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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 Peter.

Came across this great essay you recently penned that I found on the Vitess web site. Thought other members would enjoy!

http://www.vitess.com/2014/03/cash-drugs-etc-not-appropriate/

Keep up the great work and good luck with your training this summer!

Cheers,

Scott
Read Answer Asked by Scott on April 16, 2014
Q: Please provide your expert opinion on CGX.Recently dropped fr $42.68 to $40.76 & dropped below both 50 & 100 day moving average & now sitting n the 200 day.Opened a cutting edge cinemas in Manning Town Centre,Edmonton on April 11--no report on status.Rumoured that Onex & CGX offered more than $1billion to purchase Dave & Buster,On BNN yesterday, Patrick Horan"SHORT" CGX as his 3rd pick stating that the stock was not acting well recently,it is deploying capital for something else & doubts about the up coming movie season. Txs a lot
Read Answer Asked by Peter on April 16, 2014
Q: I have decent gains in Emera (EMA) after buying in the fall. The dividend yield is now getting towards my lower range for a non-growth type company. Would it make any sense to swap EMA for Brookfield Renewable (BEP.UN). This would give me a 1%+ bump in yield but stay within the industry. Which company has the better blend of growth/dividend increase potential going forward? Is the relatively high P/E ratio at Brookfield a concern?

Thank-you
Read Answer Asked by grant on April 16, 2014
Q: In the last couple of days I have come across some stocks with a negative Beta. CBO -.04
Can you explain negative Beta.

Thank You as always.
Craig
Read Answer Asked by Craig on April 16, 2014
Q: Bad, Badger,
(Bad is Good!!) I have had 5 fold profit on this, sold some along the way, regretfully, but it is again about 7.5% of my unregistered portfolio. I am not adverse to risk, and I believe one has to let its winners run.But after such a good run Would it be wise to trim it to 5% for disciplined portfolio management, despite the tax bill. Having cash to redeploy also could be a could idea. It is easier to buy than to sell, and I need the kick to make me do it. Thanks for you input.
Read Answer Asked by francois on April 16, 2014
Q: If we get a 10 percent or more correction in the coming months would bond etfs or high yield bond etfs be a place to hide. Thanks.
Read Answer Asked by Ray on April 16, 2014
Q: what are your thoughts and comments on FRC- vs - CDI ? thanks
Read Answer Asked by don on April 16, 2014
Q: Hi Team : John O'Connell made some very critical comments concerning yield energy stocks. He basically trashed the whole sector, with the exception of WCP. Thoughts , rebuttal?
Read Answer Asked by Scott on April 15, 2014
Q: Regarding portfolio weightings: The Globe and Mail portfolio will tell you what % of your portfolio any given stock is. Entering all stocks with your buys and sells into one portfolio will give you the %s across all accounts, but sector weighting is not available. Still, not bad for a free service.
Read Answer Asked by M.S. on April 15, 2014
Q: Hello Peter and Co.
I'm looking at your equity model portfolio, but I can't find the book value of your holdings; are they staring me in the face but can't see them?
Regards,
Tony
Read Answer Asked by Antoine on April 15, 2014
Q: Peter
I sent question earlier with a URL to access a "Free" look pdf of quantitative Analysis on how Investor behavior timing the market & selecting advisors whose primary aim is not their client, gives poor results.

The URL got hashed up pretty bad.

To find this PDF put "QAIB.COM/public" into google. The second item you get has a tag headline Freelook pdf. If you click on it
you will immediately get a popup banner at the bottom of your screen asking if you want to open or save. Either way you can save it.
Sorry for the miscue, but it is worth a read. They analyzed a ton of data on mutual fund in & outflows to assess how investors & their advisors performed.
Regards
Ernie
Read Answer Asked by Ernie on April 15, 2014
Q: Hi Peter and team,

I'm looking to overweight CDN Energy. I currently hold Crescent Point Energy, Canadian Natural Resources and Pembina Pipeline. I'd like to add Tourmaline or Baytex, but I find them expensive. Can you recommend another producer that I should look at either on the nat gas side or heavy oil side?

Thanks,
Jason
Read Answer Asked by Jason on April 15, 2014
Q: In your analysis of C-COM (CMI)you mention that 17% of revenue is sourced in the Russian Federation.With the issues in the Ukraine I am wondering how you weigh that in your investment decision. The company looks very interesting as an investment and the share price looks reasonable especially with all that cash to deploy. But how does one allow for the geo-politics in an investment decision?
Thanks
Mike
Read Answer Asked by michael on April 15, 2014
Q: VXS... VIXS Systems

Earnings release 5:00 EST today. any hints as to what we might hear?

Thank You

Gord
Read Answer Asked by Gord on April 15, 2014
Q: Hi Peter and Team:
My self-direct RSP account still has the following mutual funds:
AIM925/924
MFC838/837
I am able to sell the mutual funds this year without penalty. It was recommended by our previous financial planner (bought in 2007)
My question is should we keep it or sell it now? if we sell it, what is your suggestion to replace mutual fund at this moment?
thank you so much.
adriana
Read Answer Asked by hong on April 15, 2014
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