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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: Hello, I have recently reviewed the management fees on RRSP accounts I have with an investment firm. I have reviewed the funds that They have me currently invested in and have found similar mutual funds with RBC, all D series funds. I have calculated the loss due to higher MER and am shocked by he difference it would have made in my accounts. While I have money that I invest on my own, I like the idea of having some stashed away in managed funds (I like doing my research on smaller companies and trust the bigger names to the professionals). The "d series" funds with RBC have considerably lower MER. Is that the best way for me to reinvest my mutual funds once I move them over to RBC? Is there a better or cheaper way to invest those funds? ETF's you would suggest? Is there anything out there that would suit my needs better than the RBC D series funds? I have approx 1/3 of my investments tied up in these funds at this time with my current investment firm. For what it's worth I suggest anyone who has Mutual funds with an investment firm look at the MER for each fund they are invested in. There are cheaper ways to have your money managed, the best I found so far are RBC D series funds. If you have a better suggestions, I am all ears.
Read Answer Asked by Gerald on March 13, 2015
Q: Can you comment on the SOX Q4 and 2014 results and the prospects for 2015 based on what was released?

As well, the SP of SOX has been sinking further since the results were released on 3/10. Would you advise exiting at around $6 and give up the dividends (to be paid on 4/15 to holders of record on 3/31)? Or do you view today's big drop as "just one of those market maneuvers" (I'm one of those weak kneed market "conspiratorists" that Peter mentioned, obviously - LOL).

Thanks.
Read Answer Asked by Victor on March 13, 2015
Q: In response to James, thanks for the great comment and the humility to post it. I remember reading somewhere that the stock market is designed to make the majority of investors look foolish. With my increased wisdom and trading skills it now takes up to a week before the stocks I buy diminish in value.
Read Answer Asked by Noel on March 12, 2015
Q: Hi Peter & co., I am reluctant to reduce my holdings in in two stocks that have each crept up to almost 7% of my over all portfolio: CSU and BCE. Are they both ok to leave at this level and hope my portfolio fills out to adjust them organically? The percentages seem to fluctuate almost daily.
Many thanks for you steady hand on our tillers!
Read Answer Asked by M.S. on March 12, 2015
Q: do you have any new information regarding the delay in release of the financial results. Would you recommend the we stay with the holdings we have
Read Answer Asked by gilbert on March 12, 2015
Q: Hi - what are your current thoughts on this company and industry with the crude by rail concerns lately. The company had done very well but is now near its 52 week low. Still seems cheap with a good dividend, but am considering moving on to something with more potential
Read Answer Asked by Bryan on March 12, 2015
Q: Hello Peter & Co,
Healthcare/Pharma represents 12.1% of my RRIF portfolio with Catamaran, Cipher, Concordia, Knight Therapeutics, BioSyent and Valeant; I also own ProMetic Life Sciences in my TFSA.
I was thinking of adding a small basket of the following: CRH Medical, Patient Home Monitoring and Nobilis Health; this would add another 1.9% to my RRIF portfolio.
Which of these additions would you consider to be complementary to my current holdings? or does the additional return warrant the additional risk?
Thanks,
Antoine


Read Answer Asked by Antoine on March 12, 2015
Q: HI;

I'm considering adding one of these two companies to my portfolio. Which one would you prefer for growth over the next 2-3 years?

Ray
Read Answer Asked by Raymond on March 12, 2015
Q: Good Morning. Could you please tell me what Canadian stocks or
sectors would benefit most from a possible correction in the US
dollar? In this type of market, would corrections of this sort last days, weeks or months? Thanks Jan
Read Answer Asked by Janis on March 12, 2015
Q: I'd like to have your comments about the proposed Hydro One IPO. At what price would this be a BUY...
Read Answer Asked by Brenda on March 12, 2015
Q: Hi team:
the stock jumped up yesterday and now is pulling back
as mentioned NA sold part of her holdings in FSZ
any reason for the volatility ? thanks team!
Read Answer Asked by Michael on March 12, 2015
Q: I currently have the following CIBC ETFs: Can Index Fund, U.S Index Fund, International Index Fund, Emerging Market Fund, Canadian Bond Index Fund and GlobalBond Index Fund.I realize that the MER is expensive and wish to buy something equivalent with lower cost. Please advise. Thank you
Read Answer Asked by Teresa on March 12, 2015
Q: 10:53 AM 3/12/2015
Hello Peter
I am trying to decide on a good dividend paying "Consumer" stock as I have very little in that general category [ie non energy, non utility, non financial], and have narrowed my choice to NWC, CSH.UN, AW.UN, and CSW.A.

How would you rank these 4 choices, and which do you think will be the best choice for me for moderate long term growth and a sustainable and growing dividend and please explain your choice?

Thank you....... Paul K
Read Answer Asked by Paul on March 12, 2015
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