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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: Would you please give me your opinion on Bird Construction?
Read Answer Asked by Anne on September 29, 2014
Q: Do you see hzu as a good straight forward proxy for silver prices. And if so, how does the internals work to follow accurately those prices. Any lag? Any derivatives that could cause wild changes?.
And if I may, could you rank Silver Gold and Platinum in order of preference.
Thank you
CDJ
Read Answer Asked by claude on September 29, 2014
Q: Would you have any recommendations for the most cost effective method of protecting an all equity portfolio from 10%-15% downside market risk? Specifics would be appreciated.

My non-registered portfolio primarily consists of large cap US and Canadian companies.
Read Answer Asked by Arneh on September 29, 2014
Q: Dear Gentlemen,
I want to increase my Income PF.
Your opinion on Aston Hill VIP Income VIP.un
Any better suggestion for high income.
Thanks
Best Regards
Read Answer Asked by Djamel on September 29, 2014
Q: Hi Peter

Is it finally time to buy CGL and SVR or is there still more downside coming? Or,is it better to buy the larger US versions GLD and SLV because of the rising US dollar? Do you see the dollar hitting 85 cents or lower?
Read Answer Asked by RANDY on September 29, 2014
Q: Is this a good time for a purchase for a 1 year hold? thanks
Read Answer Asked by chet on September 29, 2014
Q: Hello 5i,
My strategy is to buy and hold dividend paying companies for the long term and I’m currently looking to pick up another financial company for my portfolio. I already own 12 companies in this sector, which of the companies listed below would you chose.
Mercury General Corp (MCY), Oritani Financial Corp (ORIT), HSBC Holdings (HSBC), Banco Latinoamericano de Comercio Exterior (BLX).
Thanks,
Read Answer Asked by Mark on September 29, 2014
Q: Hi Peter & Team,
Re: Drone Manufacturers / UAV-UAS

I have found these big manufacturers of UAV-UAS:
1) AeroVironment, USA (“AVAV”- Nasdaq)
2) Aeron Labs, Waterloo, On.
3) Prioria Robotics, Florida
4) Aerosight, Oregon
5) Textron (NYSE - “TXT”)

Questions:
1) Do you see future growth in using drones (not just military use)?
2) Is it too early to get into this area?
3) Which company would you recommend? (I guess my list is partial)
Read Answer Asked by Morris on September 29, 2014
Q: CCL Industries has been quite volatile, lately, unlike for its business characteristics (packaging).It did n't participate in Friday's bounce after previous sell off. INK has reported that insider selling has accelerated in this company. My average purchase price is just where it's currently trading. Should I hold on or move to names like Inter tape Polymers for higher dividend and growth? Thanks
Read Answer Asked by rajeev on September 28, 2014
Q: Hey Team

Your comments moving forward please.

Thanks for all you do

Gord
Read Answer Asked by Gord on September 28, 2014
Q: Hello Peter and team,

Tax loss selling season is two months away. What good companies do you think will be “popular” tax loss selling candidates in 2014? What criteria would you use to predict this? I know that portfolio managers like to clean up their portfolios before year end: how would they choose what to sell so their portfolio holdings don’t look so bad?

I think the list could include ACQ, AVO and BAD. They rose quite a lot in 2014, and have come down quite a lot as well (more than 30% from their peaks this year). I have waited months and months for an entry point in these stocks, and think now is a good time, but I can wait another two months as it may be the same or a better opportunity during tax loss selling season.

I don’t think a stock like IPL would be a popular tax loss selling stock, the trend has been mostly up in 2014 with some minor dips along the way.

I already nibbled on AVO in June on its way back up (so I thought), but I am now down 20% as of Friday.

I am sure that there will be some real losers or speculative stocks that investors will sell. However I am interested in “good companies” that investors overpaid for (e.g. $40+ for BAD, $80+ for ACQ) that investors would just sell to create a loss to offset gains elsewhere.

Your comments please.

Paul J.
Read Answer Asked by Paul on September 28, 2014
Q: Hello, what would be your top 5 picks for medium to high risk at this time?
Thanks for your valued opinion
Dave
Read Answer Asked by Dave on September 28, 2014
Q: can you suggest a good way to invest in US dollar strength for Canadians as in uup or a convienent alternative.Thank You.
Read Answer Asked by rick on September 28, 2014
Q: Gord recently asked about Sprylogics. The reason for the 40%+ mid-day jump on Sept 24 was related to Bruce Campbell's comments regarding the company on BNN. His firm owns 10% of Sprylogics.
Read Answer Asked by Brent on September 28, 2014
Q: Hi Guys
What is your opinion of Loews corporation, and do you feel their subsidiaries ,CNA Financial, Diamond offshore, Boardwalk, Highmount exploration, and their Hotel chain were
good acquisitions and lastly do you find this an attractive entry point for a long term hold.
Read Answer Asked by Gordon on September 28, 2014
Q: Amaya went to 37$ recently, and seems rather volatile. In a TFSA, would you advise 'timing' the market ? Now it is at 32.70$, 11% less. It seems to make sense to do some market timing for 10% or over with no tax consequence. Same principle for a RRSP. Do you agree ? If not, exactly why ? It seems to work with volatile stocks (with no tax consequence).
One might argue that AYA being quite volatile, it might jump much higher in no time, and timing the market is always a risky game. Would you use this argument (and again I would stress that this seems useful only when there is no tax consequence) ?
Read Answer Asked by Serge on September 28, 2014
Q: Hello,
For the past year I've held a position in KORS which has done well but the last earnings report indicated slowing sales and weaker margins. Also, the technical chart doesn't look very promising and I'm considering selling. Any thoughts on this company?
Thank you
Read Answer Asked by Sunita on September 28, 2014