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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: Another Canadian roll-up targeted by shortseller. Boyd Group hit today, chatter that is on short attack $BYD.TO.
Frustrating --to say the least on these rollup companies

Read Answer Asked by Rick on October 27, 2015
Q: Hello Peter & 5i team,
First Valeant, now DH Corp ; what is going on ? We are facing a very unhealthy investment environment.
It seems that Canadian Securities regulations are not as constraining as those in the USA and short sellers take advantage of this with impunity ; but it obviously will take ages to sort this out.
In addition to that, it also seems that short sellers have a template approach to identifying vulnerable companies in Canada : (1) higher reliance on growth by acquisition and less on organic growth, (2) higher relative debt level, (3) complicated and less transparent ownership structures. Valeant would fit the bill, but DH ?
Both management teams have intervened, but to no avail : DH was up today by 11% at the open but is now down 5% in mid-morning.
I am exasperated by the situation even though the portfolio of stocks I currently own is up by 10% so far in 2015; however, making a major overhaul of the portfolio in reaction to the current environment would smack of paranoia.
Your soothing comments would be most welcome.
Regards,
Antoine

Read Answer Asked by Antoine on October 27, 2015
Q: Is this a good time to be buying DH? I have 4.6% weighting of this stock in my portfolio
Read Answer Asked by david on October 27, 2015
Q: Your comments please on the above oil co. thanks
Read Answer Asked by jim on October 27, 2015
Q: Hi,
I first have to say that I own this company stock. I also consider it the most creative and the most exciting industrial company today since my inroads with Kelso.. It also trade at very low price for it's future potential in my opinion
I think everybody should have a look at this company. They have released today a General business update that is worth at least reading.
I do not want to be perceived as a stock pusher, so as usual it is absolutely up to you to release.
It IS a microcap of course also!
Claude
Read Answer Asked by claude on October 27, 2015
Q: Hi Peter
I'm trying to find an ETF called "ishares trust Shs s&p GSTI technology index fund (IGM)" mentioned in the Globe today (Monday) as an upgrade. The only IGM I found was a financial company. I assume they are not the same company. Are you able to help me? If so, what do you think of this ETF.
many thanks.
Cam
Read Answer Asked by Cam on October 27, 2015
Q: Hi, I have owned McGraw Hill on the NYSE in US$ for several years and am hovering around a 300% increase (not including dividends). I'm fine to keep it as a steady-eddy but am thinking of selling half to buy DIS, especially before Star Wars is released in December. What do you make of that plan?

Thanks,
Robert
Read Answer Asked by Robert on October 27, 2015
Q: I have a large cash position and I am giving consideration to purchasing VCE Vanguard FTSE Canada Index and and VFV Vanguard S&P 500 Index rather than purchasing individual stocks based on the premise that generally indexes outperform managed funds and are less costly to manage. I would buy 60% VFV and 40% VCE. Would appreciate your opinions. With thanks, Bill
Read Answer Asked by William J on October 27, 2015
Q: Peter, can you provide any comments on my Consumer stock allocation. Each of the following stocks represent between 4 and 5% of my total portfolio: AYA; ATD.B; BYD.UN; CCL.B; DOL; and L. Please let me know if there are other Consumer stocks I should consider.

Thank you, Stephen
Read Answer Asked by stephen on October 27, 2015
Q: These are both financing companies and I'm trying to choose between them. You seem to like both. While Alaris has a pretty appealing dividend, I'm more interested in what my total return might be after 5 or 10 years, and less in how it's comprised. Which of the two might you suggest? (If one seems lower risk than the other, please factor that into your suggestion.) Thanks as always.
Read Answer Asked by James on October 27, 2015
Q: Hello 5i,
STP went into receivership in May of this year.
I have shares still showing in my account with a value of $0.
I have not been involved with a company that has gone into receivership before, so my question is how do I declare a loss on these shares if they cannot be sold?
Post if you think this is beneficial to other members.
Regards,
Read Answer Asked by Randy on October 27, 2015
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