Investment Q&A

Q: Hi Peter /group what is going on with Lumber stocks the last couple of days especially since lumber futures are up over the last couple of months. What do you see going fwd from here. When does the seasonality window close? Thanks for the great service

Q: How would you compare AAR.UN,DIR.UN and Smu.un going forward as industrial reits.

Q: I own SGY and is currently down 50% (ouch, yes!). The PR of yesterday to me is a mix signal. You cut dividends and sell assets and yet you maintain the capital spending level without reductions? Why sell asset on one hand and add more assets on the other hand (through capital spending)? Any reason that I should hold on or should I just throw in the towel (and take my tax losses)?

Your insight is much appreciated.

Q: Hi Guys: I have a 2% position in oil - PXT and RRX - I am looking to bring it up to 5%. I am debating adding to the PXT or RRX positions or begin a new position in FRU which would be held in a registered account. The account has to be convert into a RIF by December so the FRU dividend would be useful. Thank you for you advice.

Tom S.

Q: Morning,

Auto parts companies in a bit of a tailspin. Any reason to close a long term position in Linamar? What do you expect from this stock over the next quarter, year?

Thanks!

Q: In response to Paul's question below regarding an iPad app I have been using Real-Time Stock Tracker by W. Tang for a few years now. It is an excellent source of information and well worth the cost.

mobile app mobile app April 07, 2016 (asked by paul)
Question: I am about to purchase my first I-Pad. Does 5-I have a mobile app that I will be able to use?

Thanks

Paul
5i Research Answer:
Our site is mostly mobile friendly, and we have a Google Play app, but not an Apple app.

Q: What are your thoughts of using HUV as a hedge in a down looking market. How would you decide what percentage of portoflio to use and how long to keep it.
Thanks and happy Friday

Q: What is your opinion on Take-Two Interactive? Is this just another "flavour of the month" in the gaming software space, or does it have real "game" in its own right?
Thanks, as always, for your help and insight. Is it worth a longish-term hold?

Q: I am 30 years old and have built a sector diversified portfolio of around 25 names from the TSX worth approx 200k. I also have a pension invested conservatively in bonds/mutual funds worth approx 100k. I would like to invest all additional cash for the next few years in 3 or 4 ETF's to diversify out of Canada instead of adding to my Canadian portfolio. Do you see any major flaws in my theory? also could you suggest 2 or 3 ETF's to start out with. My thoughts were: VOO, VEA, and IJR. Thanks

Q: What factored into your decision to sell Tucows in your growth portfolio?

Thanks.

Q: I like the look of W.US and have about $10,000 USD to invest. Can you give me your thoughts please, or do you have some better ideas? Sector is not important.

Q: Can you please explain and give me your opinion on a BMO Canadian Banks AutoCallable Principal at Risk Note Series 185. I can unload these after June without any additional sales charge and are currently showing a loss they are Due December 2020. Would you sell these for something more favourable?

Q: The signals on this stock are very confusing. S&P Capital rates this as a "Sell" (April 1) yet Thompson Reuters ranks it as an 8 out of 10 (Apr 6). Consensus analyst recommendations seems to be "Hold". Yet over the past 5 years, the stock price performance is slightly better than blue-chip H&R Reit. Last year the CEO bought $13.5M worth of shares, so either has faith in the company or is faking us out. Debt seems acceptable, price is below book value, earnings seem to be steady. The price is $2 to $4 lower than the average price from 2012 up to the collapse in July 2015, which would seem to indicate a bottom.

What is up ? Is the Target effect still in force ? Is the street just tired of this stock ? Buy, hold or sell ?

Thank you

Q: What do u think of this stock for a 2 year hold in a 2.5% position?

Q: What did you think of their recent letter to shareholders? Im wondering if this stock is getting overbought? Thoughts?

Q: I am down a bit on this company. Is it worth holding onto? Is the dividend safe? Do you see much future growth? Thank you!

Q: Since your last look a year ago, AcuityAds has been impressive in growing its business and in its most recent quarter, has actually turned EBITDA positive. And now while still small, current N.A. clients with European operations are asking them to expand into Europe while term loan lenders are chipping in by voluntarily proposing to defer interim payments in support of such a move.

Looks quite promising but was wondering if you're familiar with any of the management team.

Q: Have read your past comments on DRA.UN and wondering what your thoughts are as a purchase today.

Q: Please rank the following consumer discretionary stocks for a long-term hold in order of preference..... A&W (AW.UN), Boston Pizza (BPF.UN), The Keg (KEG.UN), and Pizza Pizza (PZA). I am a retired, fairly conservative, investor looking for steady dividend income with minimal risk to loss of capital. Thanks!

Q: Can you recommend one or ETF's for US $ exposure in a balanced Portfolio.
Thank you