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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 would appreciate your thoughts on this company.
Thanks
Read Answer Asked by kevin on April 30, 2015
Q: Hi Peter,

So I want to pick up 3 oil/gas names and hold until 3 years. I narrowed on these. Can you please pick best 3 of your choice(on risk adjusted total return metric). Also is it prudent to overweight oil and gas to 25% of your portfolio considering there is an upside if I can hold for 3 years?

Ticker - upside delta based on consensus target price
YGR - 28%
BAD - 13%
PPY - 45%
PNE - 42%
TDG - 32%
CNE -32%
RRX -23%
CKE -23%
TOU -19%
PEY -17%
CPG -21%
BNK - 20%
KEL -20%
TVE -15%
BAD -13%
CJ -12%

Read Answer Asked by Sridip on April 30, 2015
Q: Hello Peter & Co,
In my TFSA account, I hold BAM.A, DH, DHX, ET, MSI and PLI; I have room for one more holding. Would KBL add some diversification (I do not hold any of these in my RRIF portfolio) or do you have a better suggestion?
Thanks,
Antoine
Read Answer Asked by Antoine on April 30, 2015
Q: d-box was a top pick of Stephen Takacsy of Lester Asset Management on BNN Monday afternoon. Perhaps that would explain the price increase that afternoon.
Read Answer Asked by Christopher on April 30, 2015
Q: Hi everyone. Sure appreciate all the research. My question is on Coeur Mining. It trades on NYSE symbol CDE at a price about $5.63. It is also listed on the TSX with symbol CDM.WT at around $0.44. Would you be able to tell me what CDM.WT is?
Read Answer Asked by Wes on April 30, 2015
Q: Good Morning. What is your opinion of LOY? Is it worth adding to a small position that is currently in the Red?
Read Answer Asked by Kim on April 30, 2015
Q: Hi guys
I am already deep into my second year being a member and I have yet to take any action. I own too many Utilities, stocks make up 40% of my holdings, in your opinion would you sell some of the names or cut back on all (each 4 %to 6%) Financials(Big 5)make up 22% . In all they provide $8000.00 in dividends or half my RIF payments. I find it extremely difficult to let them go. What sector or names of some companies that would provide the dividends that I am looking for. The 3 stocks that I will be buying are BEP.UN,SPB,AW.UN.
Read Answer Asked by bob on April 30, 2015
Q: What's happening with Magna? The stock has been in steady day-by-day decline for the past 2 weeks and lost 10%. I am surprised that the sale of interiors unit has such effect on the stock... US economy is booming and people are buying new cars, I'd expect MG to do well in such environment...? Is your rating/views of MG still unchanged since your report 2 months ago?
Read Answer Asked by Michael on April 30, 2015
Q: Hi.. can you please comment on its future prospects and what would be a good potential entry point.
Read Answer Asked by kevin on April 30, 2015
Q: Hello Peter & Team,

Have noticed both are off recently - MRE about 9% in a month & MG about 10% in the past couple of weeks.

Also noticed Auto sales have been reporting a little weaker than expected domestically but while internationally has been a little more promising.

Do you think this is the reason? or is there something else at work here driving these down? I got out of MG shortly after the split but still hold MRE at just under $10. Would you recommend I hold tight or take my profit - it's May so go away?

Thanks for all you do

Gord
Read Answer Asked by Gord on April 30, 2015
Q: Hi Peter and Team
Could I get your opinion of a relatively new ETF RHP on European dividend payers. I believe it adjusts holdings quarterly and the mer. is 0.49%.
Thanks for all your help.
Gary
Read Answer Asked by Gary on April 30, 2015
Q: Good Afternoon,
Oil seems to be acting better as of late, if oil continues to recover for the balance of the year can you list a handful of names with lots of upside potential? Thank-you.
Read Answer Asked by Chris on April 30, 2015
Q: Hi Peter & Team

If you where opening a tfsa account what stocks would you start with Stocks with growth & dividend increase

Thanks Mike b
Read Answer Asked by Mike on April 30, 2015