Investment Q&A

Q: I own this stock and it really shot up today, but I can't find any news on it. Can you enlighten me please?

Q: Hi there, instead of complicating my Us and international positions, I was considering VTthx as an idea since the mers are low as well. I was considering 50% of my Rrsp for this since it is diversified. What do you think of this approach for a 20 year hold...do you think this can come out more successful than multiple positions?if you suggest multiple positions can you provide some suggestions for a long term hold.

Q: On BNN this am Lmp was listed as one of the top 5 stocks increase in short interest. Can you comment as to why this is the case.

I realize the stock is struggling and down 30% since June.

Q: What effect do you think a minority Gov't might have on Canadian stocks? Perhaps consider if it was to be Conservative or some other dreaded party. Thanks

Q: Hi Team,

I have some AYA and was considering lightening up and buying some Intertain to maintain my sector weighting. I cannot understand the recent drop as it now appears very cheap. Why do you think it is being punished and would you jump in now or wait?

Thanks Peter

Q: Hi Peter,
I have Davis TEA shares and they are up 10 percent. Fairfax is down quite a bit and given what happened to Amica, there is a chance of greater upside for Chartwell Retirement. I was thinking of selling Davis Tea and load up on Fairfax as it is down a lot; however, I am debating whether to apply the monies to Chartwell Retirement. Fairfax and Fairfax india represent 6% of my weighting, Chartwell represents 3% but I also have XRE (the REIT ETF) at 2%. What would you suggest at this point? Thanks again.

Q: My question is what is the proper asset mix, percentage wise, for a Canadian equity portfolio in today’s market conditions. Presently my asset mix is Financials 36% - Utilities 16% - Bonds & GICs 12% - Communication Services 10% - Preferred Shares 6% - REITS 5% - Energy 5% - Cash 3% - Stock Mkt Indexes 2% - Consumer Defensive 2% - Industrial 2% - Consumer Cyclical – 1%. Would you change these percentages & are there asset classes that you would add? I am finding the most difficult job of managing my portfolio is determining a proper asset mix. Thanks … Cal

Q: Any insight on JE... One insider buy a lot , would you consider a buy here for income ,,thx

Q: Richmont just announced that they have been added to the S&P/TSX Small Cap Index, and the stock is up over 7% today. I know this is a positive for the stock, but I'd actually like to exit my position (slightly under water), but wonder if it's worth holding for another few weeks/months to see where it goes? Specifically I'd like to know how long the positive effects of an addition to an index like this will remain?

Cam

Q: Hi peter can I have your thoughts on stb results today debt and payout ratio down looked ok to me but market did not seem impressed .i have a large position in rip.un and it has held up well in this turmoil.
Kind regards
Stan

Q: Some time ago I purchased a Royal Bank "fixed-floater" subordinate bond issue,for which the interest is fixed at 3.18% for the first 5 years, and then floats at the 90-day Canada rate + 1.21% until maturity 5 years later. The "fixed period" is coming to an end this year on November 2.

When I purchased the bond, I was told that banks virtually always "call" fixed-floater bonds before they become floaters. However, I do not understand what would be their motivation to do so: with the current approx 0.30% 90-day rate, they would only be paying about 1.5% interest to the bondholders until maturity in 2020.

Should I expect that this bond will not be called and that I will be stuck with it at a poor interest rate until 2020?

Thanks!

Q: Yahoo shows 2016 PE for above as 6.8, 11 & 6 respect. Pls. state what your source shows. I'm itching to buy.
Thanks

Q: Is Westshore Terminals a buy/hold/sell?

It did so well for so long and now is receding. Given the coal requirements of China will diminish over time, what is the future of Westshore?

Thanks

Q: Could you please do a research report on this company? TPK is based in BC and they appear to own the rights for a proprietary technology ("Swiss Water") for removing caffeine from coffee. Appears to be quite a profitable + growing business. Views on TPK would be appreciated. John

Q: Hi Peter / Group - Taking present market concern into account. Would you buy into the market today?(or wait) and if you would buy - what would your top 2 value/2 growth stocks be?...thanks

Q: What do you think of cdv results and is it a buy here?
thank you for your help

Q: I would appreciate your opinion on this company.
What will a interest rate hike in the USA mean for Telus
and this sector?

Q: If CSW is already owned (1.8% position at a 14% loss) in a taxable account do you think a switch to ADW is warranted? The objective here is long term income with some growth. Thanks for your advice.

Q: For those who want to consider the Hong Kong Feng Shui stock market prediction for 2015 (Year of the Goat) go to www.clsa.com/special/FSI/2015/. From my understanding of the site, the prediction for 2016 is posted in November 2015.

Q: LOOKING at blog about recession - what exactly is ( it & t/cm svs )
thanks ,ed