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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,
I can`t decide between Prism and Savaria. Purchasing either one will make me a little heavy on Healthcare ( 10%+), but by design, considering the sector`s shine in an otherwise bleek market. I currently own a 1/2 position in PHM and a full postion in SIA as well. I can only pick one of either PM / SIS for a full position ... can you give me your usual steady-handed guidance towards this decision for a long term hold? (2-3 years)
Thank as always!
Rick
Read Answer Asked by Rick on September 16, 2015
Q: Would please give me your thoughts on the company.
Read Answer Asked by Ron on September 16, 2015
Q: What's your opinion of Harmony Gold and of gold stock in general?
Thanks - Richard
Read Answer Asked by RICHARD on September 16, 2015
Q: I'm gradually transitioning more and more of my portfolio, so as to mirror your model and growth portfolios. Which companies in each of those portfolios would you see as the best buys at this time? My portfolio is relatively well balanced, but I'm a bit heavy in financials and technology. I'm under weight in energy and materials, but a bit nervous about adding in those areas at this time. Thx for keeping me sane during this tumultuous time in the markets!
Read Answer Asked by Alan on September 16, 2015
Q: Just a comment regarding Dave's question on HCG...
When I have a stock that is overweight in my portfolio (or I have made a nice profit on), I often will write a covered call at a strike price that I am comfortable with. This ensures that I keep my weighting appropriate and removes the "emotion" from the decision to sell. Why not get a premium for selling a stock you had planned on trimming in the first place.

Please publish if you think this would benefit others.

Thanks,
Read Answer Asked by Mark on September 16, 2015
Q: Not seeing any news that would drive the volume increase. What am I missing?
Thank you,
Nancy
Read Answer Asked by Nancy on September 15, 2015
Q: I have a similar (nice) problem to that posted by David. I bought a half position in HCG and saw it go up 15% in a couple of weeks. Tempting though it is to cash out and take my wife out for a good dinner, I still want to purchase the other half position as it was my intention all along (I am a long term invester). I am not trying to "time" the market, but it is 1) a small cap (the other financials I hold are RY, BNS and MFC); and 2) the market is gittery to say the least. So the question is: what is the reason for HCG to rise so fast? Short covering? As always, thanks again. Henry
Read Answer Asked by Henry on September 15, 2015
Q: On BNN this am Lmp was listed as one of the top 5 stocks increase in short interest. Can you comment as to why this is the case.

I realize the stock is struggling and down 30% since June.
Read Answer Asked by Sheldon on September 15, 2015
Q: What effect do you think a minority Gov't might have on Canadian stocks? Perhaps consider if it was to be Conservative or some other dreaded party. Thanks
Read Answer Asked by bill on September 15, 2015
Q: Hi Team,

I have some AYA and was considering lightening up and buying some Intertain to maintain my sector weighting. I cannot understand the recent drop as it now appears very cheap. Why do you think it is being punished and would you jump in now or wait?

Thanks Peter
Read Answer Asked by Peter on September 15, 2015
Q: Considering buying Enbridge here, don't have any energy related stocks currently(except for what's in VCX). Would you suggest adding ENB or adding to MDA already held and down over 25%. Adding would bring it a percentage point or so above equal weight in a 12 stock portfolio, having already averaged down once at around $86(bought at around 96 originally)Thanks.
Read Answer Asked by Josh on September 15, 2015
Q: AGT stock has been quite weak lately. Is there any particular reason for the downward trend in price or is it just normal market fluctuations?

Thanks!
Read Answer Asked by Gregory on September 15, 2015
Q: How do you handle situations where you initiate a position and in less than two weeks it runs up 20%. This happened in Home Capital and I am struggling with the decision on keeping or selling.
There has been much volatility in the markets in general and on this name that it would be hard to see it drop back to the 25-27 range and not have taken profits. I feel my position is not large enough to sell just half and keep half to trade around the name.
Thanks
Read Answer Asked by David on September 15, 2015
Q: Hi, 5i.

I'd like to purchase some US dollars to buy a US listed company or two. It doesn't strike me that now is a good time since our dollar is so low compared to the US dollar and so I'm having trouble grasping the correct thinking on this.

Say, for example, I buy Disney today and get a 20% total return in the next 5 years. However, say that our dollar is trading around 20% higher in 5 years than it is today. Would I effectively have no return if I sold Disney after 5 years and converted to Canadian dollars?

Thank you for your help.

Robert
Read Answer Asked by Robert on September 15, 2015
Q: Hi Peter,
I have Davis TEA shares and they are up 10 percent. Fairfax is down quite a bit and given what happened to Amica, there is a chance of greater upside for Chartwell Retirement. I was thinking of selling Davis Tea and load up on Fairfax as it is down a lot; however, I am debating whether to apply the monies to Chartwell Retirement. Fairfax and Fairfax india represent 6% of my weighting, Chartwell represents 3% but I also have XRE (the REIT ETF) at 2%. What would you suggest at this point? Thanks again.
Read Answer Asked by umedali on September 15, 2015
Q: Hi Peter,
Any idea why Home capital is surging ahead in the last few days? Thanks
Read Answer Asked by umedali on September 15, 2015
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