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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: I have transitioned a substantial part of my own RRSP from mutual funds to individual stocks & other investments, with the help of 5i (thanks! Done quite well), over the past 3 years.

My wife is still reluctant to do the same, so we are transitioning her RRSP from mutual funds to ETF's, with only one purchased so far. The specific ETF our advisor put us in was BMO ZDV. At the time, I specifically wanted an ETF with lower exposure to the energy sector.

Unfortunately, we bought in at the August 2014 peak, and are underwater by 20%, even after distributions. Moreover, the distributions have been steadily dropping since we bought in.

Is it time to bail out of this ETF, and if so, what would you replace it with?

Thanks.
Read Answer Asked by Lotar on July 07, 2016
Q: I got wacked on my WEQ shares yesterday. A drop of 50%+ is it worth hanging on to see if they can get this watered down company headed in the right direction. Will the troubles of Fort McMurray be a real boon for this company and others like Badger and Black Diamond? Who are the winners in Fort McMurray. mike
Read Answer Asked by Mike on July 06, 2016
Q: Hello,

I am looking for something in the green energy space for a longer term hold. I would like to buy something in the solar industry and prefer a non utility stock as I have enough yield from that sector. I already own CSIQ and can buy either in the U.S. and Canada and have been looking at TSL. What are your thoughts on this company and do you see anything particularly interesting in the sector? Thank-you very much.
Read Answer Asked by Alex on July 04, 2016
Q: Gte has just won a court case & has come back in price with the the increase in the price of oil.I would appreciate your opinion on this company including any drawbacks such as the Columbia location.Do the risks of buying in Columbia outweigh the rewards of purchasing this stock? Thanks for your advice as always.
Dave
Read Answer Asked by Dave on July 04, 2016
Q: Re the quote below from their most recent report; is "leasing" land, the usual procedure for oil companies? Do some companies buy land outright? What happens if/when a company strikes oil and then the lease runs out?

"Of the Company’s 73 sections of Elmworth Montney land there are 4 sections which have expiry dates occurring
within the current calendar year. The Company is working diligently on strategies to retain these sections. The
remaining
69 sections have expiry dates ranging from 2017 to 2021."
ALSO, what is yr opinion of that report? Would you advise buying more stock?
Read Answer Asked by roger on July 04, 2016
Q: Since you published your most recent report on March 8th. $51.6m of new equity capital has been raised by a fully oversubscribed bought deal at then current share price with about 765000 shares paid for by all directors and some senior officers. The new capital was apparently used to pay down drawn credit and despite the dilution share price has risen modestly. The Debt/Equity, Insider Ownership, Net Margin (probably got worse) and CR boxes in the sidebar in your report would probably all change. But the Fort McMurray fire has caused another $5m estimated cost to adjusted EBITDA, and I suspect you may regard the present condition of Newalta worse than 2009, which it survived. Bottom line - are you any more optimistic about survival than you were in your report?
Read Answer Asked by Fraser on July 04, 2016
Q: I have a question about Black Diamond. It spiked after the Fort McMurray fire as it was felt this company could help in providing their accommodations to displaced persons from the fire.....and it has pretty much slowly trended downward from that spike up. The fire is now old news. I assume it's business is still in dire straights. What is the latest company report and news on this stock and their future outlook and financial health. Are they going to $0 or do you think we will see some further upside over the next 6-12 months? If so, what price do you think it will be at in 6 months? 12 months? I was considering dollar cost averaging on this stock as I am down big time on it. If it pops up above the current downtrend line above $5.40, I thought it might be a time to average down on this stock. What would you recommend I do? Sell at a loss? Dollar cost average knowing the future is brighter? Or do you recommend another energy play that has a brighter future than BDI?
Read Answer Asked by Jan on June 30, 2016
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