Investment Q&A

Q: I hold NSU. Other than TCK what would be other good plays that could benefit from the rise in copper prices?

Thanks

Peter

Q: Caldwell released their fiscal 2016 results. For several months the stock was declining suggesting a dividend cut and negative outlook going forward. But Management's comments in the earnings release suggest sustainable dividend and profitable growth for fiscal 2017. Why such a disconnect in views to the future?

Q: Could we have your comments on Richmont Mines, considering latest earnings report and the market reaction? Is it still a long term hold? Thank you

Q: DBO earnings came out yesterday and they were worse than I expected. Was a negative quarter expected with all the growth or did this catch you off guard as well? What are your thoughts going forward?Down 12% this morning.

Q: Given that this company had a couple of disastrous quarters last December and March, the last two quarters while not great have at least been profitable. What's your opinion of the results posted on Nov 4th and your estimate for share price recovery and the safety of the dividend.

Q: I believe RUS reported earnings. May I have your comments please.
Thank you

Q: This used to pay high dividends but was recently reduced to 3 cents / quarter and most recently, nil. Business is bad (depending on international trade). However it has been rising strongly in recent days. What do I make of it?

Q: JUST READ RESULTS FOR THE QUARTER. MAY I HAVE YOUR OPINION.

THANKS DONALD.

Q: american banking and healthcare are taking off due to the Trump win, would you suggest taking a position via ZUB and ZUH
any other sectors/suggestions?
Thanks Peter

Q: Managing my wife's RRSP. She is 30 years old, but a somewhat conservative investor. I have a position in TD, SLF, NFI after recent pullback ($38), SJ ($42) and BEI ($50). I am looking for another stock to add. With limited funds, it is hard to diversify across all sectors. What stock would you suggest?

Thanks,
Jason

Q: Hi 5I
Took your advice and stayed out of the Marijuana business. What a bummer man. It feels like the train left the station and I forgot to get on. (isn't forgetfulness one of the side effects)
Having said that, I get your theory that there is too many unknowns, however, the near sweep of relaxing laws in the US election has me feeling the inevitable will occur in Canada. If you were to bet (I acknowledge its a gamble) on one producer, who would that be?

Q: Other than TransCanada. would Keystone's approval benefit Interpipeline, Pembina, Enbridge and Altagas and, of so, would it be significant. Who else would benefit?
Thanks.

Q: please advise your feelings about this etf

Q: I would appreciate your current views on this stock as a longer term position. I have a 2/3 of a position at the moment and am considering deploying some cash to bring it up to a full position.

Thanks,
Jeff

Q: Greetings,

Capstone is down a fair bit today on big volume yet copper prices are on a tear. I suspect this is market reaction to their hedging announcement. Do you agree? What do you think of their hedging approach? Thanks a lot.

Q: Pepsi and Proctor and Gamble have both thaken about a four percent loss today. Pepsi took a loss yesterday, too, I believe because of sugar tax being imposed in certain cities. I am thinking about adding to my positions in these two on this drop. But, it seems to be a fairly large drop and I don't see any reason for it. I would, as usually, greatly appreciate your thoughts on this.
thanks

Q: I currently hold FTG and have made nice profit.is it a sell or buy more.looking at two past questions on this company that were a couple weeks apart the answers stated insiders own 8% on one and 38% on the other is the 38 a typing error

Q: Half-joking (?) musings re the decline in US tech and possible factors related to the election

- immigration issues to exacerbate shortage of qualified tech workers?

- tech CEOs, other than Peter Thiel, on the hit list being compiled?

Q: Please let me know if the following thesis is correct.
1. Interest Rate increases affect Utilities ( and they are likely to rise in the US )
2. Share prices of Cdn Utilities will likely be hit as US interest rates increase especially Enbridge and TRP which rely on massive loans for operations and expansion .
3. With this prospect , Enbridge sits in the model balanced portfolio because you feel it is one of the top utility companies, yet it ( and other pipelines ) will likely be taking a hit when these events occur .
4. I have a full position in this . Should I be be selling or keeping it through December .

Thanks

Q: Hello 5i
Thought I would ask Investor portfolio management and psychology/behaviour question.

As I watch my profits in companies like Emera drain away 2% per day ( down $5/share since August), I wonder what the statement to investors should be when the question comes up, why did we not get out seeing clearly this stock is in a down trend and with rates moving up, is going to be out of favour and see price declines?

Waiting for an annual dividend of $2 when in four months $5 of capital disappears, just does not make good math sense or a profitable stance.

In September this was a good investment. What are your thoughts on this today with debt high, rates moving and short sellers pointing at companies like this?

Should we not have been selling at $50 instead of holding at $45.....and watch the price tick lower?

As you can imagine, it is tough watching long term paper profits in REITs, Telcos and utilities drain away.

Would you please offer your thoughts on the emotions that arise in this situation and with the stated company and sectors?

Thanks
Dave