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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: Hello Peter & Co,
My RRIF portfolio consists of 83% equity and 17% cash. When I calculate my equity returns, I do not consider the cash position; do you consider the 5% cash position (as long as it is not redeployed) in the original model portfolio in calculating the returns?
Thanks,
Antoine
Read Answer Asked by Antoine on May 01, 2015
Q: Understanding that you focus on CDN stocks, I would value your opinion on Banco Santander SAN.US.
Do you see some upside at current valuations, the dividend sustainability, and ability to increase dividends.
Read Answer Asked by Zen on May 01, 2015
Q: Hi there,

I have been looking for an entry point for this technology player and am wondering if you think this is a good entry point. I show 25X this year's earnings - but it is off from its high and i have struggled with its valuation but the stock has always been pricey compared to its canadian counterparts. Do you think there is more downside here and a better entry point or worth stepping in now.
Read Answer Asked by kelly on May 01, 2015
Q: In an answer to Clint on April 30, regarding good management teams, you provided PEO as a possibility. I'm guessing you meant PEY (Peyto Corporation) rather than PEO (People Corporation)? Is that correct? ... or are you actually endorsing the management team of the latter?
Read Answer Asked by Sylvia on May 01, 2015
Q: Could you please comment on the loyalist release
Read Answer Asked by david on May 01, 2015
Q: What is your opinion/analysis of Canyon Services Group Inc?
Would you consider it a good entry point?
Would you buy it (for the long haul) and get paid while waiting for a 'rebound'?
Thanks,
Jose.
Read Answer Asked by Jose on May 01, 2015
Q: My only exposure to the oil and gas sector has been ENB and BAD, which has been great for my portfolio, but now that oil is recovering I'd like to add one more. I'd like it to have a good dividend, good prospects and not go out of business if oil stays low for a long time. What stock would you suggest?

Also what would you suggest for real estate exposure? I'm looking for only one company or ETF that I can buy and hold for at least 5 years. Or do you recommend the sector be avoided due to how overvalued real estate is?
Read Answer Asked by Carla on May 01, 2015
Q: The plant has been purchased and it all looks very interesting.

http://www.electrovaya.com/pdf/PR/2015/PR20150429.pdf

There is a lot of buzz around emerging large format batteries and the potential market is truly enormous.

http://globenewswire.com/news-release/2015/04/29/730103/10131488/en/Electrovaya-Completes-Transformational-Acquisition-of-Evonik-Litarion-GmbH-and-Licensing-of-SEPARIONTM-Intellectual-Property-a-Unique-Ceramic-Composite-Separator-from-Evonik.html

This company produces non toxic lithium ion polymer batteries where most and maybe all others use a toxic ingredient. My concern is that this seems to be a family run business. Do you think that would hold them back from major success?

Read Answer Asked by Mark on May 01, 2015
Q: Can you comment on the earnings released today? Thanks.
Read Answer Asked by Iskandar on May 01, 2015
Q: My investment in the Brookfield group of companies (BAM.A, BPY.UN, BIP.UN & BEP.UN) have taken a beating of late, down almost 3.5% collectively in less than a week alone this week. The group has been free falling prior to that. Can you put a finger on the cause?

I know BAM.A issued more shares recently but that alone should not cause the other three to tumble as well. BPY.UN issued a what I would consider a stellar 2015 Q1 results yesterday and yet SP keeps on falling today.

Please enlighten me on the possible causes. I'm totally perplexed on why this Canadian conglomerate stalwart falters so badly of late.

Thanks.
Read Answer Asked by Victor on May 01, 2015
Q: hello 5i:
I am looking at investing in the "Income" part of OUR portfolio, and have been examining POT and AW.UN. POT pays a 4.6% dividend, trades at an 11.1 P/CFL vs a normal 13.8 P/CFL. AW.UN pays a 4.9% dividend, and trades at a 17.4 P/CFL vs a normal 13.1 P/CFL. The numbers I've quoted for normal are long term price/cash flows. Dividends look quite similar, and neither company is growing quickly (though POT should have more potential, I'd think). You have been strong advocates of AW.UN. Help me out here; don't the fundamentals favour POT. Isn't AW overvalued here and POT undervalued (I realize this is only one metric - what else should I be looking at?)
thanks
Paul L
Read Answer Asked by Paul on May 01, 2015
Q: I have started building a position in this fund in my RIF-type account mainly for an income stream as I am retired. Although it is small, it has the major healthcare companies in its portfolio.

Is this the type of fund which you would add to, working toward a full allocation of +/- 5%?

Thanks...
Read Answer Asked by Ronald on May 01, 2015
Q: Hello,
G&M`s Scott Barlow recently advised placing US health and tech ETF`s in a TFSA account. Would you agree, or should equity ETF`s be held in a sheltered account?
Thanks!
Read Answer Asked by Robert on May 01, 2015
Q: Hi all, After the decline today, what are your thoughts on going forward. Janice
Read Answer Asked by Janice on April 30, 2015
Q: Watching the movement of CXI. Bought sml position to check it out. Based on the fluctuing US $ would this be an opportunity to add to my portfolio. CNR should I keep or move to another opp. Dirt was reported by someone on BNN as having reached its plateau. Diversified with an extensive US port. Many thanks
Read Answer Asked by Helen on April 30, 2015
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