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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: Thank you for your May 10 response to my question on Insured Annuities. As a follow-up for clarification, is a pre-tax GIC-equivalent yield of 5.2% a reasonable return (without the benefit of a crystal ball looking ahead 20 years)? Again, the annuity is not indexed.

Your are correct that our income exceeds our expenses from our Cash accounts. An income stream from our RRSPs and TFSAs has not been included yet. Annual RRSP withdrawals are directed towards our Cash accounts for future investments. Capital gains/losses are not factored in.

The second option under consideration was to add to the mortgage sector, specifically Capital Direct. For clarification, what maximum weighting in the "mortgage plus REIT" sector would be appropriate? I currently have 5% in Sentry REIT and 15% in Fisgard Capital, totaling 20%.

Bond-GICs yielding 1-2-3% barely cover inflation, but do provide portfolio stability. If the current relatively low interest rate environment stays this way for another 5 years, we are right back to the annuity being the better choice. Your thoughts?

Thanks for your help,
Steve
Read Answer Asked by Stephen on May 12, 2015
Q: In light of the recent earnings for Aecon, what is your view for the coming 12 months. thanks.
Read Answer Asked by hank on May 12, 2015
Q: Do you think with the upcoming holiday driving season, and the hurricane season approaching, that the price of crude oil and oil related stocks should be able to thrive, even with the Iran factor, thanks?
Read Answer Asked by Pat on May 12, 2015
Q: Could you comment on FTP's big price increase in recent days. Is it due to speculation on a Greece exit from Eurozone and the need for Drachma print order ??
Read Answer Asked by Ralph on May 12, 2015
Q: In an answer posted today, you stated that you thought AVO qualified as one of the more unfairly beaten up companies that you follow.

However,today we see that the EVP of Engineering has now resigned, continuing the revolving door policy at the company. As much as you, and other analysts I respect, still extol AVO's virtues, is it yet time to say enough is enough and for me to sell at a substantial loss and move on? Or is this the price you pay to get in on a high growth company?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on May 12, 2015
Q: Could I have your thoughts on the most recent quarter. Thanks.
Read Answer Asked by wendy on May 12, 2015
Q: Hello, guys.

Do you have a Toronto listed ETF that will capture gains in a rising Canadian or US bond yield environment?

Thanks.

John
Read Answer Asked by john on May 12, 2015
Q: Q1 2015. There appears to be material non-cash charges based on various share incentive and convertible debs. Now would these plans result in a future material issuance of shares and dilution of CFPS in your view?
Read Answer Asked by Greg on May 12, 2015
Q: What are your comments on High Arctic's latest earnings?
Thanks.
Read Answer Asked by Ken on May 12, 2015
Q: Hi Peter & Staff: This company has had a good run over the past few months. Would you consider it a hold or a sell at this point? Thank you.
Ron Noble
Read Answer Asked by ron on May 12, 2015
Q: Hi, Can you please comment on Boyd Group earnings released this morning? It appears to me that Boyd continued to perform well and exceeded the Revenue and EBITDA estimates. How is the outlook for rest of 2015? Thanks
Read Answer Asked by rajeev on May 12, 2015
Q: Hi Peter, please comment on the increased volume and price for SAS over the past few weeks. Is it a question of too far too fast or is it being recognized for its recent reports ? Hold or sell into the rally ? Thank you, Paul
Read Answer Asked by Paul on May 12, 2015
Q: Could you please comment on the recent selling pressure in Firan Technology? Would there be a good buying point in the near future?

Thank you, Dwight
Read Answer Asked by Dwight on May 12, 2015
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