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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: My current position is approx. 65% UK, 19% Canada, 8% US, 5% Australia and 3% Europe (excl UK) where roughly 95% is invested in individual companies and 5% in ETFS.
In a previous reply to one of my questions (year or two ago) you referred to capital flows.
In the environment we're in today where do you think capital flows momentum is or will be - the (perceived)safety of the US or elsewhere?
Read Answer Asked by mike on January 18, 2016
Q: Hi, Nice to see Constellation software as your Top Pick on BNN !! Just a clarification about Mark Leonard's shareholding: Mark owned 1,436,136 CSU shares as per March 27, 2015 management information circular. Is there a change? You mentioned that he owns $500 mln worth of stock. Also, 17x earnings is current earnings for 2015 or forward earnings? Thanks
Read Answer Asked by rajeev on January 18, 2016
Q: i keep looking at this company, i own some and i wonder why you guys are not all over it.
13.5 per cent yield which is safe, stock is cheap, earnings were good,paying down debt, what am i missing.lawsuits settled.
great operator in this jeff smith, do you know him. dave
Read Answer Asked by david on January 18, 2016
Q: With new TFSA money, which stocks in the Growth portfolio would you top up in the current enviroment?

Thanks
Read Answer Asked by Wayne on January 18, 2016
Q: I find it interesting that KMI, currently at $13.00, offers January, 2018 long Leap put/call straddles for approximately $8.00.If bankrupt within 2 years, you are paid $5.00 while if the stock rebounds to a price it was at barely 2 months ago, you break even. Comments?
Read Answer Asked by David on January 18, 2016
Q: Some say the extremely high debt governments are carrying will take whole world down.. And China's extremely unmanageable ( undisclosed and previously hidden) debt will bring widespread collapse to the western world as well as their own economy
Do you agree, and specifically why/why not? How-- on what basis would you assess now whether we are going into a severe bear market? Should a 'wise' investor "cut n run"?
Read Answer Asked by lyle on January 18, 2016
Q: Peter and His Wonder Team
I know you are quite negative about TA because of there past record. Yesterday they cut there dividend and are seeking provincial assistance in transitioning from coal to other forms of energy. What are your thoughts about there prognosis going forward? Do you have any faith in there CEO this time around?
Thanks again for your assistance!
Dr. Ernest Rivait
Read Answer Asked by Ernest on January 18, 2016
Q: I have 2 cash accts., RRIF-$35000 and a tfsa $12700. If a major mkt drop takes place,which stks would be suitable for the RRIF, and for the TFSA.(Which I would like to trade short term or day trade.)
Read Answer Asked by BOB on January 18, 2016
Q: The only tech stock I hold at present is DH. I am considering adding OTC and GIB.A. Would these three stocks complement each other, or would you suggest an alternative grouping? Thank you.
Read Answer Asked by Barrie on January 18, 2016
Q: Good morning

Can you please provide an update on WB including payout ratio (safety of dividend) and balance sheet. It seems all the stars are aligning for this company this winter.
It has had a nice pull back with the market and would like to know if you think is a good entry point for income and some capital appreciation?
Thanks
Read Answer Asked by Thomas on January 18, 2016
Q: What companies on the TSX will benefit most from government infrastructure spending.
Read Answer Asked by James on January 18, 2016
Q: Would you advise buying now in anticipation of a bounce back, and if so, what sector? Tech? Health? Or should we buy defensive stocks or bond funds in anticipation of continued heavy turbulence?
If you had some money ready at hand, what would you do with it?
Read Answer Asked by John on January 18, 2016
Q: The stock price is in free fall,cant just blame volatile markets, whats your thoughts on this co.
Read Answer Asked by John on January 18, 2016
Q: In answer to a question about Cascades on Nov. 3rd, you said it was not your favorite in the sector and I was wondering what company was. With thanks, Bill
Read Answer Asked by William J on January 17, 2016
Q: If one decides he has too much risk, would it be wise to sell some equities now at these depressed prices, or wait for a recovery to act?
Thanks,
Read Answer Asked by Hans on January 17, 2016
Q: Do you think that this becomes a better investment the lower the dollar goes? Or will the deterioration of purchasing power make even staycations out of reach for too many households?
Read Answer Asked by Wayne on January 17, 2016
Q: I know in the past you have mentioned that you use Bloomberg Professional. I'm just wondering if you could recommend websites or software that the average person can take advantage of for Canadian market research and portfolio tracking?
Read Answer Asked by justin on January 17, 2016
Q: Peter, there appears to be no let up in car buying, Exco I believe, brings in mostly US income and have expenses mostly in CAD, and its P/E seems very reasonable. Yet the stock is down. Other than this brutal market, any reasons? Subject to over concentration...buy more?
Read Answer Asked by Barry on January 17, 2016
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