Investment Q&A

Q: I noticed on your Summary for April that HNL was the best performer, up 44%. It had fallen off my radar list after my selling at a loss months ago.
If one were willing to take on some risk right now which of the 3 would you recommend HNL,CHW or BDI - or do you consider all too risky and the 44% jump in HNL akin to a dead cat bounce? And therefor look elsewhere for some "wins".

Thanks for your help.

Q: When I was in high school, I read a book called "PS... Your Cat is Dead." It was about a guy, as best I can remember, while on the road went through a series of incredible bad luck - everything went wrong, he lost all his money, girlfriend, broke some bones, and then when he finally got home, he found out his cat had died. It was a comedy. Reading the IFP press report last night made me think of that book as sentence after sentence relayed bad circumstance, everything was bad. Certainly not a comedy. I have a decent position, what are your thoughts of this ugly earnings report?

Q: How in the world did MBT – Manitoba Telecom get added to TSX Composite Buyback Index?
The S&P/TSX Composite Buyback Index provides exposure to the 50 constituent companies in the S&P/TSX Composite Index with the highest buyback ratio in the last 12 months. The buyback ratio is defined as the monetary amount of cash paid for common shares buyback in the last four calendar quarters with interim reports available divided by the total market capitalization of common shares at the beginning of the buyback period..
Insider shareholding total including directors, seems to be less than 50,000 total. Everybody owns rights or options instead.
Absolutely no buybacks that I can see. Also no insider activity other than right or options. Is this a mistake or a joke?

Q: what impact will the recently announced class action suit have on loblaws? I was considering buying it - should I wait or is this an appropriate entry point?

Q: Good Day,

Price of ITP had dropped by about 20% over just the last 2 months in spite of the lower Canadian dollars and energy costs. Just wondering what's your take on this company. Also, can you comment on the upcoming release of its 2015 Q1 results.

Think you kindly,

HS

Q: My only exposure to the oil and gas sector has been ENB and BAD, which has been great for my portfolio, but now that oil is recovering I'd like to add one more. I'd like it to have a good dividend, good prospects and not go out of business if oil stays low for a long time. What stock would you suggest?

Also what would you suggest for real estate exposure? I'm looking for only one company or ETF that I can buy and hold for at least 5 years. Or do you recommend the sector be avoided due to how overvalued real estate is?

Q: Can you comment on the earnings released today? Thanks.

Q: My investment in the Brookfield group of companies (BAM.A, BPY.UN, BIP.UN & BEP.UN) have taken a beating of late, down almost 3.5% collectively in less than a week alone this week. The group has been free falling prior to that. Can you put a finger on the cause?

I know BAM.A issued more shares recently but that alone should not cause the other three to tumble as well. BPY.UN issued a what I would consider a stellar 2015 Q1 results yesterday and yet SP keeps on falling today.

Please enlighten me on the possible causes. I'm totally perplexed on why this Canadian conglomerate stalwart falters so badly of late.

Thanks.

Q: Other than latest earnings announcement, any idea why PJC.A down significantly since April 17? Is this a buying opportunity?

Q: hello 5i:
I am looking at investing in the "Income" part of OUR portfolio, and have been examining POT and AW.UN. POT pays a 4.6% dividend, trades at an 11.1 P/CFL vs a normal 13.8 P/CFL. AW.UN pays a 4.9% dividend, and trades at a 17.4 P/CFL vs a normal 13.1 P/CFL. The numbers I've quoted for normal are long term price/cash flows. Dividends look quite similar, and neither company is growing quickly (though POT should have more potential, I'd think). You have been strong advocates of AW.UN. Help me out here; don't the fundamentals favour POT. Isn't AW overvalued here and POT undervalued (I realize this is only one metric - what else should I be looking at?)
thanks
Paul L

Q: Watching the movement of CXI. Bought sml position to check it out. Based on the fluctuing US $ would this be an opportunity to add to my portfolio. CNR should I keep or move to another opp. Dirt was reported by someone on BNN as having reached its plateau. Diversified with an extensive US port. Many thanks

Q: Hi Team,

Could you please comment on yesterday's results from Methanex.

Thank you.

Michael

Q: Morning folks: A number of my stocks such as ET,VNR, are tanking. What do you think about selling the losers and going into high quality bonds for the mid to long term. What Canadian bonds would you recommend?

Q: Good Morning,

LNR has drop at least 10% in the last week or so. Is there something I do not know about?
Thanks

Paul

Q: Hi i would appreciate your thoughts on this company.
Thanks

Q: Hi Peter and staff,
Should I sell Linamar and buy Magna at this time?
Thanks Shirley

Q: Do you still believe that Loblaws is a good long term hold for growth and dividend income? Which would be your preference Loblaws or Thomson-Rueters?

Thanks

Q: Hi guys
I am already deep into my second year being a member and I have yet to take any action. I own too many Utilities, stocks make up 40% of my holdings, in your opinion would you sell some of the names or cut back on all (each 4 %to 6%) Financials(Big 5)make up 22% . In all they provide $8000.00 in dividends or half my RIF payments. I find it extremely difficult to let them go. What sector or names of some companies that would provide the dividends that I am looking for. The 3 stocks that I will be buying are BEP.UN,SPB,AW.UN.

Q: It appears that there is sector rotation going on from tech to resource class. Has oil bottomed out and price of commodities stabilized? Is it due to reversal of US dollar trend or other factors? Will you pl provide detailed explanation of these trends and your recommendation for sector allocations and winning short term strategy?
Regards,

Q: For a long-term horizon, 20 years, what would be an appropriate percentage allocation to U.S. Equity for a pure equity portfolio? Is International equity also recommended? Thanks for the excellent service!