Investment Q&A

• Income Portfolio (Income)
  • View Income Profile
  • View Questions on Income
  • View Reports on Income

Q: Your Income Portfolio is sitting on 10% cash. I know you are not keen on both a) holding cash and b) market timing. Question 1 = what is your rationale for holding this amount of cash? Q2 = what are your plans and timing for reducing the cash component?

Thanks for your great service...Steve

Upvote 0

Read Answer Asked by Stephen on October 11, 2018

Q: Good morning. Which stocks are most tempting to you this morning? Or, in your seasoned opinion does this sell off have more steam and maybe holding for a bit before buying might be best? Thanks!

Upvote 0

Read Answer Asked by Janet on October 11, 2018

• BlackPearl Resources Inc. (PXX)
  • View PXX Profile
  • View Questions on PXX

Q: Hi Peter & team,
What do you think of the deal with IPCO? Supposedly it represents an aquisition of $1.85/share of PXX....but it's only at ~ 1.50. This is my son's stock and he has a 55% loss even at 1.50 price. Would you sell? Should it get to 1.85?
Thanks!

Upvote 0

Read Answer Asked by Silvia on October 11, 2018

• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH)
  • View XEH Profile
  • View Questions on XEH

Q: Given current valuation of US market, from risk/reward perspective I wonder if European market is more attractive to invest (Brexit impact?)If yes, which sector or names you recommend, are there any etfs (I prefer hydged to CAD)?

Thanks,

Upvote 0

Read Answer Asked by Lin on October 11, 2018

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC

Q: Can you offer any insight into the short attack of Manulfe by the Muddy Waters group.

Many thanks for your service,
NA

Upvote 0

Read Answer Asked by Nicholas on October 11, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What would be your guess, in percentage, of another correction happening now like the one last Jan-Apr? It seems to me that there are more real risks now then there were then (interest rate fears, China tarrifs). Do you think if there are strong earnings in November it would move this market up? For some reason I don't think they would.

Upvote 0

Read Answer Asked by John on October 11, 2018

• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR)
  • View HFR Profile
  • View Questions on HFR
• Vanguard Dividend Appreciation FTF (VIG)
  • View VIG Profile
  • View Questions on VIG
• iShares Floating Rate Bond ETF (FLOT)
  • View FLOT Profile
  • View Questions on FLOT

Q: What's your view of continuing to hold VIG in the near to medium term? I'm thinking there could be an increasing amount of pressure on it and its constituent companies as higher bond yields are actually materializing and are making VIG's 1.84% dividend look anemic by comparison. Is there an alternative holding/strategy you might recommend in its place during this period?

Upvote 0

Read Answer Asked by Peter on October 11, 2018

• Macro Enterprises Inc. (MCR)
  • View MCR Profile
  • View Questions on MCR

Q: May I have your opinion on the implications of their receipt of the "Full Notice to Proceed" from TransCanada in relation to the Coastal Gaslink Pipeline Project

Upvote 0

Read Answer Asked by Edgar on October 11, 2018

• Abitibi Royalties Inc. (RZZ)
  • View RZZ Profile
  • View Questions on RZZ
• Franco-Nevada Corporation (FNV)
  • View FNV Profile
  • View Questions on FNV

Q: http://abitibiroyalties.com/investors/letter-to-shareholders/may182018/
Hi Peter, can I get your updated view / valuations on FZZ since last? He says he studies Berkshire and Franco Nevada and wants to become the best gold company. Talks about cash per share and not issuing shares or using options as compensation like Buffett says. Would you favor to stick with Freehold, Silver Wheaton, SPDR, and Sprotts physical gold silver etf instead? Thanks!

Upvote 0

Read Answer Asked by Michael on October 11, 2018

• Invesco NASDAQ 100 Index ETF (QQC)
  • View QQC Profile
  • View Questions on QQC
• Vanguard Information Technology ETF (VGT)
  • View VGT Profile
  • View Questions on VGT

Q: Given the recent declines in prices for these two ETF's, would this be a good time to buy in? An which would you prefer?

Upvote 0

Read Answer Asked by Ron on October 11, 2018

Q: Looking for fixed income exposure (Canadian). One or two ETFs if possible. What impact should we expect of rising rates on these ETFs? Thanks.

Upvote 0

Read Answer Asked by Jean-Bernard on October 11, 2018

• AltaGas Ltd. (ALA)
  • View ALA Profile
  • View Questions on ALA
• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN
• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP
• Western Forest Products Inc. (WEF)
  • View WEF Profile
  • View Questions on WEF
• Crius Energy Trust (KWH.UN)
  • View KWH.UN Profile
  • View Questions on KWH.UN

Q: These are my current doggies by % loss and have been for a while. Can you recommend replacement(s) or would you suggest just holding?

Carl

Upvote 0

Read Answer Asked by Carl on October 11, 2018

Q: You mentioned earlier that with rate increases and other uncertainty growth stocks take a hit. Also, that there is some opportunity/interesting options out there. What would you recommended as a buy right now? (ps. I'm currently following the balanced growth portfolio.)

Upvote 0

Read Answer Asked by Matt on October 11, 2018

• Patriot One Technologies Inc. (PAT)
  • View PAT Profile
  • View Questions on PAT

Q: Can you please comment on the current run up of PAT. I don't see any news on it. Is it time to take a full position

Upvote 0

Read Answer Asked by Bruce on October 11, 2018

Q: Hi
I have a question regarding stock options.

When a company declares stock options to management or board members, etc., does the person receiving the stock option have to pay the exercise price to the company's treasury before purchasing these shares? Is that true for all types of stock options?

Upvote 0

Read Answer Asked by Gilles on October 11, 2018

Q: What opportunities do you see during this mini correction? I'm looking to deploy some cash and would like to know what are good opportunities or names to add to within the growth portfolio. I also own TSGI , TOY and SIS.

Thanks!

Upvote 0

Read Answer Asked by Elliott on October 11, 2018

Q: Gentlemen, With all the selling going on these days, where is the money going? Not sure if you have any tools that give any indication.

Upvote 0

Read Answer Asked by Bob on October 11, 2018

• TFI International Inc. (TFII)
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII

Q: I've lost 10% on TFII. is this still a good?

Upvote 0

Read Answer Asked by Abhishek on October 11, 2018

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: With the recent market declines, what would be your top 3 picks in each of your portfolios?

Upvote 0

Read Answer Asked by Larry M. on October 11, 2018

• Cascades Inc. (CAS)
  • View CAS Profile
  • View Questions on CAS

Q: Cascades testing 52 week lows and close to 2016 levels. Likely good entry point now that Nafta is over? Debt was a concern from past comments; is this still a concern. Thinking of it in TFSA with 5-5 year hold primarily for capital gains

Upvote 0

Read Answer Asked by Harry on October 11, 2018