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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 am a retired Dividend-Income investor and need to bump up my asset allocation in the Industrial-Tech sector.

I have narrowed it down to WSP and ET from your Income portfolio. ET looks good but seems fairly illiquid. WSP appears to have better metrics than ET (P/BV, P/Sales, upside based on Globefund summaries), but the beta is a little higher. Additionally, RBC has WSP as overvalued.

I like to give a stock time to run and have a healthy dividend. What are your thought on buying WSP vs ET at this time?

Thanks for your great service.
Steve
Read Answer Asked by Stephen on November 14, 2014
Q: I currently hold a significant number of shares in this company and it represents approx. 10% of my portfolio. I am down 47% and am wondering if it is time to throw in the towel or double down. My understanding is that Argonaut is a low cost producer with little or no debt, but their share price keeps plummeting.

I realize that this company represents too large a proportion of my portfolio but believe much of what AR is experiencing is sector related. but I would appreciate you comments on the company in general and their financial in particular.

Thanks,

DON
Read Answer Asked by Donald on November 14, 2014
Q: hi folks,if no one else has asked,can get your opinion on Q results for western forest and going forward,is it buy/hold/sell,thanks as always,jb
Read Answer Asked by John on November 14, 2014
Q: This is more of a comment than a question, although I would be interested in knowing what drove the action yesterday - extremely unusual for any stock. It started with a huge gap down, no doubt in response to their earnings. Then, wow! It took off with volumes 5 times the 100 day MA. My first response was, as other correspondents, to sell. But the four analysts available on the Scotia iTrade website are all on the positive side, agreeing with you at 5i. And since I am not a trader but an investor, I am holding on. Something positive seems to be in the works.
Read Answer Asked by Fred on November 14, 2014
Q: Good Morning
Have you taken a look at Spectra7 since August? It seems they have moved a bit. It seems they have developed a Virtual Reality Wireless headset which I assume would be enjoyed by gamers. Am I correct? How do their prospects look going forward?

Thank You
Read Answer Asked by Clarence on November 14, 2014
Q: Good Morning
Pure Multi-Family REIT has two issues listed RUF.U and RUF.UN. What is the difference between them? Would you recommend an investment in this company?
They also have a 6.5% convertible debenture. Would the DB be a safer place to go in a young business? Would the shares be better held in a RIF or TFSA?


Thanks as always for your guidance.
Read Answer Asked by Warren on November 14, 2014
Q: Despite being out of your focus area I was very impressed by the complete answer you gave to Gordon on WM Morrison supermarkets UK on November 5. I currently hold both J Sainsbury and Tesco in this space. What do you think is the best of these three UK supermarkets and why?
Read Answer Asked by Andrew on November 14, 2014
Q: Your opinion of CXS results today and future prospects. I'm currently underwater and had hopes of target price going into $3.00 range.
Read Answer Asked by richard on November 14, 2014
Q: I would like your thoughts on the lastest quarterly results on CXS and with the beat do you see more investors buying this stock thanks.
Read Answer Asked by david on November 14, 2014
Q: Hi team, your thoughts on KBL's recent results. Please ignore this if already asked. Thanks!
Read Answer Asked by Hussein on November 14, 2014
Q: A comment to Marc's question.

Note that, as of Feb.10, 2015 (i.e. one year before maturity), Vermillion can redeem ("call") this bond at 100% of face value (plus any accumulated interest), i.e. without any additional "sweetener". If Vermillion feels that it can refinance this debt in the current environment with a better interest rate than 6.5%, it is quite likely to be redeemed and you likely will actually lose a bit of money (based on your above-par purchase price).

I suspect that this is the reason that the apparent >4% yield-to-maturity looks so attractive for such a short-term holding, since it is quite likely that the bond will be called.
Read Answer Asked by Gregory on November 14, 2014
Q: Your expert view on CQE's results today.Also your advice as bought it @ $2.55.Thanks a lot for your usual good services & opinions.
Read Answer Asked by Peter on November 14, 2014
Q: Hi, I bought HOU at $5 and it is now trading at $2.87.
In your opinion, can an ETF on crude oil go bankrupt?
Thanks
Read Answer Asked by Carlo on November 14, 2014
Q: Hello,
Taking into account that you like this stock, can you please comment on the valuation of this company (price / cash flow i assume would be the best metric ?) vs the sustainability of their growth rate, assets / reserve, volatility to commodity price and vs competing companies in the industry. Thank you for your great service.
Read Answer Asked by Pierre on November 14, 2014
Q: Thanks for freat advice!
I am 69 years old wuth avdefined pension which needs supplementing and would like to earn income and get growth exceeding inflation in some energy stocks whether or not the price of oil goes up or down... How would you rate each of these industries for this purpose going forward, and what others might you recommend. Also would you be able give (2) best choices in each:

Refining
Pipelines
Processing and or storage or other related services
Drilling

Also are there 'best times/seasons' to take positions or avoid taking positions in each industry?

Thanks
Read Answer Asked by lyle on November 14, 2014
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