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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: PLZ RECOMMEND A CANADIAN DIVIDEND ETF OTHER THAN ZDV WITH LIMITED OR NO EXPOSURE TO THE OIL PATCH.
MANY THANKS

ROGER
Read Answer Asked by roger on December 11, 2014
Q: If you sell a stock in a Tax free account that results in a capital loss does the loss provide you with additional room within the tax free account over and above your annual contributions?
Read Answer Asked by roland on December 11, 2014
Q: Energy and related stocks.
Like me many subscribers are seniors. I have a large holding in the above ( oil, NG, pipe line, services ect.) and am worried.

How do you see 3 TO 5 YEAR OUTLOOK for the above and what factors might play in to a reasonable assumption. How long might it take to balance supply and demand, as many say that $60ish oil will weed out some producers and reduce capex spending on new drilling . I understand that it is impossible to time the market but can you assume a reasonable oil price at sustainable levels of $70 to $80 oil and $4 for NG. any comments would be very helpful.
thanks
Yossi
Read Answer Asked by JOSEPH on December 11, 2014
Q: please give me an update on your thoughts for industrial alliance... the stock seems to be quite volatile on a daily basis!!
ed
Read Answer Asked by edward on December 11, 2014
Q: Hi Peter and 5i Research Team, Can you please advise on the outlook for US retail and specifically for Kroger. Would you consider it a buy here?
Thank you. Linda
Read Answer Asked by Linda on December 11, 2014
Q: Hello Peter & Co.
Financials represent 7.6% of my portfolio; it comprises BNS, EFN, HCG and TD. I have room for one more holding and hesitate between SLF and ZUB.
Your input is always most appreciated
Tony
Read Answer Asked by Antoine on December 11, 2014
Q: Peter, I know that if you sell a stock at a loss you must wait 30 days to buy it back to avoid the artificial loss rules. But if you sell a stock with a gain to offset losses, can you buy that stock back right away without any tax consequences?
Read Answer Asked by Ken on December 11, 2014
Q: As you have been pointing out in your excellent answers to so many questions, the stocks of some fine Canadian companies in the non-energy and non-material spaces have been hammered in the current rout. I would like to take advantage of this opportunity to buy some fine companies at bargain prices. Generally I hold most of the companies in your model portfolio; I am over-weight Amaya and Constellation Software. Could you please identify 5 non-energy and material stocks which you consider to be bargains at this time? Thank you.
Read Answer Asked by Peter on December 11, 2014
Q: do you see anything fundamental to have affected the utilities

Is it ok yo buy some ETFs at the levels?
Read Answer Asked by Behrouz on December 11, 2014
Q: Could I please have your thoughts on the direction (down) of this fund and whether it is likely to continue. I have held it for years and am now slightly underwater on it - but do not want to lose more.
My objective right now is to raise cash to hopefully take advantage of buying opportunities in some of the areas that have beenb brutalized.

Thanks.
Read Answer Asked by Donald on December 11, 2014
Q: (sorry, i was unable to enter thus question without entering a symbol)
Would you please comment on 3 things... 1 What industries in Canada other than airlines will most benefit over the next while by the drop in oil..2 same question for US market and 3 what foreign country etf ( eg,EWG? ) would most benefit by the drop in oil?
Read Answer Asked by lyle on December 11, 2014
Q: Of all the A-B companies you cover, could you indicate one or two in each rating category (A, A-, B+, B) that you consider to be the best "bargains" at this point. By best bargain, I mean considering risk/reward profile, you look at the share price and say, "Wow, I can't believe that this stock is trading at that low price." (I'm guessing: (A: Stantec), (A-: BNS), (B+: GIL or BAD?), and (B: NAL or ACQ?) What say you? Others?

Also, if possible, of all companies at any rating level (A to B-) on your "watch list," could you indicate one or two similar bargain companies? Energy sector included.

Thank you,
Cheers
Read Answer Asked by Gordon on December 11, 2014
Q: Good Morning, CSE now yields 8.25%. Any risk to dividend cut? Do they have any material exposure to the energy sector? I have a small weighting and am thinking of adding more to my income portfolio.
Read Answer Asked by Robert on December 11, 2014
Q: Hello Peter & Co.
I hold AVO and am down 45%, I also hold BDI and am down 58%. VET is down 26%, QST down 16% and PEY also down 16%.

I have a small capital gain this year. I'm thinking about unloading these (for sure AVO and BDI, not so sure on the others)and investing the proceeds into my S&P500 ETF VFV, to increase my US exposure and eliminate the dogs in my portfolio, also helping with my tax situation. What's your philosophy on selling the dogs and tax loss selling in general?

Read Answer Asked by Andrew on December 11, 2014
Q: I hold both SPB(in your income portfolio) and WCP(in your model portfolio). Do you still support both of these companies? Are their dividends secure? Is there any news regarding each of them or are their respective pullbacks just part of the energy collapse as of late. Would you suggest I continue to hold them? Thanks, as always for your valuable guidance.
Read Answer Asked by Les on December 11, 2014
Q: Are there any CDN or US ETFP's that you like for small cap or large cap exposure? What if one enhanced them with specific stocks to increase specific sector exposure?
Read Answer Asked by Gregory on December 11, 2014
Q: At what price do you see a barrel of oil bottom out at??? and when
Read Answer Asked by Eddie on December 11, 2014