Investment Q&A

Q: Because the markets seem to be moving in a different direction, I am concerned about sector allocation. As the major portion of our income comes from our investments I would appreciate it if you could provide the percentage that should be taken in each sector. Please use a balanced equity model. Thanks for your help

Q: is their a report coming up for heo ?(h20 innovations ) what other companies on your radar? or what in your mind is the next hot sector thank you for your time . deduct credits for exra questions no problem (thank)s.

Q: This company seems to have sold off somewhat after the US elections. Would you consider this a buying opportunity?

Q: A member question regarding "Forever" stocks prompted me to backtest to 1999 a 30 stock portfolio (20 Canadian, 10 USA) that, even then, probably looked like "Forevers". I used the Globe Investor Gold service for this purpose.

This "Forever Portfolio" started at $1.3M and today is worth $10.2M - not a bad endorsement of buy and hold.

2 Questions:
1. I could not find stock symbols for a number of companies, such as Apple, Google, CP
or Constellation Software and Cineplex. Can you recommend a source that could help
in this regard?

2. A few companies seemed to have surprisingly low total returns over this 17 year period - namely BCE flat; FFH -10%; AT&T -2%; KO-N 22%; GE -8%, and VZ-N -8%.
Does this seem reasonable to you or might there be glitch in the system that produced inaccurate total results for these stocks.

Thank you for your help here.

Q: This company currently has 14% subordinated notes (TBL.NT) issued that mature September 1, 2020. Last trade was at 114.5. I reviewed the annual report and noted that almost 53% of these notes are held by insiders. The balance sheet shows negative shareholders' equity but the company reported after tax profit of over 11 million in each of its last two fiscal years. I'm thinking of buying some of these notes in my RSP as fixed income exposure and would appreciate your comments.

Q: FFH and ECI have set new lows. Their charts are ghastly and their RSI numbers are in the oversold category, especially FFH. I am now at the point where I am debating adding more funds to these stocks (buy low, right?) or selling them and moving on. Currently they are a small part of my portfolio: FFH 1.2% and ECI 1%. I can see that ECI has fallen with income stocks, but I would appreciate your views on the collapse of FFH stock.

Q: You didn't mention Supreme Pharmaceuticals (SL) in the list of marijuana stocks in response to Chris's query.

Q: Hello Team, I would like to establish a Marijuana Stock Watchlist. Could you list for me all of the marijuana stocks that trade both in Canada and the U.S. No stock comments are necessary by 5iR at this time. Thanks, Chris

Q: Between BCE and T, which would be your pick for growth and income, in that order? If I added CGX to the mix (recognizing it is in a different sector), where would it fit in with the other two? Please also include some rationale for your answer.
Thank-you

Q: Today's announcement should be good for the stock, so why is it tanking?

Many Thanks! Austin

Q: Westport Fuel Systems WPT is starting to generate some interesting #$. Your succinct and timely analysis please. Thank you.

Q: Can you give your opinion on distinct's recent q3 quarterly report. Revenue growth was big. What does the values ion look like today? Should I buy more?

Q: Do the added Mer fees charged on smart or factored ETFs result in superior performance when compared to regular passive Etfs?

Q: Greetings
Have you ever considered a list of stocks to own, dare I say it, forever? Something so enduring that you can almost set it and forget it. My list would include Berkshire Hathaway, Phillip Morris, Coca Cola. It would discourage frequent trading, focusing on price targets, hand wringing over every quarterly, etc.
Looking forward to your thoughts.
Tim

Q: Hi there,

is there any way to know the target price for above companies you have recommended.

is there any source that would provide the target price for these companies or any other companies you cover.

also, what's the usual timing of your stock recommendations.

Thank you for your service.

Q: May I have your current view in ITP. I believe it reported as well but I did not see any report. Thank you.

Q: Trying to figure out if I should hold waiting for the turn around or buy something like

Q: Trying to decide if I should hold onto AD or buy something like LAS.A instead. More interested in growth than income. Any comments appreciated.

Q: Hello,
In your response to a question about tax loss selling you mentioned that you've noticed some strange trading in some stocks this week. Just wondering if you see any good long-term companies that have been "kicked to the curb" recently due to tax loss selling. Air Boss seems to be one that is consistently making new lows in what seems like a daily basis and Black Diamond Group has plummeted since reporting disappointing results a few weeks ago (you have a B- rating on BDI as of Jan 2015). Any names fit the bill as tax loss victims?
Many thanks,
Kent

Q: Peter and His Wonder Team
You and your Team are good at answering impossible questions so I have another one for you. Firstly, you have a well diversified portfolio consisting of 23 stocks which is performing very well. All factors considered ...if you had to pick one of these for best value for either a short term trade or a 3-5 year period which would it be?
Thanks for your opinion which always provides another valuable dimension in dealing with Mr.Market!
Respectfully...
Dr.Ernest Rivait