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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: Hi guys thanks for your great guidance. I bought ENF to collect div.and look for other opportunities for awhile and its gone almost parabolic over the last year. Its my larges 5.9%) holding.Should I hold or dump some. Greg--- Think you guy are doing a great service.
Read Answer Asked by Greg on February 11, 2015
Q: Is VNR a Stock that I should be holding my portfolio. Eddie.
Read Answer Asked by Eddie on February 10, 2015
Q: hello, i would like to know if you have an opinion on sirius xm. thanks jim a.
Read Answer Asked by jim on February 10, 2015
Q: Please give us your opinions on CUP.U. It seems to have quite attractive numbers but is small with a low trading volume. Thank you.
Read Answer Asked by Douglas on February 09, 2015
Q: Team

I am sitting on quite alot of US and CDN dollars in my RSP.

I would like to start picking away at some of the Canadian dividend paying stocks ( ie: BCE, CPG and others).

The one's I am looking at trade on both the CDN and US exchanges.

We the current exchange rate favoring the US dollar, would it be prudent to buy these Canadian companies on the US exchanges.

Assuming, for example, CPG/BCE stock price increases (along with the dividend it pays out), buying it in US would also give you the additional exchange amount, as well, if you wanted to convert back to CDN dollars at this time.

As always, thanks for your excellent service.

Mike

Read Answer Asked by micheal on February 09, 2015
Q: Any new thoughts on Gamehost? I am a long time holder of GH, and it is about 4% of my portfolio. Down 20% over the last 3 months, much of it on the oil drop. Are there any other concerns at Gamehost, or is $12.80 a good price to add another 1-2%?
Thank you.
I am really enjoying the Member Questions, and the knowledge level of both the members, and your crew, is sure helpful.
Grant
Read Answer Asked by Grant on February 09, 2015
Q: What do you think of Empire (EMP.A) below $90? There seems to be alot of growth from 2015 to 2016, and enough growth from 2016 to 2017 to make it look pretty interesting to me as a longer term investment. At $90 with 2016 expected eps at $6.43 it looks like its trading below 14x earnings with good growth ahead of it.

What do you think of current valuation and do you see substantial growth beyond 2017 for Empire?

Thanks, as always.

John
Read Answer Asked by john on February 09, 2015
Q: With the small improvement in Cuba-USA relations and their nickel mine start up on time would you consider a small position in S a good investment or another name?

Thanks to all
Read Answer Asked by Warren on February 09, 2015
Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!
Read Answer Asked by Kate on February 06, 2015
Q: You answered a question a couple of weeks ago stating that this was a good defensive stock. Is there still growth in it? I am kicking myself as I lost patience with it a year ago and sold - missing out on a 25% or so gain. Lesson learned. good entry point?

Paul F.
Read Answer Asked by Paul on February 05, 2015
Q: I’ve held MBT for many years. The income has more than offset any paper loss, so for me it’s a hold. Based on yesterday’s results, I was wondering what you saw that resulted in all the downgrading? Seems to me that they did OK. What am I missing or is this just another case of analysts/fund managers chasing each other’s tails?

Maybe a contrarian play? Allstream sale? Foreign takeover (Verizon)?
Read Answer Asked by Dean on February 05, 2015
Q: Hello.

What are your thoughts on MBT's Feb 4 report on their full year results?

Any thought's on their new CEO and the following recent quote from the Globe and Mail:

'The new chief executive officer of Manitoba Telecom Services Inc. says he wanted the job because the company possesses several “hidden gems” he believes he can use to deliver a new wave of growth.'

Thanks, David.
Read Answer Asked by Robert on February 05, 2015
Q: Do you have an opinion on XSI. Would an investment in this ETF fall more into "income investing" or might it be more a bet on the future rise of interest rates. In general, is it better to wait for the ETF to gain an experience before investing in it?
Read Answer Asked by Phil on February 05, 2015
Q: I am holding MAS.US,it hit a new high today. What are your thoughts on the company and do you think I should continue to hold.
Read Answer Asked by Ron on February 05, 2015
Q: I need your advice on the fixed income portion of my portfolio, currently 17%. The equity portion is a well diversified mix of dividend payers, mostly 5i companies. Current fixed income holdings are:

CBO (2%)
XHY (2%)
CVD (2%)
CPD (2%)
CF.PR.A (1%)
5 year GIC Ladder (3%)
HISA/Cash (5%)

The first rung of the GIC ladder recently matured, but I have been reluctant to purchase another 5 year GIC with rates being so low (~ 2.05%). Would I be better off with a floating rate ETF like HFR or FLOT, or should I just continue with the laddering strategy knowing that eventually it will adjust to rising rates? I am also aware that I lack any government bond exposure. I am considering CLF, but with a YTM of .75% I wonder if I would just be better of with a HISA at 1%. I am 40 years old with a 10-15 year time horizon. Your input is most appreciated.

Read Answer Asked by Stephen on February 05, 2015
Q: BMO has a Floating Rate High Yield ETF (ZFH) that somehow combines T-Bills with Credit Default Swaps (whatever they are) to create a product that is midway between T-Bills and High Yield Corporate Bond ETF's in yield, risk, and volatility, which seems like a worthwhile result. The description of what they are doing might as well have been written in Sanskrit for all that I got out of it. ZFH has attracted $400M worth of investment in its year or so of existence. Would it be a reasonable addition to the bond portion of a balanced portfolio?
Read Answer Asked by Bryan on February 05, 2015
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