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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: With the focus on OPEC and oil prices, one pundit suggested that there are a number of companies operating in the marcellus and also shale plays that will be "just fine" even if oil goes as low as $60-65.

I would appreciate your 3 favorites that would fall into that category, assuming that you agree that they would be '"fine" at those bottom of the barrel prices.

Thank you.
Read Answer Asked by Donald on November 27, 2014
Q: I am looking for 2 or 3 of your favorite stocks for growth, timeframe 6 months.i own pli, nuvo,gud, and gilead in u.s.also own amaya couche tard auto canada among others.
I know your time frame is longer, i can handle the risk, just give me your favorites , no oil or infrastructure please. Thanks dave
Read Answer Asked by david on November 27, 2014
Q: I need to invest in the health care sector to balance my portfolio. I'm retired but able to accept some risk. I would appreciate some growth and income from the sector. That being said, should I invest in Valeant, Johnson & Johnson or Gilead. OR would the 3 make a balanced basket of investments? Are there other investments in this sector that might meet my needs? As always, thanks in advance for your much appreciated advice.
Read Answer Asked by Les on November 27, 2014
Q: Hello Peter & Co.
Could you give me your insight into Clark please.It looks quite good on most metrics.
Thanks
Dave
Read Answer Asked by Dave on November 27, 2014
Q: Hi Peter and Team,

Some thoughts no Mattersight please, MATR
Read Answer Asked by Graham on November 27, 2014
Q: Hello,
Can I please get your analysis on exco's Q4 results. Did they meet or exceed expectations and should I continue to hold or even buy more shares of Exco?
Read Answer Asked by Scott on November 27, 2014
Q: Terra firma reported today, what do you think of their results and this company going forward. thanks
Read Answer Asked by don on November 27, 2014
Q: Hello, I own BEP.UN as per your portfolio but noticed the other two Brookfield companies look good BIP and BAM. Did you choose BEP because you feel it the strongest of the three or because id the sector? Would you recommend owning all three and if you had to narrow it down to two which would you choose? I like BEP because of the dividend. BIP also has a good dividend but BAM has a much smaller one.
Read Answer Asked by Carla on November 27, 2014
Q: What do you think of the strategy of moving some of the money from my small caps that have done well over the last 1-2yrs and gradually parking the money in this ETF? Is the dividend safe and what are the downside risks?
Read Answer Asked by John on November 26, 2014
Q: Hi,

My portfolio is low in consumer staples. ATD.B is the only stock I own in this sector. I owned loblaws in the past and due well on it but felt the p/e was too high do sold. Csn you suggest one or two holdings I could add to my portfolio for this sector, preferably ones with decent dividends?

I also have no health care exposure, can you recommend one or two names?

Thanks,

Carla
Read Answer Asked by Carla on November 26, 2014
Q: I'm wondering you're opinion on RE. The stock has absolutely tanked with the recent downturn in energy. Is there a concern about debt in 2015? This stock seems to be getting hid harder than most in the sector. Thanks.
Read Answer Asked by Ian on November 26, 2014
Q: I own surge energy (Sgy) for growth and dividends and would like to own whitecap as well because of your recommendations
As well, on advice for stable dividend to ride out whatever the price of oil might be I just bought HSE (which immediately went down in price more than the declared dividend) however, listening to 'experts' opinions on oil prices into the future, I pose this question:

Would it be more wise to avoid this sector altogether now and wait for it to go very low (as some predict) and perhaps even bail out of this sector altogether until it proves that it can gather more steam?
Thanks
Read Answer Asked by lyle on November 26, 2014
Q: Hello Peter & Co,
6.3% of my RRIF portfolio is in this sector (HWO, TOU, VET and WCP).
Given the turbulence in this sector, I have 2 options:
1) sell my holdings and absorb a 7% loss (impact of 0.4% on the portfolio); buy holdings back after the dust settles
2) hang in there, grin and bear. However, given the supply situation, prices a year from now could very well be as low as now.
I have a strong feeling that you would lean towards option 2
Thanks in advance,
Tony
Read Answer Asked by Antoine on November 26, 2014
Q: If I can get COS at 16.75 would it be a good long term buy(3yrs). I would be buying it for the dividend and is the dividend safe for the long term?
Read Answer Asked by Cathleen on November 26, 2014
Q: The ex dividend date is Nov 26.2014, the date of record is No 28. If I sold the stock on the 26th who gets the dividend.
Read Answer Asked by Jean on November 26, 2014
Q: Good morning Peter and Team, What are your current thoughts on CAR.UN? As an anecdote, we live close to several of their properties, and they appear to maintain them reasonably well for rental buildings. Their 5% discount on DRIP'ed shares is also attractive. Alternatively, are there other investments in this space that you prefer? Thanks in advance for your guidance.
Read Answer Asked by Jerry on November 26, 2014
Q: In response to Dennis Mcv comments on brokerage permissions.
I understand that brokers/bankers can only loan out your shares for short selling if they are in a margin account. So they tell us!!!
I think the only way to ensure that your shares are not short sold is if you hold in your hands the physical stock certificate. but who does that today. I have always believed that the practice of short selling is not a good thing and is destructive by its very nature.
Read Answer Asked by Peter on November 26, 2014
Q: Hello Peter & Co,
I'd like to know which energy producer ( one in oil, one in gas) you would choose to invest in (one with yield, one without yield).
Thanks,
Tony
Read Answer Asked by Antoine on November 26, 2014
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