Q: Hi Peter and Staff
For long term hold, small weighting, I am looking to add 3 of the ones below
CCT,FSV,SJ,DHX,TNC,NHC,GUD,CRH,RX
Which 3 would you recommend
For those not included in the 3 new ones, would you consider dumping any of the ones below for any of the other 4
SYZ,HWD,ESL,SPY,SIO,IT,IFP,GXI,AVO
Q: What Oil/Gas companies do you believe have the greatest upside from the current environment? Under what scenario would you invest in them now? Ex. Waiting for oil to stabilize or if underweight and having a longer term horizon
I currently have about 15% in Oil and related sectors in the following: SGY, MMT,DEE, ELK, PPL,BDI, QST
Q: Essential appears to be being crushed more so than other service industry stock. Can you provide an update as to their metrics and advise as to whether you believe this is a company that will survive the current sector cycle. Also, if you could comment on the dividend safety, I would appreciate it!
Q: Hi 5i
What is your current opinion on this company - DR? (Last comments were in November 2014) Would you expect more growth and secure and growing dividend? I'm considering it for TFSA.
Thanks a lot for expertise. Keith
Q: Hi - your comments please on the latest results. Growth in users and revenue seems strong and break even getting closer. At what point does this become a buy- do you have to see profit
before a buy for the aggressive investor? thanks
Q: Thinking of taking a small position 10,000 US in the German market Is there an ETF that reflects the Dax? Or is there a better way to the German stocks ?
Q: Peter and Gang:
I need to bump up the consumer sector of my portfolio. It seems like a lot of these stocks are at or near their 52 wk. high, particularly after the little "Target bump". Which two stocks would you recommend,and although timing is difficult do you see now as a good time to add. What do you think of ATD.B & L vs. CTC and WN. I am looking at a 10 year plus hold.
Q: Peter and team:
Could you please comment on the ability of TBE to weather the downturn over the long haul. I own shares in an RESP and an unregistered account. I wonder if I should just hold on, or if it would be wise to take the 60% hit and re-invest in WCP or similar small cap with a better balance sheet.
Thanks
Phil
Q: I am embarrassed to say that I bought Teck a few years ago at $37 and have ridden it down to the current $14. I keep thinking it will recover, but it hasn't yet. I have a 4-6 year horizon and can be patient, and have a fairly balanced portfolio. Would you recommend further patience or should I just sell at a loss. Do you think the divident is safe?
Q: The Stingy Stock Investor has a Three stocks selections for 2015.(money Saver Jan. 2015 article.) Question: I am interested in one of the selections -Tyson Foods TSN.U.S., but am wondering if this is a good investment with the U.S. dollar as high as it is compared to our Canadian dollar. Your thoughts please. Ernie
Q: Hello again. Having ascertained that we are working with 10 sectors, I am proceeding with my re-balancing (an exercise I have never done before) and find that Technology is 19 % consisting of CSU,ESL,MDA,SYZ,DSG,DH,ABT,ET and Financial (including REITS) is 22.2% consisting of FSV,HR.UN,HCG,BNS,CXI,REI.UN,ZWB,CSH.UN,ZRE,SLF while Healthcare is only 2.3% CXR. We are septuagenarians, 21 years retired and have about 50 names total obviously too many. Any suggestions on names to eliminate would be welcomed and suggestions for healthcare addition (maybe CCT) also appreciated. We are waiting for portfolio review but I am trying to correct some of these imbalances now. Thanks for the service.
Q: Hi Peter and team, recently I read an article on Bloomberg BusinessWeek about how India aims to be the next manufacturing super power under the vision of new Prime Minister Narendra Modi. According to the article hourly manufacturing labour cost in China is $3.52 compared with just $0.92 in India. Also the new prime minister is making reforms to streamline the process for global manufactures to set up manufacturing facilities in India. Are you bullish on the India's growth story going forward? Is XID is a good way to get exposure to India's growth? What other ETF s available to get a good exposure to India?
Q: Peter and his Wonder Team
Bullion has been moving up and most golds are following...however today ASR lost 4.5%. Why are they not following the trend? Is there any negative news or problems in Turkey, the Swiss currency, profit taking or just a strange day? Please give me your thoughts...Thank you!
Dr.Ernest Rivait