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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: In your answer to Michael's question on DSG you wrote -It is hard to pre-guess a momentum shift. Many biotechs and techs have been hit hard the past few weeks. Descartes earnings have been solid, and it is not nearly as expensive as some other names caught up in the rotation.

Are you referring to a rotation into cash and fixed income, or a rotation among equity sectors? If the latter, what sectors are attracting the investments?

Thank you.
Read Answer Asked by Curtis on March 28, 2014
Q: Hi 5i Team;

I cannot resist asking you this question, even though it may be controversial to request a comment on another expert's opinion.

Brian Acker, a regular participant on the BNN Market Call shows, has commented on a speech made by Bank of Canada governor Stephen S. Poloz. The speech was made to the Halifax Chamber of Commerce, and reasons a dim future for the Canadian economy.

My strategy to date, has not included US investments.

With the fall of the CDN $ have I missed the boat for US investments, considering the speech by Governor Poloz?

Your opinion on the described future is greatly appreciated.

Please publish at your discretion.
Read Answer Asked by Conrad L on March 27, 2014
Q: Good afternoon....based on the recent comments by Bank of Canada -Poloz "low growth, low rates" what impact do you project for interest sensitive stocks (REITS, Pipelines/utilities, dividends stocks for income)...Thanks

Read Answer Asked by Matthew on March 19, 2014
Q: Hi Peter and Team,

In previous answers to questions you've said that 1) earnings, 2) interest rates, and 3) flows of capital (e.g., from bonds to stocks) tend to be the main drivers of market activity.

What is your take please on these drivers so far this year in Canada? Are any trends emerging?

Many thanks.

Michael
Read Answer Asked by Michael on March 17, 2014
Q: Do you anticipate a substantial pullback in the market in the next while?
How would you recommend to prepare for the possibility and
Would things would you recommend to do if it should come more suddenly than rxpected?

Thanks
Read Answer Asked by lyle on March 17, 2014
Q: I was wondering what you thought of Prem Watsa's statement about a 'monstrous' real estate bubble set to burst in China. If it does, would there be a major impact on CDN markets? And if it would, which sectors would be hit worst or least?
Read Answer Asked by John on March 13, 2014
Q: To your list of Quebec companies like FSZ possibly impacted by a PQ win you could add BCE, IAG, ATD, PJC, POW, NA, CNR, MRU, BBD and more. I don't think the separatism issue is on the media's radar in a big way yet, but if polls next week indicate a jump in support due to the star candidate's arrival, this could change fast with the feds being mute so far. My memory doesn't go back to the referendum of 20 years ago but I wonder if it wouldn't be the banks and financials hurt most as both sides have a tug of war going on the C$ as a central theme presently, and money runs scared first, asks questions later.

Would you agree or which sector is most vulnerable? Thanks, J.
Read Answer Asked by Jeff on March 13, 2014
Q: Hi - In the event that the PQ wins a majority in the Quebec election and starts another referendum process, what sectors / companies in Canada (especially amongst the companies you follow) do you think would benefit the most or be hurt the worst?
Read Answer Asked by David on March 11, 2014
Q: Do you think we are at a turning point for the newspaper industries. Online advertising is growing. And if you look at app like lapresse +. It seem like those are gonna be great plaform for advertising revenu going forward. The market seem to think the sector it's dead. To me it looked like it might have found a way to rejuvinate itself. Am i wrong?
Read Answer Asked by yanick on March 08, 2014
Q: Hello team, today I sold Mastercard and some other USA based stocks - with my concerns over the Ukraine issue. My feeling is that while the Canadian portion of my portfolio will be affected, it is the USA stocks that are the most exposed to a large drop. I read your respons to Michael about the Ukraine but am wondering about your position of USA vs Canada risk percentage.

Many thanks.

Dave
Read Answer Asked by David on March 03, 2014
Q: Will the situation in Ukrain affect the market, and how much?
Read Answer Asked by michael on March 03, 2014
Q: I see a lot of cost cutting measures in order to increase earnings. Does it point to an advanced stage in the economic cycle ?
Read Answer Asked by Denis on February 27, 2014
Q: Hi Peter,
I have approximately $14000 to reinvest in a non-registered account. I'm looking for "safer" capital gains, dividend optional, to be held for 1-3 years. What are your top recommendations?
Also, since it's almost the end of RRSP season, do you suggest I wait a month or so before I make the purchase? (I realize you don't advocate trying to time the market but....)
Read Answer Asked by Brenda on February 20, 2014
Q: Do you believe we are entering an era of disinflation / deflation or inflation?
Read Answer Asked by PAUL on February 13, 2014
Q: I consider myself to be an investor, rather than a trader; my time horizon for any stock purchase is 3 years or more. However, with the recent volatility in the markets I am tempted to hedge a small part of my portfolio with hedge ETFs such as HIX and HIU. Since this is new territory for me I am calling on your expertise to answer a few questions: do you recommend hedging; if so, what percentage of a portfolio do you recommend should be hedged; to use HIU and HIX properly would I need to treat them as short term trades? Since the whole prospect of hedging appears to me to be trading, which I am not keen on for myself, I am very hesitant to employ a hedging strategy.
Thank you for a great service.
Read Answer Asked by Dennis on February 05, 2014
Q: Would you please comment on what is going on in the markets today; is this a buying opportunity or should we wait. What do you do with your portfolio on days like this?
Read Answer Asked by Richard on February 03, 2014
Q: Hi guys. There is alot of news regarding emerging market economies raising their interest rates in order to boost their plunging currency. is there any possibility of Canada doing the same any time soon?

Thanks.
Read Answer Asked by john on January 31, 2014
Q: Peter and Team,

Just a general question --- what are your thoughts on this "emerging markets crisis".
Read Answer Asked by Fay on January 28, 2014
Q: This morning in a response to Paul, you recommended corporate bond ETFs for the bond portion of a portfolio. It seems to me corporate bonds are very closely correlated to equities so I'm wondering about the rationale. True that the bonds are less volatile but when equities tumble, so do the corporates.
Read Answer Asked by Fred on January 27, 2014
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