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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: Your thoughts, please, on debentures trading at or below par. CUS, ENT, EIF, AHF, JE, LRE, RMM to name a few. Anything you like for straight yield? Debentures you've recommended previously all trade above par making them more equity-like than fixed-income like.
Read Answer Asked by Adam on November 18, 2014
Q: Nice move upwards today.
I need to sell some shares in my RRSP to pay tax bills and I had this one earmarked for the chop. Now I'm wondering if I should hold on for a bit.
The trouble is that whenever I hang on for a further rise after an encouraging increase, the price seems to fall to where it was before.
Was there any news in particular that sparked the rise?
Read Answer Asked by John on November 17, 2014
Q: Hi Peter and team,
Will you pl comment on these companies in detail keeping in view the low prospects for energy related businesses? Which one is the buy at current prices or any other name you recommend?
Regards
Read Answer Asked by inderjit on November 17, 2014
Q: I have 60k in cash evenly split in my RRSP & TFSA awaiting another correction .
In the interim can you give me 6 blue chip low beta Canadian stocks to invest in my RRSP and TFSA . Many thanks Richard
Read Answer Asked by Richard on November 17, 2014
Q: Hi Team, re above, I am impressed with David Burrows and Diane Avidgor. When I look at their fees and performance bonus in the private pool structure, I get cold feet. Any comments as I have done well with your guidance.
Read Answer Asked by Jerry on November 17, 2014
Q: Hello,
I am wanting to add another stock to my TFSA, which contains SGY, DSG & ADW.A. Each stock is close to 25% of TFSA but only about 2.5% of total portfolio.
I am considering adding ITP, Winpak WPK, or CCL Industries CCL.B.
Questions:
1. I like all of ITP metrics except for the Forward PE (19.5) which is higher than the Trailing PE (9.8). Should I be reading anything into this?
2. Which company would be your preference for continued earnings growth & growing dividend with 5 yr plus outlook.
Read Answer Asked by Roy on November 17, 2014
Q: Hello Peter,

I am looking for recommendations for best momentum plays for the annual year end rally (either stocks or sectors).
Thank you again for the excellent service.
Raouf
Read Answer Asked by Raoul on November 17, 2014
Q: Hello,
I am planning on adding these companies to my diversified Canadian portfolio as 4% positions each. I am striving for some US exposure--sj, fsz, some growth--phm, and some stability--kbl. Would you please comment on my choices. Is this a good time for each of these? Any more appropriate stocks at this time? Thx Kate
Read Answer Asked by kate on November 17, 2014
Q: Hello,Please list your favourite companies in your preferred sectors which benefit most from U.S. exposure.
What is your opinion of AGT?
Kudos to your super team and all the smart members who ask the "right " helpful questions.
Read Answer Asked by Phil on November 17, 2014
Q: Please suggest 3 low beta blue chip CDN stocks for RRSP Investing and 3 of similar quality for my TFSA . Thanks. Richard
Read Answer Asked by Richard on November 17, 2014
Q: It appears hrx blew the quarter right out of the ball park. I know you should not fall in love with your stocks but I find management does everything right here and that we are in a bull market for military and commercial aircraft replacements. Agree? I am thinking of making hrx a 5 percent weighing even though there is no dividend.
Read Answer Asked by Helen on November 17, 2014
Q: Hi, I wonder if you could explain the outperformance of adw.b vs adw.a. I have owned the a shares for a couple of years and while not disappointed I am wondering what it would take to get this somewhat "constipated" stock moving. Thank you very much.
Read Answer Asked by Adam on November 16, 2014
Q: May I please have your advice on what stocks to add to the following (beginning, <2-yrs) portfolio, and/or other recommendations.

My time horizon is 10+ years, although with draw-down expected to start in 3-5 years. Low risk tolerance (except for one "mad money" stock as will be evident!). Strong leaning toward dividends with DRIP wherever possible.

KBL 14%
WSP, DH 13% each
CSS 12%
CPX, PKI, NA 10% each
AM 8%
WJX 6%
TCK.B 5%

I know it's "mad", but I'm interested in keeping the AM for the time being.

I'm needing to redeploy the CSS proceeds into probably 2 stocks, and am leaning towards AFN & CSW.

Thank you folks for all you do, and for any advice you are able to offer here within the constraints of the Q&A format.
Read Answer Asked by Lotar on November 16, 2014
Q: Hey folks, I've held DCI for a while now because I have confidence in their management, but despite three good quarters the stock price just won't move much. Could I get your comments on their latest quarterly numbers, and whether you would hang in there with this stock. Thanks.
Read Answer Asked by Noel on November 16, 2014
Q: I have a balanced portfolio with the exception of being overweight in Precious Metals which I want to reduce by $150K. Which of the 3 would you sell (or would you sell an even amount in each) and what stock(s) would you buy with the proceeds based on current value and 1-2 yr potential.
Read Answer Asked by Sandy on November 16, 2014
Q: Hello Peter
If i have am correct that the US congress has approved the Keystone pipeline , then what are some canadian companies/ stocks that might benefit from this approval if any ?
Thank you in advance for your feedback.
Claudio
Read Answer Asked by claudio on November 16, 2014
Q: I have small positions in CFL (-30%) and OR (-2%) that I am thinking selling. I am also looking at increasing my positions for CHW, DR, HWO, PRW and KLS. I am a long term investor and can handle risk.

Looking at the basket above, do you recommend selling CFL and/or OR to invest in CHW, DR, HWO, PRW and/or KLS ?

Can you also rank CHW, DR, HWO, PRW and KLS for long term growth ?

Thanks !
Read Answer Asked by Etienne on November 16, 2014
Q: Peter & Co. I am building a basket of small cap bioteck stocks. I currently have modest positions in Cipher (DND), Knight (GUD) and ProMetic (PLI). I am lookin to add a couple more small positions to this group. I am considering Nova Research (NRI) and Intellipharmaceutics (I). Do you consider these two companies as appropriate selections for an investor with high risk tolerance or would you suggest other names?
With appreciation for your great servicee.
Read Answer Asked by Ed on November 16, 2014