Investment Q&A

Q: Hello, Have recently added FSZ to my portfolio. Even with staggered purchases, I am still underwater and it is still struggling. Do you see much further downward pressure? Opportunity to add more? Thanks, Lavern

Q: Hello Peter,

What do you think of HR.UN at this time? It seems to go sideways. Some other recommendation in the group?

Monika

Q: Hello,
In my Financials sector of my RRIF portfolio, I'm holding TD, BNS, ZUB and CFN; I'm thinking of switching from CFN (up 50% in 2 years) to either HCG or CXS.
Thanks for your comment
Tony

Q: AVO took a 7% hit today. I am looking at adding to my position or adding to one of the other stocks in your model portfolio. (We already own all of the stocks in your model pfolio.)
Or should I wait and see if there is more downside before buying anything?

Is there anything that you can think of that is a screaming buy at today's prices?

Q: I am looking at entering either Avigilon (AVO) or Descartes (DSG) during this pullback for a bit of 2-3 year growth allocation. How would you compare the two for growth in this time period and also for the valuation right now compared to their future predicted growth? Thanks a lot!

Q: Your reallocation to BNS & G confuses me. There are other higher rated (quality) ones in the model portfolio with less than 5% current allocation. Timing???

Q: AVO has taken quite a hit the last week. Someone get shot over there. Any insigh would be helpful.

Q: What catalyst do you see to reverse the trend of the Canadian Banks freefall Bns broke trough the $60.30 support leval today .All this with indications of riseing interest rates .The risk reward ratio in Banks have not been there .
Stan

Q: Based purely on it's beaten up share price, do you like the risk/reward on ATP going forward?

Q: Hi Peter & 5i. Questions upon reading your updated Report on Carfinco (CFN): (1) What are "charge-offs"? (2) I couldn't tell from the Report what the substantive concern is behind the headline bullet "Some governance concerns." I have held CFN for some years now and I have found the Grafs and co to have shown good leadership in surviving the financial crisis and managing their growth opportunities and the risks along the way, including the recent decision not to overpay for the distressed assets that were being bid up in an auction format in the US. So I would have pegged governance as an organizational strength rather than a basis for particular concern. (3) Of their recent growth initiatives, I thought the Quebec expansion was reasonably significant; any insight into how that aspect of the buisiness is going? Thanks!

Q: Good Morning All, this is not really a question, just an observation. Your January report is showing a monthly return of -63% on BAD. Must be a typo or something??

Q: What are your thoughts on LIQ at this time?

Q: Hello,
I started a small trading account for my kids (9 year old and 6 year old). I would like to purchase a few stocks that pay a dividend that they may have fun to follow. Any recommendations?
Thanks
Rob

Q: I have been a subscriber for nearly a year. I like your service very much and found it of great help.

I hold Wajax(WJX), I noticed that you rate it only as a hold. But it seems that you like both Stantec(STN) and Cervus (CVL). Do you think a switch to one of them is a good idea? Which one? I am Ok with lower dividends.

Thanks,

Q: What would be your preferred choice between Morguard NA Residential REIT (MRG.Un) and Tricon Capital Group (TCN) as a play on US residential properties?

Q: which Cdn. bank would be the best to own for the medium term? thanks!

Q: In tonight's picks from BNN(STOCK UPDATE):
"Bruce Campbell, President & Portfolio Manager at StoneCastle Investment Management Inc.
Top Picks from our October 2013
Sold Auto Canada (ACQ) on January 21, 2014 at $41.41
The stock broken down technically and also dropped in rank
below the level of a hold in our universe."
Do you guys agree with him? Thanks.

Q: Where do you think the floor is for BNS
Stan

Q: Hello, can you give me some details on ESL and CSU. Which one do you like more if you could choose one, how do their businesses differ, which has more long term growth prospects? Thanks for your time.

Q: My apologies for asking another question but I am stumpet re holding a small amount of the Cineplex recent convtible. I asked for a larger amount and only received a really small amount of bond. Would it not be wiser just to sell it? The conversion seems so unappealing and although 4% I may as well buy the common or similar? Your good opinion please.