Q: Peter:I'd appreciate your expert advice on the following questions: 1.What Canadian natural gas stock would you recommend for an investor with a high risk tolerance ? 2.If inflation appeared imminent what are the names of some Canadian stocks you would want to own and what names would you avoid?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter and team,
I have some money that I would like to put into micro-/small-cap stocks, with the idea of holding for a couple years. I am considering High Arctic (HWO), Questor (QST) and Petrowest (PRW). This money will be about 3% of my portfolio, which is otherwise well-diversified.
I have two semi-related questions before I make the purchases. Should I be concerned that all three stocks are in the oil & gas industry and therefore may be subject to similar downward risk? Do you still see strong growth prospects for these stocks or are there others you would suggest as a replacement for 1 or more of the above for a more-diversified basket of micro/small-caps with strong growth potential?
Thanks in advance, I appreciate the great work you do.
I have some money that I would like to put into micro-/small-cap stocks, with the idea of holding for a couple years. I am considering High Arctic (HWO), Questor (QST) and Petrowest (PRW). This money will be about 3% of my portfolio, which is otherwise well-diversified.
I have two semi-related questions before I make the purchases. Should I be concerned that all three stocks are in the oil & gas industry and therefore may be subject to similar downward risk? Do you still see strong growth prospects for these stocks or are there others you would suggest as a replacement for 1 or more of the above for a more-diversified basket of micro/small-caps with strong growth potential?
Thanks in advance, I appreciate the great work you do.
Q: Hello 5i team.
My question is regarding the quality of a company's management.
1) With a focus on dividend-paying stocks, which 3 companies do you feel have the best management team?
2) With regards to growth stocks that you would currently consider undervalued, are there 3 companies that you would consider having a great management team?
Thanks.
Jim
My question is regarding the quality of a company's management.
1) With a focus on dividend-paying stocks, which 3 companies do you feel have the best management team?
2) With regards to growth stocks that you would currently consider undervalued, are there 3 companies that you would consider having a great management team?
Thanks.
Jim
Q: An observation for TD Waterhouse accounts. Others may follow the same practice.
I noticed that my "Account holdings values" from the market close to the next day's pre-market opening, change. The morning security prices do not reflect the closing price from the previous day's market close. Seems strange as the values reflected the market close and change to something less overnight. The following is TD's response. (they use the last Bid Price)
" TD Direct Investing updates client portfolios on a nightly basis (during floating periods between midnight and 7:30 am eastern Monday-Friday; as late as 11 am eastern on weekends). This late period is chosen because there is less activities on the system that allows the account to be updated over the morning hours in a batch process.
Your holdings are updating using the previous day's <b>closing bid price</b> (or NAVPS in the case of mutual funds). In the case of equities, we do not apply the last trade (or closing) price because the closing bid price reflects a more accurate and realistic picture of what your holdings are worth on the market."
I noticed that my "Account holdings values" from the market close to the next day's pre-market opening, change. The morning security prices do not reflect the closing price from the previous day's market close. Seems strange as the values reflected the market close and change to something less overnight. The following is TD's response. (they use the last Bid Price)
" TD Direct Investing updates client portfolios on a nightly basis (during floating periods between midnight and 7:30 am eastern Monday-Friday; as late as 11 am eastern on weekends). This late period is chosen because there is less activities on the system that allows the account to be updated over the morning hours in a batch process.
Your holdings are updating using the previous day's <b>closing bid price</b> (or NAVPS in the case of mutual funds). In the case of equities, we do not apply the last trade (or closing) price because the closing bid price reflects a more accurate and realistic picture of what your holdings are worth on the market."
Q: Greetings Peter and co.
BNN and other financial/investment type programs have a constant stream of guests, some frequent and some new, offering market commentary, advice, newsletters, etc. At some level they are promoting their book of business which I understand fully. Other than checking 'BNN's past picks' is their any way to monitor their portfolio performance? Not all offer a model portfolio as 5i does to simplify this.
Regards
Tim
BNN and other financial/investment type programs have a constant stream of guests, some frequent and some new, offering market commentary, advice, newsletters, etc. At some level they are promoting their book of business which I understand fully. Other than checking 'BNN's past picks' is their any way to monitor their portfolio performance? Not all offer a model portfolio as 5i does to simplify this.
Regards
Tim
Q: Please provide a list of what you consider to be the best in class name in each of the following broad sectors: Financial,Consumer, Utility, Telecom, Industrial Energy and Tech. I intend to buy and hold and want good management and steady growth over at least the next 3-5 years. Thank you so much.
Q: Dear Peter and team,
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?
Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).
If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.
If you think that there is a better healthcare stock than those listed above I would love to hear about it.
Thank you very much.
Brian
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?
Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).
If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.
If you think that there is a better healthcare stock than those listed above I would love to hear about it.
Thank you very much.
Brian
Q: QBR.B
Just curious about your thoughts on Quebecor.
Thanks always for the awesome service.
cheers
Just curious about your thoughts on Quebecor.
Thanks always for the awesome service.
cheers
Q: Badger (BAD): Recent comments by guests on BNN refer to Badger as 2 men and a truck and sell Badger - it is fully valued ($36.00). Your opinion overrules any other one.
What about RKN? Is it safe to buy?
QUESTOR - QUEST - In two days went up 20% then fell 18%. I am curious what would cause this - bad news or profit taking - your opinion?
Dennis
What about RKN? Is it safe to buy?
QUESTOR - QUEST - In two days went up 20% then fell 18%. I am curious what would cause this - bad news or profit taking - your opinion?
Dennis
Q: Hello,
I have invested in your stock portfolio (thank you) plus I added CAM and EFN (5% each similar with the others in the portfolio).
I have around 150k more to invest. Do yo suggest adding to the existing portfolio or adding new ones?
I was thinking about SGY, AVO, CXI, EH, CFN, WCP are they worth an entry point at their current prices or I should hold and hope for a dip? Do you have any other suggestions? I'm looking for growth, my biggest challenge is knowing when to sell.
BTW this is a non registered account.
Thank you for all your good work and patience
Marios
I have invested in your stock portfolio (thank you) plus I added CAM and EFN (5% each similar with the others in the portfolio).
I have around 150k more to invest. Do yo suggest adding to the existing portfolio or adding new ones?
I was thinking about SGY, AVO, CXI, EH, CFN, WCP are they worth an entry point at their current prices or I should hold and hope for a dip? Do you have any other suggestions? I'm looking for growth, my biggest challenge is knowing when to sell.
BTW this is a non registered account.
Thank you for all your good work and patience
Marios
Q: At the beginning of the year my childrens TFSA's were invested in ACQ,AYA,CGX,and ESL.ACQis up 115% and AYA 155% (thankyou for that). Would you recommend taking some of the gains and investing elsewhere or let the winners ride. If the former given the current stocks held what companies would you suggest?
Many Thanks Mike
p.s. the kids send their thanks too!
Many Thanks Mike
p.s. the kids send their thanks too!
Q: BAM.A has been a very popular stock for some time. Yesterday a Financial Post report on Canadian companies listed BAM.A as the most indebted Canadian company in 2013. The debt was approximately 50 000 000 followed by Hydro-Quebec with 43 000 000 followed by Export Development Canada with25 000 000. Should one be concerned about BAM.A's debt?
Q: Good morning!
I’m wondering if there are any relatively solid income stocks that would be correlated to the Canadian housing market. Ideally such a stock would have a reasonable dividend, the higher the better, perhaps in the 4% range as a minimum to at least match mortgage payments. If housing prices went up, it would rise accordingly. In theory, this would be a hedge for someone deciding to rent instead of owning a house, and the renter would then not lose ground against a higher housing market.
I’m wondering if there are any relatively solid income stocks that would be correlated to the Canadian housing market. Ideally such a stock would have a reasonable dividend, the higher the better, perhaps in the 4% range as a minimum to at least match mortgage payments. If housing prices went up, it would rise accordingly. In theory, this would be a hedge for someone deciding to rent instead of owning a house, and the renter would then not lose ground against a higher housing market.
Q: Hi Peter & Team
Do you consider the oil sector too volatile to be in a RRIF portfolio? I have done well with SU & COS (12% of my RRIF portfolio) and wonder if this is good time to bail out oil and replace them with a few from your income portfolio. Thanks
Do you consider the oil sector too volatile to be in a RRIF portfolio? I have done well with SU & COS (12% of my RRIF portfolio) and wonder if this is good time to bail out oil and replace them with a few from your income portfolio. Thanks
Q: I was mere minuted away from purchasing Chemtrade Logistics below $20, but the stock has been up about 6% over the last 2 sessions. Still ok for a long-term hold? I'm interested in the yield as well as some capital appreciation over time.
Thanks,
Jason
Thanks,
Jason
Q: I have yet to put this years TFSA contribution to work. Can you provide a high growth non speculative name to invest, considering I have 20+ yrs before I need to access this money.
Q: Good Morning Peter,Ryan and staff
I hold most of the stocks in your Model Portfolio and have had a tremendous 2 years following you advice, thank you. My question is regarding three half positions I have in Input Capital IFA, Aurora Spine ASG and Ifabric IFA. I realize they are risky investments and feel only Input is now starting to gain some traction.I remain under water on the other two. I have watched both Home Capital and Boyd for some time and regret not getting in sooner. Would you endorse a switch or should I remain patient?
I hold most of the stocks in your Model Portfolio and have had a tremendous 2 years following you advice, thank you. My question is regarding three half positions I have in Input Capital IFA, Aurora Spine ASG and Ifabric IFA. I realize they are risky investments and feel only Input is now starting to gain some traction.I remain under water on the other two. I have watched both Home Capital and Boyd for some time and regret not getting in sooner. Would you endorse a switch or should I remain patient?
Q: Hi Peter and staff. May I please have your take on XSR. It has been steadily sliding from 10+ down to 7. Valuation seems crazy stretched and I don't understand borrowing to pay a special dividend, if I have that right. I'm still in the black but thinking of moving on.
Thanks
Thanks
Q: 5i
I've been hearing good things about Westport Innovations in terms of expected rapid growth in sales and earnings . What can you tell me about this one ? Worth the risk ?
Thanks
Bill
I've been hearing good things about Westport Innovations in terms of expected rapid growth in sales and earnings . What can you tell me about this one ? Worth the risk ?
Thanks
Bill
Q: I have positions in AVO, BYD, BAD, CGX, CNR, ESL, SGY, SLF, STN, T, XGD and ZLB. I am 50% in cash and want to either add two or three positions or just increase the current positions. Would you please suggest a course of action,including any changes to my current positions. I am 67 and mildly risk tolerant. Thank you for the wonderful service.