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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: I know you answered a similar question back on August 25th - but am wondering if you still have "faith" in this company's ability to deliver, especially with the 10% drop today. The chart looks so ugly - it could keep going down for a while.

I keep on hearing what a jerk the CEO but that he is talented.

If AVO were not still in the portfolio I would have tossed it but am now really at a tipping point: if worth keeping I should probably buy more (?); but if it is likely going to be dead money for 2-3 years, then I should move on to something with more
short / nearer term potential like a CXI - BOS - DRT.

I would appreciate your thoughts on this dilemma.
Read Answer Asked by Donald on September 02, 2015
Q: Hi Peter, can you please comment on the sector risk, geopolictical risk and market timing of these ETF's. QQQ (tech), XLF (financials), IHF (healthcare), EWG (Germany), EWA (Australia). I can purchase some or all or even wait if you recommend? Jeff
Read Answer Asked by Jeff on September 02, 2015
Q: Dewflation--it may sound weird but my greatest feat is an outbreak of deflation, perhaps world-wide.

In deflation, I know to avoid commodities but what else to avoid and what to invest in ---how do you handle investments in deflation.

Bryon in Elmira
Read Answer Asked by Bryon on September 02, 2015
Q: Have 1/2 pos'ns in drt & boyd.un. Will move all into byd.un after I have heard your opinion (I'm very aggressive growth).
Thanks, Bill
Read Answer Asked by Bill on September 02, 2015
Q: I missed the ride from the mid-20s to the mid-30s and wonder if now might be a good time to get in, or is it likely headed lower (still rather high p/e)

Thanks,

Bob
Read Answer Asked by Lynn on September 02, 2015
Q: FSV rated on summary portfolio as B- but report shows B. CIG is not rated anywhere. Please advice, should CIG be sold and is FSV a B.
Read Answer Asked by Greg on September 02, 2015
Q: In response to Bob's question about valuation metrics, you mention that "You can often find good value in companies in declining sectors but we would not view this as an attractive opportunity." Can you give an example?
Read Answer Asked by Marc on September 02, 2015
Q: I am just wondering-with the equity markets correcting which two Income Portfolio companies and which two Growth Portfolio companies do you think are now real bargains.
Thanks in advance.
Read Answer Asked by Michael on September 02, 2015
Q: Good morning Peter and team,
I have some cash to invest and the 2 stocks I am still underweight from your equity balance portfolio are SYZ and ATD.B. I tend to favor ATD.B over SYZ although SYZ has dropped significantly. My portfolio is well balanced and would remain so after the purchase of either Co. Which one would you favor for a long term investment portfolio? Thank you for your unmatched service.
Read Answer Asked by jacques on September 02, 2015
Q: I am thinking of putting some money into the beaten up energy sector.
In particular can you please give me your opinions on these 3 companies? I can receive a decent dividend while waiting for the sector to improve. Thanks so much.
Read Answer Asked by Lois on September 02, 2015
Q: hello 5i:
I am VERY interested in ECI, after reading the latest report. BUTTT, I see on another site, that ECIs present P/CF is 6.7 vs a 5-year average if 5.2. So, there is growth already baked into the price. And present P/CF is -4.4. I'm having trouble putting together a negative CF growth rate with a higher P/CF. Please unwind this for me, so I can settle in my mind whether or not this company is fairly valued or overvalued. It just does not seem undervalued. what am I missing?
Read Answer Asked by Paul on September 02, 2015
Q: considering purchasing cew or zeb...
would appreciate your short term outlook for the major banks (how low do you think they may go?)
I like the idea of cew ( it adds some protection/diversity that is not available with just zeb!
Read Answer Asked by edward on September 02, 2015
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