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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: Hi Peter and group as always I value your opinion. I am getting increasingly nervous about world affairs (Trump)- do you have an opinion on taking some risk off the table?If I decide to take some profits on my cash trading account do you know any way that can off set the Capitol gain?. Just to confirm my understanding is that the Capitol gain is due and payable immediately. Does leaving the cash in the account make any difference as to when the tax is due and payable. Thanks PS I understand this is 2 questions
Read Answer Asked by Terence on April 04, 2017
Q: What is your opinion of Cenovus? Or do you have a more preferred energy name?
Read Answer Asked by Scott on April 03, 2017
Q: I am currently holding Air Boss of America at a loss. Considering selling and using proceeds to purchase Auto Canada. Is this advisable or are there other investments in consumer cyclical other than AW.UN, CGX, XTC that you would prefer. Thanks.
Read Answer Asked by Lynda on April 03, 2017
Q: I am looking for growth within a 7 to 10 year time frame and would like you to rank Enghouse, Spin Master, and Envirostar in order of preference. I have a diversified portfolio and would be comfortable adding one or all three to my current holdings. Could you provide a one liner for each equity outlining their merits. I included EVI as a possible US growth stock based on a previous answer you provided the past week. Thank you.
Read Answer Asked by Dave on April 03, 2017
Q: Lester Asset Management is a small wealth management Company. They have made numerous appearances on BNN. For someone who wants a "No Fuss" Canadian portfolio of One or two ETFs like VCN & XHT and a small/medium fund like Lester Canadian Equity Fund, how would you rate the Fund & the company? Would you recommend another fund in the small/Medium class instead?


Thanks Team
Read Answer Asked by Warren on April 03, 2017
Q: Please do not deduct credit as minimal amount of time.2 part question on Ex dividend.Say the ex dividend is April 6 & I buy today which means settlement date of April 6. 1) Do I get the dividend? 2)Can I sell on April 6?.Appreciate U usual great services & views Congratulaions for your 5 small cap picks--PHO,ZCL.GPS,ITC & GSY--on NP,saturday & Van.Sun,monday.All had sharp increases today ranging from 2.47% to 9.2%
Read Answer Asked by Peter on April 03, 2017
Q: I've been wondering about growth vs. sector allocation. My portfolio is well diversified and has a growth bent due to my situation and not needing income for a number of years. The question is: when looking for growth, is it advisable to look for growth companies in all sectors? Or would you focus the growth more in certain sectors such as technology, and more stable companies in a sector such as financial? I need to add to healthcare, financials, telecom a bit but not sure if they are the best place to add small-cam growth, or look to find that in technology/industrial/discretionary. If in all categories what are best suggestions for small cap growth in health (other than gud), financials and telecom?
Read Answer Asked by Kel on April 03, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: Hello Peter, I have full positions in FTS, BIP and EMA, and a long-held triple position in BAM. With some new money, I'm tempted by ALA for its good yield and steadiness. Do you think this is too much duplication (considering the fact that I probably already own too many individual stocks, probably 60-70 if I include my RRSP, TFSA and non-registered). Or is the excellent yield enough to justify the addition.
Read Answer Asked by James on April 03, 2017
Q: Having traded with the Active Trader Program with TD. which has ended, I am looking for a recommend on a new broker with a better trading platform than the new platform (TD-Advance Dashboard)which is deficient compared to ATP for Canada. I am happy with Think or Swim for my U.S. trading. Any suggestions. Platform is very important for active traders. thank you for what you do for subscribers.
Read Answer Asked by john on April 03, 2017
Q: Hi, the following micro-cap gold companies have been on my watch list after reading or hearing about them from different sources. They are all between 40M-90M market cap so I acknowledge they are all very high risk. Having said that, they all seem to have potential either to be taken out or to grow. How would you rank these as far as potential, risk?

Avnel (AVK), Orca (ORG), Pure (PGM). I'm leaning towards Avnel for a small position.
Read Answer Asked by Kel on April 03, 2017
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