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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: May I please have your advice on what stocks to add to the following (beginning, <2-yrs) portfolio, and/or other recommendations.

My time horizon is 10+ years, although with draw-down expected to start in 3-5 years. Low risk tolerance (except for one "mad money" stock as will be evident!). Strong leaning toward dividends with DRIP wherever possible.

KBL 14%
WSP, DH 13% each
CSS 12%
CPX, PKI, NA 10% each
AM 8%
WJX 6%
TCK.B 5%

I know it's "mad", but I'm interested in keeping the AM for the time being.

I'm needing to redeploy the CSS proceeds into probably 2 stocks, and am leaning towards AFN & CSW.

Thank you folks for all you do, and for any advice you are able to offer here within the constraints of the Q&A format.
Read Answer Asked by Lotar on November 16, 2014
Q: Hello and thanks for your amazing service. I have a question regarding HWO and WCP. I own both companies since end-Aug 2014, and they are down quite a bit from Aug levels. I still like their dividends/fundamentals at current levels and thinking about doubling up my holdings in these two. HWO and WCP combined are approx 1.5% (0.75% each) of my portfolio. My current [direct] exposure to oil is about 12%. Would you recommend to double HWO and WCP at these levels? Is their dividend safe if oil dips to $65-70 level? I am fine holding these stocks for 3-5 year term...
Thanks.
Read Answer Asked by Michael on November 16, 2014
Q: I bought Argent EN-B CV 6.5% 31 Dec. 18 I paid $9000 and it is down 39% since purchase. Will I still get all my money back at the maturity date? They are still paying the interest each quarter. I assume if they go bankrupt I won't but what if they stay solvent.
Many thanks, and I will keep recommending people to your site.
Sincerely, Al
Read Answer Asked by Al on November 16, 2014
Q: Hey folks, I've held DCI for a while now because I have confidence in their management, but despite three good quarters the stock price just won't move much. Could I get your comments on their latest quarterly numbers, and whether you would hang in there with this stock. Thanks.
Read Answer Asked by Noel on November 16, 2014
Q: I have a balanced portfolio with the exception of being overweight in Precious Metals which I want to reduce by $150K. Which of the 3 would you sell (or would you sell an even amount in each) and what stock(s) would you buy with the proceeds based on current value and 1-2 yr potential.
Read Answer Asked by Sandy on November 16, 2014
Q: Hello Peter
If i have am correct that the US congress has approved the Keystone pipeline , then what are some canadian companies/ stocks that might benefit from this approval if any ?
Thank you in advance for your feedback.
Claudio
Read Answer Asked by claudio on November 16, 2014
Q: What is your current opinion after the latest quarterly report.Possible long term hold for income?
Read Answer Asked by John on November 16, 2014
Q: AQN announced earnings on Friday. Judging from the sell-off, they apparently underwhelmed the street. However, reading them over myself, they seem to me to be more or less as expected. I still see a compnay that is growing a dividend (now in $USD!) which is reasonably well-covered with cash flow. Emera appears to have some faith in the company as they recently increased their share ownership. I have been a holder for several years. In your opinion, was the earning report a red flag or more likely just a bump in the road ?

Cheers
John
Read Answer Asked by john on November 16, 2014
Q: Would like your opinion on gxe latest quarter and the reason for the stock price drop. Your forward looking outlook.
Read Answer Asked by kenneth on November 16, 2014
Q: Hi Peter and Team,

what are your thoughts on Payment data systems? i know its a small market cap, however, their growth and the cash and cash equivalents of 60M vs their market cap of 19M makes no sense to me. am i missing something?
Read Answer Asked by Graham on November 16, 2014
Q: I have small positions in CFL (-30%) and OR (-2%) that I am thinking selling. I am also looking at increasing my positions for CHW, DR, HWO, PRW and KLS. I am a long term investor and can handle risk.

Looking at the basket above, do you recommend selling CFL and/or OR to invest in CHW, DR, HWO, PRW and/or KLS ?

Can you also rank CHW, DR, HWO, PRW and KLS for long term growth ?

Thanks !
Read Answer Asked by Etienne on November 16, 2014
Q: Peter & Co. I am building a basket of small cap bioteck stocks. I currently have modest positions in Cipher (DND), Knight (GUD) and ProMetic (PLI). I am lookin to add a couple more small positions to this group. I am considering Nova Research (NRI) and Intellipharmaceutics (I). Do you consider these two companies as appropriate selections for an investor with high risk tolerance or would you suggest other names?
With appreciation for your great servicee.
Read Answer Asked by Ed on November 16, 2014
Q: Where can I find the TMX sector category for a given company? And would you consider giving your categories when you do a company report? Thanks.
Read Answer Asked by M.S. on November 14, 2014
Q: I am a retired Dividend-Income investor and need to bump up my asset allocation in the Industrial-Tech sector.

I have narrowed it down to WSP and ET from your Income portfolio. ET looks good but seems fairly illiquid. WSP appears to have better metrics than ET (P/BV, P/Sales, upside based on Globefund summaries), but the beta is a little higher. Additionally, RBC has WSP as overvalued.

I like to give a stock time to run and have a healthy dividend. What are your thought on buying WSP vs ET at this time?

Thanks for your great service.
Steve
Read Answer Asked by Stephen on November 14, 2014
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