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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: Hello Peter and team,

I have put half of my ,money (taxable account) in the model portfolio and I would like to deploy the rest outside of Canada.
I was looking the the following : Microsoft (MSFT), Wells Fargo (WFC), Home Depot (HD), Time Warner (TWX), Anheuser Busch Inbev (BUD, Adidas (ADDYY), Qualcomm (QCOM), Consumer Staples Select Sect (SPDR). Last on it's an ETF. What do you think? Any other suggestions.

Thank you in advance
Marios
Read Answer Asked by Marios on April 10, 2014
Q: Good afternoon,
I would appreciate your view respecting a potential investment in Wisdom Tree (WETF). My goal would be solely capital appreciation.
Thank you.
Read Answer Asked by Peter on April 10, 2014
Q: re: CSX Corp

CSX has been ok Q1 2014 but nothing to write home about. Sluggish performance is attributed to weak Coal shipments. I'm ahead right now about 3% and their Q1 earnings will be up next week. I am seriously thinking about getting out before the earnings announcement then jumping back in as I do believe CSX will perform well over the long term through improved intermodal & expansion plus it is relatively cheap for the sector.

Your thoughts?

ty Peter & Family

Gord
Read Answer Asked by Gord on April 10, 2014
Q: Hi Peter,
I would like to know your thoughts on MGM Resorts Iternational
Thanks
Read Answer Asked by Dave on April 08, 2014
Q: Hi Peter and Team,

What are your thoughts on Gladstone Land Corp, LAND.
Read Answer Asked by Graham on April 07, 2014
Q: hi Peter and Team,
Your opinion on IYU{US}Health Care and IDU{US}Utilities.is now a good time to buy these ETF's ?

Thanks again
Shirley
Read Answer Asked by SHIRLEY on April 07, 2014
Q: hello 5i:
Concerning AGU: Three quarterly missed earnings in a row is cause for concern (for me at least, and I believe I read somewhere that for you as well). Now, they have problems with their Daysland plant. I've sold (at a profit) as I've lost confidence in the company to execute. I still like the space but am cautious about POT. Can you suggest options, even if they are in the US? btw, I'm a GARP guy, if that helps.
PaulL
Read Answer Asked by Paul on April 07, 2014
Q: ZIXI Zix Corp. Could you give me your assessment of this NASDAQ company?

TIA
Read Answer Asked by Gerald on April 04, 2014
Q: I have invested in both canadian and u.s.a stocks,my question is,there is a lot of chatter about the demise of the u.s.a currency,should i sell my u.s.a stocks and stay in canada as well as buy more gold and silver. the u.s.a debt is unsustainable and the dollar will be devalued, how about other countries that are safe to invest in. greatly value your oppinion. thanku
Read Answer Asked by dale on April 04, 2014
Q: Hello Peter,
What are the reporting dates for orc and els?
Thanks,
Barry
Read Answer Asked by Barry on April 03, 2014
Q: Hi Peter and Team,

What are your thoughts on Bridgepoint Education, BPI?
Read Answer Asked by Graham on April 03, 2014
Q: I have been looking at Lyondellbasil (LYB:NYSE) and Methanex (MX:TSX) as potential plays on the US industrial/chemical resurgence and cheap natural gas prices. I notice that LYB is not mentioned very often despite having had a great run and IMO still trading cheap relative to the rest of the S&P 500 (forward P/E). What are your thoughts on LYB? Is it worth picking up or is Methanex a better investment?
Read Answer Asked by Scott on April 02, 2014
Q: What are your thoughts on SPLK?Are there other companies that do what they do?
Read Answer Asked on April 02, 2014
Q: Hi Peter. I have been following SDRL the last couple of months. It is a top pick of some analysts. My question is I have a concern for its high debt (Not convinced they can cover it). Is the high dividend sustainable and will the stock go up over the next few years. Thanks. Rene
Read Answer Asked by Rene on April 02, 2014
Q: In his recent shareholders letter, Warren Buffett gave this advice: "My money, I should add, is where my mouth is: What I advise here is essentially identical to certain instructions I’ve laid out in my will. One bequest provides that cash will be delivered to a trustee for my wife’s benefit. (I have to use cash for individual bequests, because all of my Berkshire shares will be fully distributed to certain philanthropic organizations over the ten years following the closing of my estate.) My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard’s.) I believe the trust’s long-term results from this policy will be superior to those attained by most investors – whether pension funds, institutions or individuals – who employ high-fee managers." He doesn't suggest putting the money in BRK.
As a portfolio manager what would your thoughts be. I understand his wife is 66-67yrs old.
Thanks
Mike
Read Answer Asked by michael on April 01, 2014