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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 69,retired and dependent on my rrif and cpp for income. I have put aside cash in gics which I approximate will cover the mandatory draws for 6 years which I felt would cover an economic cycle and allow stability to the equities and bonds in the portfolio. The cash does grow beyond that sum and is redeployed to best advantage. This is a different approach from the percentage models used . I would appreciate your opinion. Thanks very much for your help.
Read Answer Asked by Tom on October 07, 2015
Q: As a retiree I am looking, mainly, for income from dividends which will, hopefully, increase with time. i have done well in terms of capital gain over the years with TD, which I have gradually reduced, but feel I can get better value elsewhere. Specifically with HSBC having a yield of ~6.3% versus 3.9% - both have a history of dividend increase.
I know HSBC has been through a period of re-trenching and consolidation and wonder if this has stabilised the bank now.
Any thoughts on the switch for this ~1.5% holding?
Read Answer Asked by David on October 07, 2015
Q: Is there a way to run a screen for stocks that are:
1) doing buybacks (perhaps using a % of shares outstanding range)
and
2) over a certain p/e (eg 30x)
Thanks Cameron
Read Answer Asked by CAMERON on October 07, 2015
Q: Good morning

Can I have your thoughts/analysis on Mad Catz as a possible investment (projected earning growth/debt etc.)? Are they any stocks you would recommend in this sector)

This stock is behaving very well technically.

Thanks again!
Read Answer Asked by Thomas on October 07, 2015
Q: There is a nice bounce underway in the mining sector. What do you think is the cause? And if you were to pick one or two companies in the non-precious metals space (by which I mean not primarily precious metals) what would it/they be. Thank-you again.
Read Answer Asked by Alex on October 07, 2015
Q: I bought this stock at $42 in July and it's currently at $31. I don't mind holding a losing stock if it has potential and I'm looking at a longer holding period of 7 - 12 years. Do you think this company has value for that period of time and should I hold? Is there too much competition for its market and if so how do you think it would fare? If you were to switch to another U.S. Company in the tech sector for that time frame could you give me 2 or 3 names you think would do well over time?
Read Answer Asked by Lisa on October 07, 2015
Q: What are your thoughts on Wajax? Is it worth holding for the dividend or does the risk of further downward slide outweigh the benefit of the dividend. My book value is about $46 a share.

Joe
Read Answer Asked by Joseph on October 07, 2015
Q: With Suncor attempting to entice exhausted shareholders with a 0.25 SU share exchange offer, COS loyalists are fortunate to have an influential shareholder in Seymour Schulich.

Schulich was quoted in saying:
“I ain’t selling at that price,” he said of Monday’s bid, adding that he believes Canadian Oil Sands is worth $20 per share. “If they succeed, I’ll go to court to get a valuation.”

My question is what options do COS shareholders have if SU were to be successful in this takeover chicanery? Could someone like Schulich order an independent valuation and let a judge decide what is fair for shareholders?

Here is link to article:
http://business.financialpost.com/news/energy/suncor-energy-incs-4-3b-hostile-bid-for-canadian-oil-sands-ridiculous-seymour-schulich
Read Answer Asked by malcolm on October 07, 2015
Q: Re the ETF question, another company making money on ETF's is Blackrock, which has the ubiquitous i-shares in Canada as well as in the US.
Read Answer Asked by John on October 07, 2015
Q: Sector rotation today with oil having an outsized move to the upside and many high quality non-commodity related stocks (CSU, CCL.B, CTC.A, DOL, GIL, L, T, MG, etc etc) with an outsized move to the downside?

I'm thinking of adding another oil company to join WCP as my only oil holdings (currently WCP is less than 2% of the portfolio). What dividend paying name would be on the top of your list today (small cap, large cap, doesn't matter) for a long term hold.

In your opinion, would your #1 ranked oil name be more attractive, from a valuation perspective (assuming a $45 floor for oil) than your current #1 ranked pipeline?

Thanks.

John
Read Answer Asked by john on October 07, 2015
Q: In his recent article on etf investing Cullen Roche's closing comment is: "making markets in index funds is hugely profitable". I wonder if there are companies specializing in this area that you could name that would be worth researching. Also, of course, do you agree that they have potential for a profitable investment.
Many thanks
Mike
Read Answer Asked by michael on October 07, 2015
Q: Hi team, please give me your opinion on the below allocations for both Consumer Discretionary and Staples stocks (this is about a 10-15 year time frame and part of a $200,000 portfolio):

Consumer Discretionary (13% of Portfolio)
ACQ.TO, BYD.UN, CGX.TO, DH.TO, ECI.TO, GC.TO, IT.TO, KBL.TO, MG.TO, MRE.TO, PEO.V

Consumer Staples (12% of Portfolio)
ADW.A, ATD.B, CSW.A, DOL.TO, L.TO, SAP.TO, TPK.TO

Any stocks to take out of these lists or perhaps add to?
Read Answer Asked by Patrick on October 07, 2015
Q: For sector allocation, I have the following:

Consumer Cyclical 27.21%
Consumer Defensive 11.67%
Energy 9.10%
Financials 10.07%
Healthcare 8.0%
Industrials 11.97%
Tech 21.98%

Is this too high in cyclicals, wherein I hold Boyd, Disney, CCL Industries and Starbucks, in roughly equal weightings.

If so, which sector should I rebalance into, to optimize what's happening in the market right now?

I'm working with all 5I-approved companies, so the worry is not about individual stocks, but the sectors as a whole.

Thanks as always.

(And thanks to Geoff for correcting my "dyslexic moment" yesterday on Concordia. Obviously, my morning coffee had not kicked in. Very red-faced member, here. : )
Read Answer Asked by Sylvia on October 07, 2015
Q: In view of the decline in share price, would this be a good time to add to MG or, because of the TPP, is it best to take a wait and see approach.
Read Answer Asked by Rose on October 07, 2015
Q: I currently don't have any exposure to the healthcare sector. Would you please make a couple of recommendations.
Thank you
Read Answer Asked by Rose on October 07, 2015
Q: Can BIP.UN as listed on the TSX be held in a TFSA without any tax implications ? Joe
Read Answer Asked by Joseph on October 07, 2015
Q: Bill Carrigan on Market Call maintained that there was a rotation from Health Care etc. to hard assets--energy in particular. Even though I can't see much of a future for energy or gold, the stocks still seem to be acting like there is a rotation to them while health care and IT are underperforming.
Do you have any observations?

Bryon in Elmira
Read Answer Asked by Bryon on October 07, 2015
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