Investment Q&A

Q: Hi Peter,

Had you written the article on PFD shares and I read it about 5 years ago I would have probably been much better off.

At any rate over the years (since the financial crisis I invested in many Pfd share resets, all at ipo price.

Amongst them are :AX.PR.E, DRM.PR.A, DC.PR.B, FFH.PR.F, NPI.PR.C,AIM.PR.A,INE.PR.A and C, PPL.PR.G AND TA.PR.F.

Obviously I am not concerned about the solvency of these companies, however I am underwater substantially on all of them. Can things get worse and can they fall further?

Or should I hold my nose and just keep them?

Small portion of my overall portfolio and income from them is marginal. I am retired.

What say you?

Thanks

Q: Dear Gentlemen,
Because I work hard on Sector allocation (since I discovered 5IR), I have a comment on CCL.b, on TMX Money web site tmxmoney.com/company.php?qm_symbol=CCL.B, CCL is classied on Consumer Cyclical.
Thanks for all.
Best Regards.

Q: Hi Peter and Team!!! Since infrastructure is the politial darling,and it seems that we are gearing up for alot of it...what stock would potentially benefit from this and would you consider it a buy now. Many thanks as always, Tamara

Q: Is the U.S. Company Almost Family Inc.(afam) similar to phm and do you folks think it could have a similar growth profile?Thanks for your insight.

Q: The Growth portfolio has a 10% allocation to IWO. Would you view this as a better choice versus Vanguard's VBK. Thanks

Q: On todays report you mentioned that you are discontinuing coverage on this fund. Why?

Also, does JTF strictly invest in canadian instruments?

Thanks

Q: Now we can place 10,000. in tfsa can i place 4,500 dollars more right now to have my full tfsa in my account. I had place already 5,500 dollars before. Thanks

Q: Hi team:
I have this stock and bought it around 60
I think it is gasy
I wonder if I could switch to TOU
or another gas stock that pays abit of dividend ? like PEY
should I keep on holding ? thanks!

Q: Could you please give me an updated view of this company which seems to have posted very strong earnings? I'm looking for a solid growth stock in the utilities/telecom areas.

Q: Hi
New to this site, just joined today. I think it is full of information. Would you buy CDV at this price or would you recommend I buy another stock for my first buy

Q: I have a small position in fr 1.6% and am currently down 28%. should I sell and cut my losses? brenda

Q: I would be interested in your views on this company. The ceo is Rob Bakshi, the founder of Silent Witness. I was a SW shareholder in the early days and did well with that one. How much weight do you give to the ceo who has a track record of success?

Q: I have held Agrium for several years and intend to keep it on a long-term basis. It has been slipping recently; so, I am considering adding more. Your thoughts please. Thank you.

Q: Stock has been on a run the last couple of days with large volume do you see any news, and what do you see for this company in the future.

Q: Good Afternoon

Could you please comment on Fiera a Capital. I know that you have been positive on the name before but I have held it for close to 2 years and it has not really moved at all. Would you continue to hold or could you suggest something with a little more growth potential
Thank you

Q: I have a full position in AVO, BCI, CXI, DHX, EFN, LMP, PHM, PLI and XTC. Overweight in IWO and half positions in CDV and GXI.
I am wondering which growth stock I should add next, or maybe just increase my CDV and GXI holdings.
This would be on margin borrowing and I am okay with leveraged investment at this point in time. While I understand these are meant for 3-5 year holdings, perhaps your suggestion could factor in a 1-3 year period as an additional variable.
I would appreciate your suggestion as well as your opinion on leveraged investing for the growth portfolio.
Thanks

Q: Hi,

I have added nearly all the equities in the Growth Portfolio (excluding financials and IWO) to my holdings with percentages ranging from 1% (SCR, QHR) to about 4% (DRT, XTC). I also have CHR, ET, CLR, ESP, KLS, SIS, RZZ, THO, MTSN, SYZ, CPH, RX and WEF among other holdings in my entire portfolio which 5i has had a favorable view in the recent months. My question is whether this portfolio will be too risky in a market correction as I believe more in Small Cap growth than large caps. Plus one or two takeovers will boost this portfolio a lot. What do you think would the right strategy here. Thanks

Q: For info via seeking alpha:
Uranium names are showing notable strength today following yesterday's ruling in Japan that will allow the Sendai nuclear plant to reopen, which would be the first plant to be reopened since the Fukushima disaster: CCJ +6.8%, DNN +5.6%, LEU +10.3%, URRE +4.5%, UEC +5%, URZ +2.6%, URG +1%, UUUU +1.7%.
The news is positive for the nuclear industry to the extent that authorities in Japan have not given up on the energy source despite Fukushima.
A MarketWatch article paints a bright picture of the nuclear industry, with uranium prices rising ~35% since last summer and improving public opinion; "China and India believe that the upside from the clean energy from nuclear far outweighs the downside risks of sticking to dirty coal,” says GoldStockTrades.com editorJeb Handwerger.
Last week, CCJ signed a deal with India to provide 7.1M lbs. of uranium concentrate over the next five years.
Publish only if you think it is legal

Q: I am lacking a bit in consumer staples/discretionary stocks in my portfolio. Can you recommend a mix that are reasonably valued and have a good outlook? Dirtt environmental is really looking good to me but I feel as if I would be chasing at this point.
Keep up the great job guys.

Q: For a portfolio that is getting larger, you have mentioned increasing positions in large-cap names to provide some stability. What are your favourite names in this space? Thanks, Janet