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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: I'm interest to add just one REIT to my portfolio and my choice is down to two: AP.UN or CAR.UN.

Dividends growth are nice but I'm more interested in "total return" (dividend + SP growth). In this regard, these two are close in their 5yr. returns, though CAR.UN is 10% better in their 1yr. returns (30% versus 20% approximately).

Which one do you prefer, or there are better ones I should consider instead?

Thanks.
Read Answer Asked by Victor on December 01, 2014
Q: This stock has been behaving quit poorly as of late and with no real news, not sure why. I have been watching for some time for and am trying to determine if this is a good entry point although it is still fairly expesnive - my screen shows a PE of 33X this years earnings. Can i have your opinion.

Thanks as always!
Read Answer Asked by kelly on December 01, 2014
Q: Peter & crew I understand stocks are more easily moved in "Round" lots. If I have only 100k to invest & I want to limit at 5% per stock I'm restricted to buying stock that is 5% of 100k. For instance I've invested in CTC many times in the past; but at the price of CTC now I can't Why don't Ctc et al split so that more Canadians invest in good Canadian companies? What prompts companies to split? Thanks
Read Answer Asked by John on December 01, 2014
Q: Could you please interpret the comments made on the recent results release. It sounds as though there will be little improvement in the share price over the next year, if I am understanding their comments correctly ? If so, it would seem to make sense to sell my shares (1.5% of a diversified portfolio) now and re-invest in something with more potential for growth in the coming year. Is there another company in this sector that you would recommend ?
Read Answer Asked by Alexandra on November 30, 2014
Q: In the wake of the oil price meltdown energy related industries such as drillers, transport companies such as CN and CPR are also down significantly. Rail construction companies such as TRN, GBX, and ARII are all down more than 10 % today. Only company largely undamaged is KLS. I am holding.
Read Answer Asked by Kurt W on November 30, 2014
Q: Peter and His Wonder Team
Just read your update on MCR quarterly report. Today the stock closed at $2.09 I believe and actually bounced at $1.87...I know you are a value investor and in the past have been positive on this stock. So in light of current events...oil crashing and its impact on a service company like MCR I am wondering if you could see this as a reasonable contrarian play. As such I know the balance sheet has to survive until the cycle turns...And do you think tax loss selling could reduce the price even further?
Thanks in advance for your always insightful analysis!
Dr.Ernest Rivait
Read Answer Asked by Ernest on November 30, 2014
Q: Like most questions I have an energy related question. since low prices should be a cure for low prices when do you think it would be a good idea to stop to buy into some positions? say over 2 years is energy a good entry now or wait until maybe late Dec/January after tax loss selling. I want to grab some PRE or what would be your 2 highest recommended energy stocks? many thanks for all you do.
Read Answer Asked by ryan on November 30, 2014
Q: Good Morning
Considering buy AVO if tax loss selling kicks in. What time frame would you suggest tax loss selling will have an effect? Not sure if you offer this advice - but any thoughts on where SP will settle during tax loss.
Read Answer Asked by Randy on November 30, 2014
Q: A number of analysts, such as Patricia Mohr and Don Coxe, see oil going down further over the next few months. (Don Coxe has an interesting analysis: Saudi Arabia wants to starve its enemies, the Shia states and ISIS of oil revenues.) What is your opinion on playing the decline in the oil price by investing in HOD for a few months? Thank you for your excellent service.
Read Answer Asked by Kurt W on November 30, 2014
Q: Given the recent downturn in oil prices, I am looking for bottom-feeding opportunities. I would like to initiate a full position in the sector in a new investment account with a long term horizon (> 5 years). i'm thinking about a 1/3 position in each of oil sands, nat gas, and oil/gas services. What are you thoughts on this allocation, and what top name(s) would you suggest for each? Many thanks for a great service!!
Read Answer Asked by Arvind on November 30, 2014
Q: Peter & Crew I'd like your advice on wja,trz.b, considering lower cost fuel costs. Thanks
Read Answer Asked by John on November 30, 2014
Q: Kelso is involved in the manufacture of components for rail cars related to dangerous products i.e oil and byproducts. Do you forsee any affect from the oil debacle? As ever thanks for the advice.
Read Answer Asked by michael on November 30, 2014
Q: My question is why are you recommending stocks in the oil and gas space and infrastructure space to your members when the chart on oil has been going from the upper left to lower right, i understand you give the cavaet that these stocks could go lower still and there is carnage in this space, but why not just tell your membership to stand back. Isn't it always better to buy stocks on the way up rather than the way down.personally i sold all my oil and infrastructure stocks 6 weeks ago took a loss on all of them, bought companies in other spaces and made it all back plus plus. I just do not get it. Dave
Read Answer Asked by david on November 30, 2014
Q: Good day
What are your thoughts on BMO tactical dividend fund? Could
it be a core holding for a RRIF account?
Read Answer Asked by Howard on November 30, 2014