Investment Q&A

Q: Hello Peter & Co,
9.5% of my RRIF portfolio is in Health/Pharma, consisting of CPH, CXR, GUD, RX and VRX; I also have a position in PLI in my TFSA.
Would PHM be a worthy addition or perhaps a worthy replacement for....which current holding?
Thanks,
Antoine

Q: Hi Peter & Team

If you where opening a tfsa account what stocks would you start with Stocks with growth & dividend increase

Thanks Mike b

Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,

Q: I notice they have just announced a bought deal offering of shares at 1.25 per share. Can you explain how they could offer shares at above the current price. Thanks.

Q: Hi, in your opinion, what are the best books to get a better understanding about a company's fundamentals, especially trying to compare companies to companies in different industries, thanks?

Q: Hi Agent. Would PPL be a good long term investment. Eddie.

Q: I have some money I'd like to add to one or both of Photon Controls (tech) and/or Terra Firma Corp. (Specialty finance).

If you had to choose one over the other with respect to risk/reward, growth and value, which would you choose?

Thanks

Q: I have watching BIN go down for the last six days.I realize that the cause is a downgrade from RBC to 31.00.Do you recommend we ride the stock all the way down to 31.00,sell the stock now or hang on and prove RBC wrong.

Q: I bought some additional QST stocks on its way down so I hold about 5% in my portfolio. Given the recent year-end report and the prospect for 2015, should I sell some or all of the stock or wait until the next quarterly report to make a decision?

Q: Please provide your opinion of zaio corp.(zao).thanks.

Q: Why the drop in Ccl? Is this a buying opportunity?

Q: Would you say that it is too early to start accumulating uranium stocks,DML or URE?
Peter

Q: For a long-term horizon, 20 years, what would be an appropriate percentage allocation to U.S. Equity for a pure equity portfolio? Is International equity also recommended? Thanks for the excellent service!

Q: Hi, Can you please comment on the earning announced after market, today. Looks like a nice beat on Adjusted EPS as well as Adjusted EBITDA numbers, despite revenue slightly below consensus? Also how is weak euro and strong US$ impacting the company, in your view? Thanks

Q: With the many downgrades today, and the stock down sharply after earnings, is it a good time to pick some or should I wait ? I guess the stock will not do much until the next quarter results and while the valuation is cheap and you are positive, there still might be a considerable downside to the stock price in the near term. I would like to avoid buying after the stock price has rebounded. Never too easy but what would you suggest? The fluctuations are in the range of 4-5% which is significant if I can get a feel for the trend over the next two weeks or so.
Regards

Q: I am a bit perplexed with CRH's share price performance post what seemed like a very strong quarter. The Company reported in line with consensus estimates yet the share price has lagged its peers? What are your updated views of CRH? Have you met management? Thoughts on the business and stock would be greatly appreciated. Is this a name you would consider picking up coverage of?

Q: I'd appreciate your thoughts on this ETF. I've owned for a while now, and take comfort in the fact that many of its holdings are positively commented upon by 5i. That and the fact that it may offer downside protection in a market correction.

I thought other members may appreciate knowing this exists, and that some of its holdings include:
BCE; ATD.B; Fairfax; Constellation Software, Metro, Loblaw, Metro, CI Financial, etc, etc.

In fact it might be hard to find a holding within that 5i does not like?

Best,

Cam.

Q: Hi team:
I am aware that this is no longer in the portfolio as recommended
I bought it in the low 30s
It has taken a small rise recently in the last month, is it related to the oil price ? is the dividend still safe ? It would take alot of courage to add more at this point as I have lost some capital, thanks

Q: What is going on with this stock to-day? It is going down a fair bit-insider selling maybe?

Q: I am looking at buying all of the stocks in your Growth Portfolio. We will use all of our funds in our TFSA accounts (around $100K) as well as around $200K in one registered account. Overall we will target your suggested allocation %'s. If we buy all of the stocks pro-rata across the 3 accounts it will result in some pretty small holdings in the TFSA accounts. I was thinking that if we were to hold the IWO allocation entirely in the registered account - and none in the TFSA accounts it would free up funds to allocate to the individual stocks in the TFSA's (and would mean lower holdings of the individual stocks in the registered account). Is this a reasonable approach - I think it means risk and reward potential is higher in the TFSA accounts without the IWO allocation. Any other suggestions or should I just stick with a pro-rata allocation (including IWO) across all of the accounts. Many thanks