Investment Q&A

Q: Hi, I keep reading (Bill Gross and others) that bond yields have breached long term resistance levels and that we are entering a bear market in bonds. Meantime utilities and interest rate sensitive stocks are being hammered. Could you provide your view how much interest rates might rise further from here and to what extent utility stocks and others are discounting future rate hikes. Is this a potentially good buying opportunity? Thanks!

Q: Hi Peter & Team,
could I get your opinion on the RBC Global Equity Focus Fund (Series D) RBF1067. The MER for the D fund is 1.26%. We own the Mawer Global Fund MAW150 in our RRSP. I have some cash to put into a non-registered account was thinking to diversify and put some into this fund.
Thank you for your valued opinion.
Ron

Q: Dear team,
Thank you for your valuable investment guidance that has helped me to invest prudently so far. I have around $10,000 to invest in my RRSP this year.Which one of the following three stocks/ETFs -BABA, VGT, ZQQ- would you recommend to add to my portfolio? I already own equal weight of stocks FB, NVDA, BRK.A in my RRSP account. Many thanks in advance .

Q: Hi,
Is there a reason why ZWU is down so much last few weeks
My utilities weighting is 20% with ENB at 8%
And vnr,aqn and kWh other 8% and ZWU at 4%
Please can you let me know if I should reduce and if so which one need to go
They are my long term holds and growing though drips

Q: Can you explain why there is some expectation of a dividend cut at Corus? Is it possible that the company is very undervalued? They seem to have plenty of cash flow and the dividend is well covered, according to figures on TD's site, and your answer in Oct/17:

"Looking at nine month numbers (most recent financials), operating cash flow was $311M, and $78.6M in dividends were paid, for a ratio of 25.3%. If one includes working capital changes in the cash flow figure (we would generally exclude this due to the short term and timing nature of working capital items), the ratio changes to 37%."

Q: Is GE investable again, or is it more likely to plateau around its current valuation?

Q: Hi team, I have owned all of the growth portfolio since the beginning and I would like your opinion on those three companies mentioned. As you know I am down significantly. Do I sell ,hold or possibly switch ? I have about 4or 5 stocks that I started to build from the balanced portfolio.
Thank you!

Q: My question from yesterday must be lost due to time out. Hardwood Distribution is off its 52 weeks highs, due to soft results, last quarter and possible short term impact on its China imports (11%) of its sales as a result of 200% anti-dumping import levy. Company's last NR did say that it has been positioning for past 12 months to replace the sources. I am planning to take a small position in the company to gain a stable name exposure to residential construction sector ( with large US exposure). HWD also has a solid dividend record. What are your thoughts on the company and its current valuation ? Thanks

Q: Hi Guys
I read were atd.b could possibly be taken CASY over is this right or im i wrong, what is ACT have to do with this
Bob

Q: I have read today the Morningstar Credit report. I own 10K and made 23% so far :-)
Their leverage scares me, gone much higher since your last opinion on TMO, while they only have 600 mill in cash. Can I stay or sh I sell out.
art
https://www.bmo.wallst.com/Morningstar/reports/credit?YYY2151_Ha1I7iDTdeyvMUHDXTiMgmP4NQOl73+jF+HF/Ua1yxpDiGutSHl+pRAFhU0ohs+G7aH7GFnB9ccKEtYVsYhJaMJwhdMT/w9w

Q: Opinion

Q: I have asked a number of questions on this stock but now CGX is down another 5.68% today (09/01/18) with a low not seen since 22/06/2013. Is this more of a correction to get the valuations in line? Is now a great opportunity to buy? Or simply hold on to a stock that apparently has lost the confidence of investors?

Q: I am looking to purchase HWO in my TFSA account. After struggling in 2017, what do you expect in 2018 and beyond? Is the dividend safe?

Thanks

Q: Peter and His Wonder Team
GMP is spiking up today...any news...if so...what does this mean for the future?
Thanks!
Ernest

Q: what do you know about this company. dave

Q: I am setting up an all ETF portfolio for a 20 yr plus holding period and I have a two-part question. The first part concerns the makeup of the Canadian/US component. Is it better to go with a combination of SPY and XIC or would including CDZ and VIG provide stability and perhaps a bit more growth to the mix (keeping in mind that I intend to hold at least 5% of each but don't need income yet)?

Secondly, I am looking for higher risk assets for my TFSA. I was thinking of IWO. I know that there are specialized sectors I could include but I looking for a fairly hands-off approach. Do you think this approach would serve me well - I know that it is only one asset type - or is there a better mix out there that would still be quite manageable?

Appreciate your insight.

Paul F.

Q: Would this be a good time to invest in Nutrien ? With an amalgamation like this do you expect the new copany to historically grow ? Thanks Deb

Q: Hello 5i, I have nice gains on both of AAR.un and TD, is there a chance for a better offer for AAR.un ?
Would you sell TD and if I want switch to another bank, which one would you commend?
Many thanks, J.A. P. Burlington

Q: WITH OIL SEEMING TO RECOVER SOME, MY CPG WILL LIKELY BE CALLED AWAY AT $ 12.00.
COULD YOU PROVIDE A FEW LAGERS IN THE OIL SPACE THAT MIGHT BE REPLACEMENTS AND ARE REASONABLE TO OWN. (have 1/2 positions in WCP & SGY )
THANKS
YOSSI

Q: Good Morning, in your opinion which company is a better investment for my RRSP? NVDA or MSFT? Thanks