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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: Peter, could you explain why Premier Gold (PG) has declined so much in the last three months (from $5 to $2.85). It has declined much more than my other seven gold stocks(KDX, NMI, FNV, AEM, SLW, MND, FR). Could you suggest a better replacement for PG if I decide to sell it?
Read Answer Asked by Ralph on October 31, 2016
Q: Understand business conditions are poor And ALC is a really good company in a very bad business. The political climate on free trade and energy concerns suggest there may be no recovery in demand for ALC bulk carrier shipping business any time soon. I noticed there is some shipping industry consolidation underway in Japan and perhaps other countries. Do you think industry consolidation is an option in North America and could it be helpful to ALC outlook. What would you do with this stock as tax loss selling gets underway. Thanks.
Read Answer Asked by Sue on October 31, 2016
Q: Good Morning 5i
Could you plse. provide comment on today's new release indicating that NMX has signed a second off take agreement - this time with FMC Corporation? I note the sales are for high grade carbonate versus hydroxide. Seems to be a positive announcement but SP not overly positive affected on news yet. Other news expected in next month - does today's announcement build potential of positively growing the NMX story? Thanks for any insight.
Read Answer Asked by Randy on October 31, 2016
Q: I bought SJR.B in Jul. 2015 at $27.36. Today, it's $26.57. BMO Investorline Morningstar Canadian Income portfolio and Canada Core portfolio suggests selling this stock and that the fair value is $24.00. Do you agree? They did not raise their dividend in Mar. 2016. If I sell, what can replace it for a secure very long term hold for growing dividend income in a taxable account? BCE? (No banks/financial; I have plenty.)
Read Answer Asked by Helen on October 31, 2016
Q: Peter and team:

I am down 20 to 45 % in these four names and am thinking of consolidating my portfolio and realising some capital losses. Of the four at his time, which would you hold, sell for capital loss and potential buy back, or ditch altogether.

In particular I was wondering about DRT and if I should sell now or wait until after the quarterly report which I believe is Nov. 04th.

Thank you as always for an excellent service!

Phil
Read Answer Asked by Phil on October 31, 2016
Q: Hi Gang,

You mention an expected sell-off of BOS & XTC before year end.

What would you expect the timing and bottom resistance for the sell-off of each company to be?

I would like to take advantage of the tax avoidance while minimizing my hit in participating in the sell/repurchase. I have high hopes for both entities but maybe my focus should be elsewhere?

Thank you for your input and all the great work you all do. This is a great community and I am happy to be a part of it.
Read Answer Asked by Will on October 31, 2016
Q: Even after incorporating political risks, many health care stocks seem to have been punished more than seems justifiable. On Friday; minutes after the FBI said it is re-opening that email investigation , the health care sector sank even lower. The sudden stock price drop was in near-perfect correlation (McKesson, Novo Nordisk, Gild, CVS, Allergan and others were already down significantly year to date, yet all dropped sharply on the FBI news).

Granted, the damage to bio tech and pharma companies was self-inflicted. No one with a moral compass can dispute the fact that drug pricing abuses did happen (and perhaps still do). At current depressed stock prices, however, does it not now seem that many health care companies are being water-boarded indiscriminately? Is available info so nebulous that even traders or investing professionals don't feel confident. Are the unknown factors significant enough to depress stocks this much, though? Even after the already steep drops year to date? ( Sorry, I don't mean this preamble to turn this into a leading question).

QUESTION: Would you buy any Health Care stocks at current valuations (many show low PEG, high ROE)? This sector has been sliding down since 2015. Specifically, would you add to a position in Amgen or Merck , OR in the alternate, would you rather initiate a new position in a medical equipment maker? If the latter, which one please and why? Thank you.
Read Answer Asked by Adam on October 31, 2016
Q: I am a retired, conservative, dividend-income investor and receive a pension, CPP and annuities. I own AD, ALA, AQN, BNS, BCE, CJ, CGX, ECI, FTS, PBH, RY, TRP, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Equity Inc, Sentry Cdn Income and Sentry REIT.

I am almost fully invested with roughly 5% cash to top up my holdings, mostly in the industrial and consumer sectors and maybe a little in the financial sector. I have filtered it down to 4 candidates: ABT, KBL, MG and SLF.

Question 1 = are there any "red flags" within my current holdings that I should consider selling?

Q 2 = are there other candidates, besides the 4 that I have selected, that I should consider buying, that would compliment my current holdings?

Q 3 = are there any liquidity issues (ABT, KBL)? I think I have selected ok candidates.

Q 4 = Depending on the candidate, should I wait for the tax-loss season to wind down?

I am, for the most part, a buy-and-hold investor.

Thanks for your help,
Steve

Read Answer Asked by Stephen on October 31, 2016
Q: Is WYN.us a good company to invest in for someone who is interested in growth (operations) and dividend growth ? Will the strong US$ hamper revenue or does WYN have operations outside the US that balance or dilute Forex risk? Is WYN excessively vulnerable to competition? Is it responsibly run and is it shareholder friendly ? Is WYN’s snr. management compensation reasonably aligned with shareholder interests? (Latter includes reasonable compensation and FAIR stock options and paid only if EARNED . Abuses by management in many companies is insufferable. Too many Boards allow c-suite ‘occupiers’ to hold investors hostage by demanding illogical bonuses often unrelated to performance; plus obscene payout upon dismissal for cause.

Please give your insight into WYN’s prospects,its current valuation (PEG and ROE), and prospects for growth. If you prefer a different company , I’d be thankful if you are able to suggest that alt. name)
Read Answer Asked by Adam on October 31, 2016
Q: Hi,

I am a income investor so looking for dividends. My portfolio currently contains banks, pipelines, utilities, and telco's. I am thinking I should add some real estate to my portfolio and i was looking at MST.UN and/or CUF.UN-T. What are your thoughts on these two company's? Are there other real estate investment trusts you prefer?

Thanks,
Eileen
Read Answer Asked by Leigh on October 31, 2016
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