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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: I bought this stock 6 months ago and it just bumps along while the general market advances. I am essentially flat. Would you keep it or move on?

Thanks Jim
Read Answer Asked by James on February 22, 2015
Q: Hello Peter
I'd like to invest in Horizons Betapro S&P 500 Bull plus ETF which is trading on TSX .My question to you is: is this ETF hinged or unhinged and what is advantage and disadvantage on hinged and unhinged ETFs and because the fund is exposed to U.S equity indices will it fall under the US $100,000 reporting rules (Form 1135).

Regards Andrew B.
Read Answer Asked by Andrzej on February 22, 2015
Q: Not sure whether this is a fair question or not. I have been trying to find out which companies may best profit from a couple of new technologies being driverless automobiles and 3D printing. Would you have any insight into this? Thanks in advance.
Read Answer Asked by dale on February 22, 2015
Q: Commenting on options. I found when I wanted to sell a call on one of my stocks the fees were so high that it wouldn't be worthwhile unless you had a substantial sum to invest.
These stocks are doing quite well lately CYBR, TRN, SKX and PTX - All U.S. Do they look like they will keep going up in this manner? If any look shakey - please let me know.

Dennis
Read Answer Asked by Dennis on February 20, 2015
Q: Hello 5i
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).

I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help
Read Answer Asked by joseph on February 20, 2015
Q: Hi Everyone!! I am rounding out my portfolio. I have my bond and stock allocations and even though I hold 12 US dividend aristocrats, I would like to add a good broad US stock ETF and a world ETF which excludes North America. I would like to use Canadian currency to invest. Could you suggest a few? Thank you for your excellent work. Cheers, Tamara
Read Answer Asked by Tamara on February 20, 2015
Q: I have owned this stock for some time. Is there some light at the end of the tunnel?
Read Answer Asked by Garnet on February 20, 2015
Q: Hi Peter
what is your thoughts on Wal-Mart stores report Today and their outlook going forward. Is it worth a 1 to 2 years hold.
Is WFM-whole food better than WMT? thanks a lot
Read Answer Asked by selina on February 20, 2015
Q: ARII reported last night and the only negative seems to be lower revenue due to more rentals than sales. Although this shows up as a one time negative, it strikes me as a longer term positive overall. Your thoughts are appreciated, suggesting that the sell-off is short cited. Thanks.
Read Answer Asked by Alex on February 19, 2015
Q: hello team- iam 60 years of age and presently have 3 percent usa cash available in my rsp-presently equally invested in all sectors) please recommend something you feel has a potential upside, a dividend would be awesome too. could be etfs,stocks, bonds whatever.thx ja
Read Answer Asked by jane on February 19, 2015
Q: If you had a choice today between these two companies, which would you buy for a 2 year hold, with growth being the major intent? I know I keep asking these apples and oranges comparisons, but somehow they make sense in my mind, even if in no one else's. Thank your for your patience -- and as always, for your help.
Read Answer Asked by Sylvia on February 19, 2015
Q: I have only a small percentage of US securities in my portfolio: MS, CSX, WMB and DFS. I've just heard about ENTG and am considering buying. I know you don't specialize in US stocks, but I'd sure appreciate an opinion if you know the company.Many thanks.
Read Answer Asked by Elaine or Gerry on February 19, 2015
Q: Hi Peter and Team,

What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?

Many thanks!

Michel
Read Answer Asked by Michel L on February 19, 2015
Q: Hi Peter & team

I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.

Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.

Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.

To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.

My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?

And if it doesn't what do you think that will do to the share price for TWX?

And finally, what would you do in my situation?

As always after renewing my subscription for the first time... thanking you for all you do

Gord





Read Answer Asked by Gord on February 18, 2015
Q: Would FTR be a stock to buy to help build a portfolio. Eddie.
Read Answer Asked by Eddie on February 18, 2015
Q: Small holding in taxable acct. Take gain or what & see if any benefit from rumored breakup. What's your outlook for share price generally and if breakup comes to pass? Thx
Read Answer Asked by Joel on February 18, 2015
Q: what is your outlook for whole foods this coming year? thanks.
Read Answer Asked by jim on February 18, 2015
Q: I would appreciate your thoughts and opinion on this company. Thanks
Read Answer Asked by Brian on February 17, 2015