Investment Q&A

Q: I'm glad you agree with my conclusion of XRE vs US REITS. The heart of my question was on VNQ (my apology for messing up the symbol) and if not VNQ what can you recommend as a suitable US REIT ETF?

Q: I hold this in my RRSP and it has dropped from $60.00 to present level of $53.85. How much further would you feel this is going to drop, or are we at the bottom. I feel I should average down.

Thanks for your advice.

Q: My investment in ATP convertable debentures will be called in May. Would you invest the proceeds in either ATP DB.U or DB.D?

Thanks Guys

Q: Regarding MEQ. Could I get your thoughts on this company. If I recall correctly its a play on multi family housing in western Canada. How does their valuation look against say Boardwalk. Why don't they pay a dividend? If they were to pay a dividend on the same payout as boardwalk what would the yield look like.

Thanks, Rob

Q: Hi Peter! You have often made the point that every trade has an opposing view. If I hold a mutual fund or ETF that is currency hedged does that mean that someone on the other side is betting against my decision to hedge the fund or ETF. I lack a proper understanding of this situation and would appreciate your clarification. Ian

Q: Could you give me your outlook for Prism Medical, it's recent quarter, it's payout ratio, its recent decline and the sustainability of the (increasing) dividend?

Thanks for your service

Q: Peter and team,
Please comment on BMO US Put Write

Thank you

Q: U seems to trade between $4.50 and $5.50. I was thinking of buying it below $5 and selling it above $5, and do this as often as I can. What do you think?

Q: Husky announced after the close today and I found it odd that 1\2 million shares trading the last 8 minutes of trading. IS this normal tradeing practice? Thanks Cliff

Q: What do you think of the last quarter results and the dividend raise?

Thank you

Q: what is your opinion about this company and the dividend?
does their balance sheet look fine?
Also when I renew my membership,do I keep the current question credits.
Thanks

Q: With the take over of Capstone Infrastructure, can you tell me how come CSE.PR.A is still trading around the$13.00 mark.Also would like to know if the preferred,s of AIMIA CORP and ATLANTIC POWER would be a good investment or are they too risky.
Thank you for the information.

Q: May I get your assessment of NFLX. Is it still a long term hold for good growth or is the bloom off the rose? I am sitting on a sizable gain in a taxable account. I am thinking of swapping it for Facebook. Would you concur?
Thanks, Tim.

Q: What is your opinion of the new TRP preferred series 13 for part of an income portfolio.

TRP.PR.J

Many Thanks

Paul

Q: Hello Peter and the 5I team

A Bnn guest brought this company (ISV) to my attention. Apparently this company has a monopoly in the province of Saskatchewan for registry information service's. It has plenty of cash on hand, a 5.4% dividend. What are the pro's and cons of this business? Where would the growth come from? Do you see it buying other such business's in other provinces? Any info you have on this company would be greatly appreciated. I am wondering if this company would be a good fit in a income driven portfolio???

Thanks

Q: Could you please give your take on GXO. Their balance sheet appears to be very solid. They show strong earnings, little debt, a good yield and a growing dividend which is most unusual for an oil company in these trying times. Am I missing something?

Q: I am curious what your current thoughts are on ABM given the year end reporting that just occurred last week? There were some interesting comments that could be looked at in different ways with respect to potential for litigation with Syncrude finally getting resolved (or not) and also the possibility of a buy out scenario being in the mix now as well. The company had a fairly significant loss reported (over $7M) and yet the shares surprisingly didn't go down after the news release and actually gained some relatively minor ground. In your view, is this because the share price is so depressed already or possibly because some of the a/n considerations - potential buy out and/or resolution with Syncrude - may be factored in or maybe the worst days are behind them with oil starting to show signs of recovery? Any thoughts you can offer on this company would be appreciated as I'm considering selling some or all of my position that I hold. Thanks.

Q: Although the market has had a good run lately, many companies are simply beating reduced expectations. I saw an analyst on BNN this morning note that top line revenues will be down about 7%. The economy is coasting along and showing no signs of a big jump. My intuition tells me that this may be a good year to "sell in May and go away." Or at least lighten up. Since you rely on more than intuition, I would be interested in your opinion on this.

Q: I am a dividend growth investor and invest for the long term. I currently hold Altagas, but would like to increase my weighting. In the past many analysts were projecting good growth for this company over the next few years.

With the stock languishing recently relative to others such as Enbridge, Pembina, etc., do you see any issue in adding on to my 2% position?

It appears that you believe their dividend is relatively safe with their current payout ratio. Do you see continued growth of that dividend looking towards the future?

Thanks.

Jim

Q: Hi,
I have taken up a few half positions in stocks with the following details in my portfolio:
Full position = 4% of total portfolio = $6400
Half position = 2% of total portfolio = $3200
Transaction fee = $9.97

For full positions, my strategy as been to consider trimming them if they get $2000 or more above a full position. I will consider adding to them if they drop at least $1500 to $2000 below a full position. This keeps my transaction fee at about 0.5% to 0.75%

This same strategy with half positions will cost me more on a percentage basis. Should I ignore this and just be happy I'm diversified, or would you employ a different strategy? My current half positions are HCG, CXI, GUD, and PHM.