Investment Q&A

Q: In a reply to Dave (jun08) re Fixed Income / Bonds, you mentioned CBO as being "preferreds". I understood that CBO was comprised of 1-5yr laddered Corporate bonds. Can you clarify if CBO is made up of preferred shares.
Many thanks to 5i.

Q: Hello Peter & Co,
When I bought FSV way back when, I bought both components; now that the components are separate, would it not make sense to continue holding both of them?
Thanks,
Antoine

Q: In Peter’s last appearance on BNN he made a brief reference to the Chinese stock market being in a bubble. I currently hold some iShares China Large-Cap ETF (FXI), and with the recent run-up have done very well with them. I greatly value Peter’s opinions, so I of course take notice when he uses the term “bubble” to describe any investment (for me the only term that invokes more fear is “irrational exuberance”). I’m happy with my weighting and allocation to China which are right where I feel they should be. However, the recent run-up and Peter’s comments have me wondering if it would not be wise to sell all of my FXI and wait this one out on the side. At present there just seems to be too much downside risk versus upside potential to be worth it. Any advice?

Q: Hi Peter and team
With recent news from the company and no questions asked since Dec. 2013, what is your current view of it?
Gerry

Q: Your latest review re Tucows - Please

Q: KLS continues its free fall, time to get out? I'm down 35%, have a long time frame.

Q: I have a very small position in the BSO.UN:TSX for income -- presently it pays an 8.1% dividend yield and the beta seems to be very low. Just wanted your thoughts on this -- thanks.

Q: Melcor is a small player in the REIT sector, seems like a well run company, pays a decent dividend. My question: is Melcor solid enough to withstand an increase in interest rates when rates start to rise and is it a long term buy for a retirement portfolio. Carl

Q: Hi Peter and Company,
Your thoughts and advice please, on these stocks. I am 72 and these are part of my RIF, fortunately not a large part. Thanks to you I have done just fine this past year.


MY COST
BXE $6.90
IDC $0.19 (very small position)
RFC $5.06
AVO $31.19

Excellent service!
Heather

Q: Which Health stock is better buy VRX or CXR. I would hold for 2 to 3 years

Q: Hello, I know you do not follow US stocks that closely but can you tell me what you think of Mentor Graphics corp? Thank you!

Q: I'm 37 years old and I have very little exposure to bonds. I would like to start building a position in Cdn Corporate and Government bonds in my RRSP. Do you suggest buying a little every month in a few ETFs, such as CBO, CLF and XHY or should I wait until interest rates rise and then start a position since the price will likely decline further? Is it smart to start a position if general wisdom dictates the price will fall in the future?

Thanks,
Jason

Q: Pipelines are correcting downward - can you comment on the catalysts for this move/

Q: QST continues to decline, I know there is a direct correlation to the Alberta O&G economy. Do you believe it is a buy at this level?
Thanks
Jim

Q: Would either one or both stocks be growth investments within a TFSA account, or, considering current market volatilty, would MBK.UN (Manulife US Regional Bank
Trust) be preferable?
Thank you for your valued input!

Q: I am a beginner in investments.My question is this: Do I have an avantage in buying American stocks these days with the Canadian dollar so low even if, for example I would buy for 10,00.00$ in US stocks and receive only about 7,500.00$ in value. Or would I be better off purchasing Canadian stocks and get their full value? Thanks.

Q: You have recently commented on a number of stocks which have declined "on interest rate fears". Why aren't rate increases already be reflected in stock prices ? Markets have known for ages that interest rates are likely to go up - though only slightly, and probably before year end. Is stock price volatility due to interest rate fears a reflection of speculative action ?

Q: You continue to support interest sensitive stocks on the grounds that interest rate hikes are built into the present price. What are your parameters on the size of the rate increases? If interest rate on 5 year GICs rise 1%, do you think the price of ENB, for example, would remain unchanged from a rate perspective, all other factors remaining constant.

Q: Hi Peter & Co:

David's Tea just went public on the NASDAQ exchange. This is a Canadian company that I am told started in Toronto around 2008, and they now have over 150 stores in Canada and the US. Do you think this would be a good (short-term or long-term) investment?

Q: Hi Team

I bought Canadian Utilities at beginning of year and would like to sell for capital loss and buy in its' place either Emera EMA or Transcanada Corp TRP.

1. Is this "ok" for capturing capital loss ?

2. Does this seem like a reasonable move, I REALLY wasn't intending on jumping around but had actually been watching ALL 3; with ideas of buy potentially; it just so happens I started with CU and then the sector fell apart. I figure since I liked all three I might as well capture the loss if the move is legal accounting-wise.

3. of TRP versus EMA ; would you favor one more than the other from a "better buy " point of view, i.e. what metric would you look at and please compare the metrics.

Ernie