Investment Q&A

Q: re: CBI Chicago Bridge & Iron

another U$ firm question...

CBI was a few days ago a Top Pick on Market Call and, Warren Buffet holds s strong position for Birkshire Hathaway.

It is down 22% since 3rd week April. Can you provide any information looking forward regarding this company?

Thanks for all you do

Gord

Q: Seems we're into a summer pullback in the Canadian market. I've noted some of the companies in your model portfolios have pulled back with the market. Which companies in your model portfolios do you currently believe are the least expensive and provide the greatest upside for the next 1-2 years? As, always, thanks for your valued guidance.

Q: Peter: I have been looking at Sylogist, SYZ for the past few days as it reaches new highs. I'm puzzled by the reporting of volume. For example, today, the official count is 2615 but a look at trades on TMX.com shows many thousands more. Why the difference especially on what appears to be quite an illiquid stock, especially if you want to trade. Thank you and kind regards,

Q: can you provide me with estimates on earnings per share for next reporting quarter acq-t thanks

Q: Are you aware of any website that publishes a listing of companies that are starting to pay their first ever dividend?
Thank you.

Q: If I wanted to start building my own portfolio, what is your recommended mix in regards to sector and industry? What is the mix of your model portfolio?

Q: Hi Peter,

Could you provide a Stock Screening web site or program that you would recommend for a retail investor ?

Thank you Peter...

Q: Is there a place for Quebecor in a portfolio if you already hold Telus? Are there any credible reports that confirm Quebecor will join forces with large financial players to expand their wireless business east of Quebec?

Q: Heroux Devtek HRX did a bought deal at $11.75. about one month ago. Why would the stock trade lower than the bought deal price? Do you follow this company? Thanks for everything.

Q: re: CGX Cineplex

Thank you for your answer yesterday. Can only assume the reason for the type of reply was because I asked my question poorly.

CGX during strong market conditions continues to slide. Can you tell me please whether your consider CGX sell hold or buy and any observations you have at this time for your recommendation?

Thanks for all you do

Gord

Q: Painted pony, surge or tourmaline for most upside in the next 6 months, risk is not a factor . Dave

Q: re: TWX Time Warner

got online today and have seen a 15% increase. The only thing I can see in the news is TWX CEO Bewkes officially rejecting the offer from 21st Century Fox.

Is there any other news you have that accounts for such a significant jump?

Thanks for all you do for all of us

Gord

Q: Western Forest Products, WEF. Whatdo you think of this Co. It has instituted dividend. Looks to be doing very well. I heard that there is a slow market period currently. I had 1000 shares, which I sold as the stock moved up in price. I want to buy, but looking for a bottom. Is this the bottom, or will it fall further. Any idea about the seasonality.I value your opinion a lot. Thanks.

Q: Hi Team,

In a question/answer from Claire today, you say bonds are riskier now due to possible increases in interest rates.

Which do you consider riskier overall, bonds facing rate increase pressure, or stocks, achieving historic highs and possibly lower future returns or a possible correction?

Thank you.

Michael

Q: Re: Carl's question/response on MOB.UN (Northwest International Healthcare REIT)

I note from their website (www.nwireit.com) the following...FYI

Occupancy = 96.3% (not 86.3%)
Weighted average lease expiry = 12.5 years
Inflation indexed leases = 99% of gross rent

Q: Peter, The Morguard people were on B.N.N. and recommended Pure Industrial reit, Regal life styles and Pure Multi family. Not high at all on Cominar. Your opinion please, Ken

Q: Please provide your opinion of the following funds from Purpose Investments. Would you recommend these over an index ETF?
-Purpose Divesrsified Real Asset Fund (PRA)
-Purpose Best Ideas Fund (PBI)
-Purpose Tactical Hedged Equity Fund (PHE)
Thanks

Q: Any thoughts about MOB.UN-X?

Q: We are retired with no company pension and depend heavily on dividends to augment our income. Our investments are Banks-22%, Industry-15%, Oil-20%, Pipelines-12% Utilities-15%, Telcom and Reits-9.5%, Cash-6.5%. I'm interested in adding another utility for stability and income. We now have positions in BEP.UN, EMA, NPI, VSN. Should we simply add to these, or add one of FTS, CPX, INE, CU, or do you have another suggestion?

Q: BIP.UN/TFSA

Hello,
We hold BIP.UN in a (joint) non-registered account and currently have no contribution room in our TFSA's. Come January I would like to transfer BIP.UN "in kind" into one or both of our TFSA's (the value will likely exceed the limit for any one account). From reading previous posts, I understand this can be done with certain caveats or conditions. I could not find any details on the Service Canada TFSA webpage. Would you be able to elaborate on how and "in-kind" transfer is done and what conditions need to be satisfied? Should it make any difference, we use RBC Action Direct - with whom I have not yet spoken about this issue.
If there is a "standard" procedure or set of guidelines to this process, perhaps a post or blog or something would benefit others who may not be familiar with such a process - I know I am completely unfamiliar with it....
Thanks!!
Cheers,
Mike