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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: Hi, I noticed that you recommended a Vanguard Canadian index ETF called VCE in your answer to another questions. Vanguard also has one called VCN which seems to cover Canadian large, medium and small cap. Which one do you think is better and why? I already own many of the stocks in your portfolio and am just looking to add diversification.
Read Answer Asked by Carla on October 06, 2014
Q: I have some US cash to invest. VZ was a BNN top pick the other day. I am also interested in COST. I would appreciate your opinion.

Thank you as always
Craig
Read Answer Asked by Craig on October 06, 2014
Q: Model Portfolio
I have been out of the market due to circumstances and travel. I am now prepared to re-enter the market and wish to be relatively passive. Since your team do all the research work with excellent returns over-all I want to invest in your Model Portfolio now.

I have questions about the approach to investing at this time.
1) Are you still recommending each and every holding in the Portfolio?
2) Weighting: Should I apply equal weighting per holding at this time?
2) Even though we have had a minor correction, would it be wise to dollar cost average into the portfolio - say between now and ??? mid-December... weekly perhaps.

Thank you for all your great work and I look forward to a response.
Read Answer Asked by Andie on October 06, 2014
Q: HI Team,

I currently own equal weightings in both TDG and WRG. WRG has held up far better than my TDG holding. What do you think about consolidating under just one name? Which one would you suggest better to hold for my exposure in this sector. Alternatively, is PD a better play than either of them?
Thank you
Read Answer Asked by Douglas on October 06, 2014
Q: Hi Peter and team, leading gold mining companies like G, ABX, YRI, K are all trading at multi year low levels. P/B ratios for YRI and K are well below 1. Aren't these companies are deeply undervalued? If so is it ok to have a slight bias towards gold mining sector to seize an opportunity for the next 6 - 12 months.
Read Answer Asked by RAJITH on October 06, 2014
Q: Hi Peter
I belong to an investment club and I was shocked to hear that it could be time to sell this stock . I was told that between the glut in oil and US energy efficiency , it might have had its day . What do you think ? I hold it in my RRSP . Can you recommend a better replacement ?

Candi
Read Answer Asked by Candi on October 06, 2014
Q: HI Team,

Could you provide an update on ESN relative to the safety of its dividend over the next couple of years and if you think the current price range is a floor. Thank you for your reply.
Read Answer Asked by Douglas on October 06, 2014
Q: Barrons magazine predicts that the price of oil will fall to $75.00 or below based on the strong dollar and excess supply. Most experts believe that $85.00 is the floor. Your opinion would be appreciated. Thank you.
Read Answer Asked by george on October 06, 2014
Q: Hi There

I used to own this quite a few years ago and then it was, I'm sure I recall, bought out by somebody and de-listed. Something dramatic happened to the price in early 2012 and has been trading around $6 ever since. I'm wondering if the current company is the same as the one I used to own and whether it is worth picking up again. Thanks, as always.
David
Read Answer Asked by David on October 06, 2014
Q: Hello team -

I am a dividend growth investor. Although Agrium's actual dividend growth has been almost non-existant over the years, recently their increases have been quite impressive.

Are you aware of change in their dividend policy going forward? With a payout ratio of about 53% do you believe their dividend is sustainable in a volatile environment (they seemed to do okay in 2008-09). For a cyclical company, are you comfortable with their debt load and current ratio - 37.5% and 1.3 respectively.

Feel free to advise if any of my figures above are not correct.

Thanks for your opinion.
Read Answer Asked by James on October 06, 2014
Q: PWB is issuing a series of preferred shares. Can I please have your take on what your comfort level would be with these?
Read Answer Asked by Adam on October 06, 2014
Q: Hi,

Your thoughts on Spartan Energy please? I recently purchased shares at 3.90. Would you recommend holding? Do you think the correction in Energy is over?
Read Answer Asked by Sasha on October 06, 2014