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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: I saw a guest on BNN recommend infrastructure stocks for safety and yield and wondered what stocks, ETF s, or mutual funds you would recommend in this area. Also, do you agree that this is a good area in which to invest? Thanks for your reply.
Read Answer Asked by Peggy on July 09, 2014
Q: pipelines Would you please comment on enb,ppl,ipl,trp,vsn and which do you prefer. Jim
Read Answer Asked by jim on July 08, 2014
Q: Hi Peter and Team
I would like your comments and thoughts on Rogers Sugar (RSI).
I bought it for yield and has gone down 25% since I purchased it. Should I sell it and move on? If so, would you recommend a stock with reasonable yield and capital appreciation.
Thanks for your great service.
PH

Read Answer Asked by Patty on July 08, 2014
Q: Peter, My portfolio contains 25 stocks with a dividend return of 3.9%.With the possibility of rising interest rates should I be reducing exposure to dividend paying stocks and rotating to growth stocks.I do not require the income for a couple of years!I have no exposure to metal and mining stocks(happily so).They seem to be coming into favour,do you have a favourite?
Read Answer Asked by Randy on July 07, 2014
Q: I would like to invest in four Canadian companies for my 90 year old mother. The investments need to be quite safe and pay a dividend, monthly or quarterly for month to month living expenses. I would prefer 4 different industries to avoid turndowns in any given sector. What would you suggest?

Read Answer Asked by Jack on July 02, 2014
Q: I wish to move a major portion of my US$ and $CDN portfolio into safe, defensive, securities such as bonds, preferred shares.ETF's or solid common shares that give me a reasonable yield. Please give me a few names to consider for each currency.
Many thanks
L
Read Answer Asked by Lloyd on July 02, 2014
Q: I am considering the addition of 1 more consumer discretionary stock.
Consumer staples holdings are NWC, CSW.A and CCL.B
Consumer discretionary holdings are MG and CGX.
Weighting for each sector is targeted at 10%, but I am currently a bit underweight in each.
Do you think I should be adding an additional stock, or just adding more to the existing holdings?
I have been considering CTC.A, THI, and DHX, but would welcome other suggestions.
Something offering a growing dividend would be nice.
Read Answer Asked by Stephen on July 01, 2014
Q: Greetings 5-i:
I subscribe to an american investor service which recommends
only a few stocks, and which are well researched. The latest one
surprises me somewhat, so here I am for your opinion. GAZPROM
with the following metrics- Mkt cap 96.75B, yield 4.09% - P/e
3.66, EV/EBITDA- 2.34. I realize you specialize in canadian
listings and will obtain most of your info from BLOOMBERG,however, I am hopeing that you may have some knowledge of it from past experiences.

Thanks for your time,
BEN
Read Answer Asked by BEN on July 01, 2014
Q: I would like to park some cash in CBO.
Would not the CBO ETF value go down when interest rates increase as I believe they will in the first quarter of 2015?
Net return could be minimal or less going forward during this 6 month time frame.
Read Answer Asked by Don on June 30, 2014
Q: Hello,

This is kind of a follow up of a previous question. In my RRSP I have the following ETFs: ZRE, XRB, VBK, VCN, VDY, VXUS and XSB.
I would like to replace XSB (around 30K) with something that provides more growth. I was thinking an energy basket, either an ETF or 2-4 energy (related) stocks.

Do you have any suggestions?

Thank you
Marios
Read Answer Asked by Marios on June 28, 2014
Q: Hi Peter & team. I would like your views on RON.PR.A. I realize that the company has been struggling for the past few years, which may explain the price of these preferred shares. I like the fact that it is a reset type. Do you think it represents good value? Do you think it is too risky in a well diversified portfolio, where the weighting would be less than 2% overall? My other preferred holdings are HPR, EQB.PR.A and CF.PR.A. Thanks again.
Read Answer Asked by Bernard on June 28, 2014