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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 & Team
I hold equal amounts of G, FM, and SLW in a well balanced taxable account with a 10 year plus time horizon.Down about 40 to 45% on each.

Over the long haul I am a believer in commodities, but also subscribe to your "lost opportunity" theory of not having dead money around.

What are your thought on selling two of the three and concentrating holdings into one of the companies.Which would be the "safest" (dividends etc.) over the long haul. I was leaning towards selling FM and SLW and investing proceeds in to G.

Thanks for a wonderful service!

Phil
Read Answer Asked by Phil on August 04, 2015
Q: Avo issued shs 11/13 at $78.00 now $33.57
Acq 07/14 at $24.10 now $15.93
Phm 05/15 at $ 1.50 now $ 1.07
Drt 06/15 at 8.35 now $ 7.01

Should shareholders reduce their position when small/mid cap companies issue additional shs?
Could you alert us when you are aware that companies you cover intend to issue additional shares?
Read Answer Asked by Terry on August 04, 2015
Q: With oil having dropped over 50% and no signs of recovery, how secure are the dividends from the pipelines if prices stay low (or go lower) for the next couple years? Could you rank IPL, PPL, ALA and ENF in terms of dividend sustainability and provide your rationale?

Thank you
Read Answer Asked by grant on August 04, 2015
Q: Is now a good time to buy Facebook? Is there much room for more growth with this stock? What is the long term outlook?
Read Answer Asked by Grant on August 04, 2015
Q: We have ala, arx, cos, cpg, sgy, wcp in our portfolio, total less than 7% overall which we are comfortable with.

Except for ala and arx (held a few years), all others are down significantly (20% to 60%), our plan is to ride out the energy down turn.

In your opinion, is there any name(s) listed you would swap with better quality energy stock to position for better gain during upturn and log a capital loss for future use.

Thanks
Read Answer Asked by Steve on August 04, 2015
Q: It appears that TCX went down like a brick on the US market today (3rd). Is there any news? Thanks again.
Read Answer Asked by Roland on August 04, 2015
Q: The stock tanks today in the US market due to this bearish article http://www.smarteranalyst.com/2015/08/03/valuing-tucows-inc-tcx-from-a-bearish-perspective/
Can I get your perspective please? Is this an opportunity to get in? Thanks in advance.
Read Answer Asked by Iskandar on August 04, 2015
Q: Good day,
Peter is quoted in the Globe thusly “If you’re an institutional shareholder and you come in and management owns a lot of shares, then the financing closes and management doesn’t own a lot of shares, that’s when you say: ‘I don’t want this stock and I don’t want this company; I’m going to ditch whatever shares I have.’” In light of this, are you advising people to dump PHM? Because your previous statements said nothing has materially changed with the company, which I took to mean it was still worth buying...
Read Answer Asked by John on August 03, 2015
Q: I am a proxy for a friends account, his advisor was charging him 1 per cent, but in the account were some stocks and 2 mutual funds with a fee of between 1.5 and 2.5 per cent on top of the 1 per cent of money under management not to mention maybe a trailer fee for putting the money in the fund. since you are independent what do you think of this practice and how pervasive is it.dave
Read Answer Asked by david on August 03, 2015
Q: Why are costs of producing gold now in the 800$ + range compared to say early 2000s and before when gold was trading well below current level and presumaly poduction costs were significantly lower. I understand inflation but I suppose methods of extraction have also improved. You general comments would be appreciated. Thank you.
Read Answer Asked by Pierre on August 03, 2015
Q: Hi 5i, On many occasions you have indicated that you like to watch earnings and interest rates when it comes to your view on where the overall market might be heading. Could I please have your updated market view based on what we have seen from Q2 earnings season and the Fed comments of Wednesday.
Thanks Rob
Read Answer Asked by Robert on August 03, 2015
Q: Hi- what do you think of Chesswoood? Results looked good again.
Thanks
Read Answer Asked by Pat on August 03, 2015
Q: Peter -any current thoughts on AIG AT THESE LEVELS??KIM
Read Answer Asked by Kim on August 03, 2015
Q: I currently own a half position in TCK.B

We have seen this before in the materials sector and with Teck specifically. At what point would it not make sense to raise this to a full position? I am in for the long haul here and not a worried investor. I really don't see this company going bankrupt. When the sector turns I think it will do well. Diverse portfolio weighted more in the tech sector currently. Thoughts?
Read Answer Asked by Peter on August 03, 2015
Q: Hi Gents,

I have sold my house and moved to a new city. I am renting to start. Can you please advise how to invest the proceeds from the house sale for one year or so.

I would like some sort of capital appreciation but also want relatively decent protection. I think I might want to put some in to the U.S. market as well as the Canadian market.

Perhaps a selection of stocks from the income portfolio and/or etfs?

Or if I wanted to be really conservative, what would be the best money market type vehicle?

Thanks, Chris
Read Answer Asked by Chris on August 03, 2015
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