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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: Peter,

Further to your response below re: companies / sectors to own in a hypothetical rising rate environment, and more importantly, what NOT to own (Utilities), "you could see some big stock drops, and investors might be surprised". You have Enbridge in the portfolio, as do I, I know you say its early (which I lean towards as well), but at what point do you start reconsidering the thesis that "its early" should an Enbridge consider to slide given its high PE?

Would you instantly advise your members when to sell something in the model portfolio?

Thanks team, great work.
Read Answer Asked by Ray on June 01, 2013
Q: Good Morning: As things change and bond yields rise and the risk on play becomes more evident the U.S. market is being called the place to go. With 25K to invest which of Bank of America or Citigroup would be the best choice; or do you have a better idea? Already have aig which has done very well. Regards Michael
Read Answer Asked by michael on June 01, 2013
Q: hi peter, i think this is the key question going forward,do you think that now that bond yields have started rising, it will be like a freight train and people will keep selling bonds and therefore yields keep rising and second part of my question people will start rotating out of reits and utilities because their yields become less attractive. dave
Read Answer Asked by david on June 01, 2013
Q: Hi Peter I would like your opinion on Western Potash(WPX/TSX). Not sure why its share price is running up recently.

Thanks
Read Answer Asked by Victor on May 31, 2013
Q: Peter please excuse my lack of knowledge with this question.
A guest on BNN said the FED have turned the equity market into a bond market with QE and these low interest rates - HOW SO?
- The FED keeps interest rates low (lowering yields)
- Older bonds will go up in price as yields drop?
- Treasury buys up the mortgage assets and or bonds from the banks to re-capitalize them and put money back into the economy and try to force a rotation of money out of bonds.
- Companies (equities) can borrow cheap, increase: revenue, earnings and dividends, and stock prices go up - like bonds??
Is this what the guest was talking about?
Is it creating a bubble in high paying dividend stocks?
When will it burst?
I'll let you decide if you want to post this.
Thank you.

Read Answer Asked by George on May 31, 2013
Q: great service, worth more but …. interesting day friday where gold dropped $20 and G goes up, REITs and utilities are taking a beating / MFC, SLF increasing … does this point to interest rate increases….. question… where in the business cycle are we and what industries should i be rotating into
Read Answer Asked by Bob on May 31, 2013
Q: Hi 5i Team. Do leasing companies like Element EFN and Chesswood CHW make more or less money in in increasing interest rate environment? If you can comment on how a rising interest rate environment may impact there stock price that would be great

Cheers
Darcy
Read Answer Asked by Darcy on May 31, 2013
Q: I would like to get your opinion on QLT.
Thank you
Milan
Read Answer Asked by Milan on May 31, 2013
Q: Peter, just wanted to let you know I have posted my covering letter and resume to your email box. You may recall our prior conversation, I have posted it in the email body for context to what you are looking at. Have a great week-end
Read Answer Asked by Patrick on May 31, 2013
Q: Hi Peter, I have a quick question on PLB. How worried should I be in terms of the further weakening of the South African Rand? Is this a case where you just have to be patient and ride out the currency hits, or is there reason for concern? I am not sure if they hedge or not? Thanks a million!
Read Answer Asked by JAIME on May 31, 2013
Q: Hi Team,
I require a fixed income investment. Bonds and GIC's just aren't worth it! I was thinking of buying a preferred share from GMP (GMP.PR.B) The yield on the preferred is around 6.70% plus capital appreciation. My decision comes down to weather GMP will survive long enough and have the resources to pay out the preferreds when they come due in 2016. What would be your thoughts on this company and investment.

Regards
John
Read Answer Asked by John on May 31, 2013
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