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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,
Yamana Gold has lagged Goldcorp (5i equity) and the XGD basket partly because of its venture with Osisko; I'm thinking of buying it (for one seasonal cycle) purely on a valuation basis.
I'm not confortable enough with gold to make it a long term holding.
Your comments?
Thanks
Tony
Read Answer Asked by Antoine on July 15, 2014
Q: PMO005....Pimco Monthly Income... I had this transferred in from my wife's "fired" advisor account. Is it worth keeping? and,if not, could you suggest an ETF. Very hard to find any info on this product. Thank You Ron
Read Answer Asked by Ronald on July 15, 2014
Q: General comment on ACQ.With all due respect to your positive opinion,I have 3 issues.Recently,it did a equity financing of 2.565m shares @ $78.,but its owner,CAG sold 2.5985m shs @ $78.If CAG did NOT sell,it may not have to do the financing.Why did CAG sell,even though it still owns 9.6% after sale.2)Reportedly,auto sales is @ a record level with easy & cheap financing.A source pointed out this could be a "auto bubble" similiar to "sub prime"3)What will be the effect once interest rate starts to climmb?Yellen indicated that bank rate will not increase until mid 2015,but many analysts are predicting US 10yr bond rate could increase fr current 2.55% to 3%-3.5% by year end.Thanks
Read Answer Asked by Peter on July 15, 2014
Q: SPP (SPOT)I own a stake in this company and am thinking of moving on. Do you see any reason to keep it? It is only trading at 5 to 6 cents and my sale would clean out some junk. THANKS AS ALWAYS.
Read Answer Asked by John on July 14, 2014
Q: "Vecima is a solid small cap tech company at 15 X earnings, with a very solid balance sheet. It looks fine.
Your reply to Dennis (14Jul14) indicates 15 X earnings. I assume this refers to P/E ratio. TMX Money website indicates a P/E of 7.50. Can you clarify if TMX is incorrect. Thanks
Read Answer Asked by Terrance on July 14, 2014
Q: Greetings: Many REITs are trading below book value ie: cheap, bargin basement territory with good yields. If interest rates rise and REITs have their debt under control why does the REIT price fall? If interest rates rise because of inflation expectations and an improving economy, REITs have the ability to raise rents faster then inflation thus acting as a hedge against rising rates BUT the opposite has happened. Where is the flaw in this logic? Thank You
Read Answer Asked by Ronald on July 14, 2014
Q: Hello Peter

You said "Our IT guys have indicated MS Office has an option when you are saving to save in the older Excel format. This is all they have offered so far. We are unsure if you have tried this yet."

This morning I downloaded the latest version of Apache Open Office 4.1.0 and your .xlsx files open perfectly.

Many thanks....... Paul K


Read Answer Asked by Paul on July 14, 2014
Q: Hello Peter and Team
I hold SU, CVE, ARX and HSE in the energy sector of my portfolio which is becoming overweight. Do you see these four companies to be diverse enough to warrant holding all four or is there sufficient duplication to justify selling one of them? In other words, if I wish to reduce my energy holdings should I trim all four or sell one? If the answer is to sell one, which one? My preference is to holder fewer stocks if adequate representation of the sector can be maintained.
Thanks
David
Read Answer Asked by David on July 14, 2014
Q: Just looking at LVS, Las Vegas Sands. They seem to have hit a bit of a speed bump in June but have had good growth. Their report is coming out on july 16th, i believe.
thanks
Read Answer Asked by joseph on July 14, 2014
Q: My question is on DD (Dupont) I have been holding for about three years now. I am just wondering if the upcoming spinoff is still going ahead and if I should sell before or coninue to hold until it spins off into two companies.

Thanks
Read Answer Asked by Jimmy on July 14, 2014
Q: Hi Peter & Team,
Oil & Gas stocks are consolidating lately, I am thinking to buy either VET - Vermilion, BTE - Baytex, or SGY - Surge.
Which one would you suggest and pls rank them by 1 , 2 and 3.
Thank you for your advice as always.
Pui
Read Answer Asked by Pui on July 14, 2014
Q: Peter & Team, DEE. With oil prices retreating to more normal levels, can you please comment on the declines in most energy names and, and in particular, the precipitous drop in the share price of DEE (-18% in a month; 5+% today). I like the growth prospects of DEE as outlined in their recent presentation available on the web. Is now a good entry point into DEE? It is a Jason Donville top pick and he forecasts a $20 stock in 3-5 years as the plan is implemented. What do you think? Many thanks and all the best to Peter in his recovery. Keith
Read Answer Asked by Keith on July 14, 2014
Q: Hello Peter & Co,
In the energy sector (14%) of my portfolio, I hold BTE, CPG, HWO, TOU and VET; I was waiting for a pull-back in DEE (Delphi) to add it to the holdings. Is it OK to buy or is it not really necessary?
Thanks
Tony
Read Answer Asked by Antoine on July 14, 2014
Q: Due to the aging population in Canada.
What is your opinion on Regal Lifestyle Communities RLC.To
As a stable dividend provider?
Read Answer Asked by Robert (Bob) on July 14, 2014
Q: Hi Team: do you have any insight on Petrus resources. They are currently private, but some talk of an IPO perhaps. Thanks
Read Answer Asked by Scott on July 14, 2014
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