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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: Aug 13 quarter report was anything but positive. After the big drop in share price today do you think its akin to catching a falling knight or worth a small nibble for the risk capital portion of my portfolio? CEO says " We are generating the cash flow that enables the payment of a dividend at the bottom of the cycle. He does not say if that div will be at the current level going forward. Do you see this div as sustainable, because a cut probably would see a further drop in share value. Thank you for you thoughts
Read Answer Asked by James on August 19, 2015
Q: The world seems to be shorting Canada. Is it too late to increase US weighting in our portfolios? I currently have 20% in US stocks and 25% in Canadian stocks that get most of their revenue from outside of Canada (ATD.b, MDA, OTC, BAM.a). The remaining 55% is pure Canadian. I would appreciate your comments.
Read Answer Asked by Hans on August 19, 2015
Q: Hi gang...lots of nail biting going on right now..yikes! Anyway last week just after China's announcement, a speaker on BNN mentioned that Dollarama would be a good place to invest at this "junction" due to their connection/buying with/0f Asian products! Do you agree? thanks for your advice as always..cheers for now
Read Answer Asked by El-ann on August 19, 2015
Q: I know why people short stock.They just raised the dividend by 10 % and someone came out and states they will run out of cash by year end thus they are shorting it.What am I missing.
Read Answer Asked by andrew on August 19, 2015
Q: Currently I have the following mix of Brookfield stocks: BAM 2.8%; BIP 3.6% and BEP 4.4%. This means that these Brookfield shares comprise 10.8% of my portfolio. Are these 3 companies diverse enough that I should keep them at these levels? When they are compared on a 3 year chart they appear to be very different.
Read Answer Asked by Dennis on August 19, 2015
Q: CRHJ just announced that they filed for a NASDAQ listing. What are your thoughts on this?
Read Answer Asked by Carla on August 19, 2015
Q: Could you please comment on AJX 2Q results and their outlook?
regards manoch
Read Answer Asked by manochehr on August 19, 2015
Q: Peter/group I just trimmed my Boyd Auto body (after making 400% (I have held it for a long time) I trimmed it by 50% so its now 7% of my portfolio. Can you recommend a stock/stocks that would offer a chance of similar performance going fwd. I have $40,00 to re invest and was thinking of leaving it in cash for a while unless you can recommend a screaming buy right now.? Thanks for your insight
Read Answer Asked by Terence on August 19, 2015
Q: Yesterday, August 17, the ceo of EIF was on bnn , extolling the virtues of their most recent financial results. Later, another guest was on warning that they may have a good EBITDA, but the cash flow was poor and they will run out of money by year end. I looked at the statements for June 30, and I do not understand. The cash flow per share would appear to be OK. Perhaps my source is incorrect. What do you show? I tried to get both parties today by phone to no avail. Also, question today from Charlie. What company has the ticker BEI?
Thanks Peter and Team.
Read Answer Asked by BEN on August 19, 2015
Q: It would seem that "averaging down" on some commodity stocks would make sense if the time horizon is somewhat long (5 yrs.), and the individual does not trade actively. I currently own tck.b / fm / g, and while down significantly, do you think "averaging down" for a long term horizon makes sense? And, of the three stocks which (in your opinion) will recover most favorably (reducing debt, not diluting itself, maintain dividend, etc.), And lastly, can you let me know of an 5i favorite / recommended commodity ETF, thanks!
Read Answer Asked by KEN on August 18, 2015
Q: Good Morning Peter,
In our Banking positions we currently own RBC, TD, and BNS... we own the smart reit (old CWT) have been watching BEI and NA for sometime now and would like your opinion on which stock you would purchase for Retiree for a long term hold.

Thank you,
Charlie
Read Answer Asked by CHARLES LA on August 18, 2015
Q: Hi Peter and team,

HWD has held up well in the recent volatility. Would you see this as a decent entry point for further upside.

Thanks
Read Answer Asked by Greg on August 18, 2015
Q: Peter and Team,

Given the economy is looking a little weak here, does it make sense to keep exposure to automotive stuff by focusing on repairs rather than new car purchases by switching from Magna to Boyd or perhaps reducing Magna to half a position and have Boyd be the other half?
Read Answer Asked by Marc on August 18, 2015
Q: How would you rank these four? Do you see any reason not to invest in any of them (aside from general aversion to small cap)? NYX and FAN are smaller and have been crushed. Is there another gaming stock I should be watching? I like this sector and think now is a good time to invest.
Read Answer Asked by James on August 18, 2015
Q: Hi Team
on Aug 17 Tio Networks announced a non-brokered private placement of up to 2 million of common shares priced at $1.08.
This placement has been subscribed to only certain members of Tio's management tream. Proceeds will be used for general working capital purposes.
Can I get your valued opinion on this placement. It it good or bad and as a shareholder would you be concerned?
Read Answer Asked by Ron on August 18, 2015
Q: An idea for a conference presentation may be the asset mix ideas people might have in retirement. I know that no size fits all but it is a thing that concerns all do it yourself pensioner investors.

Paul
Read Answer Asked by paul on August 18, 2015
Q: Suggestion for Pierre.
You need Cdn. a/c & a US a/c.
Purchase a large cap. Cdn interlisted stock such as RY, TD, SU & so on in your Cdn. a/c.
Ask your broker to tfr. the purchased security to your US a/c.
Sell the security in the US a/c. You now have US funds.
There is some mkt. risk but is worth it considering the huge fees saved.
You can also do it gradually to lessen mkt. risk.
Cost is 2 commissions plus mkt. risk.
If you happen to already own an interlited, tfr. to US a/c & sell.
Read Answer Asked by Joseph on August 18, 2015
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