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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: Lucara has had a significant pullback since August but fundamentals in the diamond market continue to be strong with generally rising prices and demand while supply is struggling. Lucara itself has been building a strong cash position with increasing revenue. Should one be overly concerned with the share price drop from the high $2 range to around $2 or is it likely just consolidation after a strong run?
Read Answer Asked by James on October 13, 2014
Q: What is your opinion of this stock for an investment of a year from now.
..
Thanks Ralph










Read Answer Asked by Ralph on October 13, 2014
Q: Advice please on weathering this first time correction or worse for a rookie DYI investor (not my day job.)

I appreciate your calming replies about the fundamentals of the economy and the companies you comment on.

I have made only a total of 6 or 7 buys this calendar year and 1 good buy GWO offsets a few poorly timed purchases HSE, TA, SGY AND WCP

IN TOTAL IF I SOLD IT ALL, I would break even today, bearing in mind this is all together only 5 to 10 % of portfolio, would you suggest

getting rid of it all and waiting 30 days (by the way if I sold for a loss today when is the 30 day limit for claiming a capital loss? )

OR waiting things out because my selections above are fundamentally sound and I have a long time horizon (> 10 yrs )

thank you for the support !
Read Answer Asked by Ernest on October 10, 2014
Q: Carl Icahn shorts S & P 500. He has taken these measures to protect his stock portfolio. He says the correction is going to get worse. Do you think your 5i followers should hedge their portfolio and, if so, what products would we use? It is nice that I can get this info. from 5i. The people I know wouldn't be able to provide me with this information. Dennis
Read Answer Asked by Dennis on October 10, 2014
Q: Peter, there are a couple of errors in your graph. Since the yellow line is derived from the red and blue; it must always be between them. Hope the cockroach theory doesn't apply.
Read Answer Asked by Bill on October 10, 2014
Q: long term investor catching my breath

anything other than market conditions to be concerned about here after a very big drop?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 10, 2014
Q: Hi Peter,

Brutal few weeks. I am down on the following stocks:
ACQ -22.04%
Ikkuma Resources -IKM 44.8%
AVO -39.76%
BAD -21.73%
BDI -36.54%
FQ -24%
QST -24.8%
TOU -19.2%
WCP 10.90

My hope is that all the above companies have good fundamentals and will recover once the sell off id done.
For the above stocks which one you suggest to add more and in what time frame?

Thank you
M
Read Answer Asked by Marios on October 10, 2014
Q: Hi, I have 75% of the holdings in your Canadian portfolio with a few extra stocks (DHX, ACQ, AVO). This represents 45% of my portfolio. My US side is 20% mostly indexes but I'd like to switch that into ten stocks. I already own WFC, AT&T and Gilead and would like to add Met Life, GE, MacDonalds, JNJ, Coca Cola, Apple and P&G.The idea would be to just hold these for years and add to the positions as I get extra US cash. Does this line up look good or would you suggest amy alternates? I could choose one of Coca Cola and McDonalds and one of JNJ and P&G and then that would free me up with two others in other sectors that are maybe a little higher risk? What would you suggest? Thanks so much! carla
Read Answer Asked by Carla on October 10, 2014
Q: I have primarily a Canadian investment portfolio (with large caps and many of the 5i stocks) but have some money in a US dollar account that needs to be invested. Is there a US sector or stock(s) that you would suggest for investment? Thanks!
Read Answer Asked by Linda on October 09, 2014
Q: Hello: I would like to segregate my portfolio into 4 segments. 1. Can. income (DGI), 2. Can. growth, 3. Registered account; USA income (DGI), 4. Registered account: USA growth. I want dividend growth and capital appreciation for the DGI (dividend growth investing) companies. I already own all the Can. banks, BCE, DH Corp. I own other stocks as well. In my TFSA, I own: AYA, CSU, DHX. I am overwhelmed with all the various choices and recommendations. I made the mistake of buying Fortis, which is okay for dividends, but not for growth. I'm interested in Open Text OTC.

Can you please recommend 3-4 stocks in each of the 4 categories? I have a reasonable to aggressive risk tolerance. Overall goal; grow the portfolio net worth over the next 2-5 years.
Read Answer Asked by Helen on October 09, 2014
Q: This stock is doing very well in this market. Can it be bought and do you have a target price. Thank you.
Read Answer Asked by Francis on October 09, 2014
Q: Hello Again Folks:
As a retired farmer I am interested in agricultural companies. The only one I currently own is Agrium (many years) which continues struggling because of fundamental issues. Most miners including Agrium and Potash Corp are in the same difficult situation. Are you aware of other agricultural based companies with better outlooks.......I have owned Monsanto and Archer Daniels in the past?
Thank you again for your consideration.
brian
Read Answer Asked by Brian on October 08, 2014
Q: Hi Folks:

Do you have some favorites in the oil/gas midstream companies....I have held Gibson in the past and currently own Interpipe, Trimac and Parkland Fuel. I think this is as good a sector as the actual producers?
Thanks again
brian
Read Answer Asked by Brian on October 08, 2014
Q: Hi Peter,

Congratulations on the money you raised this summer with your ride! I've been watching the pipelines correct over the last 3 weeks. I sold my pipeline holdings on the way since I thought they became quite expensive. I'm now looking at getting back into ALA, IPL, PPL AND KEY, but the P/E multiples are still around 30x forward earnings. How do we know what earnings multiple to attach to a particular sector of the market and is this a good time to re-enter the pipelines?

Thanks,
Jason
Read Answer Asked by Jason on October 08, 2014
Q: Team,

E or MCR, which falling knife do you prefer standing behind? I own small positions in both as part of a basket of small caps, but they are both back under my 1% threshold where I either have to add to the position, or cut it loose. I'm thinking of selling one, and topping up on the other. thoughts?

As always, thank you!
Read Answer Asked by Ray on October 07, 2014
Q: this is a bit of an unusual question and I am putting you on the spot but the markets have been crushed the last few weeks, so peter is you went on bnn market call today what would be your top 3 picks.i keep looking at avo but cannot pull the trigger something going on there we do not know, but you must have 3 others you like, a surge or something. dave
Read Answer Asked by david on October 07, 2014
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