Investment Q&A

Q: 5i
I thought LGT s numbers in the last quarter looked really good .
Do you see continued good growth in this company over the next few years and would now be a good time to take a half position ?
Thanks as always.
Bill

Q: Merry Christmas to one and all!

With TFSA season fast approaching, I was wondering if you had any thoughts about how to proceed with buying stocks with this in mind: being fully invested I have little free cash on hand in each of our TFSA accounts. Cash grows, albeit slowly, with left over DRIP money. So, $5500 would seem to limit us to stocks trading at, say, $55.00 per share or less. Stocks I might like to acquire (BAD, VET, BNS, etc., etc.)exceed my ability to buy in what I presume is a board lot, i.e. 100 shares. So, would you prefer buying lower-priced stocks in multiples of 100 or buying a higher-priced, but arguably "better" stock at less than 100 shares? The thesis is "Buy and hold" for distribution/dividend income which first and foremost would be "Dripped". I rarely sell unless there is compelling news that warrants a trade or re-balancing/diversification come into play.
Thanks,
Mike

Q: I have a question about Brookfield Renewable Energy LP.
I have owned BEP.UN long enough to have done fairly well with it. However, Vectorvest shows BEP.UN's earnings as fairly flat and low, give it a lower safety rating, and a '0' dividend rating.
Any thoughts as to why they are bearish and you are still bullish on the firm?
Thanks

Q: Good morning Peter and Team,

Would you be OK with selling one position of Corus (CJR.B) and replacing it with DHX Media Ltd. (DHX)? DHX appears to be much faster growing.

Q: Hi there
Wondering if I was to add an insurance company for a bit of a buffer to rising interest rates would either MFC in Canada or MET in the USA be a buy at this time in your opinion and if so which would you favour at this time in a registered account?
Much thanks
Stuart

Q: Hi,I am looking at citigroup and efn, which would you recommend, I am open to suggestions on a financial..............thanks

Q: I would appreciate your views on National Financial.

Thanks,

Q: I am looking at building a portfolio of telecommunication/media stocks for dividend income and some growth. Which one is better at this time: BCE, RCI.B, T, SJR.B, BA, MBT? How do you rank them in terms of attractiveness at this time? Or should I look at an ETF (is there one) or US stocks? Thank you.

Q: Good morning,
I would appreciate your recommendation with respect to Polaris Minerals (PLS).
Thank you.

Q: Can you please report on TTH (Transition Therapeutics). Is it a buy?

Q: Hi,
Any thoughts on STP today? They have announced a strategic review and operational update and the shares are getting hammered.
Thank-you.

Q: With the CPPIB having recently invested in Cequence Energy (CQE), what is your opinion of CQE?

Q: HI…as investors should we be overly concern with, “Deflation” in the market place.??

Q: merry christmas to all. i have read somewhere,do not remember where, a statement that buying more expensive stocks $200.00 a share and upwards is a better investment due to stability and strength. is there any merit to this statement.

Q: On "Headline" Dec.10, Howard Wetston of the OSC stated, in the context of regulating markets and HFT, that "Technology is moving so fast...it seems like magic."

Which technology companies do you think are moving the fastest? Could Google be one of them? Thanks, J.

Q: Given the fact that "defensive" stocks seem to be out of favour at the moment and that "growth" stocks are the flavour of the month would it be possible for you to look at each sector and list your top five stocks or more in each of the sectors.
I realize that your primary focus is on the Canadian markets but you if could include some US stocks that would be a bonus.
Thank you so much for this wonderful service.

Q: Hi,

The gold sector is a volatile one but may be in for a bounce here. I prefer Goldcorp as you do for a major. For small/mid producers I like RIO, NGD, YRI, BTO, and MND for low cash costs, management, production history and other financial aspects. If you were to buy 2 or 3 what would be your preference and why?

Thanks!

Q: Magna has had a great run but now starting to level off and turn down.Still a good company with lots of good news but now rated a Hold..Do you think there is more upside in the near term
I think you last reported on them July 21st

Q: Hi Peter and group what is your opinion of e-t, enterprise group. Thanks

Q: what is your opinion on EXCO resourses XCO ?
Is it worth holding on the US side.
thank you
margit