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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 and the team,

I hope you have had a restful week end. Reviewing my portfolio I noticed that I am under-weighted in IT sector (about 3% holding GIB.A), and am thinking to add either CSU or OTC. What do you suggest between them based on risk/reward point of view, or you have other name to suggest for one to two years of holding time? Thanks,

Lin
Read Answer Asked by Lin on January 26, 2015
Q: Where do you guys see the canadian dollar your thoughts up or down and if my etfs should be unhedged if you see lots of downside thanks awesome service
Read Answer Asked by jason on January 26, 2015
Q: Hi, I have minimal healthcare exposure and am looking to increase my holdings in this sector for diversification. Wondering what your top picks would be in the healthcare space within Canada for the long term? I am interested in either an ETF (XHC,ZUH,FHH) or specific Canadian healthcare stocks).
Read Answer Asked by Cameron on January 26, 2015
Q: Boston Pizza has a royalty income fund that pays a generous dividend. Pizza Pizza and A&W have similar funds, also with generous dividends. What's your opinion on these funds, are they fairly safe and what do you think of the sector?

Thanks
Read Answer Asked by Charlie on January 26, 2015
Q: I would like add some good to my portfolio, what would you suggest, a golkd company or bolluion or etc? We had a bad experience with gold companies during the drop in 2013 so am a bit shy of producers. I have some USD so would also like some stocks that treads on NYSE.
Thank you
Read Answer Asked by Nancy on January 26, 2015
Q: Entrec has recently announced their business plan. Currently represents 2% of my portfolio. I am a long term investor and wondering if I should exit my position or hold. Would appreciate your thoughts on the company's future prospects.
Read Answer Asked by John on January 26, 2015
Q: Could you please update me on Sierra Metals, I bought some about 1 1/2 years ago after asking you about it. It has fallen a lot today and in checking out I see a lot of negative comments about Alberto Arias (chairman and big shareholder) the comments are about his involvement with the Brazil Colossus mine where he was involved. Are the comments (on stock house billboard fair or just a disgruntled ex shareholder mad about loosing $) the stock looks good to me on Thompson Stockreports+. Thanks (Should I dump it or buy more).
Read Answer Asked by Doug on January 26, 2015
Q: Good Morning Peter, Ryan, and Team,
My wife has Glentel shares in her RRSP account which, incidently, closely mirrors your Income Portfolio. Fortunately I had not yet purchased BCE shares for her account so the takeover of Glentel by BCE worked out great. Should she elect to receive all BCE shares in the hopes that, at the very least, she will get half shares and half cash ??? I really value your opinion on this subject. Thank you very much. DL
Read Answer Asked by Dennis on January 24, 2015
Q: Regarding Evertz Technology: Frances Horodelski mentioned it in the morning as a rumor or as listed by someone as a possibility of it being removed (same with High Liner Food).
Read Answer Asked by john on January 24, 2015
Q: Just a comment to confirm that ET is removed fr the Can.Div.Aristocrats index
Read Answer Asked by Peter on January 24, 2015
Q: I heard today on BNN that it is being removed from the Cdn Dividend Aristocrats ETF
Read Answer Asked by Gerald on January 23, 2015
Q: Why would Imperus halt the stock just to announce that they paid a 2nd installment to Vast? Is there more here than meets my eye, or was this an unnecessary halt? Would this account for why the stock was stronger the last week?
Read Answer Asked by Kel on January 23, 2015
Q: What is happening with ET, as it has dropped a bit this week? I am considering buying as it is in your income portfolio.
Read Answer Asked by Ken on January 23, 2015
Q: Down appreciately recently. Rumors of cash raise. Would it be a move to sell and look to pick up at discounted price when capital raise announced? Do you have overall update of going forward potential?
Thanks
Read Answer Asked by richard on January 23, 2015
Q: I realize this may be outside your coverage universe but here goes. I am initiating a position in ANFI. This Indian foods producer has plummeted and yet seems reasonable by all relevant metrics. Moreover they would seem to have some structural tail winds. They look like a true value proposition in a somewhat pricey equity environment. I see no cogent reason for a 50% loss in share value. Your thoughts are appreciated.
Read Answer Asked by Alex on January 23, 2015
Q: Hello,
I was doing tax loss sale in December and you suggested replacing TCK.B with FM. As you were recommending this stock before (and as a better company than TCK.B), I replaced TCK with FM but the stock started going south rather rapidly. It is about 3% of my portfolio and I am now down about $10K on this stock since my purchase on Dec 11. I am wondering whether I should patiently wait for recovery (I noticed that you added FM to model portfolio), sell it and take a loss, swap back to TCK.B. etc. What do you recommend? What are your short term and long term projections for this stock?
Thanks.
Read Answer Asked by Michael on January 23, 2015
Q: Sensing 5i's eroding confidence in Surge, I have sold my shares (even though you have recently suggested holding). Now I have zero allocation to the energy sector. I want to get back in on more solid ground. Can you suggest two stocks and a methodology for easing back in? Your persistence in recommending a full and proper sector allocation has been so valuable that the strategy has more than balanced out the loss in Surge. Yet I know I need to get back into energy. Thank you, don't know what I'd do without you guys.
Read Answer Asked by Jerry on January 23, 2015
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