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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: I was eyeing PZA when they recently issued a bought deal at $15, and am now even more interested as it has fallen to about $14. What is your opinion of PZA, why would it drop so much from the recent offer price, and is the distribution stable? This would be bought for income in an RSP.
Thank-you, Grant
Read Answer Asked by grant on April 02, 2015
Q: You say BCE,Telus, and A.Couche-Tard (ATD,B) are not rated. Why not
rate them? And, why not use only rated stocks for the Model Portfolios?
In addition, Why are you not replacing a A-rated stock with another A-rated stock in the Model Portfolios? Thus, why are you changing the value of the Model Portfolio?
Read Answer Asked by Herbert on April 02, 2015
Q: How should I approach buying the small caps in your new growth portfolio if they've recently taken a big run? Two of the four I want to purchase have recently jumped. Com Dev is up 8% in two days and DRT is up too. Is it best to just get in now or wait for a pull back?

Also, is IT (from your growth portfolio) a good alternative to AYA? Would I be safe to buy a full position in it or would half be better?
Read Answer Asked by Carla on April 02, 2015
Q: Hello Peter and Team,

What are your thoughts on OPRX based on the end of year financials?
Read Answer Asked by Graham on April 02, 2015
Q: Just a comment to Raymond re the US tax package - if you are a Canadian resident and citizen with BIP in a taxable account, you should have a T5013 for the LP to use for Canadian taxes. You can disregard the US tax package, unless you happen to be a US citizen. Check the Brookfield tax info website included with the US package.
Read Answer Asked by grant on April 02, 2015
Q: I have a general question regarding the number of positions you suggest holding in a portfolio. With $50K I consider 12-13 positions as adequate. 15 to 16 positions for a $100K portfolio, and 20-22 positions for a $200K portfolio. Is this reasonable? Also how many positions would you suggest holding for portfolios of $400k, $600K and $800? Thanks for you help.
Read Answer Asked by John on April 02, 2015
Q: First off, like so many other members I would like to thank you for your continued excellent service and the addition of your Growth Portfolio.

My question concerns my RESP. I currently have 3 postions in equal weights namely, Pembina, McDonald Detwieller and WSP Global. I have concerns regarding Pembina going forward as I am beginning to draw down on this account. Would you endorse a switch to ATD.B , stand pat or make any other recommendation?.

Thank you
Marty
Read Answer Asked by Marty on April 02, 2015
Q: Hi Peter DH sold out both the debentures and stock in the first minute of trading I had my expression of interest in an hour after the close and got none.That is good news .BPH.UN and RNW have not traded over the offer price all week and are still open .A re these deals going to collapse?
Kind Regards Stan
Read Answer Asked by Stan on April 02, 2015
Q: Hi Peter and company, Can I have an updated assessment on holding Great West vs Sunlife. GWO appears to have more momentum right now and the yield is very similar. I really appreciate your opinion going forward. What do you expect from both over the next 3-5 years.
Many thanks!
Martin p.s. Very interesting changes to the portfolios!
Read Answer Asked by Martin on April 02, 2015
Q: Hello Peter,
Can you please comment on Prometic Life's latest results on March 31, 2015? Also, I am hearing they want to do a nasdaq listing and would require a reverse split to ensure they are above $2 dollar threshold. I have seen reverse splits hurting the stock in the long run for some cases. CAn you please comment? Lately, with very little news, cipher and Biosyent having been declining. What do yo do in these cases? Do i switch to Concordia. Lastly, DHX media is not moving much eventhough they are signing deals. Is the stock just taking a pause? Many thanks and appreciate the new growth portfolio.
Read Answer Asked by umedali on April 02, 2015
Q: Hello Peter and Team,

Your thoughts on PCFH and their latest 10K
Read Answer Asked by Graham on April 02, 2015
Q: Would you please provide commentary on the effect of the recent sale of assets on the strength of the balance sheet and the viability of the remaining business going forward.

What would be your risk assessment of the Conv. Debentures?

Thanks, Hugh
Read Answer Asked by Hugh on April 02, 2015
Q: I reviewed your comments with interest as well as some dudilgence which show heavy insider selling.
Represents 3.5% of my RRSP and have some decent profits.
I have seriously considering selling a portion, what are your thoughts
Thanks
Read Answer Asked by Rick on April 02, 2015
Q: It would be helpful if you could give a relative ranking of risk for each stock in the new growth portfolio. Do you consider them all high risk? Are certain ones not as risk as others? What do you consider to assess risk?
Read Answer Asked by Brenda on April 02, 2015
Q: Can i please get your thoughts on Stuart Olson. Is the dividend safe ? If not, has the price decline already discounted a possible dividend cut. I often see stocks rally after a dividend cut id announced. Thank you
Read Answer Asked by James on April 02, 2015
Q: Hi guys, I have a small position in each of the above, I can increase only two to 3%. Which ones and why.

Thanks
Jim
Read Answer Asked by jim on April 02, 2015
Q: Peter, what, if any opinion do you have on this security?
Thanks, Austin
Read Answer Asked by Austin on April 02, 2015
Q: What do you make of the earnings released today
Read Answer Asked by jason on April 02, 2015
Q: The new Growth Portfolio was up approximately 2.28% yesterday while the TSX was up only .27% and the Venture was up .18%. Is the reason for this that 5i members are piling in, or are there other factors at work here?
Read Answer Asked by Clarence on April 02, 2015
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