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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: I was looking at the list of largest short positions on the TSX:
http://www.financialpost.com/markets/data/market-short_pos.html
The list contains a few stocks (both small and large) that you are generally positive on (eg. EFN, BNS, LUN, PWF). Is this a concern or is this just noise an average investor should ignore?
Read Answer Asked by Mike on July 06, 2014
Q: I was trying to search for your views on setting stop losses. As markets and portfolios expand there's increasing concern about significant losses in a sustained downturn. If I'm reading you right, your strategy would be to ensure a balanced portfolio and perhaps lean towards dividend stocks to counteract a dropping market. Do you see any place for setting stop losses? If so, what would be your guidelines. Thanks Graham
Read Answer Asked by Graham on July 06, 2014
Q: I originally bought PPY under $2, so am obviously pleased that it closed at an all-time high of $14.17 yesterday. But it has been a volatile ride! Since they are surrounded by PETRONAS, and do drill some wells with them, do you think it is inevitable that PPY gets bought out by PETRONAS? Underpinning PPY's share price is their huge reserves and pristine balance sheet. I should take some profits, but the story is the best in the natural gas space right now, IMO. Thoughts?
Read Answer Asked by Lloyd on July 06, 2014
Q: Hello Peter , this is not a question .This is moment that i want to say thank you for all the great advice you post everyday .God bless that everything went well for you when you were hit by the car doing something good for others .Wishing you a speedy recover. Claudio
Read Answer Asked by claudio on July 06, 2014
Q: Hi Peter & team, someone told me that his "Financial advisor" told him that TFSA (tax free saving accounts) would probably be eliminated by the Government. Reason being that its mean objective of encouraging people to save has not been accomplished. What do you think of this? Thanks, Gervais
Read Answer Asked by Gervais on July 06, 2014
Q: could we get an update of your view of PRU , SGR, and LSG. Thanx Robbie
Read Answer Asked by Robert on July 05, 2014
Q: Hello Peter,
Could you comment on NXPI.US. Would you consider it a growth stock from here?
Thank You,
Barry
Read Answer Asked by Barry on July 04, 2014
Q: What are your thoughts on Twin Butte's (TBE) announcement of a private placement? Tossing another 1.8 million shares in the mix is somewhat dilutive, yet the stock got a little bounce on the news.
Thanks.
Read Answer Asked by kelsi on July 04, 2014
Q: As for DH and the TD numbers: the lower number is "*GAAP = prior to non-GAAP analyst adjusted earnings" and the higher number is "*Non-GAAP = analyst adjusted earnings and revenues". GAAP= Generally Accepted Accounting Principles.

It seems to me the difference for most companies is not so vast. It might be interesting for an accountant to analyze why this is so for DH in particular.
Read Answer Asked by Jeff on July 04, 2014
Q: Could you please provide your current thoughts on Dragonwave (DWI), it looks to be making gains this week. Also any thoughts on its 1st quarter report next week?
Thank you
Read Answer Asked by Nancy on July 04, 2014
Q: Hi 5i,

My question is on the reliability of forward earnings. From your comments I gather that you often look at forward earnings when evaluating stocks. My question is how reliable are they in general? Do companies tend to be honest with their guidance or more conservative or do they tend to miss the mark. It's nice to see the forward earnings and forward P/E, but only if you think they are good indicators? yeah?

Thanks! Your service is terrific.

Read Answer Asked by Wayne on July 04, 2014
Q: 10:29 AM 7/3/2014

Hi Peter :

Having just read your answer to Doreen July 02 regarding Element Financial EFN you said : "The stock is expensive, but we expect very rapid growth, and would put the management team in our list of Top Ten companies."

So I cannot but ask if you could please list your "Top Ten" Management teams.

Also I, like many others, are eagerly awaiting your Growth Portfolio and maybe trying to anticipate your choices.... any chance at a sneak peek at the list, or some suggestions? Maybe some your Top Ten Management companies will be in the Growth Portfolio.

Always appreciative of your excellent advice.... Paul K.
Read Answer Asked by Paul on July 04, 2014
Q: When speaking about stocks, the terms "buy hold and sell" are commonly used. I think I understand "buy" and "sell" as they seem quite precise but am confused by the term "hold". If a stock is good enough to "hold" in a portfolio why would it not be good enough to "buy"? So. when you or others in the industry use that term, what exactly do you mean?

Thanks for the education and best wishes for a speedy recovery. I hope that the car looks worse than Peter, though.!

Paul F.
Read Answer Asked by Paul on July 04, 2014
Q: Hi Peter,
Did you invite members to meet you some afternoon this summer at a local "watering hole"? I can't recall the date.
Read Answer Asked by James on July 04, 2014
Q: Acknowledging my high risk tolerance, I have 90% equities and 10% in Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC) , the 10% portion is what I consider my "safety" and like the dividend payout which I reinvest in equities as it accumaltes.

I'd appreciate your current thoughts on VSC and my stratagy overall, is there a better "safety" play for me?
Read Answer Asked by Charles on July 03, 2014
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