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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: Do you think the better run asset managers like Invesco are good value around US$39 ? If you have other suggestions, I would be thankful for suggestions you care to make. Thank you .
Read Answer Asked by Adam on August 05, 2015
Q: Hi Peter and Gang,
I am currently down by about 28% on my BTO holding, I'm debating if I should bite the bullet and sell my holding or hang on to it. Would appreciate your thoughts on this. Also would you also comment on BTO ability to survive a prolonged slump in gold prices in the $1,700 to $1,800 range.

Regards,
H.S.
Read Answer Asked by Harry on August 05, 2015
Q: What do you think on switching csco for orcl or ibm or mrk,
I have a balanced portfolio.
Read Answer Asked by selina on August 05, 2015
Q: Peter and Team:
A follow up to my question a couple of days ago:

For gold company ETF's do you have a preference between XGD and ZGD, or other suggestions?
Also thoughts on KDX and ELD for sector exposure. I already hold G.
Long time frame. Total exposure 3 to 5 % of a balanced portfolio.
(deduct 2 if you see fit)
Thank you for all you do!!

Phil
Read Answer Asked by Phil on August 05, 2015
Q: May I have your comments on today's quarterly report
Thank you very much
Read Answer Asked by Margot on August 05, 2015
Q: Can you explain the drop today,company came out with some news but nothing unexpected.Seems all gaming stock are getting hammered lately.
Read Answer Asked by terry on August 05, 2015
Q: Hello Peter!
Can you please comment on my portfolio.I currently hold in my portfolio (stocks - Weightings): CSU-11.2%,CCL.B- 13%,BYD.UN-10%,DHX.b-10.8%,ATD.b-15.5%,AYA-5.6%,ESL-7.6%,SJ-9.8%,CXI-5.9%,MG7.9%
,BOS-2.7%,TDG.US-3.5%,NOC.US-1.5%,CBM.US-1.8%,AGN.US-1.8% .

I also have 18K CAD to invest. Would you please give me your 3(non energy)buys today to complement my existing portfolio.
Thanks Andrew B.
Read Answer Asked by Andrzej on August 05, 2015
Q: Hi Peter and Team,
Could I have your thoughts to ZCL`s recent QR, particularly in view of back to back disappointing net income reports. Do you feel they have the wherewithal to increase margins on the strength of ongoing increased revenues?
Thanks as always for all you do for us.
Rick
Read Answer Asked by Rick on August 05, 2015
Q: Can you provide updated opinions on the US Dollar? Are we seeing a repeat of the early to mid 80's run into the USD? Seems to be crushing everything in it's path..
Read Answer Asked by Colin on August 05, 2015
Q: As a short term investment of say 1-12 months, could I get your opinion of this investment as opposed to a GIC investment and is VSB a safe place to park money. Thanks, Bill
Read Answer Asked by William J on August 05, 2015
Q: Hi, looking to add an American insurance company to my portfolio. Any recommendations on a couple of potential candidates that has a reasonable value entry point?
Read Answer Asked by Alberto on August 05, 2015
Q: Good Morning: I have been accumulating some preferred shares (both rate resets and perpetuals) now that they seem to be very out of favor. I am currently considering CU.PR.F or G. I'm wondering if you have any comments or insights in regard 1st, to the accumulation of preferreds (up to a maximum of 10% of the portfolio), and 2nd, in regard to these preferreds in particular. Many thanks.
Read Answer Asked by Donald on August 05, 2015
Q: Hi Peter:

I have held Chevron for some time and wonder if a better bet may be Suncor.

I greatly value your opinion.

Thank you so much
Brian
Read Answer Asked by Brian on August 05, 2015
Q: I am 30 years old and have a fairly diversified portfolio. I own a small portion in financials already but I currently do not own any of the major Canadian banks. Do you think it is good timing to get into the Canadian banks considering my long time frame? Also would you look at an ETF such as ZEB or would you suggest picking 1 or 2 banks? I am currently looking into TD and Scotia.
Read Answer Asked by justin on August 05, 2015
Q: Hello Peter & Co,
You have added Air Boss (tonight's top pick) to your growth portfolio at the end of June ($22.30) when the price was way into overbought territory. I would have waited for a pull back (perhaps wrongly); what was the thought process that made you decide to buy at that time at that price?
Thanks
Antoine
Read Answer Asked by Antoine on August 05, 2015
Q: Last week, on BNN, David Cockfield was asked about West Fraser. Part of his answer, he said that he is looking at some forest stocks, and then quickly mentioned that he wouldn't say which ones because he doesn't want competition. What does that mean? Is it that portfolio managers need time to accumulate a stock they like, and so, don't want to attract buyers during this accumulation phase? If that's the case, do you think it may often be that guests on TV pretend to like a company less than they really do? I'd love it if one day you wrote a blog about techniques/tricks people on Baystreet sometimes use (stock recommendations, price targets, motivations behind BNN appearances, articles, newsletters). I feel it could help us small investors stay the course and hold stocks longer.
Read Answer Asked by Matt on August 05, 2015