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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: What is your outlook for the REIT sector?
It does not appear that interest rates are going anywhere,
they pay a healthy dividend & low beta.
Do you have a favorite.

As always - thank you
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Peter and Team,

Is it time to cut and run on Kirkland Lake Gold? It feels wrong to sell such a high grade asset so low but it seems like it can't do anything right these days. Maybe I should be selling this and rolling it into my existing B2 Gold position (also own Goldcord and some bullion) or maybe I should be moving it to another "physical" name totally out of the gold space like Stella Jones?

I can't help but feel like the day I sell KGI will be the day that I miss out on some big guy coming in and buying this at a premium but still cheap!
Read Answer Asked by Marc on April 16, 2014
Q: HLP.UN Healthlease Been having a lot of trouble getting to even on this stock. They just did a $10 offering. I expect it to dip below that price at some point. 1st -- Do you like the deal and 2nd Worth buying more?
Read Answer Asked by Gerald on April 16, 2014
Q: Helathlease Properties HLP.UN has released a new offering of $50mil in new units @ $10. I currently do not have any REITs and the 8.5% dividend at this price looks quite attractive. Would this be a good time to buy HLP or do you see any hidden concerns with HLP in specific or the Health/REIT Sector in general to avoid this area at this time. Thank you.
Read Answer Asked by Alan on April 16, 2014
Q: Hi Peter.

Came across this great essay you recently penned that I found on the Vitess web site. Thought other members would enjoy!

http://www.vitess.com/2014/03/cash-drugs-etc-not-appropriate/

Keep up the great work and good luck with your training this summer!

Cheers,

Scott
Read Answer Asked by Scott on April 16, 2014
Q: Please provide your expert opinion on CGX.Recently dropped fr $42.68 to $40.76 & dropped below both 50 & 100 day moving average & now sitting n the 200 day.Opened a cutting edge cinemas in Manning Town Centre,Edmonton on April 11--no report on status.Rumoured that Onex & CGX offered more than $1billion to purchase Dave & Buster,On BNN yesterday, Patrick Horan"SHORT" CGX as his 3rd pick stating that the stock was not acting well recently,it is deploying capital for something else & doubts about the up coming movie season. Txs a lot
Read Answer Asked by Peter on April 16, 2014
Q: I have decent gains in Emera (EMA) after buying in the fall. The dividend yield is now getting towards my lower range for a non-growth type company. Would it make any sense to swap EMA for Brookfield Renewable (BEP.UN). This would give me a 1%+ bump in yield but stay within the industry. Which company has the better blend of growth/dividend increase potential going forward? Is the relatively high P/E ratio at Brookfield a concern?

Thank-you
Read Answer Asked by grant on April 16, 2014
Q: In the last couple of days I have come across some stocks with a negative Beta. CBO -.04
Can you explain negative Beta.

Thank You as always.
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Bad, Badger,
(Bad is Good!!) I have had 5 fold profit on this, sold some along the way, regretfully, but it is again about 7.5% of my unregistered portfolio. I am not adverse to risk, and I believe one has to let its winners run.But after such a good run Would it be wise to trim it to 5% for disciplined portfolio management, despite the tax bill. Having cash to redeploy also could be a could idea. It is easier to buy than to sell, and I need the kick to make me do it. Thanks for you input.
Read Answer Asked by francois on April 16, 2014
Q: If we get a 10 percent or more correction in the coming months would bond etfs or high yield bond etfs be a place to hide. Thanks.
Read Answer Asked by Ray on April 16, 2014
Q: what are your thoughts and comments on FRC- vs - CDI ? thanks
Read Answer Asked by don on April 16, 2014
Q: Hi Team : John O'Connell made some very critical comments concerning yield energy stocks. He basically trashed the whole sector, with the exception of WCP. Thoughts , rebuttal?
Read Answer Asked by Scott on April 15, 2014
Q: Regarding portfolio weightings: The Globe and Mail portfolio will tell you what % of your portfolio any given stock is. Entering all stocks with your buys and sells into one portfolio will give you the %s across all accounts, but sector weighting is not available. Still, not bad for a free service.
Read Answer Asked by M.S. on April 15, 2014
Q: Hello Peter and Co.
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
Read Answer Asked by Antoine on April 15, 2014
Q: Peter
I sent question earlier with a URL to access a "Free" look pdf of quantitative Analysis on how Investor behavior timing the market & selecting advisors whose primary aim is not their client, gives poor results.

The URL got hashed up pretty bad.

To find this PDF put "QAIB.COM/public" into google. The second item you get has a tag headline Freelook pdf. If you click on it
you will immediately get a popup banner at the bottom of your screen asking if you want to open or save. Either way you can save it.
Sorry for the miscue, but it is worth a read. They analyzed a ton of data on mutual fund in & outflows to assess how investors & their advisors performed.
Regards
Ernie
Read Answer Asked by Ernie on April 15, 2014
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