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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: Hello,
In your article on option investing you mentionned the value of being diversified. I understood that as being diversified in your portfolio in general, and not necessarily in the stocks which you sell options on. Am I right in that?

I was going to sell options this week on both Apple and CALM this week, to get this diversification. I noticed, however, that i would, at least at this time, get about twice as much for the same amount of money by investing in Calm rather than Apple. So, i doubled up on Calm. Is there a problem in this? That is, did i miss something on the question of diversification?
thanks
Read Answer Asked by joseph on March 28, 2016
Q: Vecima Has bought a new company.What do you think going forward
Read Answer Asked by Don on March 28, 2016
Q: Is there a way to play a decrease in the US dollar using the TSX or one of the US exchanges (an inverse ETF maybe)?
Read Answer Asked by Ed on March 28, 2016
Q: Hi team,
CLR reported record earnings for 2015,on the 22 and the stock has been in a downtrend since. Were investors disappointed about the company not raising the dividend or did the share price get ahead of itself before numbers were released?
Would a 15.00$ price target reasonable a year out?
Thank you.
Read Answer Asked by Jean on March 28, 2016
Q: I have read Ryan's recent blog on budget spending. He mentions wastewater and water treatment infrastructure spending. Are there any listed Canadian companies that are dominant in this area, and likely to benefit? If not what foreign companies are leaders here already?
Thank you
Read Answer Asked by Steve on March 28, 2016
Q: Can you give your opinion on this stock? I own it but thought it would have more growth. Thanks!
Read Answer Asked by TK on March 28, 2016
Q: Hi Peter, What do you think about Score now-a-days? I bought it from growth portfolio recommendation last year. I am down 75% from my buying price. This is .80% of my portfolio now. Should I just take the loss and move on. I am a Software Architect and recently went to a mobile conference and fortunately spoke to their SVP. He was saying pretty good things about their business and the team(his claim is his team is best in Canada after Google and Shopify). Anyways, I don't know, it is like asking barber if I need a haircut. I can hold on to this for 5 years as it is in My RRSP. But considering your business analysis do you think it is worth holding or should I just switch to something else? Your detailed analysis please.
Read Answer Asked by Sridip on March 28, 2016
Q: I saw a segment on Trudeau's proposed Bank Recapitalized Bail in Scheme on the rebel this evening and was of course concerned. How would this affect my stock portfolio for example held within Scotia Itrade? Here is a link to Ezra Levant's piece.
http://www.therebel.media/handsoffmymoney
Read Answer Asked by Neil on March 28, 2016
Q: Hi Peter, I bought it last year on your recommendation and then this wild price movement. Anyways, it is back up again at my buying price. I know you dropped the coverage. Is it still a good company to hold for long term(with future earning visibility) or should I just sell and switch it to something else(more stable and growing earning power)? If you suggest to switch can you please suggest your best 3 stocks today(considering current price) that have highest possibility of total return on a risk adjusted basis?
Read Answer Asked by Sridip on March 28, 2016
Q: Peter and His Wonder Team
Just spent too much time writing my question and got stopped out...so I will be brief. In the event of a global financial collapse... because we are drowning in debt... who will survive? How can we prepare...own hard assets like land, gold or silver coins, the minings stocks, be debt free with no mortgage? Are there any sectors which would benefit? Your thoughts please...so I can sleep better! Ha! Ha!
With respect...
Dr.Ernest Rivait
Read Answer Asked by Ernest on March 28, 2016
Q: 2 stocks that you do not seem to like stb and dci, have been big winners fo r me up 20 per cent on each plus the annual dividend of at least 12 per cent on each. can you comment. dave
Read Answer Asked by david on March 28, 2016
Q: MAL Chairman of the Board, N. Murray Edwards owns 74% of the common shares. I know we like the executives to have skin in the game, but does this high of a percentage create any concern? The annual financial form does state that no owner controls more than 10% of the voting shares.
Thanks
Read Answer Asked by Roy on March 28, 2016
Q: What did you think of their latest financial releases for 4th qtr and YE? Thankyou.
Read Answer Asked by John on March 24, 2016
Q: NeuLion "before tax" EPS is relatively flat over the past 5 years at $0.01, with their 2015 "after tax" EPS bump coming from a $27.8M "income tax benefit" (Common shares outstanding have grown from ~139M to ~280M since 2011, a 200% increase.) Any idea what this "income tax benefit" is? Will it continue to occur going forward?
Read Answer Asked by Michael on March 24, 2016
Q: Peter; Would this ETF be buying the " new" bank issued preferreds.

Plus re the " egg on your face" comment I would ask David to watch BNN Market Call guests explain their Past Picks , some down 25-75 %. If every stock 5i picked went up they would be under investigation !
Keep up the good work . Publish if you wish.
Rod
Read Answer Asked by Rodney on March 23, 2016
Q: Curious as to your thoughts on earnings announcement for Magellan (MAL) prior to me solidifying funds for a position. Thinking long term for this one and have been interested in it for a while, but wanted new federal government budget direction out of the way and a supportive earnings report - Cheers
Read Answer Asked by Philip on March 23, 2016
Q: Hi.. are there any other companies like WPK.to or CCL.. in Canada?
Thanks..
Read Answer Asked by Mike on March 23, 2016
Q: In a question from Darren on living off dividends in retirement, your answer did not mention the punitive tax treatment of dividends with respect to OAS clawback. I would appreciate your comments on this. My understanding is that the preferential tax treatment of dividend income is that it is based on an dividend payments by companies on earnings after the company has paid tax on its net revenues and the favourable tax treatment to the individual investor is only to level the overall CRA tax take. Why then are seniors being hit double with tax.

I have benefited greatly from your expertise and the daily dialogue in the Q&A. Thank you.

Cyril
Read Answer Asked by Pat & Cyril on March 23, 2016
Q: Hi Peter and Staff,

If I bought a stock, and never added to the position, but later sold it to generate a tax loss, am I correct in assuming that the Adjusted Cost Base (ACB) and the Book Value are one and the same? My broker supplied only book values. (I'm assuming that CRA considers ACB and Book Value to be different when an investor continues to add to a position, either through trading, or when enrolled in a DRIP program.) Am I correct? Is this why some advisors recommend that in order to simplify your tax return, you shouldn't enroll in a DRIP in a non-registered account? Or is calculating ACB when you DRIP easier than these advisors suggest?

Thanks as always for the valued advice.
Read Answer Asked by Jerry on March 23, 2016
Q: Help! I'm not an analyst or an accountant and I'm trying to do the calculations for EV/DACF on my oil stocks. I have added preferred shares to my EV less working capital(just added this recently). DACF= CFO+financing costs + exploration expences. Income tax and interest expences are already included in CFO so I'm not sure if I should be adding them in again? Would it work just to add financing activities and investing activities to CFO to get DACF. My head is swirling but i am determined to get it right. Need your help badly. Thank you for your service.
Read Answer Asked by Cheryl on March 22, 2016
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