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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: Hi, I have unsuccessfully been looking to invest in Canadian healthcare via an ETF or Mutual Fund. My time line for investment is long and am looking primarily for growth. Can you name 5 quality companies in this category. Thanks in advance.
Read Answer Asked by dale on June 16, 2015
Q: Could you please specify what you consider the market cap to be for large cap, mid cap, small cap and micro cap. Also, what percentage in each of these categories, would you consider reasonable for a balanced equity portfolio.

Thank you
Read Answer Asked by Rose on June 16, 2015
Q: Hi Peter, Please clarify: In your response to Phil question today about Mawer funds, you say MAW 150 fees are 1.5%. The fund shows MER @ 1.82% and 1.5% Management fees, which is included in the MER, right? So the investor gets charged 1.82%, right?

With MAW 120, MER is 1.41%, and management fee is 1.15%. Investor gets charged 1.41%, right?

Thank you!

Silvia
Read Answer Asked by Silvia on June 16, 2015
Q: Peter, do you know this company and whether the recent developments justify holding through the transaction? I'm currently up 25%.

Thank you, Stephen
Read Answer Asked by stephen on June 16, 2015
Q: Good Morning Peter, Ryan, and Team,
I noticed this morning that, according to AVO's most recent Ink Insider Report, 563,400 shares have been repurchased at an average price of about $17.50 so far since May 14, 2015. Avigilon raised $100 million back in April, 2014 at $29 per share. Aside from alienating those people who purchased shares at $29 do you think it makes sense for a company in hyper-growth mode to use their cash to buy back stock when the company is not generating any free cash flow on an operating basis ??? (using data from TD Direct Investing) Your opinion would be greatly appreciated. Thanks, DL
Read Answer Asked by Dennis on June 16, 2015
Q: Can I have your thoughts on Gold Corp's offering of their Tahoe shares @ $17.20. If I remember correctly they have increased their credit from 2 billion to 3 billion just two days ago.
Read Answer Asked by Catherine on June 16, 2015
Q: Having only recently added Amaya to my portfolio, The G & M article this weekend was more than coincidental. Can I assume that today's 5% drop was a result of the negative features in the article. Are you still moderately or aggressively bullish on this company?
Read Answer Asked by Claus on June 15, 2015
Q: Please explain "rate reset preferreds" (not necessarily just ENB/ENF) and how to invest in them.

Thanks much.
Read Answer Asked by Hanna on June 15, 2015
Q: Shopify has rocketed up since IPO and going higher each day, espcially last few days and Globe and Mail said many shares are bought by institution as their holdings has become very substantital.
How is their business revenue and profitability, and growth prospect. Is this a hype or fundamentally very sound?
Is it too late to buy?
Read Answer Asked by Kevin on June 15, 2015
Q: Hi Peter & Team,

Could I have your opinion on the rails since they have all pulled back ? Particularly looking at NSC with its favorable u.s.dividend.

Thx
Dave
Read Answer Asked by David on June 15, 2015
Q: Could you please provide your analysis of PEO recent acquisition.
Thank you
Read Answer Asked by Mark on June 15, 2015
Q: I bought this preferred just recently for a price of $25 and it has gone down steadily since then -- it now has a bid of $24.35. It has a yield of 6.5% and I bought it for income but if I lose in capital what I am gaining in income it doesn't make me happy (grin). What do you think the future holds for this preferred?
Read Answer Asked by ken on June 15, 2015
Q: Hi Team, I hope I am correctly identifying the stock-sectors. Please correct me where I am wrong.
GROWTH Portfolio:
CDV- InfoTech.
PUR- InfoTech.
TC- InfoTech.
EFN- Financial.
IT- Cons. Discretionary.
BALNCED EQUITY Portfolio:
AYA- Cons. Discretionary.
DSG- InfoTech.
FM- Minerals/Materials.
WCP- Minerals/Materials.
ATD.B- Cons. Staples? Thanks so much. sarah.
Read Answer Asked by sarah on June 15, 2015
Q: My good friend, curious about my 5 year CAGR of 15% - aided and abetted by 5i - and unhappy with his professionally managed portfolio that is flat over 18 months, asked me to take a look.

There are two major problems:

Not only is a stupendous 53% of the portfolio in 5 banks, 3 Canadian and 2 U.S. but another 16% is in 6 energy stocks, and 11% of the portfolio is in CPG.

This is of course patently ridiculous.

All six energy stocks are substantially down. The question: on a go forward basis do you see any hope for these six or should he just cut and run and of course diversify?

Thank you
Read Answer Asked by Kim on June 15, 2015
Q: Peter and Team:
I am fairly well diversified in the North American markets, but feel I need more International exposure. You have spoken highly of Mawer Funds in the past (knowing you are not big fans of MF's), and I was wondering if you could provide an opinion on MAW150 and MAW120 as a way of achieving this exposure. Are there ETF's that might be better? Are there any tax differences between international etfs vs MF's if they both trade on the TSX? Also if going with a mutual fund is there any advantage through buying through the fund vs through my discount brokerage? Please dock a couple of question credits for this one to be fair.

Thanks as always.

Phil
Read Answer Asked by Phil on June 15, 2015
Q: Your thoughts on todays announcement of sale of assets. Surge looks even better to me now and I am considering increasing from half position to full.
Read Answer Asked by ron on June 15, 2015