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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: To Ivan's question on brokerages (19-Nov). I personally have been using BMO Investorline, with no issues and great investor information at $9.95 a trade with $50K minimum account. They allow you to group accounts to get to the $50K which was nice when I was short with my TFSA. - Cheers.
Read Answer Asked by Philip on November 20, 2013
Q: With regard to the person who asked about TD Waterhouse; I have BMO Invest and could not be happier. $9.95 per trade, a wealth of information available on stocks, recommendations, etc. Now I wonder how I ever got along without it. - Edward
Read Answer Asked by Edward on November 20, 2013
Q: Hi Peter,
I am a relatively new member ob your site. I just wondered with regards to your model portfolio do you recommend buying these stocks at the current prices and how often do you reassess the recommendations. Thanks Clare
Read Answer Asked by clara on November 20, 2013
Q: I am interested in purchasing a dividend etf, what would you recommend
Read Answer Asked by elgin on November 20, 2013
Q: Over the last few years, we have started trust accounts for our two granddaughters. Each has a bank( RY,BNS), reit (KMP, AX.UN), pipeline (PPL, IPL), insurance (SLF, MFC) and oil ( VET, ARX),all equal weight, all dividend paying and on DRIPS. We would like to add another dividend paying, Dripable security to each account, preferably from an undervalued, different sector. Looking at an 8-10 year time frame. Could you offer a few suggestions?
Thanks so much.
Read Answer Asked by Don on November 20, 2013
Q: On Ivan's question on brokerages, the Nov.19 Report on Business in the Globe and Mail has its 15th Annual Online Brokerage Survey featuring ranks from A thru D. Personally I use 3 of them, an A, a B and a C, and I find each has its own strengths and weaknesses as it relates to my needs. J.
Read Answer Asked by Jeff on November 20, 2013
Q: Peter I have a relatively large portfolio and safety net and am still working but don't have to be.
I was wondering if it might make sense to take a portion of cash (perhaps 10% of my assets) which I don't need and won't need in my lifetime and invest it in an aggressive segregated fund. I understand the downside is the cost of about 3% and locking in for 10 years but the upside is the ability reset in accordance with my gains and protect my principle. Would you consider such a move?
Read Answer Asked by Neil on November 20, 2013
Q: Hi Peter,

I am always stuggling to understand the relationship between gold, usd and interest rates and what relationship has rising intersts rate got to do with reits.

Thanks
Paul

Read Answer Asked by Paul on November 20, 2013
Q: NZTCY Telecom Corp. New Zealand I hold shares in this stock
Like to have your advice on this one wilf.
Read Answer Asked by wilfred on November 20, 2013
Q: Please give your opinion on Smu.un going forward and whether there are some huge hidden fees as though it were a mutual fund
Thanks
Read Answer Asked by lyle on November 20, 2013
Q: Hello: I would appreciate your views on the Q3 results from CSE released November 12th. Still no Cardinal agreement. Do you think management is starting to execute better?
Read Answer Asked by Marc on November 20, 2013
Q: I'm looking at TKM and wondering if you think there may be a chance they get taken out by ALNY given the court ruling in favour of TKM. With a fairly sizeable cash hoard it would seem like a good move for ALNY.
Read Answer Asked by Norman on November 20, 2013
Q: Hi Team, (LRE) Long Run Exploration is a company that i am looking into.Could you please share your thoughts on it? Thank You
Read Answer Asked by Ilesh on November 20, 2013
Q: 5i recently responded to a question on sector classification / weighting by stating that your ideal sector setup would have 'around 15 sectors' opposed to the TSX's 11. I'm curious to know what your ideal sector classification setup would be, and what your ideal sector weighting would be today given a blank slate for a risk on investor? IThis will allow me to vet my existing portfolio with your sectors to see how it stacks up and if its too overweight / underweight anywhere. Thank you.
Read Answer Asked by Ray on November 20, 2013
Q: If I purchased shares in Southern Pacific Resources STP around the present level $.40 would I be a hero or a goat?
Read Answer Asked by Gerald on November 19, 2013
Q: Peter:

Wanted Tech. (TSXV: WAN) just reported another stellar quarter with EBITDA margins of 29%, 19% revenue growth of which 96% is recurring revenues. What kind of earnings multiple do you think Wanted Tech. stock can support?
Read Answer Asked by Charles on November 19, 2013