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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: Just an FYI, I think your the month end P&L for the portfolio coverage PDF needs to be split adjusted for GIL and MG (maybe others as well I'm not sure). It's showing negative returns where these stocks have been going up.
Read Answer Asked by Robert on July 06, 2015
Q: Hi Peter.Thanks again for a wonderful coumn in the National Post, Saturday July 4th. The 5th thing you point that investors should know but don't is that Dividend growth stocks beat everything else. Sound advice. If you were recommending to a 50 year old, the 10 top dividend growers, what would they be today. I know I would find this helpful, and perhaps others would too. Many thanks for the terrific and useful service.
Read Answer Asked by Guy R. on July 06, 2015
Q: Reits are now just 4.25% of our portfolio, with a full position in cuf.un and a 3/4 position in cwt.un. I'd like to add one more for income. Can I have your opinion on Milestone- mst.un, Artis- ax,un and hr.un. Thanks, Ted
Read Answer Asked by Edward on July 06, 2015
Q: What hedge fund would you recommend. My take is they protect on the downside as well as providing opportunity on the upside. Is this correct, if so sounds like a place I want to be. Thanks for your help.
Read Answer Asked by Cameron on July 06, 2015
Q: Please advise five or more dividend growth stocks you would recommend at this time. Thank you, Barrie
Read Answer Asked by Barrie on July 06, 2015
Q: 8:38 AM 7/4/2015

Hi Peter :
Can you please explain the strange trading pattern for BIP.UN Brookfield Infrastructure Partners all day Friday. The whole day there was a ceiling price of exactly $56.00 with volume over 41,000 shares. It is almost as though someone had an unlimited supply of shares on offer at that price.
Could it have anything to do with the bid for Asciano in Australia? What is your opinion of BIP now?
Regards....... Paul K
Read Answer Asked by Paul on July 06, 2015
Q: What is your opinion on Hudson Bay Company? Is there more potential as a real estate play as opposed to its retail stores?
Read Answer Asked by Robert on July 03, 2015
Q: BAXTER (BAX.us)just spun half of itself under the name BAXALTA (BXLT.us). Is BXLT worth keeping? BXLT dropped significantly on its first day after spin off (July 1) and continues its descent today. Some of this might be market related. One often sees a company spin off the bad parts of itself. Would you tend to believe that that is the case here ? On BAX itself , in December 2014 your advice on old-BAX implied that it was not too shabby a company (I am paraphrasing and hope I interpreted correctly). Do you have the same view of BAX as the one you expressed 6 months ago?

Read Answer Asked by Adam on July 03, 2015
Q: is there any way to minimize your pain on a bad move made in a tfsa. i bought bxe for 9.14 in spring of 2014, was pleased when it went up to 11. in summer, and now i'm crushed at less than $3
Read Answer Asked by john on July 03, 2015
Q: goodmorning, trilogy has dropped a lot this year, do you think it may be at a level where its worth picking up a bit of it.thanks.
Read Answer Asked by jim on July 03, 2015
Q: What are your thoughts on including European and German exposure in portfolio?What % would you recommend. Are these etfs acceptable. Thanks.Shyam
Read Answer Asked by Shyam on July 03, 2015
Q: I wonder if the sum of your report card categories for PM reflect your overall opinion of the company. Your report has 12 categories and PM received 83% of A, 33 % of B and 17% C. Yet, It's overall rating is C+. Does this suggest that some categories should be weighted or do you need more categories or maybe C+ is too severe? ...Sleepless in Niagara
Read Answer Asked by Danny-boy on July 03, 2015
Q: This one seems to me to fit the bill of investment in a good sector, investing in the U.S (supposedly a good place for the foreseeable future) and also taking advantage of US $ rising/ Cdn $ sinking. My finger is poised over the 'buy' button waiting for your advice. Thx, Art
Read Answer Asked by Arthur on July 03, 2015
Q: Hi,
Slw is a royalty outfit, this I get but if the royalty is based on an outtake of a potential decline production of the royalty debtors,then is it not that the payout to slw is lower?
If I am correct in my assumption,
1/what is your take on the value of it's contracts in view of potential reductions of production? And
2/with consideration of (1) do you think it's actual price: $ 21.62 is a fair value or expensive.

Thank you for your evaluation.
Read Answer Asked by claude on July 03, 2015
Q: Hello 5i team,
Health/Pharma represents 10.5% of my RRIF portfolio; it comprises Concordia, Valeant and Cipher as core holdings and partial holdings (like an ETF) of CRH,GUD,PHM and RX.
I'm thinking of adding NHC to the latter; which of the last five would be your least favourite and why?
Thanks, as always
Antoine
Read Answer Asked by Antoine on July 03, 2015
Q: Hi Peter, Team,
From your answers, I understand the Balanced Equity portfolio stocks are mostly Large cap, with roughly 20% MidCap with a couple of Small Caps.
Re: the Growth Portfolio. you have a warning on the page re: the stocks being higher risk. Are all the stocks here Small Caps, with 4 Venture/Micro caps? Are there any Large caps or MidCaps in it? If so, can you indicate which ones? Thansk for the education. sarah
Read Answer Asked by sarah on July 03, 2015
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