Investment Q&A

Q: Re: ECI
Hi Peter. Do you know anything about Ford Equity Research? They came out this morning with a Strong Sell on Enercare. It's very rare that anyone puts out such a negative recommendation on a stock so I am wondering if this is a credible institution. I own ECI and see no reason not to continue. Thank you and kind regards.

Q: In a recent reply, you mentioned that our Oil & Gas holdings, were too high, at 16% of our total investments. One of these is Baytex, which I bought in both my TFSA and our Joint account for its dividend and growth. It has been a great disappointment with an 11.5% loss to date. Is the dividend safe? Should I hold it for eventual recovery? Or should I sell? We also have CPG which is similarly down, plus HSE, CVE and KEY. Thoughts?

Q: Hello - Do you have an opinion on the ishares S&P U.S. Preferred share ETF (PFF)? I am interested in acquiring a small position for my RSP. It has a current yield of 5.7% but is also heavily weighted in U.S. diversified financials and banks. Comments are appreciated. Joe

Q: Peter; No complaints but have you seen any news on MDF to account for the jump today and it's usual low volume .? Thanks.Rod

Q: MX, would you buy at current pricce? I have been watching this one for a while and it is clear that perhaps I should have bght it a while ago? I would buy for a short term hold due to commodity risk. Where would I go to track commodities on a daily basis?
Thank you..JP

Q: I have been following a trust company srv.un sir royalty trust would appreciate your thoughts thanks

Q: have quite a large amount of vip.un in my riff account for years. should I keep it?

Q: I continue to track Symbility (TSXV: SY). Management continues to execute well by consistently beefing up their client list at a staggering pace. Most recently, they signed with a major UK insurer. Do you think this is a good entry point now that a major client seems to back their product?

Q: Hi Peter, I recently read an article about Sierra Wireless TSX SW. Have you ever reported on Sierra Wireless?

Q: Hi guys,

Your service is unbeatable! I appreciate your insight and perspective on investing. I was a Peak Oil / resource guy when I first started investing 7 years ago and never thought my portfolio would be taking turns it has in the last 2 years. I have 500 PEY shares between my RRSP and TSFA and it's had a good run and I'm thinking about selling it. I like PEY, but think value it's a tad high. What do you think about flipping PEY 2 other companies, 1 in my TSFA and 1 in my RRSP?

In my RRSP I'm thinking about starting a position in HCG or SAP or...? In myTSFA I'm thinking about starting starting a position in Telus or...?

I currently own RY, TD, BNS, CN, IPL.UN, AD, AP.UN, COS, AX.UN, BNP, BEP, BIP, PEY, CSU, EIF, THI, KMP and CFN all about equal weight and a few others smaller ones that I hope to clean up over the year.

Thank you!

Brent

Q: Hello 5I Team: May I have your comment on CS purchasing BHP Billiton Pinto Valley copper mine. Is it a good acquisition for CS ?. Thanks - Loni

Q: can you give me your opinion on cxs, counsel corp.; thank you.

Q: Thank you for your response to my proposed summer switch: That being said, there is a chance that the US market will continue to outperform Canada, so that would be the main consideration in this switch. Also, switching now and re-balancing in six months does sound a bit like timing the market and the Canadian-US differences, which generally is ill-advised.You will be shifting towards interest-rate sensitive names also."

My motivation has four components:
1) to cut back on my daily trading, for the summer;
2) a view that the US president is committed to hurting the fossil fuel business, without regard to economic cost;
3) my expectation that Congress and the President will remain at loggerheads up to the 2015 congressional elections, leaving a leaderless Western World and related poor recovery of Western economies, including Canada's - big time; and
4) my hope that there will be a major boom as Aapl, Goog, Mcsft in time for a yesr-end spurt in consumer spending on Technology toys.

Given this background, maybe I should forget about my re-balancing to Canadian names and just hunker down for a lac lustre year on the SP500? Any comments?

Q: What are your thoughts on Amazon (AMZN), with the recent decline in prices would it be a good time to buy?

Q: Hi Peter,
Great information. I have held Sun Financial for several years, and have seen its value eroded, although still providing a decent dividend. Would it be advisable to divest on a portion of my holdings in this company? I'm looking to replace it with other div. stocks.

Thanks,
John

Q: Please give you opinion on hlp thank you

Q: I see that David Rosenberg is starting to see signs that inflation will start to come alive in the coming months. If we subscribe to this opinion, can you think of a few of your A and B rated stocks that would be worth accumulating to prepare for such an eventuality. Thanks; love your service.

Q: I am considering the purchase of the following group of small caps;adn;aav;ans;cuq;iae;mkp;aar.un;rpl;tn.un. Which ,if any, of these would you not recommend at this time? Thanks in advance for your opinion.

Q: Hi 5i team. I am sitting on 50K after good GIC at 5%. I will not be seing those rate any time soon. I realised that I am conservative investor. I am looking at longterm investment in the dividend world. Please advise me on what stock should buy. I have another 125k in a very secure bond fond. I have been reading the question section & answer but the question are more bases on speculation. Want you input,I fully taken responsility if I follow someone of your suggestion. Thank you for your help.

Q: Your views on the newly formed Spyglass Resources Corp (SGL) would be much appreciated. I'm well under water on this one through previous holding in Avenex. Is the hefty dividend sustainable? Is it likely to recover along with CDN energy sector? Your view of management?

This is a great service you're providing the retail investor. Thank you!