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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 would appreciate an update on your views of TPK. I currently have a 125% profit of it and I'm wondering if I should continue to hold.
Read Answer Asked by Earl on November 06, 2015
Q: What is your take on the earnings, especially with regard to expectations?
Is business improving? Are they investable>
Thanks
Read Answer Asked by Pat on November 06, 2015
Q: Can you please comment on TC and SIS results announced today and do you like them. Thanks
Read Answer Asked by Imtiaz on November 06, 2015
Q: Hi Peter & Team: With your reply to Hugh on Nov. 3 I have VSN in TFSA with a big loss, should I still hold or sell? I also have GWO with a good gain, should I sell half of it to invest in something else to make my acct more diversified? I also have ZDV in the acct with a loss! I am not sure if I should take the loss also. Thank you and have a good day!
Read Answer Asked by LOUISA on November 06, 2015
Q: I'm looking to park some cash for 3-6 months. I'm familiar with CLF CBO and XSB and I expect products from other companies will be similar but what are Floating Rate instruments such as notes? What are they and how do they compare is safety to the 1-5 year laddered ETF's? Thanks again Henry
Read Answer Asked by Henry on November 06, 2015
Q: Can you please provide an update of your opinion of AMZN (last update 14/07/15).

Thanks

Dave
Read Answer Asked by David on November 06, 2015
Q: One of your subscribers is cautioning that the major shareholders could take the company private and laugh all the way to the bank. Please explain: does that mean that current shareholders of wilan woukd receive next to nothing for their shares? I own a lot of wilan for the dividend Ha! and am wondering if like Graham it is time to get out.
Read Answer Asked by Helen on November 06, 2015
Q: earnings reports out yesterday for both of these companies. They comprise about 15% of my portfolio (I know, don't ask !!). earnings were there for both so better than a loss...should I continue to hold. Tourmaline mgmt. is adored (seemingly) but limited info on ESN....
Read Answer Asked by Randy on November 06, 2015
Q: Good morning,
A general question regarding etf's versus mutual funds. It is commonly accepted that except for rare occassions it is better to own etf's as oppossed to mutual funds. This because of the high mer's and relatively poor performance of mutual funds. In checking this thesis out for a friend,though, i find that his funds see. To have vastly outperformed the tsx. In the case i am showing you it is Franklin Bisset Canadian Equity. I checked it out on Morningstar. Am i missing something here? I imagine it is because the mer fee comes around every year and even though the fund beats the index over say a five year or ten year period, those fees dig deep. Having trouble understanding how you would calculate this.
Thanks claire

1 Yr 3 Yr * 5 Yr * 10 Yr *
Growth of 10,000 9,495 10,463 9,564 12,900 14,032 16,826
Fund -5.05 4.63 -4.36 8.86 7.01 5.34
+/- S&P/TSX Composite TR -0.78 2.03 -2.18 2.37 2.83 -0.11
+/- Category -2.28 0.98 -3.51 0.78 2.09 0.69
% Rank in Cat 77 30 86 40 17 26
# of Funds in Cat 427 476 425 308 228 97
* Annualized returns.
Data as of 04/11/2015. Currency is displayed in CAD.
Read Answer Asked by joseph on November 06, 2015
Q: I have heard a number of analysts recommend Europe as a place to invest. Can you recommend some European ETFs and do you think the European market looks interesting?
Read Answer Asked by christianne on November 06, 2015
Q: Can you comment on why there was such a neg rxn to their results? S this a good longterm hold in a TFSA?
Read Answer Asked by Taylor on November 06, 2015
Q: Hi Peter,
I have small positions in valeant, Concordia, and currency exchange international. I was thinking of adding to these given the pullback. Also, I was thinking of increasing my weight from 3 to 5 percent for Enbridge as it now has a good dividend given recent pullback. Please provide your comments and thanks again for the advice.
Read Answer Asked by umedali on November 06, 2015