Investment Q&A

Q: Hi Peter and Team:

A friend's advisor recently recommended and bought some Canso Credit Income Fund (PBY.UN) for his investment account. What do you think about this stock?

I was enjoying last Saturday's Money Saver webinar, but had to leave early. When will a YouTube or other version be available?

Thanks in advance.

Q: I have a reasonably well balanced stock portfolio, consisting mainly of large TSX dividend paying stocks. As the DOW continues to reach new highs, I am growing increasingly concerned about the propects of another bubble, and want to have a strategy ready to protect the gains in my portfolio if necessary. Other than cashing out, would your view be to invoke stop losses on my more interest sensitive stocks? If so, what level of stop loss would be appropriate (ie. is there a typical percentage or dollar level that is used, or would it vary by the type of stock?
Thanks for your input 5i.

Brian

Q: Any initial thoughts on GXE? It definately has good management behind it and seems to have good operating metrics. At $3, the valuation doesn't seem bad either, at least to me.

Q: Hello Team,
Do you have an opinion on Aurinia (AUP) that trades on the venture exchange? It used to be Isotechnika and was a complete failure for investors. The company has a new name, financing and management team. Looks like it wants to move to the upside, I’m looking to take a flyer with a small amount of money.
Thanks

Q: Hi Peter and Team,
I am just starting with a small portfolio of $30,000. Could you please give me your top 3 picks in the Manufacturing, Resource and Financial sectors. Thanks very much for all your wonderful information. Steve

Q: Since ITP' earnings report on Nov 13, the stock has gone down 8.3% on very heavy volume. I assume some funds are selling the stock. Can you give me an explanation of why the funds are reacting in such a way to what was a relatively benign earnings report?

Thanks

Q: Hi Peter and Team, Thank you all for such a great year and hopefully many more to come. Europe: Can you please give me a few (5 maybe 6) names that you really like in Europe that you anticipate that will do well over the next few years.

Thank you,

Q: Hi Peter and good crew. I would like to buy both RKN and Mnw, but insufficient for both. Please help me choose for an initial entry.

Q: With interest rates on the rise is it time to sell my CPD Preferred share ETF and replace it with the common shares of low beta dividend payers. CPD is in a non registered account and is about 5% of my registered and non registered total holdings.

Q: Hi Peter,
CBO and XHB, both from ishares. Similar in yield, similar last 12 months return but big difference in number of holdings. 44 for CBO and 323 for XHB. Morningstar classifies XHB as low risk and CBO as avg risk. What is your opinion on both? Should I buy both? Thanks

Q: Hi- any comments on the DTX financing? Would you allocate money at these levels? thanks

Q: Hello 5i, i wish to comment on your advice to me regarding CSI... on or about july 15 of this year i was a shareholder of CSI and asked your opinion.Basically in a nutshell you didn't like the company and advised selling. i did sell and kept my losses to a minimum which in my opinion is every bit as important as making money.if possible please reprint my original question for your readers, thanx again.norm

Q: Hello
After the takeover of Premier Royalty, my Premier Royalty Warrants changed into Sandstorm Gold [SSL.TO]Warrants dated 12/04/16. I cannot find any quote or trading symbol for them.
I can find :
SSL.WT 04/23/14, and
SSL.WT.A 10/19/15, and
SSL.WT.B 09/07/17
all of which trade, but not mine. Any idea why mine don't?
Thank you, Paul

Q: ajx has recently reported what are your thoughts??

Also ffh is it worth a look for a small position maybe 100 shares?

Q: Hi Peter,
When looking to purchase flow through shares do you suggest buying individual new offerings from specific companies or do you prefer the LP route with a manager etc..If so perhaps Norrep or Front Street? Thank-you.

Q: There is a lot of press about the the US becoming self sufficient in oil and that OPEC is, or will, as a result, be overproducing in the years to come. Do you support this notion that the world will have a surplus of oil? If so, how do you identify which oil stocks are vulnerable to increasing oil supplies and which ones might actually benefit from it.

Paul

Q: I have been looking at Ariad Pharma (ARIA-N). Do you think it has potential to rebound after the big drop last month?

Q: Hi Peter & Team. (SGY) Surge Energy seems to be trading poorly recently. Has your view on this company changed, either for better or worse? Thanks,

Q: With your sunny comments on November 5th on SUM, I considered adding the stock to my portfolio but am timid to do so after viewing the considerable insider selling of the stock. Would you also be deterred after seeing the selling? Thanks, Bill

Q: Hi Peter and team

I have watched Chem Trade logistics (CHE.UN)for years and it seems extremely well managed. I have it owned off-and one for a long time. I bought about 4000 shares in 2009 at a very low price and then foolishly sold out for a double at around $7- $8. I then realized my mistake and re purchased it around $15. The share price has not done a lot since but the dividends have rolled in without interruption as they did right through the 2008 crisis. Currently it has a %7 yield and a payout ratio of around 50%. It is now looking at a very big deal with General Chemical and may have to compete with some big players like Apollo Global to pull it off. So my question is (i) what is not to like? and do they have a chance to pull off this latest deal in competition with the financial engineers / hedge funds. I would appreciate your opinion on their prospects including their continuation of the old trust structure. Thanks

Ross