Investment Q&A

Q: I Looking at a 5yr chart of CBO & CLF which show they have declined in value by about 6% over that period. Bonds are supposed to go up during periods of declining interest rates. trying to get an intuitive handle on this I was led into the swamp of Duration & rolling down the yield curve, neither of which is intuitive. I concluded that CBO.. managers are exploiting volatility to enhance the yield/Cap gain and paying out a mixture of of coupons & trading gains. This would mean that the decline or growth in NPV of CBO.. is not a metric that can be easily interpreted. Could the NPV rise in a slowly rising interest rate? Can you provide an intuitive way to understand CBO..s varying value

I appreciate your answers every day

Ernie

Q: Please tell me your latest viewpoint on Pacific Rubiales. I'm already underwater. Should I bail and lick my wounds?

Q: What did you think of their recent quarter? What do you think of a switch to CLR or MTY?
Thank you.

Q: The Q3 for Ainsworth is now out but I have trouble making much sense of the numbers. Is it time to bail on ANS or is it worth holding for another awhile longer? OSB does not seem to be inclined to move one way or the other.

Q: Hello Peter
Thank you for your excellent advise and recommendation on all the questions and answers. I find this very helpful in understanding the Market and my own investment. My question is on INTERTAIN GROUP LTD , is this a good company and stock to own for the short or long term. I value your opinion . Thanks, Claudio

Q: i think i was seduced by the yield. growth in the price of the stock has been negative. what is your opinion of this company?
i am thinking of a tax loss or should i keep holding it. brian

Q: Could you comment on Pulse's latest earnings? Thanks for your help.

Q: I am up over 40% with BYD.UN, thank you very much, but I don't get it. The company has negative earnings and hence no P/E ratio nor ROI. Would you please enlighten me. Thank you

Q: can i have your opinion on vdu.

Q: How much value does your team place on technical analysis. A large number of energy related stocks have violated all moving averages recently. Does that mean we should not buy them until they move back up significantly

Q: Hi Peter and Team,

thoughts on Nutrastar please.

Q: HI Folks: Will the recent talks in China give a boost to High Liner? The stock went up Friday and the last company report looked not bad.

Q: The USA no longer needs our gas is pou a buy?

Q: Can I get your current view of Input Capital INP?

I am underwater on this stock following the recent sell off. However, I like the business model and have been considering adding to my position understanding it is a higher risk growth stock.

Q: this stock has pulled back . it missed this quarter and has broken its momentum. do you still like it? would you buy at this level?

Q: I have no US exposure and am thinking of buying VIG US dividend fund, as you recommended to another member. My question (and therefore a concern) is; are the dividends charged as income since the Canadian dividend tax credit is not available?

Q: Hi Peter, in the context of taxation, is the income on H&R Reit a dividend or interest? In your opinion, what percentage of a portfolio should be invested in Reits? Thanks, Gervais

Q: Hi, What do you think about Dorel Industries? Is this a good entry point? Jeff

Q: I have small positions in RMP, KEL and SGY. I need to increase my oil and gas exposure as it is only about 3% of my exposure. in addition to adding to RMP, KEL and SGY could you please suggest several larger cap companies I could add? Thank you for the wonderful daily education you provide - it is a tonic!

Q: Hi Peter & Team,
I am thinking to invest in VGR, but with the Canadian $ is so low, does it make sense to invest in the US stock market these days, with about 14% up-charge? (maybe by the time I'll sell it, the Canadian $ will strengthen and I will lose the exchange rate - I don't think the exchang rate will be lower)
Also, I could not find any Canadian tobacco listed in Canada.
Do you know and recommend any?
Thanks,