Investment Q&A

Q: Looking for your favorite pulp and paper stocks, small, mid and or
large cap.
Thank you.

Q: Peter and team:

I have done very well on both NFI and WEF (2x) in an RESP for my kids. First withdrawals will be in 2-3 years.
In your opinion should I sell both and re-invest in something less volatile, or hang on for the ride.
Also, what do you think of BMO low volatility funds (ZLB and ZLU) as options on a 2-3 year RESP.
Deduct a couple if you see fit. Thanks as always.

Phil

Q: Could you please comment on WEF 1st quarter report.
Thanks
Roy

Q: Please let me know what do you think about WEF. Thank you

Q: This might be a tough question but I am pretty sure you would have seen it before. I need strategic help. I can’t seem to sell a losing stock. I am paralyzed by the fear that by selling I lock in the loss. Or that at the current price it is actually the time to buy the stock.
Surprisingly even with this list of losers my portfolio is actually up. Much to the credit of 5i. So I don’t need to sell but can’t help thinking that the money could be put to better use. I am also pretty sure that there could be different advice for each stock. But anyway here is my list. What do you think? Sell or hold?
Please take as many question points as you feel is appropriate.
TMA -21%
GH -20%
GS -30%
HLF -33%
PM -25%
WEF -20%
AYA – 45%
CXR -34%
PHM – 79%

Q: Hi Peter /group what is going on with Lumber stocks the last couple of days especially since lumber futures are up over the last couple of months. What do you see going fwd from here. When does the seasonality window close? Thanks for the great service

Q: Hi Peter

I have never seen WFP on the most Active traded list like it is today. Plus the stock is up. Any idea why this might be - perhaps an offer on it pending.

Thanks

Q: Wow what a Quick answer on XSR.Sorry it should be on WEF.Reported $265.6m revenue more than $256m expected,0.2 diluted Eps less than 0.4 expected,& $29.6m Ebidta.Your comment & effect on price.Always appreciate your normal great comments & services

Q: What is the date of their latest earnings report please? thank you. Don.

Q: Hi Peter, I have a LIF with $600 that is just going to sit there for the year. It's not much but I'm thinking of buying 300 shares of WEF. I own Northland Power and Power Corp. in it and would prefer to have a third dividend stock rather than adding to one of those. I should be able to hold all three stocks for years. Would this be worth doing and would you have any other suggestion? Thanks.

Q: I currently own WEF and was thinking of adding some ADN. I like the yield and the fact that Brookfield is the major shareholder. Do you prefer one over the other? Would also appreciate your industry outlook. Thanks

Q: Your first take on WEF quarterly report, albeit without the conference call would be appreciated. Do you quys listen in to the calls?

Q: What will be the impact on WEF with the expiration of the softwood lumber agreement? Thanks
Derek

Q: In your answer to a question on WEF today you mentioned that "WEF has taken a 31% hit this year, as China has scared investors once again."

What is the correlation to China? Wouldn't most of the lumber be exported to the US? And what is your outlook for the stock?

Q: Do you think the fires will affect western.

Q: I recently browsed through the 2014 annual report of western forest and was surprised to discover that the native tribes may have a claim on their lands. Do I need to be concerned?

Q: Recently purchased in $2 range. Can this stock get to $3 level next spring? Decent dividend while we wait.

Q: WEF is on the move. Is it a good growth opportunity with latest earnings and forest product cycle due to US housing etc. Would it be a good addition to portfolio (5%)?

Thanks!

Q: Hi- can WEF continue to pay it's dividend if lumber prices remain low for a year or more? Or if the price dipped to levels seen in 2008/9?
Thanks

Q: As the share price of WEF was declining yesterday, the volume of trading doubled from its average of 2M to 4M shares. Does this indicate a single acquirer for a good portion of the transactions on the day? Trying to read the unusual activity as the share price declines.

Thanks