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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: H guys,

For 2 years I've been trying to get my conservation 50 year buddy into buying good Canadian blue-chip dividend companies without luck. Ultimately he decided to move his investments from a local under performing asset company to dundee wealth. Here is the email he sent me:

"I pulled the trigger and pulled my money out of the investment company I was using and put it with a new guy. I was honest with him and said I would like to be as modern as possible and he seems quite flexible so far. I have my money in transit right now but next week I will be meeting with him and reinvesting most of it into mutual funds that he and agree to.
I am also going to invest a small portion into some kind of ETF(s) or stock(s).

Right now I am gathering any information or opinions of what are people's top 5ish successfully performing mutual funds in their portfolios that have performed well over the last 5, 10, an/or 15 years. And that they are sticking with in the future so far. I have heard of two mutual funds that sound good so far: Mawer (Keeps receiving a lot of awards) and Edgepoint (Is run by the old Trimark gurus. They left Trimark and started Edgepoint)
As it stands now I may be investing in both of them and their Canadian Equities and Global Equities funds equally. Example; Mawer Canadian Equity and Global Equity and Edgepoint Canadian Equity and Global Equity
Any opinions if this is a good idea or not?

I am writing to get your opinion and/or that of your Investor Manager friend.
Is there some better Mutual Fund options out there?

I am also looking for your opinion of your top 5 stocks and/or ETFs (long term) that you have invested in and plan on leaving it for 5 -10 more years. I will be dabbling a bit in these areas.

If you don't have an opinion or don't feel like sharing it, no problem. You are welcome to pass this email on to anyone that you feel may give me their opinion.

I understand that you would only be sharing your opinion and would not be recommended anything so you should not feel responsible if something turns into a dog.I would take your opinion and then research it and see if I liked it or not so it could become my own."

Any thoughts? Thank you. I appreciate you time and effort on this one.

Brent
Read Answer Asked by Brent on July 28, 2014
Q: WPK (winpak) - your thoughts on results please. Thanks much!
Read Answer Asked by Hussein on July 28, 2014
Q: MDI - Major Drilling Group

Hi Team, the last opinion on MDI was September 2013. What is your opinion now please.

Thank you. Michael
Read Answer Asked by Michael on July 28, 2014
Q: Hi Peter & Ryan,
I hold 100 shares of Keyera in my TFSA and it is up substantially. I am curious as to whether you think it might have the potential for a stock split should the share price continue to climb and what impact that would have on the dividend (since I bought it for the dividend in the first place). I know the Canadian banks are not adverse to stock splits and we also saw it with Badger. Not too sure how Keyera would view such a move. Any thoughts?
Thanks as always!!
Cheers,
Mike
Read Answer Asked by Mike on July 28, 2014
Q: Hi team, I am looking at buying 1000 shares XSQ for my kids RESP( this would represent a 15% weighting). I will need the money in about 7-8 years. I have several individual Canadian corporate bonds already in this account dated between 2016 and 2021 (30%), as well are large positions in FIE and XTR (40%). I can't decided whether to add this as a new position or just add to XTR for the added returns to help offset any inflation. Thanks for your time.
Read Answer Asked by Ray on July 28, 2014
Q: Disappointing article on M/F’s. Top performing funds for 3 yrs that barely missed the top quartile in the other year would be eliminated by this filter. (Aside: I’m not a fan of MFs but don’t like bad analysis.)
Read Answer Asked by Bill on July 28, 2014
Q: Dear Gentlemen,
Can I say that all stocks I5 follows are in the I5 Summary spread sheet ?
Thanks and Best Regards
Read Answer Asked by Djamel on July 28, 2014
Q: Is there a free website where I can see all the previous days closing prices of TSE stocks? Thanks for your time.
Read Answer Asked by Tina on July 28, 2014
Q: Brilliant Peter and his Wonder Team
I am not a Gold Bug by any means. However because of global financial fundamentals I can see gold returning to test $2000.00 per ounce within the next 3 years. In any event I do want insurance and do not want to participate in the 'herd panic' if things become unstable as we enter unchartered waters...when they have to stop printing money and inflation begins to return.
I do believe Gold will comeback into favor. If Gold is near a bottom I think it is a good time to buy because the risk is low and the reward high. What I mean is...even if Gold rises slightly in three years I will not loose money and probably make a little. Concurrently if our fears materialize Gold may save me. My question...What is the highest % of Gold should I have in my portfolio and still maintain diversification. Please keep in mind my strategic thinking. Also how many gold stocks should I have? If you think I am misguided do not hesitate to be direct ...I always value your insights and recommendations!
Respectfully
Dr.Ernest Rivait
Read Answer Asked by Ernest on July 28, 2014
Q: Hi Team:
I can't remember the exact date but I do recall your research giving Carfinco (CFN) a "B" rating. The stock has not been performing well lately. Have you changed your
rating & or opinion on the Co.
Thanks: Jerry


Read Answer Asked by Jerry on July 28, 2014
Q: September is near and the market is near all time high. I would like to hear your ideas regarding protection for Canadian stock portfolio.

What do you think of ETF HUT. Would you recommend using it and if so, what amount one needs to buy for protection of $100K portfolio. Thanks Peter.
Read Answer Asked by Shah on July 28, 2014
Q: GUD versus VRX. Which one would you invest in today if given the choice and why? Or is there another health care stock you prefer? I already hold CXR. Thanks as always.
Read Answer Asked by Christopher on July 28, 2014
Q: I am putting 31 000 into my wife's TFSA investment account. Perhaps 5 different stocks from the Model Portfolio which will result in growth and also garner dividends. Which 5 would you recommend and should it be all done at once or over a period of time? Thanks
Read Answer Asked by Dennis on July 26, 2014
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