in BAM.A, BIP.UN, or BEP.UN. Which would you recommend and why? It is a suitable time to initiate a sizeable position?
Read Answer Asked by George on August 07, 2015
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