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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 am down almost %50 on this stock. Do you see any upside in this stock?
Read Answer Asked by Paul on September 29, 2015
Q: If you could only buy one of BOS and XTC which would you choose?
Read Answer Asked by Carla on September 28, 2015
Q: Your response to Carla, "With some new uncertainty around the auto sector and trade agreements, XTC looks a bit better right now after its $6 drop for no real reason other than the market. "
I believe you meant to say BOS looks better because it is the stock that dropped $6.
Steve
Read Answer Asked by Steve on September 28, 2015
Q: Hi 5 i team

I was curious about TMA, is the div safe? Why has it been crushed lately? Any info you can share would be greatly appreciated.
Read Answer Asked by Darren on September 28, 2015
Q: Hi Gang

I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.

Your thoughts please.

Thanks
Read Answer Asked by Peter on September 28, 2015
Q: In the future as the debt is significantly paid down they would become a cash cow. If so do think they would then pay a dividend and if so could you project when.
Read Answer Asked by Mike on September 28, 2015
Q: Hello team, Any news on BOS that would explain the downturn?
Thank you!
Read Answer Asked by Silvia on September 25, 2015
Q: Hi Peter, I finally said uncle on AVO and sold. I know it may go back up (even though the chart is horrible) and I hope it does for those still holding it, but selling it felt Soooo Good :) Its nice not to see it next to the strong stocks I have left and If it turns around and you become more positive on it again I will consider. Thanks for your great service and have a great weekend.
Read Answer Asked by Paul on September 25, 2015
Q: Hi Peter I hold a large position in dh I did almost a double on it .My thinking is to sell half of dh and buy a position in pot to capitalize on the uS div.which I need .
Can I have your thoughts on this.
Regards Stan
Read Answer Asked by Stan on September 25, 2015
Q: Your thoughts on the news today and their plans.
Read Answer Asked by Tom on September 24, 2015
Q: ccl.b is getting whipped today. Only news I see on it is expansion plans for Mexico plant. Can you add insight on ccl.b performance today?

thanks
Read Answer Asked on September 24, 2015
Q: In a recent report by Veritas they feel LNR has significantly more upside than MG.

I currently own MG do you think it is worth selling and substitute LNR. Here are Veritas's comments:

Linamar (LNR) - $69.41 – Veritas: Buy (PT $97); RBC CM: Sector Perform (PT $91)
Magna International (MG) - $62.34 – Veritas: Buy (PT $62.70); RBC CM: Outperform (PT $68)
The company now warns that the current emission issue could impact roughly 11 million vehicles (some models from 2009- 2015). In prior recall related events (i.e. GM, Hyundai, and Toyota), the ultimate loss of market share was largely short-term in nature. As a result, Vertias suspects that the fallout of VW’s emissions-gate could be short lived, with VW losing less than 25% of its U.S. sales. Between Linamar and Magna, the auto-parts supplier we cover, Linamar has less exposure to VW. In 2014, VW was not among LNR’s top four customers (suggesting VW contributes less than 7% of LNR revenue); in case of Magna, VW contributed roughly 11% of MGA’s 2014 revenues. Between Linamar and Magna, Linamar has less exposure to VW. Thus, for anyone who is looking to invest in a mid-cap autoparts supplier, Veritas recommends buying LNR. That said, given the diversified customer base Magna has, Veritas believe that the impact of VW event will be minimal, as VW lost business will be picked by other OEMs.
Read Answer Asked by Sheldon on September 24, 2015
Q: I am thinking of switching some funds within my portfolio healthcare allocation by selling PFE to purchase GUD based on the many positive statements that you have made about Knight and the recent 5i report on the company. I find GUD an interesting company but difficult to value relative to PFE. Income is not required from the holding, and invested funds are not required for 5 years plus. Do you believe that there is enough upside to GUD to offset realized capital gain taxes on a PFE sale, loss of the PFE dividend stream, possible additional future currency gains on PFE, and additional capital gains potential on PFE as they improve their operations further? In other words, are you confident enough in Knights upside potential that you would make the switch in your portfolio if you currently held PFE?

Thanks!
Read Answer Asked by WAYNE on September 24, 2015
Q: I have a small position in ACQ,and it is down considerably, I am thinking of switching out of ACQ and buying BYD.UN for more positive growth. Is this a good idea?
Read Answer Asked by Shirley on September 23, 2015
Q: I do not yet own magna.should I wait for the VW dust to settle or is mg on sale now in lieu of the drop in share price

Thx
Read Answer Asked by blake on September 23, 2015
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