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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: Hi Team,

DHX is dropping again today. Is the stock for sell, hold or buy?
Thank you!

Cynthia
Read Answer Asked by CYNTHIA on November 04, 2014
Q: Peter I hold 15% in energy and have a high risk tolerance I hold 5%each of Bte wcp sgy I have a long term time horizon and am still above water on wcp by about 20%.Would you reduce say to 10%.
I hold IPL for many years and don't really consider it energy and is not as volatile and is a stock that will go to the next generation.
I have a high comfort level with the rest of my holdings
Stan
Read Answer Asked by Stan on November 04, 2014
Q: This is more of a tax question than a Baytex question. I sold Batex Energy on October 9th and it had a settlement date of October 15th. I sold for a loss to offset some capital gains. I sold it at $38.00 and had purchased it at roughly $46.00 On what day can I purchase it back and still get the tax loss and is there any rush to buy it back? Thanks so much.

Also this service is amazing. Thanks for the awesome research.

Jimmy
Read Answer Asked by Jimmy on November 04, 2014
Q: Thinking of cashing in my dogs for 100 shares of Alibaba. Which hit an all time high today . Barring any major correction in the next year do you think its to soon to jump into this stock?
Thanks
Read Answer Asked by Walt on November 04, 2014
Q: Hello,
How often is the Model Income Portfolio reassessed? Do you feel the stocks listed in the portfolio are still acceptable for entry positions?
Thank You
Read Answer Asked by Giovanni on November 04, 2014
Q: Do you have faith in the oil market's recovery? And if so would you put new money into BXE and SGY at these seemingly extreme low levels? Thanks, Curt
Read Answer Asked by Curtis on November 04, 2014
Q: Would you recommend holding or selling HNL if recently acquired? Could it be that the market is beating up the stock more than what is warranted and it should regain price to $3 and then a bit more?
In other words, is C+ a hold?
Read Answer Asked by Brenda on November 04, 2014
Q: With the recent slight increase in natural gas and seasonality for it, would now be a good entry point for natural gas stocks. If so, I am looking at Pine Cliff or Delphi but if these would not be your choice, I would appreciate your top two gas stocks. Thanks
Read Answer Asked by Bruce on November 04, 2014
Q: What are the prospects for this company over the next year, and beyond. It has not been very exciting for a while, but do you think the low C$ might help it's performance?
Read Answer Asked by Roland on November 04, 2014
Q: Hi Peter and Team
Glad to be in the cue for a portfolio review. After I registered, however, I was unable to get back in to the screen that outlined the specifics required for submitting the portfolio. I believe it must be in Excel or Word. As a technically challenged retiree I would like to get things set up well ahead (eight accounts in two banks) . Could you please list the requirements.
Greatly appreciate your service. Thanks
Gary
Read Answer Asked by Gary on November 04, 2014
Q: Peter; Could you comment on this REIT and it 's safety of distribution ?Thanks.Rod
Read Answer Asked by Rodney on November 04, 2014
Q: Morning,

You have viewed HCLP favourably. What do you think about this stock in the light of its earnings today as well as within the weakening backdrop of oil prices. Do you think it is a good long term hold.
Read Answer Asked by Imtiaz on November 04, 2014
Q: May I have your assessment of Reynolds versus Altria.
Thanks, Tim.
Read Answer Asked by tim on November 04, 2014
Q: Hi just a quick question on ELW. I foolishly bought in at about 95 cents and it has kept falling since. Should cut my losses and sell or hold on long term?

Thanks
Read Answer Asked by Paul on November 04, 2014
Q: Hi Team,
What are your thoughts on these two? With the resource sector sell-off I am down around 30% plus on both. After tax loss selling which they are now both subject to in my portfolio and I am sure many others). Would you own these (buy them back) after the 30 day period or just avoid them altogether?
Thank you
Read Answer Asked by Douglas on November 04, 2014
Q: Hi Guys, my self directed portfolio totals $ 350,000 over 4 accounts, TFSA wife, TFSA mine, non registered and a corporate account. Will you look at them as one (which is the way I manage them) and advise accordingly?
thanks again
Jim
Read Answer Asked by jim on November 04, 2014
Q: What is the best strategy to protect against a major market decline ? I am concerned that the stock market as a whole may be in bubble territory and that we may see another major decline like we did after the shocks in 2000 and 2007. In response to similar questions from Heather and Charles on Oct 1 and 2 you suggested that investors should hang in there for the long haul. Are you still of the same view or is there a safety net you would recommend ?

By way of background, in the period from 1995 to 2000 the S&P 500 went from 500 to 1500. After the tech collapse, it sold off to a low of around 800 in 2002 (-45%). Over the next 5 years of recovery, the index went back up to 1500 in 2007, but then collapsed again to around 800 in 2009. We are once again in the 5th year of a bull run, with the S&P shooting past 1500 to its current all-time high of over 2000.
Read Answer Asked by Don on November 04, 2014
Q: Hi Peter and Team
Is Black Diamond a name that could be overweight in a portfolio? I am considering doubling down/ averaging down my purchase price on this equity. It seems to me to be a little oversold. I will probably wait until their earnings tomorrow but I would appreciate your opinion regardless. I am very comfortable with the associated risks but of course prefer to keep my capital.
Thank you
Jeremy
Read Answer Asked by Jeremy on November 04, 2014