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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: Peter and His Wonder Team
I realize aluminum is in the "doghouse"...oversupply and underdemand. However I have read a few analysts who think the balance may tip within 6-12 months. So I am looking for a longterm contrarian play. Are there any Canadian companies that might qualify...they must have a decent balance sheet with low debt, good management, safe jurisdiction. A junior company usually has more upside. Your thoughts would be appreciated. Does such companies exist or am I dreaming?
Respectfully...Dr.Ernest Rivait
Read Answer Asked by Ernest on February 01, 2016
Q: Low yielding companies such as Ccl, Csu, Sj that outperformed the Tse in 2015 are down over 10% so far in 2016.
High yielding companies ie Ala, PPl,Trp that underperformed last year are up over 5-7% ;
Do you expect this trend to continue?
Read Answer Asked by Terry on February 01, 2016
Q: Any possible reason for price drop on Jan 28&29 when markets and most stocks were sharply higher? Two large crosses on Jan 29:
$198.25 10,000 GMP Securities L.P. GMP Securities L.P. 14:02
$197.50 13,700 Macquarie Capital Markets Canada Ltd. Macquarie Capital Markets Canada Ltd. 16:00. I have added to my position. Thanks
Read Answer Asked by rajeev on February 01, 2016
Q: Growth stock 5i favourites are KXS, TNC, SIS and NFI which is on sale. Also oil stocks are on an uptrend. Rank on which order you would buy 5 these entities? Here are some of my under-performers which I am considering selling a couple of in order to help purchase buying your top rankings. List the three worst performers of the 6. PLI, CXR, IT, ESP DSG and DRT. Thanks Dennis
Read Answer Asked by Dennis on February 01, 2016
Q: Sold 2 US ETFs (1 small & 1 medium cap)- small profit. Funds available - $100,000 US. Prefer 2 replacements for a RIF - 3-5 years. Thank you.
Read Answer Asked by Robert on February 01, 2016
Q: I have noticed that, when someone asks about investing in Google, Amazon, etc., you have recommended one ETF or another. I don't believe you have ever recommended FDN, which I hold and like. Is there a negative to this vehicle that I may have overlooked?
Read Answer Asked by Peter on February 01, 2016
Q: Since the beginning of this year, City's drop has been more than twice that of JPM, and its recovery is also way slower. RBC Direct suggests it may be due to oil loans. Do you have any information on why it is performing so poorly (relative to JPM and others)?
Read Answer Asked by Roland on February 01, 2016
Q: peter i bought at top and held ever since what do you think
Read Answer Asked by aldo on February 01, 2016
Q: I am looking to buy about $100k of Fixed Income for my asset allocation and I have a 12 year horizon. Do you think I should buy actual bonds in some sort of Bond Ladder? or Bond Mutual funds? I am quite sure interest rates will rise at least 2-3% in the next 12 years. Is there a better fixed income product.
Read Answer Asked by Ron on February 01, 2016
Q: Hello Gentlemen,

What is your view of Rogers recent earning report, and didn't increase the dividend? What's the company's outlook for 2016? What is your recommendation for the stock, hold, sell or buy more if already has a small position. Thanks

Lin
Read Answer Asked by Lin on February 01, 2016
Q: peter what do you of phm and possible upside
Read Answer Asked by aldo on February 01, 2016
Q: Haven't seen any news or questions on this outfit for some time. Your thoughts on their prospects. It is one of the few companies that Thompson Reuters rates 10/10. Thanks Art
Read Answer Asked by Arthur on February 01, 2016
Q: Good afternoon,

ITP, is coming down lately, and I been looking into it for a possible long term investment for about 5% of my holdings. My investment brokerage have it at 15.6x time earnings and undervalued. It pays a US dividend which is approximatelly 40% of cashflow (I could be wrong here) which seems safe and they have been increasing it. Do you recommend it? If yes or no can you tell me why?

Thanks

Paul
Read Answer Asked by Paul on February 01, 2016
Q: I have been a long term holder of Saputo and am thinking of replacing it with PBH or the ZLB etf.Your thoughts are appreciated. Joe
Read Answer Asked by Joseph on February 01, 2016
Q: Would like to hear your stock recommendations for an RESP that so far consists of all broad market Cdn and US ETFs. It would be 15 years before accessing. I'm looking for steady growth.
Read Answer Asked by Michael on February 01, 2016
Q: I am trying to determine how/if to incorporate foreign exchange gains or losses when doing my portfolio weightings. Assume I started with $100k Cdn and I buy 9 Cdn stocks and 1 US equally. If none of the stocks changed in value, except the one US stock was now worth $14,000 due to foreign exchange gains, that one stock would now represent 12.3% of my portfolio when valued in Cdn dollars. If I wanted to keep my original 10% per share holding Would I then sell 2.3% to get back to my original 10% holding or do I ignore the conversion for now and say it is still just 10% of my portfolio.

Thanks for your help.

Paul F.
Read Answer Asked by Paul on February 01, 2016
Q: Hi Peter and Team - Recent comments on BNN Market Call indicate that now is a good time to invest in small craft brewers due to increased shelf space in the beer stores as well as the decision to allow grocery stores to sell beer. Brick Brewing was mentioned as a good company in this space but it is expensive. Are there any other small craft breweries you would recommend and perhaps even one of the larger breweries. Thanks.
Read Answer Asked by Rob on February 01, 2016
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