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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: Most of the equities portion of my investments is in broad based ETFs (Vanguard) Is there danger in being too diversified?
How would you allocate funds, by percentage, between Canada, US, Europe/Asia, Emerging. "Average" return,less small management fees,over time,looks good enough for me. Past experience picking stocks, either with or without paid advice, has so far yielded well below "average" returns.
Read Answer Asked by dave on July 26, 2012
Q: Hi Peter,

Recently heard in the news that PDN is a possible takeover target. What is your opinion on the company? Considering it is already a 1 billion market cap, do you think someone will come and buy at significant premium.
Read Answer Asked by Imtiaz on July 26, 2012
Q: Peter, your thoughts please on Precious Metals and Mining Trust MMP.UN, a portfolio managed by Sentry Select and consisting primarily of junior and intermediate gold, silver, metals and mineral companies. I have held this position in an RRSP for several years and have drawn a good income stream from it, but the stock price has been pounded for the past several months. I cannot find any analyst recommendation on it. Yield is now over 18% and pays monthly. Is the dividend safe? Should I continue to hold it or bite the bullet and move on? Thanks.
Read Answer Asked by Chris on July 26, 2012
Q: I would like your opinion of Hangfeng HF, I believe you have commented on it on BNN in the past.

Thanks
Read Answer Asked by Doug on July 25, 2012
Q: Can I have your comments on Firm Cap Mortgage (FC-T). I am mostly interested in your comments on risk: How risky is FC in the event of a moderate downturn in the real estate market? What about an eventual increase in interest rates? How does the balance sheet look to you? Thanks for your comments.
Read Answer Asked by Noel on July 25, 2012
Q: Peter, any thoughts on A&W (AW.U) post results today? Any significant concern on weak same store sales?
Read Answer Asked by Greg on July 25, 2012
Q: Peter: I hold both TMC and AGNC and together they make up about 10% of my portfolio. Is this overly aggressive and do you recommend any bond funds?
Thanks
Kyle
Read Answer Asked by Kyle on July 24, 2012
Q: Hi Peter, Could you please give me your opinion on CEF.A Thanks.
Read Answer Asked by merrill on July 23, 2012
Q: Hi Peter; If our weather holds, it looks like Canadian farmers could have a pretty strong year due to the drought in the US. If this plays out and one expects the farmers might go shopping, would you prefer RME or CLV? Or would you prefer a fertilizer play over equipment? Thanks, I always enjoy your insights. (Your comments on portfolio size and structure have been especially thought provoking for me.)
Read Answer Asked by Dave on July 23, 2012
Q: Question re: ARF. Based on past experience, GLN, SWI, WIN, etc, when a stock has a sharp rise, in particular ARF at this time, should I just sell it or is it a turn-around story? Thank you.
Read Answer Asked by Gayle on July 23, 2012
Q: Hi Peter, thank you for your answer regarding Kraft(KFT). In your opinion, if I am interested in purchasing shares of both Kraft and Mondelez, would there be an advantage to buying before the split as opposed to after the split? Thank you.
Read Answer Asked by Harvey on July 23, 2012
Q: Thoughts on Amica (ACC) and Mainstream Equity (MEQ) would be appreciated.
Read Answer Asked by Sheryl on July 22, 2012
Q: Thanks for analyzing and publishing your recommendation on BEP.UN. I really like the business after reading your report and the corporate presentation on their web site - stable business with long-term contracts and good international growth opportunities. One thing I'm curious about is how the NYSE listing is going to be structured later this year. I assume new shares will be issued. And if so, does that mean the value of existing TSX shares will be diluted? And it's better to invest after the NYSE listing? How is this type of secondary listing usually done? Any thoughts and comments? Thanks.
Read Answer Asked by Dennis on July 22, 2012
Q: Hi Peter,
Do you have an opinion of TMC? I've held a small position since before signing up with 5i. I am looking for a long time hold with a good dividend which this stock does have. Just wondering about safety. Also, my compliments on your new service. It is a great deal for small investors.
Brian
Read Answer Asked by Brian on July 21, 2012
Q: Hi.My question is what percentage should each stock be in a portfolio? Can you have too many stocks? When building a portfolio do the rules change when you have 10k,100k,or 1m plus?
Thanks.
Read Answer Asked by Steve on July 21, 2012
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