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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, I am thinking of buying CARA. In the consumer cyclical sector, BPF.UN, QSR & AW.UN are all trading above their 200 day SMA, while CARA is well below its 200 SMA & is trending down in price. What are your thoughts on why CARA is out of favour with investors while other stock prices of companies in the similar business are increasing in value. Thanks … Cal
Read Answer Asked by cal on February 10, 2017
Q: Hello gentlemen,

My query pertains to CNR. I took in half a position yesterday (2.5%) and was hoping to wait for a pullback within the next few weeks to buy the remaining half. Do you think the rails are too richly valued at the moment ? Given CNR north south trajectory thorough the continent, do you think it's shipments, and in turn it's stock price may be negatively impacted by potential border taxes ?

Please enlighten me as to whether you are of the opinion that a full poisiton can be purchased, and how you would approach. Do you view this as a solid buy? I'm 31, so my horizon is very long.

Thx

KR
Read Answer Asked by Karim on February 10, 2017
Q: Greetings 5i,

Accumulating funds over the next 18-24 months for a downpayment on first time home. I expect my TFSA account will receive most of the cash as I do not wish to draw down my RRSP account. I was needing your advice on where you feel this money should be placed? Would rising interest rates and possible inflation kicking in be a consideration here? Also this will be a monthly contribution situation and my online broker(TD WebBroker) charges a $9.99 fee for ETF and equity transactions which I would like to avoid. Would TDB909 be a satisfactory option for this? Should I open up an account with a different broker if needed to avoid these fees and dollar cost average into an ETF of your recomendation?

Thanks for all the great advice!
Read Answer Asked by Duane on February 09, 2017
Q: Can you give me your thoughts on the following 3 companies, PPL, ALA, ENF, do you think this a good time to add 5% position for each of these 3. I currently hold KWH.UN (5%), BCE (5%), BEP.UN (5%), ZDV (25%), ZPR (35%), and ZRE (25%), I am up currently up 26% on ZPR, thinking of reducing my exposure to ZPR znd add these 3 names.
Read Answer Asked by Nino on February 09, 2017
Q: My question relates to your insights on sector performance. Consider WLKP (Westlake) CINR (Ciner) BAK (Braskem) (these are 3 US stocks) and MX (Methanex) (Canadian) , which might be characterized as base chemicals. What view do you have on this sectors performance, or individual performance?
Read Answer Asked by Jean on February 09, 2017
Q: I own both of these companies, through BMO INvestorLine. Keep getting messages to act upon something. I am of the opinion that failure to make an election will result in a cash payment under the arrangement to be paid in Canadian Funds (which I want). Timing 1 to 3 weeks for payment. Does this seem to be correct or do I really have to Make an election?
Read Answer Asked by Al on February 08, 2017
Q: Hi guys,

Just wanted to know your thoughts about EMH and active investing. We all know that fees are a huge drag on performance; but interestingly, an old Globe article by George Athanassakos argues institutional factors like hugging the index are the main factor for underperformance.

http://www.theglobeandmail.com/globe-investor/investor-education/real-active-management-is-worth-the-price/article26874608/

Would there be an advantage in returns (not including fees or commissions) with following a disciplined 100k model portfolio versus investing 100k in a traditional 300mil fund with the same holdings? I suppose inflows and outflows would be a major factor as well.

Thanks for your opinion.
Read Answer Asked by Elliott on February 08, 2017