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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 appreciate you view on the Hudbay minerals announced offer to buy any or all of its outstanding US$920 million aggregate principal amount of 9.500% senior notes due 2020. I own some of these bonds and I feel their offer is not attractive enough to redeem. What is the risk of not tendering? Do you think HDB can survive to pay those bonds?I don't mind holding the bonds until maturity, unless you think that HBM will not survive until then?If I tender what would would be reasonable replacement.

Thamks,
Read Answer Asked by Saad on December 05, 2016
Q: I’m looking to add the equivalent of about 1 full position to consumer cyclicals.

I currently hold DHX.B (2.9%), AW.UN(3.4%), QSR(2%), CGX(2.4%). Right now I care about total returns and I lean towards profitable companies which pay, and regularly increase, dividends. I am not opposed to swapping out companies or adding in new ones though I do tend towards the buy & hold philosophy.

Your thoughts on this list, other options in the sector and where to introduce the new cash would be appreciated.

Thanks,

Gord
Read Answer Asked by Gordon on December 05, 2016
Q: I am retired and looking for income the above have not been to great for past few years
Could you suggest others that may be better
Others that I have that are not doing any better are tog,mtl,
I realize you dot have all that you would need for a proper reply
Any suggestion would be welcome thanks Pat
Read Answer Asked by Patrick on December 05, 2016
Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!
Read Answer Asked by James on December 05, 2016
Q: I have a portfolio consisting of mostly stocks, but also some etf's (ex IWO, ZPR, etc...) and BRK.B. Could you offer some advice on how the ETFs and conglomerate companies fit in to overall sector allocations? For example, in my case I have very little consumer discretionary exposure via stocks, but obviously some through IWO & BRK.B. I'm trying to figure out the best way to measure these for sector allocation purposes.

As always, thanks for the great service.
Read Answer Asked by Brian on December 05, 2016
Q: Hi Peter and gang,

Stock price of BAM.A had dropped by just under 10% from 3 years ago, just wondering what's happened to this stock. Would it be a hold, buy or sell now on this company? Your comments going forward would be much appreciated.
Read Answer Asked by Harry on December 05, 2016
Q: Considering returning to oil to take a full position. I have full position on utilities,finance,IT,Consumer, Is going to oil a good idea? Which of the above would you or combination would you suggest for an initial input of $50-70K.
Your service is much appreciated,
Read Answer Asked by Pierre on December 05, 2016
Q: Hi 5i: I want to add to my small holdings of mid-cap oil stocks when the OPEC bounce subsides. I have looked at WCP and RRX. How would you rate these - I wish to focus on light oil producers? Do you have any other suggestions - I am interested in growth not dividends? Many thanks.
Read Answer Asked by Roland on December 05, 2016