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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: Am doing a tiny bit of portfolio rebalancing. What would be your best name, to buy today, for growth and dividend, in Consumer Defensive, other than Alimentation Couche-Tard?

In terms of asset allocation overall, I see that the TMX rates BAM.A as Real Estate, and yet I'm sure you've noted in this Q & A section that you would classify it under Financials. (Did I dream this, because I can't find the answer anywhere?) If it's listed under financials, which presently sits at 10.88%, by adding BAM under this sector, would move me to 18.1% in financials. Overall, I'm quite happy with these allocations, but was wondering if I should add anything to Real Esate -- or does BAM.A act as a good cross over for both.

Please feel free to deduct two questions, as they are separate equities -- but it just seemed silly to send in two different questions.

Thanks, as always, for your advice.
Read Answer Asked by Sylvia on July 08, 2015
Q: Good morning Peter & all.
What is your take on Mogo Finance Technology Inc (GO).
It has not stopped declining ever since its IPO late last month... Where do you see it bottoming?
Is the decline company specific or related to the greater issues in the market?
Thank you.
Read Answer Asked by Ariel on July 08, 2015
Q: GUD
I am impressed with the moves this company is making.I have a small position and am thinking of buying more. It looks good on potential, execution,market knowledge, industry savvy and connections.I am hesitant because of the fact that Mr. Goodman is such a dominant force in the company and what would happen should he be unable to contribution due to the unexpected.
Questions:
1.am I right to be careful
2.does he have a team that could manage with out him being involved.
your advice is appreciated.
thanks
Yossi
Read Answer Asked by JOSEPH on July 08, 2015
Q: Hi Peter and the team,
Could you please comment on this reit ?
Is it a good buy ?
Thanks!
Jim
Read Answer Asked by Jim on July 08, 2015
Q: Looking to buy as a long term hold for income. Is the distribution sustainable and is there value in this REIT for a long term income investor. Share price keeps dropping even after a merger that makes the company stronger. Don't understand why shareholders are heading for the door? Are there management issues here or something I am not seeing. Looks like a good value/income play? Your thoughts on this stock would be appreciated.
Read Answer Asked by Mark on July 08, 2015
Q: Hi team,
With the recent strength in the U.S. dollar and the volatility due to the Greek situation,would this present a good buying opportunity to accumulate this stock? The company seems to be doing everything right,is well managed has a solid balance sheet and will be producing 40% more gold this fall or early 2016?
I am looking at holding for another two to three years.
Thank you.
Read Answer Asked by Jean on July 08, 2015
Q: Good morning...with the ongoing turmoil in the markets....I am looking at selectively adding my portfolio over the next 2 to 3 months if we see things settling down...what would be your top 5 picks for potential l 'SCREAMING BUY" based on quality stocks beaten down.... based on overall market sentiment...buying opportunities for 4 to 5 year hold...not really a question of timing..

Thanks
Read Answer Asked by Matthew on July 08, 2015
Q: looking for stem cell companies to invest in. thanku
Read Answer Asked by dale on July 08, 2015
Q: I have owned these 2 small cap energy names for quite some time. Are they worth holding or is one better of liquidating them ?
Read Answer Asked by Brent on July 08, 2015
Q: Skyworks Solutions has pulled back from its high of 112 USD. What's your view of this company and do you think current price (USD 96) is a good entry point? Thanks!
Read Answer Asked by Rebecca on July 08, 2015
Q: Just curious on your opinion on the quarter reported today. Hold a small weighting in the Canadian consumer space and thinking to add to this position. Also, could you help clarify for me what the tax provision ruling was that dragged down net profit? Other than this it seemed like a strong quarter? Is this a canary in the coal mine?
Read Answer Asked by Ben on July 08, 2015
Q: Hello Peter & Co,
I am very pleased with my 8.6% portfolio performance in the first half of 2015; this performance continues the trend of 17%total return per annum for the past 6 years.
However, my exposure to the industrial / infrastructure/ transportation sector is quite narrow with only BIN, BIP.UN and CNR; I also hold LNR and MG but I have placed them under Consumer discretionary.
Could you please suggest a few names to fit in that category?
Thanks,
Antoine
Read Answer Asked by Antoine on July 08, 2015
Q: Please compare AFN with AGU. My tendency would be to side with AGU based on its size and more favorable stock performance but I see you have some positive comments on AFN.
Thanks for the great service.
Rob
Read Answer Asked by Robert on July 08, 2015
Q: I manage my wife's RRSP account and in it holds MKP, which is down 20% as of today (imagine the complaints)! Should I continue to hold and hope for a eventual recovery, or just cut my losses now?

I know the 7%+ return at my entry cost is enticing then, but it's more like "golden handcuffs" at this stage. Dead money is dead money.

Any advice here? Thanks.
Read Answer Asked by Victor on July 08, 2015
Q: What do you think of Sandspring Resources latest news release . They are taking over PNO Resources that Frank Giustra is a large share holder in . Do you think this holds well for the company in raising money for mine development
Read Answer Asked by glenn on July 08, 2015
Q: Hello Peter and team,

I was wondering which index fund you guys would recommend for the most growth over the next 20 years. I am looking at either adding XSU or VGG. I know historically small caps outperform over the longer time frame. But I would assume given enough data that dividend growers would also outperform the market and possibley the small cap index? This position is being added for U.S exposure and I will be dollar cost averaging by contributing every qaurter. Your thoughts please.

Thanks
Read Answer Asked by Keith on July 08, 2015
Q: Good Morning 5i,

With all the publicity going around about a possible recession in Canada, what would be the investment strategy during a recession period?

Thanks

Paul
Read Answer Asked by Paul on July 08, 2015
Q: Hi Peter and the fabulous team,

I know you most likely disapprove of this plan so I thought I would ask you before I proceed. I am planning to refinance our house and invest 250K in stocks in a taxable account. My wife and I have a combined portfolio of 400K in non taxable accounts. I have been a member since early on and more less follow the stocks I have been learning about from your service.And we are about 20 years from retirement. The plan is to buy 10 of the best managed companies in Canada whether or not they pay dividend and hold them for 10+ years. Now here are my specific questions:
1- Why should I not do this when the interest rates are so low and money is so cheap?
2- What 10 stocks do you suggest regardless of this crazy idea?
3- This is in a taxable account and I wonder if I do get a tax-slip for the dividends from the bank or do I have to manually find out how much I have earned in dividends?

I know and I appreciate the fact that I am lucky to have your unbiased and caring advice. Thank you very much indeed.

Read Answer Asked by Saeed on July 08, 2015
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