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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: Hi Peter,

I was hoping for you opinion on an Emerging Market ETF (PIE), which I own for broader portfolio diversification. Is there a fundamental reason behind the recent 30 day slide (after hitting 5 year highs in April) or is this likely profit taking? Would you continue to own this, recommend another Emerging Market ETF or get out of the sector altogether?

Many thanks!

Ray
Read Answer Asked by Ray on June 03, 2013
Q: Can you pls comment on Argent Energy Trust (AET)? I see it is more active in the USA than Canada. Great to see you working on the weekend - that says a lot for you and your company. Don't over do it. Thanks,
Gary
Read Answer Asked by Gary on June 02, 2013
Q: Hello 5i, I have a different company I wish to ask about. It is called Zions Bancorporation, ZION on Nasdaq. It took a real beating in the bank sector collapse. I am a strong believer in tactical asset allocation and was considering this stock. I know it will be a gruelling climb back to its "former glory". It has boosted its capital, reduced its preferred shares, and now the common share holders got a boost in dividends. Is this a sign that they are on a semi-straight path upwards?

Thanks very much.

Zen
Read Answer Asked by Zenon on June 02, 2013
Q: Hi Peter/Team, further to the question asked by Bob, what materials and manufacturing / dividend growing companies would you recommend at this point? Thank you.
Read Answer Asked by Rita on June 02, 2013
Q: Peter; I am looking for a US consumer staple ETF. I found the Vanguard , VDC, and wonder if you know of others or if this one is acceptable. Thanks . Rod
Read Answer Asked by Rodney on June 02, 2013
Q: We are overweight in Utility (15%) and underweight in Energy (5.7%). We have done well with ALA - a one bagger as they say. It has made us overweight. I think we should keep ALA & our small position in CU and sell some TRP.

KPI seems to have bottomed out - probably buy it.

Congrats on calling AVO.
Read Answer Asked by James on June 02, 2013
Q: I am in my early 60's and still working and I consider myself a conservative investor. My questions...

1) I am currently overwieght in financials (Canadian Banks & Canadian Insurance). I am thinking of selling BMO & RBC and puchasing ESL & CSU. It would increase my overall IT weighting to about 7.5% with none greater than 2%. Does this make sense?

2) My wife bought a little OVTI because her daughter works there. I am thinking of increasing our position (but not too much). It seems like a reasonable company even though no dividend. The stock moved up on Friday. Any thoughts?

3) My broker used to tell me that insurance companies do better when interest rates are higher. Do you agree?
Read Answer Asked by James on June 02, 2013
Q: Peter and Team, first of all this is an amazing service and I thank you. My question concerns Alpha Pro Tech (APT) which is a Canadian company listed in the States. I am seriously thinking of making an investment in this company. Your thoughts would be most welcome.
Read Answer Asked by Doug on June 02, 2013
Q: PPL :Pipelines, Utilities and REIT's declined sharply last week, presumably due to fear of rising interest rates, sooner than later. It all started after recent US Fed comments. After remarkable gains in these sectors over past few years, do you think, we could see a major correction in these sectors in near term? Is it prudent to cut back these positions now? Also, which pipeline stocks are most vulnerable? Thanks for your valuable insight.
Read Answer Asked by rajeev on June 02, 2013
Q: I'm thinking of taking a position in INA, looks like good this are on the horizon, they will have decent cash flow and production growth in the very near future. Do you know this company and if so what are your thoughts, is it a buy at these level?

Thanks
Richard
Read Answer Asked by Richard on June 01, 2013
Q: Do you subscribe to the belief in the projected up to or more than 10% decrease in the C$ vs. the US$, and if so,(1) what are a few of your top recommendations for some Cdn and/or US share purchases to capitalize on the decrease, and (2) would you invest now or wait for a pullback?? Thank you in advance for your continuing good advice.
Read Answer Asked by Harold on June 01, 2013
Q: Peter,

Further to your response below re: companies / sectors to own in a hypothetical rising rate environment, and more importantly, what NOT to own (Utilities), "you could see some big stock drops, and investors might be surprised". You have Enbridge in the portfolio, as do I, I know you say its early (which I lean towards as well), but at what point do you start reconsidering the thesis that "its early" should an Enbridge consider to slide given its high PE?

Would you instantly advise your members when to sell something in the model portfolio?

Thanks team, great work.
Read Answer Asked by Ray on June 01, 2013
Q: Good Morning: As things change and bond yields rise and the risk on play becomes more evident the U.S. market is being called the place to go. With 25K to invest which of Bank of America or Citigroup would be the best choice; or do you have a better idea? Already have aig which has done very well. Regards Michael
Read Answer Asked by michael on June 01, 2013
Q: hi peter, i think this is the key question going forward,do you think that now that bond yields have started rising, it will be like a freight train and people will keep selling bonds and therefore yields keep rising and second part of my question people will start rotating out of reits and utilities because their yields become less attractive. dave
Read Answer Asked by david on June 01, 2013
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