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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: Hello Peter & Co,
I own BTE, CPG, HWO, TOU, VET and WCP in the energy sector (10%) of my RRIF portfolio. I'm thinking of selling CPG (some profit) and BTE (some loss) and shifting the proceeds to the other 4; thus keeping the sector weighting intact.
Your thoughts?
Thanks
Tony
Read Answer Asked by Antoine on November 18, 2014
Q: Hello,

Do you have a predetermined number of new reports you try to produce every year ? (understanding that updates to current reports is already time consuming)

With regard to taxes, I never claimed any deductions for the 5i annual fee. Could I add them all and expense it all against 2014 dividend income ?

Thank you


Read Answer Asked by Pierre on November 18, 2014
Q: This stock is rock bottom, and will be delisted from NASDAQ, by Nov.24th. Should I sell or hold.

Thanks.
Read Answer Asked by Vinod on November 17, 2014
Q: Can you please comment about this small company.Likes and dislikes and its potential.
Read Answer Asked by Steve on November 17, 2014
Q: Further comments re: Nov 17 (M S) comment on DRIPs through TD Waterhouse (TDW). Per my phone call with TDW earlier this year, TDW purchases DRIPs either from treasury (ie: at the discount price) or at market price. Below are some examples TDW provided:
Treasury DRIPS: BNS (Bank of Nova Scotia), TD (TD Bank), T (Telus), WSP (WSP Global)
Market DRIPS: AD (Alaris Royalty), CGX (Cineplex), SGY (Surge Energy).
Publish if you wish.
Read Answer Asked by Karen on November 17, 2014
Q: Hi again Peter & Team,

Scotia iTrade automatically factors in the DRIP discount,if one is offered, when an email request is sent. I personally don't bother with a DRIP UNLESS there's a discount!

In response to the comment from MS, all email accounts should be set to "https". This gives me the confidence to communicate with iTrade via email, and fortunately I haven't had any security issues. (I hope I'm right!)
Read Answer Asked by Jerry on November 17, 2014
Q: Hi Peter and Team,

What are your thoughts on BioLife, BLFS
Read Answer Asked by Graham on November 17, 2014
Q: I own 500 shares of Hse and 1000 shares of Wcp in a non-registered account. If I were to sell one of these and add to the other, which would you suggest or should I just hold both for the long term. I do not have to sell. They are both down.

Thank you.
Read Answer Asked by Eva on November 17, 2014
Q: Nice move upwards today.
I need to sell some shares in my RRSP to pay tax bills and I had this one earmarked for the chop. Now I'm wondering if I should hold on for a bit.
The trouble is that whenever I hang on for a further rise after an encouraging increase, the price seems to fall to where it was before.
Was there any news in particular that sparked the rise?
Read Answer Asked by John on November 17, 2014
Q: Hello Team,
I'm trying to decide between FM & NSU. I will be holding it for the long term. Which do you think will have the better upside? Also do you think the dividend is safe with NSU?
Thanks
Luke
Read Answer Asked by luke on November 17, 2014
Q: Hello,
I've been holding HAL for 1.5 years. With their recent acquisition of Baker Hughes (BHI), would it be wise to take my profits and exit?
Thank you
Read Answer Asked by Sunita on November 17, 2014
Q: Further to comments re drips: I really don't like the suggestion of sending confidential financial information via email unless it's encrypted for security (which Scotia trade may well be, i realize). I made a phone call to TD direct investments and they took care of it in seconds. I confess I don't know if they give the discount.
Read Answer Asked by M.S. on November 17, 2014
Q: hi it seems the world is going in the direction of LED lights and lighting systems. I would like to know if you have any thoughts on crs corp or any other manufacturers of LED lighting the may have upside in the markets. thanks again.
Read Answer Asked by jim on November 17, 2014
Q: Yr comments plz re the recent financial news.

Thanks
Read Answer Asked by roger on November 17, 2014
Q: Hi Peter and team,
Will you pl comment on these companies in detail keeping in view the low prospects for energy related businesses? Which one is the buy at current prices or any other name you recommend?
Regards
Read Answer Asked by inderjit on November 17, 2014
Q: Good morning Peter & Team,

This isn't a question. Austin recently asked you how to go about setting up a DRIP for a particular stock. I am with Scotia iTrade, and it's a simple process to set up a DRIP, just by sending an email to their customer service dept., with details of the request - account number, number of shares, and name of stock. They also have a nice feature that indicates what stocks in your portfolio are set up with a DRIP (a highlighted "D" in a circle).

Perhaps other brokers require the client to contact the company's agent directly, but certainly iTrade has made this process really easy.

Thanks for your wonderful service. I am constantly learning and find the Q & A section invaluable.

Read Answer Asked by Jerry on November 17, 2014
Q: I hold HLF in TFSA (approx 15% position). It is down 2% from purchase. I am considering replacing HLF with CCL.B based on your latest report. I am emphasizing growth in my TFSA. Your opinion re this idea ?
Thanks
Read Answer Asked by Terrance on November 17, 2014
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