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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: Hi Peter,

As I mentioned in a prior question I am a significant holder of Convertible Debentures, some in Registered and some in non registered accounts

In the past decade I've only had 1 default (Prizm)

However today I am holding 5 CV's that are substantially below par and I am concerned that they will be able to settle in whole upon maturity.

I will list them as follows:

PLT.DB
WEQ.DB
ZAR.DV
AET.DB
LRE.DB

Question to you is, which of those are so dangerous to hold, given the current state of energy, that you would recommend I sell because taking the current bid is probably better than zero?

Thanks
Read Answer Asked by Sheldon on March 17, 2015
Q: Hi guys,

I'm trying to sort this out in my head in terms of how it is going to play out. Let's assume Greenspan is right and we run out of storage and oil instead heads straight to the market. It feels like what a "run on the bank" would be. We get much lower prices until production (supply) is taken down. This would be in the form of outright bankruptcies. Once that lost supply is gone, we can stabilize oil prices. Is this sort of how you see this crash playing out? Thanks
Read Answer Asked by mark on March 17, 2015
Q: Hi Team,could you please comment on Chartwell's announcement this morning.

Thanks
Read Answer Asked by Christopher on March 17, 2015
Q: I note in your email news report this morning that you are overall positive on prospects for the markets in general. Your report notes that the current P/E for the S&P500 is 19.37, which I understand is elevated but not of great concern. I see elsewhere, however, that the CAPE for the S&P500 is quite elevated at about 28, which some people in the business, notably Prem Watsa of Fairfax Financial, are taking as a glaring warning signal. What is your view on that?
Read Answer Asked by John on March 17, 2015
Q: Can you please comment on negative bond yield we see, i believe, mostly in europe. I think i understand the concept of deflation but why would an investor accept negative ytm ? (Too much risk perceived elsewhere ...) Are those investors mostly gov't entities ? If i am not mistaken i saw the 30 year german bond yield at 1%. I really have hard time to see the appeal. Thank you for your thoughts.
Read Answer Asked by Pierre on March 17, 2015
Q: It looks like mart resources may enter an agreemant to have it's assets taken over by midwestern oil and gas at 80 cents a share. Does this make todays share price for mart a bargain. Is it worth buying some and waiting for deal to happen?
Read Answer Asked by Anthony on March 17, 2015
Q: Hi Peter and Team!!! I am looking to buy a European Stock ETF. Any suggestions? Thanks for your help, Tamara
Read Answer Asked by Tamara on March 17, 2015
Q: Hello,
what do you think of guestlogix these days?
Luke
Read Answer Asked by luke on March 17, 2015
Q: I was thinking about setting up the new portfolio between our 2 TFSA. 13 companies in one 12 in the other. I doubt I will need the money ever which give roughly 30-40 years for it to work its magic. Now would it be reasonable to do so and would you expect it to outperform a portfolio such as the model portfolio or similar? What if I need the money in 10 years? Both TFSAs are max out and I have other diversified portfolios beside that.
Read Answer Asked by Dominic on March 17, 2015
Q: What do you think of their recent earnings and of this company going forward.
Read Answer Asked by Gerard on March 17, 2015
Q: I hold this fund in my RRSP, it represents 10% of the account and about 2% of a well diversified overall portfolio. Its value has been going down and is now about 11% underwater. Would you recommend continuing to hold or take the loss and reinvest in something more productive?
Read Answer Asked by Carlos on March 17, 2015
Q: using the above etf's for one half of my portfolio which is in a cash investment acct. and equal weight of the 5i model portfolio in a rsp/lira acct to the same value as the cash acct...would that produce about equal to a couch potato investment return of 7 to 8% over a period of time or do you believe it would produce better
Read Answer Asked by gene on March 17, 2015
Q: Could you give me a short list of your preferred Oil, Gas/Energy ETFs. I currently have no Oil, Gas/Energy ETF's in my portfolio and I believe this would be a good time to add 1 or 2 of them, thanks.
Read Answer Asked by Ken on March 17, 2015
Q: Could I please get your opinion on investing in this company. How high risk is it in comparison to PLI.
Thankyou
Read Answer Asked by maida on March 17, 2015
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