Investment Q&A

Q: Thank you Peter, for your response concerning my TFSA portfolio. In keeping with my goal of creating growth, I have come up with the following ETFs and would ask your opinion on their value. If you differ with any of them could I ask you to recommend a substitute. I find it a challenge, with the resources available to me,to pin down ``dividend growth`` ETFs. I have selected the following based on their asset size, MER, and sector diversification. They are as follows:
CDZ, XRE, ZPR, XTR and CHB. They would make up the entire portfolio. Thanks for all you do for us.

Q: Hello Peter....Sector classification question for 2 companies. Is it better to classify Black Diamond as Consumer Discretionary than Energy? And for AutoCanada can it be considered as Retail rather than classified as Consumer Discretionary?...Thanks...Tom M

Q: Hi Peter:
I am retired with a modest pension, and a huge believer in asset allocation focused on Cdn dividend income. I have recently trimmed several positions to raise a bit of cash (now at 7%) to take advantage of a possible summer pullback. In equities I own AD, AQN, ALA, BCE, BNS, BTE, BA, CFN, CGX, CSU, CPG, III, PBH, TCN, WEQ, as well as 2 dividend funds and 1 REIT fund.

Do you see any red flags? Caution flags for me are CFN and WEQ. Once purchased, I normally like to give the stock "time to perform".

Thanks for your help,
Steve

Q: I'm interested in investing in stocks that are in the business of cloud computing for my tech sector allocation. I'm aware of the big names like Apple, Amazon, Google and now Microsoft but don't feel comfortable picking one or two. Do you have any ETF (or other) recommendations in this sector? Thanks again for all your guidance :)

Q: Hi Peter and Team,

What are your thoughts on WesBanco, WSBC?

Q: I, perhaps foolishly, assumed that Vanguard Canada ETFs sold on the TSX in Canadian dollars would be Canadian income.... Are all the Vanguard Canada products US income, including VDY? Therefore is it ineffective to hold them in a TFSA?

Q: Good morning Peter and team,
Question is on Alarmforce (AF). Announced a special dividend this morning. Would you be buying on this news since the share price is pretty much flat since the announcement? And has the Matlin affair been resolved? Thank you.

Q: WFI - what do you think of an entry around $20 (seems like it's going there)

Thank you

Q: Hi Peter
Can i have your opinion on HollyFrontier Corp HFC-N.
Is it time to take profits in the refiners?
Thanks Gord

Q: Hi Peter, I received US stocks; ARO, AMR, DF, & GES from a transfer in from a managed account. Would you keep any of these ? Thank you, Paul

Q: What is your feeling on TCM. the price to book value seems like okay value or do you think that the book value will erode? at these prices it seems okay. what would you rate it? thank you.

Q: Hi Peter and Team,

What are your thoughts on First Defiance Financial Corp, FDEF?

Q: Hi Peter & Team,

What are your thoughts on Myers Industries, MYE?

Q: Dear Peter & Co.

If you were holding a full position in Kirkland Lake Gold (KGI) with a $4.79 cost per share, would you be inclined to sell or hold at this point? There hasn't been any substantial news from the strategic review since its announcement on January 6th, and am wondering whether such money might be better deployed elsewhere. We seem to be treading water, here, for the most part. Thank you, as always, for this superb service.

Q: Hi 5i,

Could I get your updated views on GXI? I know the 4th quarter came in weaker than expected, but i'm tying to look past it and see a number of catalysts for 2014. Would you agree? What do you think of the valuation / upside potential in an investmnet in GXI?

Q: Hello Peter...Well, I'm better diversified by sector, now. And I'm focusing on another aspect of diversification of TSX stocks....market cap. This dividend/growth portfolio is made up of 46 companies with 25 large cap, 11 mid cap and 10 small cap. By small cap, I use an upper limit of $1.5 billion, and then mid cap, $5.0 billion....and all the company names are ones reviewed or frequently commented on/answered about. Now the question - does this diversification my market cap seem reason? Or put another way, for a right-on allocation by sector, does this market cap holds okay ? (The main reasons the number of holds is 46 are a result of purchasing matching/similar like securities, Goldcorp and then the smaller cap Primero, and in case of info tech, holding some half positions in 4 companies.)..........Continuing towards 5iR-ing it.
Thanks....Tom M

Q: which offers better prospects - SAS or MND ? also slightly larger AR vs P(Primero)?

Q: my current O/G holdings - CDI,ESN,QST,SGY,TOG,RRX = 15% of my portfolio - anything to drop in favour of DTX or other for growth - thanks for your help.

Q: Hi Peter, what do you think of VIC's earnings? Should I hold or sell?

Thank you

Q: Re: BEP.UN

I established a healthy position in Brookfield Renewable several months ago based in part on the "A" rating by 5i. Would love to hear your comments on their recent acquisition of wind power assets in Ireland once you've had time to assess the deal.

Thanks very much, Brad