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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: Can I get your opinion on the latest quarter for Winpak.
Read Answer Asked by Paul on July 24, 2015
Q: Would you still rate TMA as a "B-" given the weakness (economy, forecasted earnings, etc)
Read Answer Asked by Wayne on July 24, 2015
Q: whats your take on the div deal, it seems good, would you buy the issue. dividend about 8 per cent or thereabouts.
Read Answer Asked by david on July 24, 2015
Q: Regarding Carl's (I think) question on MacDonald Dettwiler. Scotia, today, lowered their 2016 and 2017 eps estimates from $7.14 to $6.83 and from $7.91 to $7.66. They also lowered their price target to $98 from $102.

The Scotia report recognized the high quality of MCD's business, backlog and earning's growth but the above adjustments were made in light of current challenges in the current satellite market.

Only post if you find helpful.
Read Answer Asked by john on July 23, 2015
Q: earlier today, July 23, your response concerning current valuation, etc., indicated your interest and experience with U.S. companies (earlier Fireye and others), will you be putting out a list of U.S. stocks - I currently hold only U.S. ETFs and would prefer individual stocks -thanks as always.
Read Answer Asked by don on July 23, 2015
Q: Can you clarify what the effects are and what you expect they will be on a mostly Canadian portfolio given that the U.S. interest rate is expected to increase soon and that the Canadian rates have just been decreased. I was expecting Canadian dividend stocks to strengthen given a lower interest rate here, but that doesn't seem to be the case. Certainly utilities like IPL and ENB are weakening (but perhaps that's more to do with the perception of them as energy stocks). Other Canadian dividend paying companies also seem to be weaker, such as banks. Does the U.S. interest rate always have the strongest effect on Canadian stocks, no matter that the Can interest rate goes in the opposite direction ?
Read Answer Asked by Alexandra on July 23, 2015
Q: Hello 5I. PHM is holding a conference call on Monday July 27th @4pm to introduce new executive personnel and clarify role of shareholdings of non-executive chairman and non-executive vice chair. participants will be Dalsin and Hoyt. (marketwire) You may want to add this to the mix. Does it really carry much weight. thanks for all the hard work.
Read Answer Asked by marlene on July 23, 2015
Q: would you consider spb a buy right now with this pull back for income and some growth.

thanks
Read Answer Asked by don on July 23, 2015
Q: Good morning, I believe you are familiar with this US company, Align Technology. Current thoughts on this one, patent issues, valuation, earning tonight? I'm up nicely, and considering selling prior to earnings after the bell. I'd appreciate your current comments, and I thank you!
Read Answer Asked by Rod on July 23, 2015
Q: Help! What happened to Superior Plus this morning.... down 15%
Read Answer Asked by Paul W on July 23, 2015
Q: please compare these including debt/cashflows and your 1-2-3 preference in this market
Read Answer Asked by don on July 23, 2015
Q: I hold VIP.UN-T as well as AV.UN mainly for income Since 2008. I have small capital gains in each, however the income has been steady. I wonder if there should be any concern and should I continue to hold these investment in light of the fact that the manager is planning to convert VIP.UN from a closed end fund to a mutual fund and the manager itself is experiencing some issues which include recent losses of clients as well changes at the top.
Read Answer Asked by Joseph on July 23, 2015
Q: Hi 5i: I've been considering a position in the tech security sector. Do you have any advice you could proffer on PANW (I know you don't specifically cover US stocks)? Any other suggestions for stocks in this sector? Many thanks.
Read Answer Asked by Roland on July 23, 2015
Q: Could you please give me your advice on Gibson Energy GEI. I bought this stock over 2 years ago at $22. Could you tell me how much is owned by insiders? Should I sell and move on or wait until Aug 6 when they report. I already owe IPL and ENB in this space. If I sell was considering moving into TCN.
Read Answer Asked by Paul on July 23, 2015
Q: I have been investing on my own for about 25 years. I have lived through major down turns and other calamities and am happy with my results over time.
My question is: Considering the Canadian $ discount to the US can last for years but not necessarily so I need to consider a suitable hedging strategy to avoid the potential loss of value in the 40% of my portfolio that is presently in US Stocks.
I prefer not to use ETF's if possible however it may in my opinion be necessary to convert to hedged ETF's at the moment I believe that there is a definite long term trend towards the Canadian $ once again.
Your thoughts please.
Thanks
Read Answer Asked by DAVID on July 23, 2015