Investment Q&A

Q: I am reviewing my oil and gas exposure and would appreciate your thoughts before repositioning. Generally speaking, what % of a portfolio should be allocated to the sector? There are many names I own or am interested in such as: CPG, TBE, PPY, BTE, LEG, VET, SU, ECA but I am also trying to respect the 20 stocks rule which is not easy. Can you please advise on which ones you would combine as core holdings (or other names to consider) to achieve a mix of stability, growth and income for the long term. Thank you!

Q: Peter; With a seemingly obvious increase in yields coming is there a ETF that would in effect rise when rates do or some other vehicle one could use to hedge their income type stocks? Thanks.

Rod

Q: What do you think of the recent DI.UN announcement regarding its final base shelf prospectus where they may issue units or debt at any time over the next 25 months? Is this standard for REITs?

Q: Hi Peter,

Any thoughts on Donner metals now that they are about to start production in this quarter? V.DON

Q: Would you kindly tell me which one of BCE and Astral is a better deal at this stage ? And better to do the deal now or somewhat later ?

Q: Hi Peter & co.

Any thoughts on Amica (ACC). I noticed that the Globe has it as one of the top 20 stocks in terms of insider buying. Would you consider this a good entry point?

Thanks

Q: I agree with the stategy you have proposed on multiple replies that a staggered buying approach provides a greater likelihood of covering mis-timed purchases. Working within an RRSP, can you a few safe positions to park cash as the staggering buys of A-B rated equities takes place?

Thank you, and as always, find this site very useful.

Eric

Q: hello ,I want to buy safe and secure bond with little bit better interest rate that bank GIC( let say 4 to 5 % annual) for minimum 6 month and may I keep it for while till i need my money . investment firms ask at least for 500k and charge 2-3 % and long time frame which is not work for me.how can I buy bond directly or how I should find somebody to help me with this matter.

Q: Hello Peter & Team,
I have had an excellent run with AUTOCANADA INC (ACQ: Toronto)due to your fine recommendation. Thank you very much. It is up 72% since my recent purchase, & now forms 1.73% of my portfolio. Should one add to it at this stage & after such a dramatic run, or should I look somewhere else for yield & growth ?
Thanks in anticipation, Paul.

Q: Peter; With the Enbridge cut back on their lines re WCS which of the heavy oil producers that use these pipelines would be most affected, I am thinking of TBE etc? Thanks. rod

Q: Would you consider WIN a hold. It seems to keep going down.
Thank you!

Jacqueline

Q: Can you shed any light on the continuing daily declines of LNV. Longview has dropped precipitously over the last several weeks and I can't see any reason why.Thanks.

Q: Richards Packaging Income Fund RPI.UN-T I'm looking for a small cap which isn't energy or financials. Should the high yield keep me from investing? Thanks

Q: Any thoughts on the recent decline in Surge Energy (SGY)? The operations update in December seemed to address any short term problems and insiders had been purchasing throughout 2012. I got in at $5.50 and am wondering if I should ride it out or cut my losses before they get any larger.

Q: BPO
peter, thanks for the good advice. Iam looking for my tfsa. Looking at your previous comments on bpo, are some of the concerns re-NewYork market leasing out of the way. It seems all other REITS having gone up so much, would this be the one to get.
Thanks

Q: REITs seem to be falling out of favor. Is this a good time to buy HR.UN or is the risk of higher interest in the near future rates too great?

Q: Hi Peter, I am a 50 year old, long term, buy and hold conservative investor and have about 35% of my portfolio in various pipeline and mid stream stocks including ENB, ALA, PPL, KEY and IPL.UN. I am building my portfolio to provide me with retirement income from dividends that will continue for many years to come. I have been concerned with the latest research coming from various sources regarding the potential for the U.S. to be energy self sufficient in future years and wonder what the effect might be on my portfolio positions. I try to minimize my risk and hope that this potential development will not have a negative impact on these stocks. I know that the future is very difficult to predict but would appreciate your insight on this topic. Many thanks.

Q: I am not sure if you got this question and maybe I am posting again but I want to know your opinion on CGI Groups after the recent contract win. Thanks

Q: I sell a stock when my loss is 8%. But I've never really known when to accept the 8% loss and sell. Do I sell the moment the 8% loss occurs by using a stop loss order? Or at the end of the day the 8% loss is realized? At the end of the week? At the end of the month or quarter? There's always a part of me saying, "I'll give it another day, another week." Can you help me tighten up my sell strategy? Thank you. And I realize 8% is somewhat arbitrary. Some people will let a stock drop 20%.

Q: I would like your opinion regarding SGY. It seems cheap but is really selling off lately. Your opinion would be greatly appreciated Thanks Again.