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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: http://investors.calliduscapital.ca/phoenix.zhtml?c=253673&p=RssLanding&cat=news&id=2167738

Any thoughts on the report earlier on Wednesday by CBL? Thoughts on earnings and the commentary which suggested that they could have been more aggressive would be appreciated. Best guess on how the market reacts and would you change a position or open/close a position?

Thanks!
Read Answer Asked by Tim on May 12, 2016
Q: Hi,
My brother is a Primerica agent (err..salesperson). Im not big on Primerica as a company at all. He keeps pushing though about this large cap fund ( http://www.fidelity.ca/cs/Satellite/en/public/products/mutual_funds/equity_funds/cdn_equity/bu) supposed to have great long term returns. One of the things I don't like about this is the management rate of 2.28%.
Im not an active investor, but have some exposure to real estate (through reits) and a little finance through CM.
I am young and have tfsa savings and want to invest in long term growth (etfs maybe?). Could you offer some recommendations on good long term low cost, passive investments?

Your website is awesome and Ill be signing up as a member tonight!

Thanks
Dave
Read Answer Asked by david on May 12, 2016
Q: Hi Peter and Staff
I hold a small position in CPX in my utilities group. Wondering how you feel about KWH.UN that I do not own as a replacement or would you suggest I keep CPX or sell CPX and look elsewhere entirely in a different sector as I own all the other usual recommended suspects in this sector.
Read Answer Asked by Dennis on May 12, 2016
Q: This company is new to me, what are your thoughts, steady performer, PE66.
Would you suggest something else if not this one? thank you.
Read Answer Asked by Maureen on May 12, 2016
Q: Peter and team:

I have done very well on both NFI and WEF (2x) in an RESP for my kids. First withdrawals will be in 2-3 years.
In your opinion should I sell both and re-invest in something less volatile, or hang on for the ride.
Also, what do you think of BMO low volatility funds (ZLB and ZLU) as options on a 2-3 year RESP.
Deduct a couple if you see fit. Thanks as always.

Phil
Read Answer Asked by Phil on May 12, 2016