Investment Q&A

Q: Hi Team,

I own full positions in EFV, EEM, and VXUS. I am looking to free up some US dollars to invest elsewhere and was wondering what you thought about selling one of these ETFs. Do you think I need all three or would two suffice for international exposure? If two is enough, which two would you keep? Thank you.

Michael

Q: A corus bond maturing in 2020 is yleiding 4.64%. Any thoughts on the safety of this bond.

Many Thanks

Paul

Q: Hi, Still trying to figure out the sector thing.
Is BCI a Health Care sector company? It's not Cons. Discretionary, is it? Thank you. sarah

Q: Is this a good entry point for Transalta? Thank you

Q: I need a transportation company in my balanced portfolio and was wondering which company you would choose today and why. Is there any other "transport" company you would choose instead of these 2 companies if you had a choice?

Thanks!!

Q: As a follow up to the answer you gave Donald today regarding companies that may be benefit from Europe infrastructure spending, you may wish to consider IBI group on the TSX-- ticker IBG. A risky play given its recent financial difficulties but they may be turning the corner this year. Tons of upside.

Q: Hello Peter and all; As always appreciate your great service, one news item from Bloomberg that as come Monday, Saudi Arabia lifts a ban on direct investments by foreigners, fund allocators are preparing to shift money out of other countries and put it to work in the Arbab world's largest stock market. I wonder are there any etfs that are related to this market that we have access from here? Thanks.

Lin

Q: Can you please comment on why you would not recommend a hedge fund to be more than 2% of someone s portfolio (i might have misread but my question is in reference to an answer to Bohdan about uber strategies on june 12). Thanks

Q: Hello 5i:
Very interesting, in-depth article on BEP today. The author has gone into great detail (more detailed than 5i's report), both positive and negative on the company. Yes, he likes it, with high praise for management, execution and target shareholder returns. IF you're thinking of investing in BEP, or if you need a utility, please read this. Here is the link: http://seekingalpha.com/article/3251275-brookfield-renewable-energy-partners-l-p-a-great-mix-of-growth-and-dividends

Q: Watch PHM and they now have stopped trading again. What gives?
With regard to CXI it is very volitile, and I was wondering if it might have something to do with Greece.

Many thanks

Q: A couple weeks ago I bought half of a planned 2% of portfolio position in POT, at a bit above $39. Hoped to buy the other half a little lower, but it has fallen more than I expected and I have not bid further. Would you suggest adding the other 1% at current prices, or just stay at 1% for now? This is being bought for sector diversification and income. How secure is the dividend?

Thank-you

Q: Peter and Team,

Any idea why Cineplex took such a shellacking on the close Wednesday and Open Thursday?

Q: What would you need to see before making a purchase of shares for a potential turnaround? Is there any value in the real estate?

Q: Hello Peter & Team,

Can I get your view regarding investing in lithium producers and any stocks you would recommend.

Thanks,
Herb

Q: I reviewed the additional information in the press release by Loyalist related to Tuition Fee Revenue and Deferred Revenue for Q4 2014 and Q1 2015. It showed combined Total in Q4 2014 of $17.4 (Deferred $9.7) million versus combined Total Q1 2015 of $$20.0 (Deferred $12.5) million an increase in total of $2.6 million quarter over quarter. They also stated that 57% of the deferred revenue at Q1 2015 will recognized in Q2 2015 and 28% in Q3 2015. Isn't this mainly a timing of matching revenue with expenses? Isn't the market over reacting perhaps because this information was not included in the first press release? If not, What am I missing?

Q: I know the question has been asked before but just to be clear,if I wanted to buy 3-4 ETF'S for exposure other than NA, would you recommend the following.VXUS- the world except NA,VWO-emerging markets,VEE or FEZ for Europe and any other suggestions.Interested in India as well.Thanks.Paul

Q: Good afternoon,

I am underwater on this stock. I know the dividend is good and safe. The company does not seem to do very much to counter the crtc decision that I am aware of. Do you know something that is affecting the stock negatively lately?

Thanks

Q: I'm considering adding one of these to my portfolio. D.UN has the higher yield but has significant exposure in Alberta. DRG.UN has significant exposure to one tenant, Deutsche Post. Which do you consider the better investment and why ? Both appear to be trading midway between their year high and low Or do you feel another REIT would be a better choice for safety and yield ?

Q: Hi ...can you help with a sector and diversification question? I appear to be out of balance with 30% of the portfolio allocated within the financial sector. The stocks involved are BNS, RY, SLF, BLK, GS, CXI, BRK.B. Equal weight.
So there are two banks, one insurance company, two financial services companies, one currency exchange operation and I am not sure how to classify Berkshire Hathaway. A holding company?
Do you think I am overweight in financials? Would all of these stocks go down if the financial sector stumbled? They seem to be quite different operations to me. I am reluctant to cut back on these stocks as they are all doing well. Maybe BRK.B could be cut but it is the least financial of all of these I think.
Any way thank you in advance for your thoughts.

Q: hi, I am a new member and am enjoying your site. Any thoughts on ATCO. Thank you, Bryn.