skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.
Read Answer Asked by L J on March 02, 2015
Q: I saw your recent answer on FAP. Do you have any ET to recommend that give off shore exposure to the credit market? I would seem to me that some exposure to this sector would be important for diversification of income sources. FAP does fill that bill. I don't own it but am tempted by the yield (as you say).
Read Answer Asked by Gerald on March 02, 2015
Q: Hi Folks,

Recently, CVE did a dilution bought deal for up to 1.7 bil @ 22.25 underwritten by TD and RBC. Currently holders of this deal are under water by almost a dollar. What do you make of this and from your experience when institutional holders make a bulk purchase of shares and then the shares tend lower initially, is it simply that these new shares are washing through and hence the lower price reps the increased volume. From an outsider perspective, the current price looks interesting to me with oil making a bottom formation. Thank you.
Read Answer Asked by mark on March 02, 2015
Q: Hi Team!

From the model growth portfolio which stocks are considered small cap?

Thank you and great service!
Read Answer Asked by Rino on March 02, 2015
Q: Hi Peter. The conference on Saturday at Four Points was most informative and fun. Thanks for putting it on. My question relates to playing the Japan market. Would you recommend a Canadian ETF that would give adequate exposure, or alternately and US ETF. Thanks
Read Answer Asked by Guy R. on March 02, 2015
Q: Hi.. would you say that NYX Gaming Group is the same as AYA.to or are there any differences?? Thanks
Read Answer Asked by Mike on March 02, 2015
Q: acq down over 3 on no apparent news, would you buy more in here, i have a decent position but the risk does not bother me. dave
Read Answer Asked by david on March 02, 2015
Q: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.
Many thanks
Read Answer Asked by Gary on March 02, 2015
Q: I was thinking of selling Citi for Wells Fargo??
Read Answer Asked by mike on March 02, 2015
Q: Your thoughts on this trade? • Sell ALA and PPL. Use ½ the proceeds to add into BTE and CPG, and the other ½ to Buy SU
Read Answer Asked by mike on March 02, 2015
Q: I've been re-balancing my portfolio over the past 2 months, thank-you for all your guidance.
I need one more stock and then I can sit back and watch my portfolio's performance over 2015. But, I'm stuck on finding that last one stock.
I need a U.S. Industrial stock with a divdend, I'm looking for Income with a 2-3 year timeframe.
I know you don't specialize in the U.S. market and understand if you are unable to answer my question. In that case maybe a member here on this board could throw out a couple of names that I could research on my own.
Thank-you for all your help. And, thank-you to the other members here, your questions and 5i's answers has greatly increased my investing knowledge, I hope my questions have in turn assisted you.
Deb
Read Answer Asked by Deborah on March 02, 2015
Q: Hello Peter & Co,
I am 72 years old and hold a RRIF portfolio; I consider that my Cash/TFSA positions are not material for this exercise. I'm also a recipient of CPP & OAS. The PV present value of that stream of income invested at the same rate as the indexation rate for the next 20 years is roughly $360,000, which is nothing to sneeze at. I would feel comfortable with a 50/50 Equity/Fixed Income allocation for an acceptable way of preserving my capital. Do I consider the PV amount of CPP/OAS as a "fixed income" component of my overall portfolio? or would it just be considered fictitious, thus separate from my RRIF. The math would be quite different in each case; or should I go with my own "comfort zone"?
Your opinion is most valuable; I also welcome the opinions of my fellow members.
Thanks,
Antoine
Read Answer Asked by Antoine on March 02, 2015
Q: This company in the media business trades at 7.6 PE and has grown its earnings over the last 3 years . What is your recommendation for this stock. I have no exposure to this part of the market. Wells Fargo has an outperform on the stock.
Read Answer Asked by Charles on March 02, 2015
Q: Good Day
I have been following these assorted leveraged eft's and have considered buying on a dip and holding as a long term strategy.
Would that make sense or should you perhaps buy and sell using the 40 day MA.
Thank you
Randy
Read Answer Asked by randy on March 02, 2015