Investment Q&A

Q: If you HAD to make your best educated guess between gold & oil which is more likely to recover first?

Q: I hold CN in my unregistered account and it has gone up considerably. I plan to donate half my holding to charity and buy it back either using my & my spouse's TFSA for 2016 or in my unregistered account. Have you a suggestion as to which is the better spot for it? I assume it will probably not repeat the spectacular rise it has had since I bought it years ago.

Q: Most of us have BAM in our portfolio. I came across this article in Seeking Alpha. Any concerns?

http://seekingalpha.com/article/3692366-brookfield-asset-management-a-black-box-with-u-s-and-canadian-regulators-lurking-in-the-background

Q: Could I please have your opinion of Western Forest

Q: I have to preface this by saying I`m not a buy and hold investor, but it makes me wonder when people complain about a stock`s poor performance. If a stock has dropped 50% why are you still holding. At what point does it become obvious this is not a good investment at this time. That`s not to say it won`t be a good investment in the future, but it now has to double for you to break even.
Sorry for the rant, and I would like to thank 5I for helping me to retire early and continue to live a reasonable lifestyle.

Q: My wife and I are retired - if one is currently looking to put half of his portfolio into low risk income investments (bonds, bond ETFs, bond mutuals or low beta equities), what would u recommend in your opinion.
Thank you kindly.

Q: could you comment on the quarter,debt, and future prospects. thanks

Q: There has been much talk lately about sector rotation. Can you tell us sectors that are being sold and what sectors the money is going into. Is this due to where we are in the economic cycle . Are we still in the "recovery" cycle. Thanks again for your great service

Q: Hi there,

I have owned this company for sometime and the results have been consistent over a long period of time. It has dropped recently - it would appear that is in sympathy with the Autoparts industry as a whole. Does this make sense and would you continue to hold if you owned. Thanks

Q: I own some BAM.A shares and would it be wise to add a further position or diversify and start a position in OCX at this time or wait for a pullback in these shares.
Thank you

Q: I am a 72 year old income investor. I currently have 17% of my portfolio in "Pipelines/Utilities" including ENB 5.8%; TRP 2.7%; IPL 2%; PPL 2.7%; ALA 2.9%; VSN 1.2%; all held for several years. My questions are 1. How do I allocate each of these between Pipelines and Utilities? 2. Would you recommend consolidating some of these to fewer names? Thanks for your great service.

Q: Hi there, may I get your opinion on (MAL) Magellan Aerospace Corp.
I'm thinking of buy it.
Thanks.

Q: What are you re top 3 canadian picks to short,and why.

Thank you

Q: Please comment on today's results. Would your view of the company change in view of the recent quarterly results or is too early to determine if this is the beginning of a growth trend. Thanks.

Q: Hey Peter & Team,

I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.

Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.

I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?

Thanks for all you do

Gord

ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.

Q: Would appreciate your choice & why. Thanks, Austin

Q: I am currently underweight these stocks and would like to get to full weight. What would be your order of preference on buying these today?

Q: Is it possible for you to list these stocks in order of risk from highest to lowest?
Thanks for the great service.

Q: Would this be a good time to add to a position in atd.b and DH and to initiate a position in enbridge? Is there any reason not to?

Thank you

Q: After the recent drop, is the stock a buy, hold or sell.What is your long term outlook. Is the dividend sustainable? Thanks.