Investment Q&A

Q: I'm looking for international exposure with more weighting on consumer staples rather than financials, since we have a lot here in Canada already. The best I can find is "ZLI" from BMO. When I look at the holdings, I recognize very little, and am concerned about the quality of those companies. Sure, an ETF is transparent, but if I have no way to "measure" the quality of the holdings, is this transparency useful? Can you help me out with this? Thank you.

Q: Hello
A learning question. When a company does not have analyst coverage but the share price continues to go up who is buying the shares retail investors or smaller investment firms? Reason for the question is yesterday when Peter was on Market Call he mentioned Boyd has done well even though there are no analyst covering it but it is up over several hundred percent.

Q: Hi Guys! I like and respect Eric Nuttall very much which is why i bought his SPR 006 Fund about 6 months ago. I'm down abut 30%. I've seen him on BNN many times bragging about his fund appreciating by about 60+ % last year. BUT when I look at his Fund Fact sheet, it show NEGATIVE Returns for all Previous Years. What am I missing?

Thanks as always!
Fund Performance as at May 31, 2017
MTD* YTD* 1 YR 3 YR 5 YR 10 YR Inception
-5.5 -37.8 -20.9 -16.6 -2.4 -5.8

Q: Gud appreciated after Peter made it a top pick on BNN on jun 6.Today it dropped after its presentation @ National Bank conference.Please advise what was said,& if it is related.Thanks for u normal great advices & services

Q: In light of your recent comments about AAPL, would you sell NVDA to buy AAPL at this point? (Thanks to you, I've done very well with NVDA to this point!!)

Q: Hi Peter,

Great job on BNN yesterday !! In addition to your Top 3 Picks (I already own), could you please give several additional picks which are good buys at this time.

Thanks !

Dave

Q: Just noted that the Be portfolio does not reflect the 1:5 split for ccl.b..fyi. Shyam

Q: When will the Balanced Equity Portfolio be available for the period ending May 31?

Q: Please advise a stock to add to our grand kids trust account with a time frame of 15 years for growth. We presently have GUD and AIF.

Thanks
Tom

Q: Do you see Sun Life value coming back any time soon? A rise in interest rates by the Feds should help, however the stock is down from previous highs. Your thoughts.

Q: Always great to see you on BNN Peter. It always peaks my interest when you select a top pick that is not in any one of your model portfolios. Can you explain a bit your rationale for selecting Boyd Group Income Fund as a top pick and why it doesn’t have a place in any of the model portfolios. Thanks.

Q: Good Day 5i
First of all I just wanted to commend Peter on another informative appearance on BNN. As testament to your following your top picks of PHO and GUD shot up the instant you mentioned them on air.
My question is would you please comment on the latest quarter of CXI? Is there evidence that their efforts are now finally gaining traction and would you recommend that I continue to hold. I was contemplating a switch back into BYD.UN as I had sold out of my position way too early and of course noted it was one of your top picks today.

Q: I am a conservative, retired, dividend-income investor with the above stocks and ETFs. I also own RBC Cdn Equity Income, Sentry Cdn Income, Sentry REIT, Sprott Energy, Fisgard Capital, Insured Annuities, and receive CPP and a company pension.

I have roughly 5% cash and am normally a buy and hold investor. I am looking to top up the following sectors = Financials, Industrials and Materials. I am already max'd out on the other sectors. Can you please provide me with 3 suggestions of dividend payers (3+% dividend), that would fit with my current holdings, for each of the 3 sectors?

Thanks for your help,
Steve

Q: Hello!

Canopy Growth Corp:
I have read your recent report regarding Cannabis industry which was very encouraging as far as the future if the industry with few reservations namely revenue ramp up period and emergimg market risks. I hold a significant position in Canopy Growth and was wandering about whether the stock has actually bottomed in your opinion, especially given todays sharp drop?

Teck:
What is your opinion on a long position in Teck? The company appears to be trading at a discount.

Apple:
I also hold a significant position in Apple. What are your thoughts in the companys sustainability as far as earnings growth in the next while with addition of the iHome speaker and iPhone 8 release. I am prepared to keep holding onto it. Is this a good strategy in your opinion?

Thanks in advance!

Irek

Q: re: Question from js (relation between LITE and VIAVI share prices)
About 2 years ago, JDS Uniphase split into two: LITE (the spin-off) and VIAVI (the renamed "rump" of JDSU). VIAVI still owns a considerable number of shares of LITE, and so its balance sheet is directly correlated to the LITE share price.

Q: Could you please give me your opinions on USCO US Cobalt (formerly Scientific Metals Corp) on the venture exchange? Thank you

Q: Re DNA, it is an Irish gold company that has found significant amounts of gold in its recent drillings - do you have an opinion of this company. Ted

Q: Can you please comment on LITE. I realize it is US company. Stock has been strong the past while and I don't see direct explanation for it. As well, it seems to move in tandem with VIAVI. Any insight would be appreciated. thank you

Q: Please provide your comments on Dollarama's quarterly report.

Thank you, Peter

Q: Hi, could you please suggest one of these,or another you might like better,for income mostly and of course some upside. Do they use ROC to pay part of the dividend?This would be a full position 5%. Management,LowDebt,Good Sector,and capital preservation is most important.
Thanks