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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,
Our 13 yr old has 19% each of BNS, ESL & T. What and when would you buy with the remaining 43% cash ? Thank you !
Read Answer Asked by Paul on July 28, 2015
Q: Peter and Co
Is it too late or wrong time to get in to CXI or EFN?
Thanks
Margita
Read Answer Asked by Margita Elisabet on July 28, 2015
Q: Further to Paul's MISC question; What is the best way to rebalance? A simple calendar approach? If so how often? At one extreme, one could rebalance daily, but incur heavy transaction fees and possibly sell one's winners way too early.

At the other extreme, one could rebalance annually, or some longer period. Transaction fees would be minimised. But this approach might miss cycle tops (and bottoms).

If a calendar approach is not used, then how is discipline maintained?
Read Answer Asked by Douglas on July 28, 2015
Q: Peter
Any thoughts on its extensive fall recently? It can't all be related to oil sector can it? Is it a 'keeper'? Thanks
Read Answer Asked by Dave on July 28, 2015
Q: Do you have any further opinons on this since May 27/15?
Read Answer Asked by Garnet on July 28, 2015
Q: What's your assessment of this new auto REIT and the safety of the 8% yield? Do you know when they will pay the first dividend?
Read Answer Asked by Gordon on July 28, 2015
Q: Hi Peter: A while ago you commented on huge trading activity of funds at the end of a quarter. Would the end of the quarters be end of March, June, Sept. and December or some other end points?

Derek
Read Answer Asked by Derek on July 27, 2015
Q: Hi,
Do your comments to Blake's question this morning apply to both First Service and Colliers? If not, perhaps you could also comment on Colliers. Thanks for taking the time to clarify.
Read Answer Asked by Christopher on July 27, 2015
Q: What is the reason why DDC has fallen from $24 to $15.40 in 3 months. With the dividend of over 3% and possible recovery in the share price, would this not be a good investment for a 3-4 yr. time frame? What makes the price of diamonds go up?
Read Answer Asked by Rene on July 27, 2015
Q: I have only 3 resource stocks. RMP, FM and THO. RMP is down 55% from my pruchase price over three months, FM is down 21% in less than a week and THO is down 31% in 2 weeks. What should be my strategy here. Should I bail out on these 3, take the hit and invest in some healthcare or technology stock or shoudl I keep holding on and expect they will recover sometime. Please advise.
Read Answer Asked by Imtiaz on July 27, 2015
Q: What is your opinion on using Stop-Loss orders? Should investors use them and if so, what is a good percentage to use?
Read Answer Asked by Eugene on July 27, 2015
Q: Your thoughts on each of these to a diversified portfolio? Already own some gud.
Read Answer Asked by Marie on July 27, 2015
Q: I'd like your comments on the following article from the Financial post:

http://business.financialpost.com/investing/trading-desk/switching-from-growth-to-value-stocks

The article suggest the the current environment may be more suitable for value stocks versus growth equities. Given 5i tends to favour growth (I think), what do you think of this? How does one know when a stock is too expensive in relation to its growth?
Read Answer Asked by Mike on July 27, 2015
Q: Could I have your opinion on their acquisition of Keller Fay Group?
Read Answer Asked by sandy on July 27, 2015
Q: What's your outlook on Sears. I'm underwater on this name, have held since Nov 2013. Should I move on? I'm a new member, really appreciate the site. Thank you
Read Answer Asked by Gilles on July 27, 2015
Q: Mr. Hodson,you seem to have both admiration and some ambivalence towards VRX, which might have some Nortel flavour to some extent. In fact, you feel it might have too much debt, and this makes it a risky stock.
Read Answer Asked by Serge on July 27, 2015
Q: Hello Peter et al,
I am still holding the Tuckamore Debs TX.DB.B. They mature Mar 2016 and are supposedly secured. Insiders own about 15% of the common stock and I thought their holdings would go to zero if necessary to pay off secured debt. But with the debs trading at about 80 there appears to be a fly in the ointment. Any thoughts as to what Mar. 2016 might bring.
Read Answer Asked by Robert on July 27, 2015
Q: Now with Catamaran Com being removed from my portfolio I am wondering if I should replace with with GUD or with several of the ones mentioned in the growth portfolio? I have no health care stock currently. I also have no tech stocks and wondered if this would be better than a health stock?

Thanks
Dolores
Read Answer Asked on July 27, 2015
Q: Thoughts on PFB corp? Good dividend, good price to book, debt seems manageable. PE is a bit higher then I like.
Read Answer Asked by Rob on July 27, 2015
Q: Peter; I feel like throwing the towel in on my oil stocks - so does mean total capitulation is close and one should slowly be adding some of the material sector? Thanks.Rod
Read Answer Asked by Rodney on July 24, 2015