Investment Q&A

Q: What would you need to see before making a purchase of shares for a potential turnaround? Is there any value in the real estate?

Q: Hello Peter & Team,

Can I get your view regarding investing in lithium producers and any stocks you would recommend.

Thanks,
Herb

Q: I reviewed the additional information in the press release by Loyalist related to Tuition Fee Revenue and Deferred Revenue for Q4 2014 and Q1 2015. It showed combined Total in Q4 2014 of $17.4 (Deferred $9.7) million versus combined Total Q1 2015 of $$20.0 (Deferred $12.5) million an increase in total of $2.6 million quarter over quarter. They also stated that 57% of the deferred revenue at Q1 2015 will recognized in Q2 2015 and 28% in Q3 2015. Isn't this mainly a timing of matching revenue with expenses? Isn't the market over reacting perhaps because this information was not included in the first press release? If not, What am I missing?

Q: I know the question has been asked before but just to be clear,if I wanted to buy 3-4 ETF'S for exposure other than NA, would you recommend the following.VXUS- the world except NA,VWO-emerging markets,VEE or FEZ for Europe and any other suggestions.Interested in India as well.Thanks.Paul

Q: Good afternoon,

I am underwater on this stock. I know the dividend is good and safe. The company does not seem to do very much to counter the crtc decision that I am aware of. Do you know something that is affecting the stock negatively lately?

Thanks

Q: I'm considering adding one of these to my portfolio. D.UN has the higher yield but has significant exposure in Alberta. DRG.UN has significant exposure to one tenant, Deutsche Post. Which do you consider the better investment and why ? Both appear to be trading midway between their year high and low Or do you feel another REIT would be a better choice for safety and yield ?

Q: Hi ...can you help with a sector and diversification question? I appear to be out of balance with 30% of the portfolio allocated within the financial sector. The stocks involved are BNS, RY, SLF, BLK, GS, CXI, BRK.B. Equal weight.
So there are two banks, one insurance company, two financial services companies, one currency exchange operation and I am not sure how to classify Berkshire Hathaway. A holding company?
Do you think I am overweight in financials? Would all of these stocks go down if the financial sector stumbled? They seem to be quite different operations to me. I am reluctant to cut back on these stocks as they are all doing well. Maybe BRK.B could be cut but it is the least financial of all of these I think.
Any way thank you in advance for your thoughts.

Q: hi, I am a new member and am enjoying your site. Any thoughts on ATCO. Thank you, Bryn.

Q: Would you recommend establishing a full 5% in Enbridge today for someone with no energy, utilities or pipeline exposure or is this something you'd prefer to accumulate more slowly given the potential rising rate environment? Thanks and have a good weekend!

Q: Your opinion of sandstorm gold please.Thanks.

Q: I would like to know your thoughts on PhytoTech Medical & their upcoming merger with MMJ Bioscience inc?
MMJ is a late stage licence producer applicant under the MMPR in Canada (Currently awaiting final inspection on one facility) and also will be a first to market in July with its one of a kind gastro resistant CBD capsule.
thoughts/opinions? And would you consider this a buy or...?
Thank You.

Q: Do you have any information about either of these funds?Thanks Paul.

Q: I own Enbridge. Want to buy another utility for yield and some growth. Would you prefer TRP, IPL or AQN or another utility at a 3% weighing of portfolio. Thank you.

Q: As a relatively new subscriber and who values your service greatly, what is meant by a " full position, half position" etc.
Thanks again your team has helped me a lot.

Hal

Q: Hi , I have an inheritance of $445,000 and I would like to invest in an aggressive growth portfolio for the long term. Assuming I follow a max of 5% per position, 100% equity (I have FI in another portfolio), what would be your top 5 stocks? As a filter, I would like to see dividends in those positions but it's not mandatory, any industry (except O&G) and I'm a patient investor.

Q: on 6/10,INN.un stated that it is filing Preliminary Base Self Prospectus for a 25 mo. period for max.$500m for future growth opportunities including acquistions,capital expenditures & repayment of indebtedness.Please explain & its effect on its stock price.Thanks for your normal great services & views

Q: Dear Sirs,

Noting that question queue was wiped clean, I thought I would resubmit:

In the past one of Peter's metrics in stock selection has been to identify equitiies initiating a dividend. Could you please pass along a listing of companies that would fall into this category, perhaps over the last 1 to 2 years , and as well offer advice as to the companies that you feel are worth owning.

With thanks,
Brad

Q: I recently added a position in ENB on the latest price dip. This morning Patrick Horan guest speaker on BNN says that he is shorting ENB. Claims that ENB cannot grow dividend, Interest and High evaluation and that ENB missed earnings.

I would like to hold ENB for the longer term but would not want to go through a major down cycle.

Can you comment overall and address you position on shorting ENB - I would have never looked at ENB as a short...

Thanks Kindly,
Mark

Q: I am considering a position in the above fund as a recommendation from investment manager that considers himself a book value investor. I cant find much about this fund except it was started in 2013. 2015-Year to Date + 22.47 % 2014 Performance + 35.84% What are the negatives and would you invest your own money in this fund?

Q: Obviously TCL missed street expectations with today's earnings report. To me it didn't look bad although they did reference Target's demise in their outlook. What are your comments?