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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: In March 2014 I purchased positions in the materials sector and all declined in value. They are G and CS, FM, and P with declines from 40% to 75%. The 4 positions now make up 2% of current portfolio. My gut tells me to sell and utilize losses, as no positive momentum for them in sight, nearer term, and overall weighting is very small. But first i would like your reasoned take/advice.....thanks....tom
Read Answer Asked by Tom on September 08, 2015
Q: can you give me your opinion on this company please?
I am holding this stock that has dropped a lot. Should I continue to hold or take the loss?
Read Answer Asked by judith on September 08, 2015
Q: Hi team,

Can you please recommend few ETFs and/or stocks for a temporary hold of a quarter? The funds will be needed afterwards to purchase properties so capital preservation is a priority. Thanks, Jerry
Read Answer Asked by Yi on September 08, 2015
Q: Can you please recommed a ETF for international exposure bought in Canadian dollars?

Thanks Colette
Read Answer Asked by Colette on September 08, 2015
Q: Thinking about buying this stock for turn a round in the price of oil, looks to me like a lot of upside. Would you recommend buying this stock or would you recommend another similar stock.
Read Answer Asked by Dan on September 08, 2015
Q: If you held this stock would you sell it or hold it for the dividend income? Thanks, Bill
Read Answer Asked by William J on September 08, 2015
Q: Good Morning, looking to buy one of these for yield as they look attractive price wise. But is the yield safe? Is it the usual 15% withholding tax? Your view on these companies and sector would be very appreciated.
Thanks!
Read Answer Asked by Denis on September 08, 2015
Q: Good Afternoon Team,

According to the Globe and Mail site, BAM has a Trailing P/E of 7.82, but a forward P/E of 34.42. Could you please explain how a forward P/E can be so far removed from the trailing P/E? Who establishes the forward P/E - the company or analysts?

Thanks,
Richard
Read Answer Asked by Richard on September 08, 2015
Q: Just to clarify has MCB been sold from the Income Portfolio?? And if so what to do with these funds? TY.
Read Answer Asked by Alan on September 08, 2015
Q: I own roughly 5% weighting in the following equities CSE, GRC, HCG, SYZ, WEF, WIN, XSR that are down over 15% in market value. Would you continue to hold them for a better times or sell now for a tax loss?
Read Answer Asked by David on September 08, 2015
Q: If you had to choose between these two which would you prefer and why? I already have some Canadian media and some U.S. and Canadian financials.
Thanks as always.
Read Answer Asked by Astrid on September 08, 2015
Q: This is a follow up question from my earlier question about bonds, I didn't explain my question clearly.
Do you have a suggestion for Bonds in Canada as I have no bonds at all and is it a good time to buy?

Do you have a suggestion for international ETF (not bonds) in Canadian $?

Thank you
Colette
Read Answer Asked by Colette on September 08, 2015
Q: Within a register account, aka RRSP, I hold two pipelines IPL and PPL, each with a weighting of 5.5% and both held for sometime. (In addition, the other energy "utilities" are ALA (4.3%) and KEY (6.4%)...so the total for this energy "utilities" sector so to speak is 21.7% and this is within what I consider a diversified portfolio.)
Looking forward for 3 to 5 years, should the weighting mix of IPL and PPL be changed and might include say ENB or another such entity? (I'm asking this because of the recent 5iR comments/evaluation of ENB.)
Also, in the context of all the existing holdings within the energy "utilities, should the current course be maintained/held or modified/tweeked?
.....thanks......Tom
Read Answer Asked by Tom on September 08, 2015
Q: I hold a number of REITS in an registered account...AX.un BYD.un CSH.un GRT.un and HR.un, with BYD.un being 2 positions and the others being 1 position each. I have attempted to get a diversified mix of REITS in various sub-industries.
Does this mix seem reasonable for going forward for 3 to 5 years or should changes be made?
Also I have funds available to purchase another 1 REIT position in this registered account, aka RRSP. Would you suggest adding to the existing holds or adding another REIT.un, say MRC if it pays distributions rather than dividends?......Thanks....Tom
Read Answer Asked by Tom on September 08, 2015
Q: 5I Team,

I'd be very interested in your thoughts on Willbros Group Inc. and what you foresee for the company going forward.

Thanks,
Scott
Read Answer Asked by Scott on September 08, 2015
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