Investment Q&A

Q: Hi Peter,

Again, just a recent subscriber. I noticed last week your response to another subscriber about some small cap US stocks that you might like.

Of the suggestions, I did some of my own research on TCON and MNST and bought positions in both. Tcon is up almost 50% and MNST is up approx 20%. As you suggested they are spec positions so I took relatively small positions in both. Nonetheless those trades alone will pay for your service for the next 10 years

First, thanks for the great ideas.
Second, why don't you guys start a small cap US growth research service? The variety of stocks for you to recommend is extremely broad.
Thirdly and lastly can you suggest any other small cap growth in the US that I can research?

Much appreciative

Q: I am thinking that it is time to own a transportation company to take advantage of low gas prices and improving economies. I know that you like both of these companies, so I am wondering if there is something to suggest buying one over the other? Both seemed tied to North American economic growth although perhpas Cargojet may have some international business so I am thinking that this is an apples to apples comparison despite the different modes of transportation provided. I have a preference for company that could be a long term hold with a growing dividend.

Appreciate your thoughts as always.

Paul F.

Q: Good morning. I would like some help with my TFSA. At present I have CIX (+5%), FTT (-15%), and VET (-26%) and cash. Total value is 30K with 12500 in cash.
After reading through your TFSA questions I am tempted to sell all holdings and buy new holdings. (ie time to let the losers go and place money into your recomended stocks with good growth potential)
I am 53 year old with a non registered acct holding blue chips and your model portfolio.
Your help is greatly appreciated.

Q: Hi Peter.
What is wrong with WIN? Essentially no debt, huge amount of cash on hand (+100 million) and they just increased their dividend (yield above 6%). What am I missing? Should I buy more in my TFSA? Thanks.

Q: I saw your recent answer on FAP. Do you have any ET to recommend that give off shore exposure to the credit market? I would seem to me that some exposure to this sector would be important for diversification of income sources. FAP does fill that bill. I don't own it but am tempted by the yield (as you say).

Q: Hi Folks,

Recently, CVE did a dilution bought deal for up to 1.7 bil @ 22.25 underwritten by TD and RBC. Currently holders of this deal are under water by almost a dollar. What do you make of this and from your experience when institutional holders make a bulk purchase of shares and then the shares tend lower initially, is it simply that these new shares are washing through and hence the lower price reps the increased volume. From an outsider perspective, the current price looks interesting to me with oil making a bottom formation. Thank you.

Q: Hi Team!

From the model growth portfolio which stocks are considered small cap?

Thank you and great service!

Q: Good afternoon,
MNW is down substantially today. I assume this is related to the news about the Mavenir. May I have your views upon this transaction and MNW at the current price level? Thank you.

Q: Why is there almost no trading on ENL?

Q: Do you think the weakness in MacDonald Dettwiler (MDA) recently could have anything to do with the US Homeland Security funding uncertainty?

I have here 2015 eps estimates at $6.36 giving MDA a p/e of just over 15, which looks pretty attractive to me considering eps growth is supposed to be well over 10% a year for the next few years, at least.

Q: Hi Peter. The conference on Saturday at Four Points was most informative and fun. Thanks for putting it on. My question relates to playing the Japan market. Would you recommend a Canadian ETF that would give adequate exposure, or alternately and US ETF. Thanks

Q: Hi.. would you say that NYX Gaming Group is the same as AYA.to or are there any differences?? Thanks

Q: Elkwater resources did a reverse stock split and changed their name to Striker .
SkX share are at 2.10 this morning. I'm confused.
Can you explain a reverse stock split and the benefits to the shareholder

Q: acq down over 3 on no apparent news, would you buy more in here, i have a decent position but the risk does not bother me. dave

Q: I am looking to add some of the names that you cover. In your opinion - which 5-10 names offer the best potential for price appreciation over the medium to long term.
Many thanks

Q: Your thoughts on these trades?•
. Sell SODA
• Sell HCG and replace with IAG
• Sell WTE and replace with CNR
• Buy GOOG and CBS

Q: I was thinking of selling Citi for Wells Fargo??

Q: Your thoughts on this trade? • Sell ALA and PPL. Use ½ the proceeds to add into BTE and CPG, and the other ½ to Buy SU

Q: I've been re-balancing my portfolio over the past 2 months, thank-you for all your guidance.
I need one more stock and then I can sit back and watch my portfolio's performance over 2015. But, I'm stuck on finding that last one stock.
I need a U.S. Industrial stock with a divdend, I'm looking for Income with a 2-3 year timeframe.
I know you don't specialize in the U.S. market and understand if you are unable to answer my question. In that case maybe a member here on this board could throw out a couple of names that I could research on my own.
Thank-you for all your help. And, thank-you to the other members here, your questions and 5i's answers has greatly increased my investing knowledge, I hope my questions have in turn assisted you.
Deb

Q: Hello Peter & Co,
I am 72 years old and hold a RRIF portfolio; I consider that my Cash/TFSA positions are not material for this exercise. I'm also a recipient of CPP & OAS. The PV present value of that stream of income invested at the same rate as the indexation rate for the next 20 years is roughly $360,000, which is nothing to sneeze at. I would feel comfortable with a 50/50 Equity/Fixed Income allocation for an acceptable way of preserving my capital. Do I consider the PV amount of CPP/OAS as a "fixed income" component of my overall portfolio? or would it just be considered fictitious, thus separate from my RRIF. The math would be quite different in each case; or should I go with my own "comfort zone"?
Your opinion is most valuable; I also welcome the opinions of my fellow members.
Thanks,
Antoine