Investment Q&A

Q: I was just about to hit the the "buy" button on this stock as the new doom and gloom oil price of $20 per barrel hit the headlines. I am looking for income and (some growth vs seeing a declining share price). Would this current turn of events deter you from buying ENF for a 3-5 year hold. I can accept the ups and downs over that period but a reduced dividend.

Thanks for your help.

Q: Hi Peter and Team!! Warren Buffett had purchased quite a bit of this stock. What are your thoughts on it and would you purchase it now with the Canadian dollar being as low as it is. Cheers, Tamara

Q: Doing a bit of portfolio clean up, what would be your recommendation (keep, replace with) regarding the following mutual funds in a well diversified portfolio. They represent about 8% of the portfolio.
DYN435 up 40%, DYN9405 up 18%, TML1013 down 6.5%, TML 1018 up 12%, AIM1651 up 9%
Please deduct credits as necessary.Thank you.
Carlos

Q: Hey guys - Could I please get your favorite Canadian dividend growers to buy at current prices and hold for the next several years. Thanks.

Q: Hi I hold one full position in Qqq and have done well with this, this is probably my only significant position in the US markets the rest are well diversified but mostly canadian stocks. I would like this to be a long term hold, however if you think the US tech stocks have had their run up in the near term, I was considering selling a half position to diversify in Us markets..can you suggest an ETF if you feel that is the right course of action. Thanks.Shyam

Q: What do you think of cdv results and is it a buy here?
thank you for your help

Q: From Report on Business, Sept.10 - "Concordia Healthcare Corp. is planning a
major equity raise to help pay for its latest acquisition – but instead
of relying on Canadian investors, it will seek out the funds it needs in
the U.S.“We will not be doing a
Canadian bought deal. We are doing a U.S. institutional raise,” said
chief executive officer Mark Thompson in an e-mail."

This would appear to validate the 5i observation that Tuesday's selloff from the open was caused by institutions looking to replace their holdings with the cheaper new issue shares and that for the individual long term holder the wobble in the share price shouldn't matter a year from now, particularly with street analysts bumping their target prices by 15-20%.

I believe this company has most of its revenue internationally sourced and since it is likely Canadian based only for tax reasons, what would the long term picture look like for CXR and VRX should we elect a federal government determined to raise corporate taxes? Thanks, J.

Q: I would appreciate your opinion on this company.
What will a interest rate hike in the USA mean for Telus
and this sector?

Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom

Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R

Q: Would you recommend either selling this stock or holding it for the 4.80% dividend. Thanks, Bill

Q: If CSW is already owned (1.8% position at a 14% loss) in a taxable account do you think a switch to ADW is warranted? The objective here is long term income with some growth. Thanks for your advice.

Q: ET & quite a no.of other 5I's stocks will be added to the small cap index as at close on Sep 18.SJ will be added to TSX.Please advise impact.Thanks a lot for your usual great services & views

Q: Good Evening
I am going back to 2005 and note that D.UN has not cut their dividend for the last 11 years. The current yield though of over 10% suggests that a dividend cut may be in the cards. What is your opinion of this company? I am holding it for several years.
Do you recommend averaging down, holding or selling?
Do you anticipate a cut in the dividend?
Thank you

Q: If we see improvement in the Canadian dollar over the next couple of years and it were to get back to the high 80s, would this put a lot of pressure on the pricing of Airboss earnings translated into Canadian dollars with resulting pressure on their share price? Thanks.

Q: Are these two Brookfield closed-end funds , Ok for My RRSP, are the yields sustainable ? Thanks Cec

Q: Good Evening
When reviewing the insider reports I come accross to the following term under the heading Nature of Transaction: " Buy Under Company Plan." Can you please explain what is meant by "Buying Under Company Plan"??
I understand the buying and selling in the open market but I am not sure how the buying under company plan works. Are the insiders required to buy company shares at specific intervals?
Thank you

Q: Good morning. I read their report this morning, and the stock has been declining for quite a while. The payout ratio has increased and I am wondering whether to hold it any longer..It is in My Riff and I am below my cost. Could you please give your advice Peter as I value your opinion. Thank you,

Q: Hi Peter,

Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!

Q: At the present time there seems to be a bottleneck in the TPP deal
with respect to auto and auto parts manufacturers.Between MG and LNR,which one is less likely to be impacted if a TPP deal reduces
the the minimum percentage of auto parts required in cars
manufactured in the U.S.,Canada, and Mexico as outlined under NAFTA? Thanks, Joe