Investment Q&A

Q: Some reasons for good equity market.Seasonality & 3rd year of mid term election indicate strong Nov to April period.Low interest rate.Increasing earnings growth. Please advise if it is time to invest now?.If so,please provide some appropriate "growth & dividend" stocks. Thanks a lot for your usual excellent advices & serices

Q: Hi Peter & team, In the November 17th edition of Member News you say: "Tim Hortons when its merger with Burger King is approved. The new entity will be classified as a US company". I currently have a position in THI in a non-registered account. Because dividends of US companies are treated as interest, I am thinking of selling THI and replace it by another Canadian company in the same sector. Is it a good idea, may be not? Which same sector Canadian company should I buy to replace THI? Thanks, Gervais

Q: Peter In response to a question about a switch from BTE to Turmoline you advised to the question that you would agree with the switch as you believed that Tourmline had better management.
Would you share what criteria you use in rating a management team?
Kind Regards
Stan

Q: Could you give me your opinion on CWT.UN which represents ~1% of my portfolio. They seem to have reported good results for Q3. In your opinion, are they likely to be impacted by e-commerce over the next few years?

Q: Hi Peter, I have these Mutual Funds in my portfolio and they have done extremely well in this market environment, I wish more people shared they good investments here. While I am at it, would like your opinion of TBE and RMM.un. many thanks, Joe.P Burlington

Q: Hello again your thoughts on Cxi

Q: I Sold my shares of NFSHF, maybe at the bottom, it scared me. I was thinking of switching to NOV calls that expire in 2016 with a Delta of around 90%. Would you have advice. Maybe I should switch to another sector all together. Do you have a recommendation?

Q: The Scotia bank BNS ? What is your rating

Q: Pl advise when is the peak period for tax loss selling for this year. Pl advise how we can track what managers are buying and selling.
Regards,

Q: I have a general question about market portfolio allocations. I am 31 years old and my wife and I have a new born coming. We have from the sale of a property $150,000 to invest and would only change the allocation in the portfolio once in a while to readjust. I was thinking of holding 20-25 stocks.

In your opinion what is a good ratio to put in different sectors for a diverse portfolio. (10% energy, 10% financials, 10% bonds etc....). Also how much should you invest in the US and in the small cap sectors?
Thank you

Greg

Q: Boup Group has proven to be a great investment over the last couple of years. I anticipate that this winter's weather, if we enjoy polar vortex activity, should see some bitter weather and a brisk business for the auto repair industry. However, taking a longer term view, I have to wonder how the technological developments in self-parking, danger alarms, back-up obstruction sgnals etc. will impact the accident rate and therefore the auto repair business.
Would you please comment on these issues and provide your two to five year view of BYD.UN?
With appreciation for your significant support for the retail investor.
Ed

Q: Could you give me your opinion on this company at this time.It pays a good dividend and seems to come off its highs recently.

Thank You

Q: good morning 5i team,

yesterday it was announced RKN received an order from a national corp in the Asia Pacific worth $13 mill. And your reply to my query yesterday re recent results was luke warm but had some encouraging aspects.

On Sept 15 you answered my question with "RKN has potential but has so far been a bit of a disappointment."... "We would consider holding on for one more quarter to see if things look like they will improve and then consider moving on."

As we stand today @ 4.08 with a bit of an upward trend in place, I am under water a little over 15% on a small position.

Everything considered, would you say 1) things have improved 2) it's time to move on or 3) looks like things are/may be improving and to hold on for another quarter.

As always, appreciate everything you do

Gord

Q: Hello Team
I am 79 yrs old and in good health. I have 100k to invest. I do not need this for other than disaster insurance?
65% of money in a RRIF in cash and some BBD.B and CNR stock and 35% of the money is in a TFSA cash and some BNS stock.
Should I be looking to your Income portfolio or the model portfolio or a hybrid of the two as I could accept some risk here.
Thanks
Frank

Q: Hi Peter,

What is your take on WEQ-Buy, Sell Or Hold? The company seems to be moving in the right direction but stock price get slaughtered. Thx Colin

Q: Hi Peter and team, do you think it is time to start dipping your toe back into energy stocks or wait for tax loss season to be over? Which stocks would you pick with the highest upside potential for a tfsa?
Thx Nancy

Q: Hello,
Are you planning to replace Contrans by another name in the transportation sector?
Thanks,
Tony

Q: Read a report on this Reit. (buying properties in Europe)
Your view on this company and this purchase.
thanks for all your contributions to our knowledge base.

Q: Would you sell Goldcorp today at a 20% loss (for tax purposes)with the intent of buying it back in 30 days, or is that getting too cute with market timing?

Q: Thank you for your information on Phillips North & Hager's High Yield Bond Fund. The MER is .087 and the RBF1280 Symbol is shown on their website and is what I used to purchased it on Royal Bank Direct Investing. I tried PHN 285 on their site and it showed no response. The fund closes again this Wednesday.
Thanks again.