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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 bought 4 different CIBC mutual funds on Oct 1 last year. The Dec 31 results were 2 had small gains, 2 had small losses and the net change for the 4 funds was +$256.47 for the 3 month period. I received a T3 slip that showed a capital gain of $808.17. How Is it possible to have a capital gain on a return like this? Art
Read Answer Asked by Arthur on April 15, 2015
Q: Hello,

I am looking for member questions on "Wealthsimple". However the searchbox is limited to 10 characters even when I use the "search all text" option. I therefore cannot find the question(s) on Wealthsimple using the search function, although I recall seeing them.

Could you direct me to where I can find them?

Thanks
Read Answer Asked by Vee on April 15, 2015
Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..
Read Answer Asked by Minesh on April 14, 2015
Q: In follow-up to Friday's question on STZ (expensive in your mind), if I like the theme, where should I look from a value perspective? US (DEO) or Canadian (perhaps ADW.A or CSW)?

Thanks for the great service!
Read Answer Asked by David on April 14, 2015
Q: Dear Gentlemen,
These two companies ATB.a & L, are in Consumer Defensive sector, together they are weighting 9 % of total PF.
For re-balancing my PF, do I classified them with Consumer disc or Consumer Staples sector ?
Thank You.
Best Regards.
Read Answer Asked by Djamel on April 14, 2015
Q: Howdy,

How do these two great companies compare with respect to IRR, top line growth and valuation? Which would you consider a better buy for long term growth?

Thanks.
Read Answer Asked by Joel on April 14, 2015
Q: Due to funds constrain,Peter please choose 10 stocks.one from each sector from each of your 3 portfolios( i.e. total 30 stocks).My daughter(26 yrs old),spouse & I are basically conservative,but I like to invest a small sum in the growth portfolio.Really appreciate your normal great services & opinions.
Read Answer Asked by Peter on April 14, 2015
Q: This is a follow up to my question regarding the upcoming IPO for David's Tea on the NASDAQ. Thanks for the question and looking through the S-1 Form.

My question is this: as a Canadian, what is the best way for us to participate in a U.S. listed IPO (like David's Tea) for example?
Read Answer Asked by Eugene on April 13, 2015
Q: It seems that I have missed the spike by Western Fraser and Canfor today . Is there a reason why Western Forest, Hardwoods, and Acadian didn't participate. Are you bullish on lumber ? Is it a good place to be over the summer ?... You don't seem to follow wood outside of ADN which has been quietly good to me... Thanks.
Read Answer Asked by Thomas on April 13, 2015
Q: In reply to the question of cdn companies that design mobile apps, you could also consider prontoform. These companies always seem way overpriced to me, but what do I know?
Read Answer Asked by Murray on April 13, 2015
Q: Hi Peter and Team,

Please advise where to get information on Canadian companies that design mobile apps.

Thank you.
Read Answer Asked by CONNIE on April 13, 2015
Q: I own some FF 71/2% Aug 2019 bonds bought back after the financial crisis. I have a nice capital gain but I notice that since they are now 4yr bonds the bond price is slowly eroding. Should I sell them, I'm all about taking profits.
Read Answer Asked by John on April 13, 2015
Q: Dear Peter:
BTSX in Canadian Money Saver by David Stanley and now by Ross Grant is one of my favourite series. Mr. David Stanley usually picks May 24 as the entry point. With the recent run up and potential bounce back in the energy/resources sector, is there a merit in structuring one's portfolio now instead of waiting till May the 24th? If I am going to wait for another 5 weeks or so, where do you think I should park the cash?
(I am in my 60s and hence my fascination with BTSX approach).
Read Answer Asked by Savalai on April 13, 2015
Q: Hello Peter and team,

I own both IPL and ENB in a non registered account. I've done well with both, but am considering selling one and replacing it with Enghouse to add diversity. Which would you let go and would you add Enghouse at these levels.

Thanks
Read Answer Asked by Greg on April 13, 2015
Q: Both CGX & SJ have been trading just below their 52 week high the last few weeks & unable to break out.Both have a 18.5% & 22.5% increase in a year.What does this mean,especially from a technical standpoint?.Is it time to take some profit as May is nearby("sell in May & buy in Nov) Appreciate your usual great services & advices.Looking forward to seeing you on Market call on Apr 15
Read Answer Asked by Peter on April 13, 2015
Q: Hi Peter! I have collected a few names in my portfolio that have shrunk to little value and am wondering if you think I should hold on to these names or just exit the positions and move on. I'm not losing much by holding on to them but am unclear on whether there is much upside with any of these names? Ian
Read Answer Asked by Ian on April 11, 2015
Q: Hi is it too late to get in on US biotech @ h/c. Do you think these elf's are good vehicles. Thought elf's were best as stock picking in those areas is not easy for me anyway. What is a hot Canadian sector thanks.
Read Answer Asked by Cameron on April 11, 2015
Q: (Follow-up to my question earlier today)
Thanks for the answer. However, I am curious as to where you obtained this info. Neither the Investors section of the Mitel Website, nor the business news feed on iTrade or NBDB shows any mention of this. (I also checked Google news - nothing there either.)

Thanks!
Read Answer Asked by Gregory on April 10, 2015
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