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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.
Would you consider KEY good value investment at this price level for a 1-3 year or longer term hold. Is this a good time to buy when there is panic or would it be better to wait for price stabilization? would you prefer PPL or IPL?

Thank you
Read Answer Asked by Douglas on December 01, 2014
Q: How do you feel about US banks, and other than currency difference is there anything else to be aware of when purchasing US stocks for my RRSP
Read Answer Asked by david on December 01, 2014
Q: I have held Key and Ipl for many years. It is falling
rapidly. Should I sell or hold? Is this panic selling?
Read Answer Asked by claudette on December 01, 2014
Q: What criteria do you use to determine potential takeout candidates ? Could you share a couple of examples Thanx Robbie
Read Answer Asked by Robert on December 01, 2014
Q: Good morning,

Husky Energy issued a 4.50% rate reset (3.13%)preferred this am- what is your opinion on these new shares?

Thank you
Brad
Read Answer Asked by Brad on December 01, 2014
Q: Over the past months, I thought I'd give your plan a whirl of buying strength and forego using Stops with names you really liked in your Questions/Answers section. **HUGE** mistake! My portfolio is down 25%. Hindsight demonstrates the only way to stay out of trouble with your service, was to invest in your ENTIRE portfolio and completely ignore your Q&A on any companies outside your model portfolio. Cherry picking names from your Q&A section has proved very painful indeed. Expensive lesson learned!
Read Answer Asked by orion on December 01, 2014
Q: Oil is up today and stocks such as whitecap, surge etc. Are down again, seems like a no win scenario to me, am I missing something, thanks?
Read Answer Asked by Pat on December 01, 2014
Q: Hi, Just a comment on Dave's missive about investing. There are more than one way of making money in the market. Different styles suit people with different temperaments. If you like buying when thing go up and make money, good on you. I'm more with Warren Buffet, I like stocks when they go down. As an example, in Jan 1998, oil was $13 a barrel(!!!)going to $10 and change. I took a full position in COS at $3.84 a share. People thought I was stupid as it took $14 (!!!) to produce a barrel from oil sands in those days. I sold most of my position at $50 (should have sold it all! But the remaining shares yield 36% on cost). Just different people, differing ways to make money. Henry
Read Answer Asked by Henry on December 01, 2014
Q: I would appreciate an explanation on the difference between CTC and CTC.A. Both tickers are for Canadian Tire Corp. Ltd. In addition to your valued investment insights, thanks for all the education you offer.
Read Answer Asked by Len on December 01, 2014
Q: C+ rating not reflected on monthend summary.
Read Answer Asked by Greg on December 01, 2014
Q: I dumped a bunch of shares in these companys on friday and over the weekend heard someone say that this energy pullback will not affect the pipelines but I see they are all down again this morning . Should I buy them back now or wait for a few days to see where they go from here .
Read Answer Asked by MURRAY on December 01, 2014
Q: Hello Peter & Co.
Congratulations for your equity portfolio's outstanding return in 2014; I now own 15 of your 22.
My exposure to the financial sector consists of BNS, EFN, HCG and TD and the technology sector consists of CSU, ESL, CGI, MDA and OTC.
I am seeking to add SLF to the financials, DSG to technology, DH a hybrid fin/tech; but I only have room for 2. Because I own 2 banks, I'm leaning towards DH and skip SLF.
Your opinion is most appreciated.
Thanks,
ony
Read Answer Asked by Antoine on December 01, 2014
Q: Hi 5i,

I am currently 5% down on CPG in a non registered account. I am thinking of using this loss to offset my capital gains. I understand that there is a 30 day waiting period before entering into the same stock, but does this apply if I want to purchase before 30 days in a RRSP or TFSA instead of the non registered.
Thank you.
Janice
Read Answer Asked by Janice on December 01, 2014
Q: Hi, I have 15% weighting in REITS, with 9% in these 3 Industrial REITS. Can you please comment on the Industrial REITS in general, as well as these 3 REITS specifically? Jeff
Read Answer Asked by Jeff on December 01, 2014
Q: I was looking at the US asset class 5 years returns an was surprised to see MLP's as indisputable No 1 (+200%), even far far from the Reits at +87%.
Could you explain the difference(S) of the 2 assets classes and if there is an MLP defined class in Canada?
Thanks
Read Answer Asked by claude on December 01, 2014
Q: Hi Peter, just wondering what your team thinks of Savaria? It's still a relatively small company based on market cap, but EBITA grew close to 20% y/y in the last quarter, and the company again raised it's dividend. They seem to be quietly building momentum, they seem well positioned to benefit from the demographic shift that is under way, and the stock has recently broken higher after a period of consolidation. Your thoughts?
Read Answer Asked by Shane on December 01, 2014
Q: Hi there

I own Onex through the common stock (OCX) and their Onex Credit Partners (OCS.UN) which I have been treating more or less like a debenture/bond issue. I was attracted to the high yield and the backing of Onex on Onex Credit Partners. I am up considerably on the Onex equity over the years, but lately Onex Credit Partners has been falling quite a bit - down to $8.48 from $9.50 in August. I am curious why this might be occurring in a stable interest rate environment and with Onex doing very well.

Love your service.

Stuart
Read Answer Asked by Stuart on December 01, 2014
Q: I'd like to add a Cdn and US tech growth company for a 3-5 year time frame. I own ESL and SYZ. How would you rank OTC, MDA, DSG, CSU, MNW, and ET in terms of potential return? In my US portfolio I own QCOM and GOOG. Other than MU, which you have mentioned before, can you recommend 1-2 other US growth names?
Read Answer Asked by Marc on December 01, 2014
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