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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: Home Capital Group: I am now down 16.4%. Bought it at $51.19. Given all your other most recent replies to other members, is it worth holding onto? Is it likely to recover, and become a good decent growth stock? Or should I cut my losses and sell it? (It's in a registered account.) If so, what should replace it as a growth stock? Also, Open Text has been declining in the past 2 weeks. I'm down 4$. Is it worth holding onto?
Read Answer Asked by Helen on May 14, 2015
Q: Hello Peter & Team,

April 14 you commented (@ $3.05) you were comfortable with the stock.

I am up a little under 60% in a very short period of time. It is very tempting to take the winnings and go away. Please tell me why you think I should or should not do this and what you think we might be able to expect for MSL over the next 360 days.

In appreciation for all you do

Gord
Read Answer Asked by Gord on May 14, 2015
Q: Hi Team,
What are your thoughts on Bitgold?The BNN interview this morning made complete sense to me.Is this a place for wait and see how foolproof the execution of their vision and how the algorithm runs in practice.Do you see any flaws in the model.
Read Answer Asked by ANDREW on May 14, 2015
Q: For fixed asset allocation in ones portfolio, can an allocation of say 20% of cash availble for investment be put in paying off a portion for mortgage (for those of us who still have one!)..The remaining 80% would be invested in stocks..does this make sense or is a combination stocks and bonds recommended.

Also in instances where one gets a lumpsum of cash for investment (long term), can flow through shares be used? Note: This lumpsum will result in one being put in the highest tax bracket. How does one effectively use Flow through share it as it is very risky in nature?
Read Answer Asked by Shyam on May 14, 2015
Q: Could you please rank these oil and gas cos. and what percentage of a portfolio would you hold in oil and gas. thanks Clare
Read Answer Asked by clara on May 14, 2015
Q: hello 5i:
have read a lot recently about GUD and J Goodman. Mr. Goodman seems to be the main resource; how dependant is the company on him, and what would management look like without him. Could they survive?
Read Answer Asked by Paul on May 14, 2015
Q: Hi Peter,

Just wanted to say it is sure nice to read your insights on the market(Your article in the FP...Five reasons to ignore stock market doomsayers).

It seems that nearly everyday lately the Globe and Mail and the Financial Post have a story from some so called expert calling the end of the market.
"The experts seem to crawl out of the woodwork at this time of year every year".

Thanks, Charlie
Read Answer Asked by CHARLES LA on May 14, 2015
Q: Hello Peter,
My wife has all stocks in the balance equity portfolio except the following five ESL, FM, CXI, G and T. We would like to add 3 positions and at present valuations which 3 would you recommend adding or would you pick a couple from the growth portfolio. Thank you, Ronald
Read Answer Asked by Ronald on May 14, 2015
Q: I currently own WCP, SPE,TOU,ESN,PPY,TOG but each stock holding is less than 1% of total portfolio weight. Since reading Ryan blog about weight allocation I am wondering if it would be best to sell some of these stocks and use the proceed to increase the weight in only 2-3 at this time. I am thinking that it would be best to keep WCP,SPE and TOU. Your thoughts on this move?

Thanks
Dolores
Read Answer Asked on May 14, 2015
Q: Hey guys,I would like to increase my position from 1% to 2%, could you pick 4 of them;
MG,CGX,GIL,BIN,BDI,DOL,KBL,GUD,STN,L and OTC.
Thanks Jim
Read Answer Asked by jim on May 14, 2015
Q: Could you please provide your thoughts on this company. Would you recommend it for a small position in a high risk component of a portfolio? Thank you.
Read Answer Asked by Geoff on May 14, 2015
Q: I really cannot believe the beating that the railways are taking in the last week or so.They say that is is from the slow economy in Canada.Do you think they are over sold at this point and would it be a good time to buy.
Read Answer Asked by Allen on May 14, 2015
Q: Just thought I would add to David's question on owning a REIT or a condo. The big difference in favour of owning a condo is your ROI. You can buy a 500k asset with only 20% down or 100k. Leaving you with a 400k mortgage. If your asset appreciates 10% over 5-7 yrs well now you have an asset worth 600k - 400K mortgage leaves you with 200k equity. This does not include the mortgage paydown by the tenants and expense write offs. You have just doubled your money. Then you can get a heloc and buy another property and repeat the process again. Try and do that with a REIT.
Read Answer Asked by pietro on May 14, 2015
Q: I would appreciate your comments on the new rail safety regulations pertaining to oil transportation. The rails, including CNR appear to be selling off due to the impact the new regulations may have on expense ratios. Is this overdone?
Thanks,Hans
Read Answer Asked by Hans on May 14, 2015
Q: Hi Team,

I realize this is a totally apples to oranges comparison, but if you could only pick one of AVO or GUD for a 5 year hold, which would you choose? This is for a small position in an otherwise well-balanced portfolio. I currently own AVO but am tempted to switch to a company that has better market sentiment.

Many thanks for any thoughts you can share.

Michael
Read Answer Asked by Michael on May 13, 2015
Q: Eif and kwh.un both reported recently which do you like for income and growth. thanks
Read Answer Asked by don on May 13, 2015
Q: just to clarify on knight cash on hand equals about 4.86 a share,the stock is selling at this moment for 7.10, so the stock is not selling for cash on hand. having said that I know jonathan goodman, I own 20000 shares and if your patient on this one and by patient I mean 2 to 5 years I think you see a multi bagger maybe more.and goodman says in his quarterly statement gud things will come to investors who are patient.it is just a matter of time, my time frame is 24 hours but on this one I am willing to wait. dave
Read Answer Asked by david on May 13, 2015
Q: Any comments on the results released today, and the company's prospects? Thank you!
Read Answer Asked by Kurt W on May 13, 2015
Q: Thoughts on recent quarterly report and company progress moving forward? Seems like the next several quarters should start to show some revenues from upcoming revenues...more patience required
Read Answer Asked by Mike on May 13, 2015