Investment Q&A

Q: Thanks to Mike's recent comment about treating all accounts as a whole as suggested by 5iR, I'm in the process of doing it. Wow, it is quit the effort...what with hold about 20% in US equity, as I decided to go with the TSX sectors rather than the US sectors. Although the US sectors are fewer, I went Cdn as more equity is in TSX stocks. Take it that is the way to go?
One thing I need guidance is on how to classify FB, GOOGL and DIS...as in the US, the three are classified as communication. Thinking of showing FB and GOOGL as Information Technology, while DIS as consumer discretionary. What say you?
There are many other differences....like BAD is treated as Consumer Discretionary but I'm classifying it under Energy - services, and BDI as Finance - Real Estate rather than Industrial. (All so "wild and woolly" eh?! ) But these are all marginal, right?
Hope to complete this task before the Super Bowl game kick-off.......Tom

Q: I talked to I trade where are GLENTEL shares are held and was told that you can no longer choose the option of cash or shares in BCE. If you wanted to do so you had to say so three days before the shareholders meeting earlier in January. Most people would obviously choose the shares with BCE hitting new highs. Is it still possible to get shares in BCE? THANKS

Q: Model Income Portfolio Holding: ET-Evertz Technologies closed up 6.48% on massive volume of 1,357,407 shares. Please comment.

Dave (Nicholson)

Q: I am down 25% after today on cpx.pr. I must admit I did not understand how much it could go down in a reset rates. If interest rates go up later in the year, will those shares go up again? Though it pays a 7% yield, when you are down 25% it is not much comfort. I am thinking of selling and putting the money I have in something with growth and try to recoup the money that way, something like exco or evertz. Your thoughts please. Thanks.

Q: I have some Glentel shares and was just wondering what was going to happen to my shares with this merger .it sounds like I can chose cash or BCE shares is that right? if so what would you think the best course of action would be ? I wouldn't mind owning bce by the way .

thx for the service I'm learning a lot.

Stuart

Q: What do you think about NRI research Study results out today?

Q: Any reason for this large drop in charge price?

Q: Hi Peter, I am looking for a conservative spot to park some RSP cash that I recently converted from mutual funds to my itrade account. I am currently 80% in stocks. Right now do you prefer XCB or CPD for 18-24 months and why?

Q: Good morning Peter and team, I was interested in your answer to Carla's question regarding her fixed income component. I was faced with the same situation and chose XQB.It has a management fee of 0.12% and contains 60% government and 40% corporate bonds. The yield is on the low side but with reinvested dividends, it's up 9.4% in the last year. Also,it's one of iTrade's "commission-free" etf's which is an added benefit. What is your take on XQB?

Q: As a Canadian investors having US funds available am I better off to invest on the New York side or the Toronto side for companies like this that list in both markets? Are there negatives to purchasing LP (I'm assuming Limited Partnerships) equities for RRSPs? You have a great service and I look at my membership as a real bargain! Thanks for all your sage advice.

Q: Please comment on Kennedy diamonds mines, they appear to be under valued.

Q: Can you please comment on dh revenue sustainability and client concentration. Do they sign long term contracts ? Would you be confortable with a full position at current price? Thank you

Q: Peter, your help please. I am selling some of my weaker names in gas and oil. I am looking for good solid companies that pay a good dividend. I already own the Davis and Henderson ect. of the world. Your opinion please on Evertz,Sirus xm.Alaris and Liesure world for long term holds. Thank you Ken

Q: I currently hold only GICs in my fixed income portion of my account, however, I'd like to move towards bond ETFs as they are more liquid and have a higher yield. My allocation would be 20% bonds, 80% equities because I'm only in my late thirties.

I'm looking for a bond fund that will 1) preserve my capital (if the stock market tanks I want to know that my 20% is safe. I want something that I can hold for the next twenty years that won't be too affected by interest rates, and 2) I want something that will give me some income.

I've looked at VAB.It seems to be a good mix of government and corporate. But would eventual interest rate hikes cause it to tank? I've also considered CBO, but since it's only corporate, I'd probably need to buy a Government bond ETF too... I think ishares has one similar to CBO.

Do you like either of these options? Or would you suggest something else? Would one ETF be safe or should I have more than one? I'd like to keep my fixed income investing simple.

And finally, on an unrelated note, I've been watching XTC for the last little while. It had great earnings and went up a lot today. Is it to late to get in now? Should I wait for a pullback? How high risk is this stock?

Q: Your general thoughts on BOE, if they can survive oil at these levels for a prolonged period, future prospects, etc.

Q: Do these latest financing deals mean it might be time to get in now. Thanks

Q: Hello Peter,
As we go into February, what do you think of the North American markets? Are we looking at a correction, is it an ageing bull or we are in the middle of a secular run? Should we trim positions, raise cash and wait for the buying opportunity to happen; or should we put the additional room available in RRSP and TFSA to work at this time? Do the markets go risk off on interest rate hike in 6 months or are they all in with small and medium companies betting on the growing US economy? I do not sense a clear direction. Perhaps you can show the way.

Q: Hello,

ZPR is now down over 5% ytd. This seems to be more than interest rates concerns. Has the credit risk increased? Any ideas why the preferred market is being hit so hard?

BTW, I noticed that the credit ratings of CPD holdings has been removed from their website. I called Blackrock about it: they said they would find out and call me back, but they never did.

Thanks, Greg

Q: I've been looking at Methanex in view of the dramatic price drop. Further big drop today despite better earnings announcement and reasonably optimistic outlook. On the other hand 40% of earnings related to O&G industry. Would you consider this worthy of a buy or more like a falling knife? Thanks for your opinion.

Q: Barclay's is predicting the USA will experience a negative CPI in 2015. What would be the best sectors to be invested in should we find ourselves in a deflationary climate? Thank you.