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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 Peter.

Just read your interview chapter in Market Masters. Thought it was excellent and should be required reading for all 5i subscribers! Keep up the great work!

Cheers,

Scott
Read Answer Asked by Scott on March 20, 2016
Q: For companies with US dollar distributions (such as BEP.un and TRI), is it better to hold them in registered or non-registered accounts?

I am under the impression that companies with distributions in US dollars are better held in registered accounts, to avoid the US withholding tax. At the same time, dividends from Canadian companies are taxed preferentially if kept in non-registered accounts.

What should I do with BEP.un and TRI?

Thanks for this tremendous website and service!
Read Answer Asked by Jonathan on March 18, 2016
Q: Hello Peter,
Do you think the surge in metals is on an upward swing for a while as teck and hudbay keep rising higher and higher? Also, would you say natural gas stocks will continue to be pegged to oil stocks or do you think they will be considered a sector on their own? lastly, if you had a choice between gold stocks and base metals like teck,, would you rather focus on gold given the low interest environment or would you put half and half. Thanks very much.
Read Answer Asked by umedali on March 18, 2016
Q: Could you please provide your feedback on DR's Q4 and F2015 earnings released today. What are the valuation metrics (P/E, P/CF, etc.) and outlook for this company?
Thank you.
Read Answer Asked by Yvonne on March 18, 2016
Q: Would you comment on their recent YE report please. Seems earnings growth has certainly slowed. Thank you.
Read Answer Asked by John on March 18, 2016
Q: An RRSP portfolio has been designed with some ETFs and high yield/dvd payers/growers based on some of your recommendations I've picked up over time. The yield is required for withholdings so its a delicate balance between high yield for a safe distribution and increasing yield potential. Holdings listed below.

Do any of these concern you as too high risk? Considering switching the weakest 1-2 to ECI which should have more short term growth potential given the accretive acquisition value that is not being reflected at this time. Many of these are under water but some have had some good short term momentum.

CSU.DB, AI, TMC, AD, ENF, BPF.UN, BIP.UN, BEP.UN, BPY.UN, DIV, DRA.UN, EIF, NVU.UN
Read Answer Asked by Husseinali on March 17, 2016
Q: I have a small amount of cash to add to an existing position. Would you add to WSP or NFI today?
Read Answer Asked by Kim on March 17, 2016
Q: Hello Peter,
I consider stocks such as chartwell and jean coutu to be fairly stable over a 3 to 5 year time frame. If these types of stocks go up 15 percent in a short time (less than 6 months), is it better to sell half a position and consider buying it back when it pulls back or it is best just to hang on to it for the long run? Also, to add to my gold and resource position, i was thinking of adding to sprott inc, but for some reason, the stock has not moved. I understand you worked at Sprott but i am using it as an example of a asset management company that specializes in precious metals and resource stocks. thanks very much.
Read Answer Asked by umedali on March 17, 2016
Q: Hi,
Is it time to get back into industrials? or should I wait? If so, can you recommend a couple names in both CDN and U.S. stocks or efts that pay a decent dividend, are large cap, good value and suitable for holding for at least two years.
Read Answer Asked by Graeme on March 17, 2016
Q: I seem to be underrepresented in consumer staples and consumer discretionary and teck. What are your favorite names in these sectors? Thank you.
Read Answer Asked by christianne on March 17, 2016
Q: Hello Peter,
Stella Jones has pulled back a bit. I was thinking of selling Free hold to add to stella jones. Does this make sense or is it better to keep free hold royalties as it does have a good balance sheet and pays a good dividend. Thanks very much.
Read Answer Asked by umedali on March 17, 2016
Q: Hi. CCL.B, WPK, ITP They belong to the same sector. Which one do you think have the most potential and which one do you like the most? Please rank. Thanks
Read Answer Asked by Esther on March 17, 2016
Q: I know you generally recommend that anyone who is worried about the market move to cash, but I am curious as to how a professional hedges. When Prem Watsa says that Fairfax is 100% hedged what does that mean? If Fairfax’s market holdings drop 30% does it mean that their hedge will earn them the equivalent amount so that the net will be neutral? Does it work the same if their holdings increase in value? (i.e. any gains would be offset by losses in the hedge) What investment vehicle would Prem Watsa likely be using to hedge and what would the cost likely be in terms of percentage of total holdings?
Read Answer Asked by Steven on March 17, 2016
Q: Do you,or any of your staff attend any agm I find it very informative a few years ago I attended the agm of PBh and I expanded my position as a result
Just a comment
Regards Stan
Read Answer Asked by Stan on March 17, 2016
Q: Hello, I am considering switching from BIN to NFI within a diversified portfolio, long term hold being the goal balancing dividend with growth. NFI has done very well, too pricey?? Any other suggestions? Thanks, Lavern
Read Answer Asked by Lavern on March 16, 2016
Q: Did you mix up the Airboss and Noblis question answered earlier today? .The same guidance numbers were quoted for both. Also just wanted to confirm your statement that Airboss is NOT your favourite name in the sector?
Thank you
Read Answer Asked by Marty on March 16, 2016
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