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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: Hi team: I bot some of your model portfolio stocks on Apr. 11, and the some on Apr. 18. I think
your model portfolio is REALLY GREAT!. Thank you. In April of 2012 Deborah mentioned that
there was an upcoming seminar. I would very much like to go to any seminars you might have.
Will there be any in the future? Do you like Palliser at .52? Since it does not pay a dividend, I guess it is just a hold until the sector recovers. Is this a buy if holding is not a problem? Jean
Read Answer Asked by jean on April 30, 2013
Q: In a recent reply, you mentioned that our Oil & Gas holdings, were too high, at 16% of our total investments. One of these is Baytex, which I bought in both my TFSA and our Joint account for its dividend and growth. It has been a great disappointment with an 11.5% loss to date. Is the dividend safe? Should I hold it for eventual recovery? Or should I sell? We also have CPG which is similarly down, plus HSE, CVE and KEY. Thoughts?
Read Answer Asked by Edward on April 29, 2013
Q: Hi guys,

Your service is unbeatable! I appreciate your insight and perspective on investing. I was a Peak Oil / resource guy when I first started investing 7 years ago and never thought my portfolio would be taking turns it has in the last 2 years. I have 500 PEY shares between my RRSP and TSFA and it's had a good run and I'm thinking about selling it. I like PEY, but think value it's a tad high. What do you think about flipping PEY 2 other companies, 1 in my TSFA and 1 in my RRSP?

In my RRSP I'm thinking about starting a position in HCG or SAP or...? In myTSFA I'm thinking about starting starting a position in Telus or...?

I currently own RY, TD, BNS, CN, IPL.UN, AD, AP.UN, COS, AX.UN, BNP, BEP, BIP, PEY, CSU, EIF, THI, KMP and CFN all about equal weight and a few others smaller ones that I hope to clean up over the year.

Thank you!

Brent
Read Answer Asked by Brent on April 29, 2013
Q: I am considering the purchase of the following group of small caps;adn;aav;ans;cuq;iae;mkp;aar.un;rpl;tn.un. Which ,if any, of these would you not recommend at this time? Thanks in advance for your opinion.
Read Answer Asked by Harold on April 28, 2013
Q: Your views on the newly formed Spyglass Resources Corp (SGL) would be much appreciated. I'm well under water on this one through previous holding in Avenex. Is the hefty dividend sustainable? Is it likely to recover along with CDN energy sector? Your view of management?

This is a great service you're providing the retail investor. Thank you!
Read Answer Asked by Tony on April 28, 2013
Q: Peter,

I would like to diversify from all my Canadian oil because of the discount to WTI. I have very small positions in CNE & PMG now, both of which have corrected quite severely. Your thoughts on adding to them please?
Read Answer Asked by Carl on April 26, 2013
Q: What do you think of Canyon Services Group? Time to unload a loser?
Read Answer Asked by Ellen on April 25, 2013
Q: hi,

love what you're doing for the DIY investors like myself
curious what your take is on TCK.B and TCW. Time to bail?
Read Answer Asked by chris on April 24, 2013
Q: Hello 5i, Could you comment on Black Pearl PXX Thanks
Read Answer Asked by Michael on April 23, 2013
Q: peter i was wondering what is your take on ETC equitable group and CEN coastal energy thanks.
Read Answer Asked by david on April 23, 2013
Q: I am a large shareholder in mart- mmt, so they announced there 2012 earnings 30 minutes ago ,everything seems ok and what i mean by that is the pipeline losses were already known, and construction of new pipeline proceeds.my question is since you are way better than me at analyzing this, what is your opinion, is the dividend safe etc. thanks dave
Read Answer Asked by david on April 23, 2013