Q: Can you please comment on the drop in prices after their earnings release. Are they buy, sell or hold. Thank you.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What's your opinion of China Mobile and Chinese ADRs in general?
Q: Hi team. I bought Corby at $24.06 and it is now $19.86. The chart over the last year looks quite rocky compared to ADW.A. Perhaps I bought too soon. Do you see any upside to Corby (CSW.A)? thank you ahead and I hope you are enjoying your summer.
Q: Hello Peter,
Usually a month from now I start investing the built up cash balances in my non registered and registered accounts and am fully invested by November end. I am wondering if it makes good sense to hold back this year and maintain the cash balance going into 2016.
The reasoning is thus. The economy has slowed with the risk of a recession on the rise. Corporations had lower earnings expectations which have been mostly met but the revenue misses have been an excuse for market sell offs. There is the fear of a global slowdown including the US(GDP growth projections have been tempered for the 2nd half). The Fed has been painted in the corner and will necessarily raise rates once or twice this year.
What is your opinion? Should I be all in or think of retaining the cash for capital preservation?
If you think the markets are fine, where would you advise I focus my attention? Your growth portfolio or the model portfolio?
Your opinion is highly valued as always.
Rajiv
Usually a month from now I start investing the built up cash balances in my non registered and registered accounts and am fully invested by November end. I am wondering if it makes good sense to hold back this year and maintain the cash balance going into 2016.
The reasoning is thus. The economy has slowed with the risk of a recession on the rise. Corporations had lower earnings expectations which have been mostly met but the revenue misses have been an excuse for market sell offs. There is the fear of a global slowdown including the US(GDP growth projections have been tempered for the 2nd half). The Fed has been painted in the corner and will necessarily raise rates once or twice this year.
What is your opinion? Should I be all in or think of retaining the cash for capital preservation?
If you think the markets are fine, where would you advise I focus my attention? Your growth portfolio or the model portfolio?
Your opinion is highly valued as always.
Rajiv
Q: Hello Peter & Co,
I own CIG (because I held the old FSV) and thinking of taking a position in BPY.UN; are they complementary holdings or would I be doubling my exposure to the Commercial Real Estate sector?
Thanks,
Antoine
I own CIG (because I held the old FSV) and thinking of taking a position in BPY.UN; are they complementary holdings or would I be doubling my exposure to the Commercial Real Estate sector?
Thanks,
Antoine
Q: I know you've commented as recently as a couple of weeks ago, but today's drop is making me anxious. Is FRU becoming a falling knife? Would getting out now be a bad idea?
Q: I have a .5% of my total portfolios in First Quantum. I know that it is a tiny position. Should I sell and take a 35% TAX LOSS and move into something else?
I am not risk adverse and don't mind holding for long periods of time, but sometimes I hold on too long.
Cheers, Colin.
I am not risk adverse and don't mind holding for long periods of time, but sometimes I hold on too long.
Cheers, Colin.
Q: I took a position in SLF thanks to your advice the other day and it is already up $900; many thanks. I also took a 1/2 position in WSP and it is also up surprisingly. Now I would like to have your take on WSP and TRI for future gains. - Ted
Q: Hi Peter and Team,
I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.
Thanks,
Jordan
I currently still own some oil/services stocks that I'd like to get rid of. They include WCP, ARX, SES, and BDI. A couple of parts to my question... Which of these would you continue to hold? I was thinking either only WCP or WCP and ARX. What stocks would you recommend to replace them with that will have more short-medium term potential. I already currently own TD, ATD.B, ESL, CCL.B, SJ, BOS, AVO, AYA, DRT, BAM.A, SYZ, MDA, CXI, KXS, XTC, GUD, DHX.B, OTC, and PHM. For simplicity assume my larger caps are 5-7% of my holdings and my small caps are <5%. And would you recommend making this switch now, or wait until there's a bit more of an upswing in the price of oil? They are held outside my TFSA so I can take a tax loss on them.
Thanks,
Jordan
Q: Good Morning 5i
Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.
Thanks for you valued help as always!
Like many others - Looking to make a 4% of portfolio speculative move into energy sector once price into mid 30s. Currently hold no oil. Any comment on that strategy. Will hold for about 3 years before looking to sell or sell earlier if appreciable bounce occurs sooner. Can you give me 3-4 names that will initially do the best on any eventual oil bounce.
Thanks for you valued help as always!
Q: Hi Peter,
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments
I am still contemplating selling WSP to capture the gain and move it to STN, but another thought was to put the monies in Home Capital Group (HCG). This would be a long term hold for 3-5 years as a good value play. HCG has had a great ROE for long time and think the company will find its way of this current doldrum. Any comments
Q: On your great advice I picked up Constellation Software last year. I made it a full position, and it has now reached 6% including all my portfolios. I am not risk adverse and I don't mind holding winners, but at what total % level should I start to take some profits.
Do you think letting it move up to 10% is ok, or way to risky.
Cheers, Colin.
Do you think letting it move up to 10% is ok, or way to risky.
Cheers, Colin.
Q: Do you think drt and pur will be much better buys at today's prices after their recent drop,thanks again?
Q: PSG has been weak since May.
Anything more than the market?
Read all questions every day.
Such a great help, and thank you.
CV
Anything more than the market?
Read all questions every day.
Such a great help, and thank you.
CV
Q: In modelling a portfolio, what would be your expected yield on a stock portfolio at today's price levels. Neutral weight with respect to higher and lower dividend payers.
Q: Good morning 5i. What's your perspective on Power Corp. It's been dropping steadily since I bought it a few months ago, notwithstanding that all the analyst ratings through my brokerage service rate it a buy or strong buy. Should I hold, or switch to another opportunity? Thanks.
Q: Hello.
I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.
Thanks
M
I'm down almost 17% on GH (non-registered account). Do you think it's worth keeping or would replacing it with IT be a better option. I have also own AYA.
Thanks
M
Q: Any reason for the huge drop in cxr today?
Q: Hi Peter
What is your take on these company at this time
Thanks Great Job
Mike B
What is your take on these company at this time
Thanks Great Job
Mike B
Q: whats your view on their quarter, new divended policy of 0.70 per annum, you always said a stock that start paying a dividend is really a good sign, would like to have view on this stock. thanks!