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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: Looking at fixed income and interested in CBO. Some credit unions, however, are offering a five year GIC for 3.01 per cent. I have always heard that with bonds or gic's you will always get your money back. But, with etf's, it can be a little riskier, as you don't own the bonds directly. Essentially, i am afraid of getting bitten by a bond etf and am thinking about this relatively high paying gic as a solution. Is this a good strategy and do i really need to worry about bond etf's
Thanks claire
Read Answer Asked by joseph on December 05, 2014
Q: Since certain sectors (such as Energy) have fallen so much, do you recommend people rotate to keep portfolio weightings in check from before? For example, I had about a 10% weighting in energy before the sector meltdown, so it's closer to 5% now. Should I reduce some weightings in others (eg. consumer staples, tech, etc) to bump up Energy? I would plan to reshuffle after a recovery...

Thanks!
Read Answer Asked by Mike on December 05, 2014
Q: I presume everybody uses Stockcharts to sneak a technical peak .
In addition to the default MACD and RSI , I insert Bollinger Bands and Full Stochastics ( they are fun and easy to use ) .
I realize that you don't put much faith in technical analysis , and that you subscribe to a more sophisticated service .... but which oscillators do you suggest for lowly "Stockcharts" people ?



Read Answer Asked by Thomas on December 05, 2014
Q: Hi guys,

I don't that your service doesn't focus on U.S. stocks, but my question is more of a conceptual one. I own J&J and Abbott Labs in the Healthcare space in the U.S. They both have over 50% of their sales outside of the U.S. With the rising U.S. dollar, would it be prudent to switch the more domestically focus healthcare companies, such as CVS since I want to maintain my exposure to the Healthcare sector.

Thanks,
Jason
Read Answer Asked by Jason on December 05, 2014
Q: you mentioned the acquisition to be accredited for gxi.
Thought the market thinks different.Why is this?
You think gxi is a good buy at this moment?
Read Answer Asked by Josh on December 05, 2014
Q: I own MA and have done well with it. Can you please give me your opinion on the company?

Thanks,
Wayne
Read Answer Asked by Wayne on December 05, 2014
Q: Cequence has taken it on the chin like all other stocks in the energy sector. Are there any concerns going forward or is it simply caught up in the selling tsunami? And if it is the later is it now cheap enough to consider adding to my position? I'm thinking a number of the energy stocks should have a fair size bounce in the new year. Your thoughts would be appreciated.
Read Answer Asked by Robert on December 05, 2014
Q: Both ETFs have taken off significantly after Nov. 24, the opening of the Shanghai Exchange. Which of the two might have further upside potential, and are they relatively 'safe' as investments?
Read Answer Asked by Sigrid on December 05, 2014
Q: Would appreciate a current opinion on Parallel Energy. Thanks
Read Answer Asked by george on December 05, 2014
Q: Hi - the shares have been crushed in the sell off, are they a likely target or can they do the acquiring in this environment? what is their balance sheet like and any dry powder ? thanks
Read Answer Asked by Scott on December 05, 2014
Q: Hi Peter and company. I would like a look into these as we head into tax loss season. I am interested in your analysis in these holdings... JOY,WRG. I spoke to management about the dividend in JOY but I do not trust the answer I received. Your thoughts... If I could impose these two I recently purchased for catalyst's in the near term... POE, MMT... I read many things on these company's from a variety of sources but they lack your honesty with NO BIAS.
Thank you as always Jason
Read Answer Asked by JASON on December 05, 2014
Q: Peter and Team , has Bnc been bought I can't find it on the TSX . If it still a live is it worth while buying.

Jim.
Read Answer Asked by James on December 05, 2014
Q: Just for clarification purposes:

If you sell a stock at a loss in a non-registered account the superficial loss rule applies to all accounts, registered and non-registered.

If you sell a stock at a loss in a registered account the superficial loss rule DOES NOT apply. One can buy that stock back in any account, registered or non-registered.

Thanks for your confirmation or clarification.
Ron
Read Answer Asked by Ronald on December 05, 2014
Q: Hello, what is your opinion on EL? I was told they just hired some top end managers. Thank you
Read Answer Asked by Greg on December 05, 2014
Q: I hold Baytex in my TFSA. If I sell, I cannot claim any capital loss in this account. With COS cutting their dividend, I'm starting to think Baytex will be next, and then go down even more? What do you recommend - sell and replace with a better energy stock with a brighter future and better chance of recovery - or hang in for the long term with Baytex?
Thank you.
Read Answer Asked by Alan on December 05, 2014
Q: Could you comment on Direct Cash. Yield is 8% and it has moved up nicely recently and I am thinking of taking a position.

Thanks for the great service.
Read Answer Asked by Wayne on December 05, 2014
Q: Hi 5i, Could I get your comments on the U.S. defense sector in general as well as a couple of suggestions for growth in the area. I've looked at TDG, but I know there are lots of other possibles (NOC, LMT, COL). Thanks for your help.
Read Answer Asked by Noel on December 05, 2014
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