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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: I am in a profitable position on the following, each of which is less than 3% of my portfolio:- CANADIAN EQUITIES-ARE;AV.UN;BAM.A;BLX;BYD.UN;CHE.UN;CWT.UN;CPG;ENF;EMP.A;IPL;HLF;IIP.UN;KEY;MG;PLC;PKI;RPI.UN;HCG;OCX;VRX;TRI;STB;UNC.
US EQUITIES - AIG;AAPL;CCF;BBH;MSFT;TWX. IN YOUR VIEW, SHOULD ANY OF THESE BE SOLD AT THIS TIME? - I AM PATIENT AND DO NOT NEED THE CASH. THANK YOU IN ADVANCE FOR YOUR ADVICE.
Read Answer Asked by Harold on November 28, 2014
Q: Hi guys,

With the latest news from OPEC and the steep declines in oil prices, can you provide a few names that you think will benefit most from lower oil prices that we should have exposure to?

Also, I know natural gas stocks and oil stocks get lumped together and that sentiment is very bad right now, but some natural gas stocks are getting hammered with gas over $4. Doesn't seem reasonable.
Read Answer Asked by Jason on November 27, 2014
Q: Hello Peter & Co.
Comparing the above 2, WSP has outperformed STN in 2014 ytd; but STN was the better performer in the longer term.
Could the underperformance of STN this year partly be due to its greater exposure to the energy sector?
Thanks,
Tony
Read Answer Asked by Antoine on November 27, 2014
Q: Good morning,
I own an equal amount of each of these stocks which have all dropped in the past year. Reading your answers, I plan to ride them out.
1) If I were to add to them, would you recommend an equal amount or would you favour one over the others?
2) Would I be better to leave them alone and add STN, AEM and TOU?
Long term holder.Thanks for your calm advice
Paul
Read Answer Asked by Paul on November 27, 2014
Q: In addition to your comment, I have a rule to follow very strictly my orders. At the open, it is open season for your trade if you do not want to control it. A good placement requires a little effort, also be aware that most "professional" traders enter the market around 10h30 to avoid the fog of your type of trade at the open... At the office you can use your phone to place a trade, better in my view.
Read Answer Asked by claude on November 27, 2014
Q: MAL is at an all time high and some insiders are selling.What do you think of the company
Read Answer Asked by Anne on November 27, 2014
Q: Hi Peter,

What is your opinion on everty tech. Is it good for a 10 yr hold

Thanks
Paul
Read Answer Asked by PAUL on November 27, 2014
Q: Hello Peter and team:

Thank you for great insights and prompt responses to questions. I have read your responses to Altus group. It is still going up. Would it be too late to buy at this stage?

SS
Read Answer Asked by Sirish on November 27, 2014
Q: I need to invest in the health care sector to balance my portfolio. I'm retired but able to accept some risk. I would appreciate some growth and income from the sector. That being said, should I invest in Valeant, Johnson & Johnson or Gilead. OR would the 3 make a balanced basket of investments? Are there other investments in this sector that might meet my needs? As always, thanks in advance for your much appreciated advice.
Read Answer Asked by Les on November 27, 2014
Q: Hello Peter & Co.
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave
Read Answer Asked by Dave on November 27, 2014
Q: Hello, I own BEP.UN as per your portfolio but noticed the other two Brookfield companies look good BIP and BAM. Did you choose BEP because you feel it the strongest of the three or because id the sector? Would you recommend owning all three and if you had to narrow it down to two which would you choose? I like BEP because of the dividend. BIP also has a good dividend but BAM has a much smaller one.
Read Answer Asked by Carla on November 27, 2014
Q: Hi,

My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?

I also have no health care exposure, can you recommend one or two names?

Thanks,

Carla
Read Answer Asked by Carla on November 26, 2014
Q: My question concerns RIF withdrawals. Within my RIF portfolio, I have Canadian and U.S. equities, cash, corporate bonds - 2018. During the course of the year, I require about 75% of the minimum withdrawal to cover the expenses for the year. I generally withdraw the assets in-kind. I would like some advice as to what strategy I should use to determine what assets should be withdrawn.
Read Answer Asked by wayne on November 26, 2014
Q: Good morning,

Can you please comment on LOY latest quarterly results that were released last night.

Also. please give me your thoughts on picking up the shares at this level as an initial position.

Thanks once again for providing a unique unbiased service!

Tom
Read Answer Asked by Thomas on November 26, 2014
Q: Hi Peter and team,

Could you please suggest several investments for a portion of a portfolio, in a non-registered account, where capital preservation and income (as frequently as yearly or more) are a priority?

It would be important to avoid the risk of losing capitol over a 5 year time frame. A distribution/interest/dividend/etc payment is also important for this investment.

With GIC rates being so low, I'm struggling with what to do.

Could you please recommend a few ideas which would yield more than a GIC while also minimizing risk and taking into account the tax implications of it being in a non-registered account.

Thank you very much for all of your helpful answers.
Read Answer Asked by Geoff on November 26, 2014
Q: Hello Peter & Co,
I own CN.
I sold TFI in July (35% profit in 1 year) when it spiked after announcing its intention to acquire CSS. I also sold WTE in July (100% profit + dividends in 4 years) because of the poor outlook for coal.
I'm thinking of re-entering the trucking business: back with TFI? (perhaps I should not have sold it) or TMA? or MTL?
Seeking your guidance.
Tony
Read Answer Asked by Antoine on November 25, 2014
Q: Hi Peter
Sirius seems to be drifting lower every day with slowing growth. I hold a small percentage in my portfolio. Should I hold on longer, or sell for a tax loss. Thnks
Read Answer Asked by George on November 25, 2014
Q: Just wondering if I wanted a portfolio review is the fee that 5i charges tax deductible?

Thanks
Dolores
Read Answer Asked on November 25, 2014
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