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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: Currently approximately 16% of my stock portfolio is in international stocks with the largest percentage being large banks (Santander, ING, JP Morgan, HSBC and Bank of America) at 28%. The remainder typically are large American and European companies (pharma, agriculture, metals, tech, industrials and telecommunications) . I recently sold some MacKenzie mutual funds. I am planning to take the proceeds and purchase Mawer Global Small Cap Mutual (MAW150) thinking that this will increase my international exposure to approximately 20% plus balance the weighting a bit more to smaller companies. I would appreciate your comments about my thinking and would like any advice for alternates. I very much value your thoughts. Thank you very much.
Read Answer Asked by ED on February 18, 2014
Q: Hello Peter!
I recently (2days ago) opened new portfolio total of 121K consisting of 66K in TFSA accts. and 55K in RRSP accts.
In TFSA I have: ACQ 13.6%, CSU 13.&5, AD 13.5%, BAD 13.6%
In RRSP I have: STN 11.4%, ESL 11.4%, RRX 11.5% DHX 11.3% .

What is your opinion about my portfolio choices & would you suggest any changes to it.
I also want to increase my # of holdings to 10 or 12 names.
Please suggest to me 4 extra names to my TFSA/RRSP portfolio.

Regards Andrew B.
Read Answer Asked by Andrzej on February 18, 2014
Q: BRLXF - Boralex... Renewable Power Source Company that could double their power production in the next few years. Have many new projects in the pipeline and are expected to offer a dividend fairly soon but that could be sidetracked by the project expansions. They appear to have very good cash flow and it looks like it is trading at about 6 times cash flow. Do I have that correct and what is your comment on the future value of this company?
Read Answer Asked by Gord on February 18, 2014
Q: Can you please comment on Amica Lifestyle (ACC). The stock has been under pressure and dropping.Can you see this turning around? Thank you.
Read Answer Asked by michael on February 18, 2014
Q: Hello Peter! Could you let me know how or base on what site do you allocate name of sector for Canadian stocks.
I'm trying to use sectors from TSE and they do not match your descriptive names for example: TELUS, ROGERS by your description is "TELECOM" but TSE shows it as "COMMUNICATION SERVICES" ,
ENGHOUSE, AMAYA your inscription "INFO TECH" but TSE shows "CONSUMER CYCLICAL", ALTAGAS, IPL yours is "UTILITIES ,TSE "ENERGY".
I want to use the same names of description of sectors as you are using, where and how do I find them.
Thanks Andrew B.
Read Answer Asked by Andrzej on February 18, 2014
Q: Hi

The CEO and director of ORT is leaving the company. Most probably pushed out.
Sounds like another positive step in a company that seemed to have so much potential 18 months ago.
How do you see this and does this change your opinion of ORT?

Thanks
Hersh
Read Answer Asked by Hersh on February 18, 2014
Q: Hi Peter,
Which gold and silver stocks would you recommend. Or do you prefer ETF.s? Also do you have a favorite junior miner? Thanks Clare
Read Answer Asked by clara on February 17, 2014
Q: Hi
Peter & Team,

Thoughts on Pain Therapeutics, PTIE
Read Answer Asked by Graham on February 17, 2014
Q: This is not a question as much as a comment. GIL has been a long time hold and I agree with your comment "solid, well-managed company" but I rate it slightly higher than B personally. According to INK/TD; insiders have sold $15.5M with CFO selling $7.7M (some even as price dropping). Even tho I can't get my preferred Covered Call, I'll try to reduce my cost by a $1+ by selling some 4 5 wks. I know timing is not your thing but I thot some readers might like to read this. Great site. B
Read Answer Asked by Bill on February 17, 2014
Q: Hello,
The model portfolio is soon turning one. Will a new portfolio be introduced for people just beginning to invest?
Read Answer Asked by Sunita on February 17, 2014
Q: Hello... doing much research in the 3D Printer realm and have come across Dassault Systeme A which is considered by many as best in class providing software applications for the 3D platform. Symbol I tried is DASTY

And can you tell me (big rookie here) the risk I face when dealing with an OTC.PK stock?

Thank You
Read Answer Asked by Gord on February 17, 2014
Q: I would like your opinion of Allana Potash (AAA) with the recent news of a partnership with Israel Chemicals (ICL).
Thanks
Mike
Read Answer Asked by mike on February 17, 2014
Q: Hello, I am looking for a stock for my son for his tfsa. He has about a 1000.00 to use. It can be aggressive with a long time frame. I've read some comments on sas, but would like opinions on other possibilities. Thanks.
Read Answer Asked by steven on February 17, 2014
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