Investment Q&A

Q: Hello,
Just wanted to get your opinion on starting a position in TFI at current prices with holding period 5+ years. No doubt a slowing economy doesn't help but lower fuel prices may mitigate that. Also, they have bought back over 2 million shares, have recently sold there waste business which lowers their debt load, growing and well covered dividend. Any insights appreciated and thank you in advance.
Cheers!

Q: TFI has been weak for the past few weeks. It's down again today (6%). Any explanation for it?

Q: TransForce seems oversold here. what do you think?

Q: Hi Team,

Could you please provide your thoughts on Whirlpool as a three year hold? Is appliance growth expected in India and other developing nations?
Thanks,
Richard

Q: As Alaris grows, by what percentage do you think it can increase it's dividend on an annual basis? I hope to buy and hold it for ten years or so. Thanks.

Q: At this time which would you prefer Canadian utility or fortis?

Q: Hi, for a two to five year investment, which of these two companies would you say is a better investment, thanks?

Q: I am 44 years old and I have $100k, thinking of an even split $50k for CPD and $50k for Zdv. I have also considered putting the whole $100k into XIC, and writing the occasional calls. Your thoughts on this. What would give me best returns over 10years with the least amount of work or worry?

Q: I already own several hundred shares of ZWB. My average purchase price is well above the current unit price. I am thinking of adding more ZWB primarily for income but also to bring my average unit purchase price down. I do not have any other exposure to my Cdn banks.

What do you think is the forecast for Cdn banks for 2016?

Please be forthright in your answer - add more or not.

Thanks

Q: Hi Peter, I'm looking at KPT on globe Investor, and it shows a Div Pay Ratio of -1002.78. This cannot be correct?

Thanks!

Q: I'm looking for monthly retirement income. Please suggest a few of your favorite ETF'S that I could invest in that would provide me with a monthly income stream. I am hoping you can suggest investments that would yield 4% or better. I realize that to provide this kind of return I will have to accept some level of risk and I'm prepared to do this. However, I hope you can suggest some investments that are relatively safe. If you know of any other possibilities I would appreciate any guidance you can give to me.
As always, I appreciate any advice you can give to me.


I thank you for your guidance.

Q: Good Morning Gentlemen,

I am writing to you to get your counsel in developing a long term diversified portfolio in US$.

My Canadian portfolio is based on the 5i 3 platforms.

My objective is to outperform the SPY if possible.
I have chosen 5 ETF’s that when analyzing them seemed to show good performance, good Morningstar rating, and non duplicated holdings.

I have researched their MER’s, objectives etc.

My question to you, (I obviously am not a PM, but Peter is) is by purchasing these etfs:
1)am I duplicating effort?
2)Am I diversifying sufficiently or too much?
3)Would you recommend I add or delete any suggested holding?
5)I have no specific sector ETF, as I can’t predict which one will outperform, is that ok?

Here they are:
Dividend: SDOG (unique approach)
Large Cap: PRF
Small Cap :IJK
Low Volatility: SPLV
Growth: IWY.
Thanks so much in advance for your advice/suggestions.

Sheldon

Q: My question is about selling puts on bns as an example. Any advice on how to start out as I am new with options. Have done quite a bit of reading on the subject. I have my account with TD set up for options 2y ago. What would you recommend as a strike price and how far out would you go. I was thinking about 3 to 6 weeks. What sectors would you currently recommend for selling puts. Any reading you might suggest. What are the taxes paid on the premium received. Thanks for the great service and the more elaborate the answer the better. This is a large question please charge 5 credits. Thank you. Chris

Q: I am looking to buy about $100k of Fixed Income for my asset allocation and I have a 12 year horizon. Do you think I should buy actual bonds in some sort of Bond Ladder? or Bond Mutual funds? I am quite sure interest rates will rise at least 2-3% in the next 12 years. Is there a better fixed income product.

Q: I would like your suggestions for replacing the three interest income positions and the preferred shares position with dividend like equity positions. Thanks.......Tom

Q: Good afternoon,

EQ Bank's high interest savings account has an interest rate of 3%. I didn't see anything on their website to indicate that this is an introductory rate. I am comparing this to ZFS, a short term federal government bond ETF. I wanted to get your thoughts on whether you think there are any potential risks to the savings account vs the ETF and if you think it is a good option if i am looking for a very safe bond like investment.

Q: Interested in SNC in spite of their legal shenanagins. Looks as tho the Iran business bonanza is starting and SNC knows the Middle East well. We didn't like Iran with our previous cons govt. but I guess with the new one now we do. Also they are a Quebec company which bodes good for those infrastructure projects we keep hearing about. How do they stack up against ARE, WSP etc??

Q: What would be your choices today for long tern inflation protection while still generating decent income.
Great service.
Thanks

Q: Hello, can we get your opinion on the market return GIC offered by many banks (maximum return capped with the principal guaranteed - few years commitment). Does not seem to appealing but would it be ok to replace some fixed income assets with this given the low rate environment (some upside vs 2-3% for bonds) . Is there a lot of fees in these products ? Thank you

Q: Hi Peter and Team,
For income, presently own BCE, FTS and EMA.
I am thinking to add one more utility stock, namely:
CPX Capital Power, SPB Siperior Plus or CU Canadian Utitity,
Which one would you recommend and can you pls rank them 1,2,3.
Thank you.