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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: Kindly share your thoughts on Twin Butte Energy (TBE). Thank you.
Read Answer Asked by daniel on December 09, 2013
Q: are there any good nanotechnology companies worth investing in, and are they potentially a good investment long term. thank u
Read Answer Asked by dale on December 09, 2013
Q: Please give me your opinion on The Bank Of Ireland (IRE) as a medium and long term hold.

Thankyou
Read Answer Asked by Terry on December 09, 2013
Q: Hello,

I really want to add AVO and TCN to my portfolio but I'd have two sell two of my stocks to do so.

I was thinking of selling Magna to buy the AVO. I know Magna is a great company but I already own LNR and ACQ which are doing better than Magna in my portfolio right now and are in the same sector, so I'm thinking I'm overweight in the sector with Magna.

Also thinking of selling Ciniplex to buy Tricon. I know totally different companies, but my ciniplex has gone up 15% since I bought it a few months ago and I don't see as much upside with it as Tricon.

Please let me know what you think of this strategy?

Carla
Read Answer Asked by Carla on December 09, 2013
Q: Goodday peter and team, heres my 2 cents on the new portfolio (growth vs. income) idea. before I subscribed to 5I I was pretty much fully invested in the Canadian resource sector,thinking that the world would always need resources. well they do and don't,ive turned a 180,000 portfolio into a little over 60,000 today . ive had to grind my teeth, grrrr as ive sold losers to invest into 5I reccomendations to see somewhat of a turnaround (thankyou). income or growth? for me its growth growth growth. tkx pat
Read Answer Asked by patrick on December 09, 2013
Q: Peter and Team,

Can you provide any insight to the big 30% drop at OSIS due to a contract cancellation? Its a very small speculative position in my portfolio, is the bad news already baked in, or is the a sign of things to come? Thanks.
Read Answer Asked by Ray on December 09, 2013
Q: Hi Peter & Team:
Appreciate your help. I Submitted this question on Dec 4 and was
informed "your question has been submitted.", so I don't know what transpired. Anyhow, on Dec 2 Edward submitted a question about year end distributions. Is it true or not that in many cases with stocks, mutual funds & etfs the drop is not as large as the payout and so is advantageous? Also, many years hence I
owned some seg funds,and my advisor, who passed away a long time ago had me sell them, because he said he had made an error.
The funds were not popular, volume was low, and he anticipated that it would be wound down. He feared that the last holders would be stuck with large distributions. I asked if those who
sold during the year wouldn't get a t3. He replied," they are gone." Did he understand the workings of funds?
Thanks in advance Peter.
BEN
Read Answer Asked by BEN on December 09, 2013
Q: I was thinking of buying td on the US side. In a previous Q/A you said the price would adjust. I am not sure I understand this. If the Canadian $ drops to say .90 cents would that not make an increase of 4% or so on the difference in the dollar plus being paid in US dollars in the dividend?
Also what are your thoughts on the dividend stock split?
Thank you for your assistance and clarification.
Read Answer Asked by Colin on December 09, 2013
Q: Comment on LSI. Up to you if you think it merits posting on not! I've been watching the chart technically, and not surprised by the drop to $3.10 today. It is now (hopefully) bouncing off the 200 day M.A. , I bought and expect it to start moving up again. I think the recent sell-off was just a technical move, and nothing wrong fundamentally.
Read Answer Asked by Kel on December 09, 2013
Q: Catamaran (CCT) has been quite volitle lately...does the rollout of Obamacare support future prospects of CCT and how how do you rate the prospects of the company and the stock over the next 12-18 months?

Thanks, Clay
Read Answer Asked by Clayton on December 09, 2013
Q: While asset allocation is more personal to ones situation whats your opinion on these ETF's for a portfolio revamp or are there better options that one should consider.
Bonds - XBB, U.S. - XSP, International - XIN, emerging markets - VWO, there is also a Canadian allocation and cash but I am not sure about these 4 ETF selections.
Read Answer Asked by Peter on December 09, 2013
Q: Safe Fixed Income Instrument

I am a retiree, and need a safe place to keep money in fixed income instrument. I consider this money as last line of defense. I have a stock portfolio with which I am satisfied.

I kept this money in GIC which pays almost nothing. Also tapering is expected in 2014. Please suggest a financial instrument. If I go back to GIC please suggest how long to tie up the money. I do not need it now. Thanks.
Read Answer Asked by Shah on December 09, 2013
Q: My "DOGS" for 2013 include the following stocks. AET.un, BA, COS, PME, JE.

They were bought in part for the dividend and all still yield over 5% (10.6% in the case of AET.un).
My question is this: are these worth holding, adding to, or simply selling now?
Thanks for the info and your guidance.
Read Answer Asked by Donald on December 09, 2013
Q: thank u again, all involved, do u thing there are any mining companies working in northern labrador that are worth investing in.
Read Answer Asked by dale on December 09, 2013
Q: Hello Peter et al.

There have been questions where the subscriber listed all or most of his/her portfolio. I suspect that reflects a need (and an opportunity) for an expanded service from your company to address and give advice on an investor’s total portfolio.

Such service would be in addition to the regular subscription and would necessitate the investor providing his Investment Policy Statement and financial and personal details. Naturally the service would be in addition to the regular subscription service, and at whatever the going fee is for such service. An investor may desire a review every three or four years.

My wife and I have a total of five accounts which I handle as one large portfolio. No doubt some dogs have slipped into the portfolio over the years (my first investment was in 1961 at the age of 26) and I would gladly pay (no idea of the going rate, perhaps a thousand dollars) for a portfolio review and recommendations (about 32 stocks plus 4 ETFs and a couple of Pfds and Cnv. Debs. There are other organizations that provide that service, but I know of none that carry your credibility.

In my view the service would be a separate niche within your company, with the service only open to subscribers of the regular service.

Your choice on whether or not to publish all or part of the above.

Bob
Read Answer Asked by Robert on December 09, 2013