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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 All,

With the potential for rising rates, would a company like Carfinco (CFN) be helped or hurt?
Read Answer Asked by Kim on October 09, 2013
Q: What are your thoughts on shorting Tesla or would puts be better?
Read Answer Asked by mike on October 09, 2013
Q: What would be the best way to capture Japan industrial and companies? I am considering EWJ but this comprising only big caps. Could you suggests something? Thanks.
Read Answer Asked by Jean on October 08, 2013
Q: Hi 5i,
I've heard that U.S. regional banks (NOT the big boys who gave us 2008) have good potential for growth vis a vis other North American financials. 1. Do you agree? 2. If yes, do you have any individual names that come to mind? 3. Are there any ETFs that are heavily weighted toward U.S. regional banks?
Thank you for your comments and hope the trip is going well.
Davis
Read Answer Asked by Davis on October 08, 2013
Q: When a company removes its land holdings to form a separate REIT
from a company which I hold shares in why does that not weaken
my investment in that stock ?


Read Answer Asked by claude on October 08, 2013
Q: Peter and team,

Love your latest post on the Mutual Fund industry. So the big question is when will company defined contribution plans, like the ones managed by Standard Life etc. be forced to offer a wider range of investment products (including ETSs) that allow the employee to reduce the fees associated with their plans. In many, you just have a choice of a basket of MFs all with high MERS. This has been going on for years and employees have little or no choice if they want to participate and contribute to these plans and get the employer match. Sounds like some activism is needed!
Read Answer Asked by kelly on October 08, 2013
Q: Hi Peter,
I purchased some resource/energy names a few years ago (POT/NML/PXX/RNX) they are all down across the board. At this juncture would you suggest I hold these names and wait for a turn or sell at a loss and move into the model portfolio that you put together? Thank-you.
Read Answer Asked by Chris on October 08, 2013
Q: I have been looking at Sunopta (soy)and the last time you talk about it was in December of last year. Do you have a different view today?
Thanks
Read Answer Asked by Paul on October 08, 2013
Q: Hi Peter. I am seeking some advice relating to the energy portion of my portfolio. Ideally, I would like about 10% of my portfolio in two energy stocks. Currently, I have Chevron (CVX) in a taxable account (4.0% of the portfolio) and in registered accounts I hold eca, cve, and cpg at 1.4%, 1.6%, and 3.8% of the portfolio, respectively. I have unrealized capital gains on my chevron holdings. I am interested in your views on what two energy stocks I should own for a 3-5 year period. Thanks.
Read Answer Asked by John on October 08, 2013
Q: I'm looking RSI as a dividend stock. One hesitation is the equity situation that has been declining. is this a significant concern? On the positive side, the technicals indicate it may be a good time to buy. Thoughts?
Read Answer Asked by Graham on October 08, 2013
Q: ACD accord financial, roe of 14, good dividend growth, reasonable p/b of 1.4 seems like a great value stock. Your thoughts? Thanks
Read Answer Asked by Rob on October 08, 2013
Q: You haven't commented on Manitoba Telecom since May. After the markets closed, the Federal Government announced the outright rejection of MBT's sale of Allstream. When this deal was first announced, MBT's stock jumped considerably. It has since given up these gains. Tomorrow morning the stock will probably plummet. Any idea of a floor?.... ie: what is the fair value for this telecom? Should investors abandon telecom stocks until the Fed gets its act together and stops its indiscriminate meddling with the rules? Many thanks!
Read Answer Asked by Paul W on October 07, 2013
Q: Can i get your opinion on ZDJ. Would like to buy a DOW index if there is a major dip but not sure ZDJ is liquid enough. Maybe there is an alternate ETF. Thanks
Read Answer Asked by David on October 07, 2013