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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: Would you have any recommendations for the most cost effective method of protecting an all equity portfolio from 10%-15% downside market risk? Specifics would be appreciated.

My non-registered portfolio primarily consists of large cap US and Canadian companies.
Read Answer Asked by Arneh on September 29, 2014
Q: Hello, what would be your top 5 picks for medium to high risk at this time?
Thanks for your valued opinion
Dave
Read Answer Asked by Dave on September 28, 2014
Q: I have an acquaintance who says that he is fully diversified by holding Berkshire and Fairfax exclusively. What is your feeling please.
Read Answer Asked by Gregory on September 25, 2014
Q: Hello team,

You recently recommended PRW,PLI and QST; to add technology stocks to the list, what are your thoughts on WAN, ESP or EXO-U? Do you like those names for a 2 to 3 year time frame?
Also, quickly on US bank Stocks knowing that you do not cover them, I have smalls positions on Keycorp (KEY) and FITB and was thinking of consolidating them into one with better growth potential, which one would you suggest I keep?

Thanks as always.

BK
Read Answer Asked by Bekaye on September 25, 2014
Q: What is your opinion about northwest Pipe (NWPX )?What are other pipe line companies that are maker of pipes for TRANscanada or ,ENBRIDGE and other pipelines?Are these companies are good investment ?Your opinion appreciated Thank you.ebrahim
Read Answer Asked by ebrahim on September 24, 2014
Q: Is there something going on in the market I haven't caught? Friday's 200 point drop on seemingly no news was strange enough. Now we have another triple digit, across the board loss and the only explanation is perhaps speculation about a report due on Chinese growth. Yet I'm seeing some of my lower beta, stable, conservative stocks plunging even more than the high beta momentum stocks. Easyhome down almost 6%, IPL down almost 5%, even Saputo down over 3%, none of which would seem to have anything to do with China. I'm not seeing people moving into anything else (certainly not energy, tech or materials) so what's the money doing?
Read Answer Asked by John on September 23, 2014
Q: Could you please give me your recommendations for the three best growth companies at this time?
Read Answer Asked by Curt on September 23, 2014
Q: The market seems to be correcting quite drastically today. Are there any companies that you would see as "great deals" if the "sale" continues? Thanks,
Read Answer Asked by dan on September 23, 2014
Q: Hi Peter and Team, you mentioned in another post that PGF isn't your favorite oilk stock, what would you recommend instead?
Thank you
Nancy
Read Answer Asked by Nancy on September 23, 2014
Q: Hi
TKM had some very good news today regarding its Ebola drug.
Would you guys personally invest in this company if you could?

Thanks
Hersh
Read Answer Asked by Hersh on September 23, 2014
Q: Could I have your perspective on today's market meltdown? .... certainly not a "Black Tuesday", but painful none the less.
Is there anything in your 2 portfolios that you would grab at these reduced prices?

Thanks and welcome home!
Read Answer Asked by Donald on September 23, 2014
Q: I wanted to follow-up a comment that was made ... perhaps a week ago ... ??? when you responded to another member's request for target pricing: your response suggested you might consider doing a webinar on how investors could construct their own target prices on companies.

YES! A thousand times yes! Consider me first on that registration list, if it ever comes to pass. I have always found it a challenge, and a mystery, when it comes to knowing just when to get out of a stock. Having some sort of mid-level confidence is assessing a company's inherent worth would take away so much grief and second-guessing.

Market timing, as you have inspired in us so well, is a mug's game. So, having some sort of sense of when a stock might be "fully valued" without having to incessantly rely on your analysis of each individual stock in the portfolio, would provide immeasurable freedom to know how to handle -- and to make our own determinations on when to hold 'em, and when to fold 'em.

Thanks for everything on this site! -- as well as for your wonderful endeavour this summer on behalf of children with cancer. An amazing accomplishment for such a worthy cause.
Read Answer Asked by Sylvia on September 22, 2014
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