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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 Team,

In a question/answer from Claire today, you say bonds are riskier now due to possible increases in interest rates.

Which do you consider riskier overall, bonds facing rate increase pressure, or stocks, achieving historic highs and possibly lower future returns or a possible correction?

Thank you.

Michael
Read Answer Asked by Michael on July 16, 2014
Q: Re: Carl's question/response on MOB.UN (Northwest International Healthcare REIT)

I note from their website (www.nwireit.com) the following...FYI

Occupancy = 96.3% (not 86.3%)
Weighted average lease expiry = 12.5 years
Inflation indexed leases = 99% of gross rent
Read Answer Asked by Scot on July 16, 2014
Q: Peter, The Morguard people were on B.N.N. and recommended Pure Industrial reit, Regal life styles and Pure Multi family. Not high at all on Cominar. Your opinion please, Ken
Read Answer Asked by Ken on July 16, 2014
Q: Please provide your opinion of the following funds from Purpose Investments. Would you recommend these over an index ETF?
-Purpose Divesrsified Real Asset Fund (PRA)
-Purpose Best Ideas Fund (PBI)
-Purpose Tactical Hedged Equity Fund (PHE)
Thanks
Read Answer Asked by Mehran on July 16, 2014
Q: We are retired with no company pension and depend heavily on dividends to augment our income. Our investments are Banks-22%, Industry-15%, Oil-20%, Pipelines-12% Utilities-15%, Telcom and Reits-9.5%, Cash-6.5%. I'm interested in adding another utility for stability and income. We now have positions in BEP.UN, EMA, NPI, VSN. Should we simply add to these, or add one of FTS, CPX, INE, CU, or do you have another suggestion?
Read Answer Asked by Edward on July 16, 2014
Q: BIP.UN/TFSA

Hello,
We hold BIP.UN in a (joint) non-registered account and currently have no contribution room in our TFSA's. Come January I would like to transfer BIP.UN "in kind" into one or both of our TFSA's (the value will likely exceed the limit for any one account). From reading previous posts, I understand this can be done with certain caveats or conditions. I could not find any details on the Service Canada TFSA webpage. Would you be able to elaborate on how and "in-kind" transfer is done and what conditions need to be satisfied? Should it make any difference, we use RBC Action Direct - with whom I have not yet spoken about this issue.
If there is a "standard" procedure or set of guidelines to this process, perhaps a post or blog or something would benefit others who may not be familiar with such a process - I know I am completely unfamiliar with it....
Thanks!!
Cheers,
Mike
Read Answer Asked by Mike on July 16, 2014
Q: This question was too long to publish, but related to the fact that investors, according to some, should own NO bonds due to higher risk levels due to potentially rising rates.
Read Answer Asked by joseph on July 16, 2014
Q: What do you think of PPC, Pilgrims Pride, on the Nasdaq?
Read Answer Asked by John on July 16, 2014
Q: Hi guys,
I have a half position in FSZ (Fiera)which has been trading sideways for the last 2 months. Would now be a good time to top it up to a full position.
Thanks Peter.
t
Read Answer Asked by Peter on July 16, 2014
Q: I have three questions:
Tricon (tcn)doesn't seem to excite investors these days despite being a regular top pick on BNN. Do you think it's flatlining after a good run and what do you see three years from now?
What do you think of Spartan Energy (spe) at the $3.85 level for a three year investment?
Finally, you selected Interpipeline (ipl) as your last pick from a group of four when replying to another question today. I had held this stock since March of 2009 and it seems to be growing steadily and raising it's dividends. May I ask why it ranks behind Enbridge (enb), Altagas (ala) and Pembina (ppl)?
Thanks.
Steven
Read Answer Asked by Steven on July 16, 2014
Q: Hi guys,

I am a small business owner and the incorporation has access to a little bit of cash (100k). I have been selecting stock for a portfolio but I am wary of pulling the trigger because of talk of the infamous correction. Would you suggest to wait for a market pullback to start buying the positions or go ahead in this highly valuated market? I am in no hurry and comfortable waiting up to 6 months with cash on hand.

Here is the stock in the portefolio:

US: MCD, GOOG, WFC, XOM, BRK, Qualcom, Deere, WMT, Air Lease, Cognizant

CA: THI, BCE, T, BEP.Un, Superior plus, Power Corp, Linamar, Surge, Sylogist, DHX Media

Thanks for the awesome service,

Richard
Read Answer Asked by Richard on July 16, 2014
Q: Westmoreland Coal Company (WLB.US) has recently acquired Canadian assets from Sherritt, and are apparently looking to continue to grow though acquisition. Do you have any thoughts on the company?
Thanks for all that you do for independent investors!!!
Read Answer Asked by Jim on July 16, 2014
Q: Lux --us . Largest manufacturer of eye glasses (non prescription ) in the world ---? monopoly

High P/E ratio --? entering deal with Gogle re "Google Glass " ---Buy ---or wait for better entry pt ?

Thanks --- great service ---Don
Read Answer Asked by Donald on July 16, 2014
Q: Hi,

As part of my overall portfolio, I've had a strong weighting in oil and gas for about 9 months. My holdings include CNQ, POU, TOU, CPB, BTE, PEY and VTE. Oil and Gas stocks have been getting hammered recently, albeit after a strong run up. Is it time to add more to these existing names or will the correction continue during this slow period for the market?

Are you comfortable with all these holdings or should I sell some to replace with other names?

Thanks for your help,
Jason
Read Answer Asked by Jason on July 16, 2014
Q: Hello 5I, is this new offer from InnVest "good enough" to accept in your opinion? ("InnVest") (TSX:INN.UN) announced today that it intends to increase the purchase price under its existing offer to purchase up to $28,750,000 of the outstanding principal amount of its Series G Convertible Unsecured Subordinated Debentures (the "Debentures") from $1,060 to $1,080 (the "Increased Offer Price") for each $1,000 in principal amount (the "Offer"), and proposes to amend the conversion price for each InnVest unit to be issued upon the conversion of one Series G Debenture under the trust indenture governing the Debentures to $7.50 rather than the $8.00 originally proposed (the "Indenture Amendments").
Thank you
Read Answer Asked by Alayne on July 16, 2014
Q: Hi,
Can u give an opinion on Ocwen Finacial OCN-N. Buy/Sell/Hold. Is it a strong company that is out of favour? I own & it performed well during the us housing recouvery last year but tanked when that fizzled as well as possibly on the news of an invester law suit.
Read Answer Asked by LJ on July 16, 2014
Q: Hi Peter & Team! Most of my investments are large cap stocks and I hold a well diversified portfolio. My TFSA represents a small portion of my overall portfolio and I'd like to add 3-4 stocks with some strong growth potential recognizing of course that I would be assuming some risk. Could you recommend some names for consideration at this time? Thank you, Ian
Read Answer Asked by Ian on July 16, 2014
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