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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: What is your opinion on MXF as means of getting some exposure to precious metals with a little income on the side? Is the payout reasonably secure with this kind of product?
Thanks for the info.
Brian B
Read Answer Asked by Brian on March 31, 2014
Q: Peter: What is your rationale for investing in hedge funds? They don't appear to generate superior returns versus long only portfolios and often carry more risk because there is no loss limits on short positions. Thanks. Michael
Read Answer Asked by Michael on March 31, 2014
Q: BNK the price is off over the last few days. Last comments listed are positive. Do you see this as a slight correction with continued upside to come? Or has something changed?
Read Answer Asked by Douglas on March 31, 2014
Q: I am interested in PPY. Over 5 years it has twice gone from $14 to $6, and the price is now climbing again. It is at @8.90. Do you know the reasons for why PPY fluctuated so much, and do you believe there is still a strong upside from the current price of $8.90?
Read Answer Asked by Robert on March 31, 2014
Q: Hi,
I purchased TMC at $10.44, as recommended by my previous management firm, for my TFSA. In view of Thursday's transactions, should I continue to hold or cut my losses and run?
Thank you.
Paul
Read Answer Asked by Paul on March 31, 2014
Q: Hello 5i,

I wonder how a new member should invest using your model portfolio. Should he buy equal portions all at once? If not, how should he phase in?

What signal/signals should he use to sell a stock? Would you be updating members? I am not into frequent trading, however,there will come a time to sell when favorable conditions no longer apply.

Thanks
Read Answer Asked by Wayne on March 31, 2014
Q: HI PETER..we have about $35,000 in our online investment account and will be out of country until end of May. Not sure weather to let it sit for opportunities after summer sell off but prefer to invest in stocks with some growth and minimal downside while away. I may continue holding on return if prospects are good. I would look at about 5 or 6 stocks.
I am looking at BAD, MG, LNR, HLF, TOU, BEP.UN, DH, HCG, L, We already hold IPL, SU, PPL, BTX and banks
Any of your suggestions? Thanks enjoy your site. Gloria
Read Answer Asked by Gloria on March 31, 2014
Q: hello there just wondering what you think of Parallel Energy Trust?
Read Answer Asked by George on March 31, 2014
Q: I am thinking of purchasing some more AVO. I would be "averaging down" as I am currently negative with AVO. I would be liquidating a 3% weighting in PWF and increasing my weighting in AVO to 4%. Of course PWF pays a dividend and AVO does not. Both stocks are down this year with AVO down about 8% and PWF down 5% which isn't suprising as AVO is more volatile. I have a relatively diversified portfolio except I am a overweight in financials...(BNS, TD & SLF)
Any cautions?
Thanks
Jim
Read Answer Asked by James on March 31, 2014
Q: Hi peter and team,

I am hoping you or one of the other members can answer. I have 4 nieces and nephews all recently graduated from university and they are all trying to figure out how to balance out paying off debts versus making investments etc. Is there one or two introductory books that would provide them with some good advice and principals as they start to move into their working careers. I read the Wealthy Barber but i am wondering if there are others out there.

Thanks again,
Read Answer Asked by kelly on March 31, 2014
Q: The previously hot health/biotech and tech sectors appear to be losing momentum with money flowing away from them. Do you have any indications as to which sectors the money is flowing to or is it just going to the sidelines?
Bryon in Elira
Read Answer Asked by Bryon on March 31, 2014
Q: re Chesapeake Energy Corp. CHK + takeover

Have just read an article spouting rumors (unconfirmed) that Exxon after buying XTO Energy in 2010 for the purpose of penetrating the shale gas market, is poised to become a leader in the market by acquiring CHK. I own Exxon for the long haul and was wondering;

1) what CHK looks like long term as an investment should the rumor not come to fruition?
2) how a merger if it did happen would effect both XOM & CHK?
3) any comments you have on the Shale Gas Market in general?

Thank Peter & Family, always appreciate and value your input
Read Answer Asked by Gord on March 31, 2014
Q: Assessing my portfolio weightings: I have BAM.A as 10th largest which is OK but I also own BIP, BEP, BOX, and BRP in lesser quantities. If I think of them as one entity because they are all Brookfields, they would total twice my largest portfolio holding, so in sum would be #1 by far. Is uniting them because they are all intertwined with BAM the correct way to judge the holdings and would you advise scaling back, or are they separate businesses with different yields, growth rates and performance outlooks?

If reducing is advised, I could see substituting, say, HR for BOX and TCN for BRP, but I would have a difficult time finding replacements for BIP and BEP in a large cap utility with an international flavour and outstanding yield for RRSP. I consider BAM core and have held it for many years with good results; insiders own way more BAM than any of the spinoffs which speaks volumes to me. Would 5i have any differing ideas or options? Thanks, J.
Read Answer Asked by Jeff on March 31, 2014
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