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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: What...many thanks are your views on these 2 companies ....would you choose one over the other
Read Answer Asked by Michael on February 20, 2015
Q: I have owned this stock for some time. Is there some light at the end of the tunnel?
Read Answer Asked by Garnet on February 20, 2015
Q: You mentioned about 'liking to buy into strength'. I understand the idea, concept. What would be helpful to me would be to know what that looks like, aka how to know it, if i saw it......Thanks Tom
Read Answer Asked by Tom on February 20, 2015
Q: Hi there,
I'm hesitating between Aya and Xtc for my tfsa. Looking for growth. Worried that Aya is too pricey. Would Xtc be a better choice? Current holdings:
Bns 6.5% Bep.un 4.6% Cph 3.7% Cxi 6% Enb 8.5% Fts 1.8% Gud 1.8% Rei.un 7.1% Slf 4.3% Trp 5.7% Wef 0.8%
Bac 2.1% Ko 4.2% Ge 2.8% JNJ 5.1% Ma 5.7% Orcl 4.4% Bin 1.7% Efa 6.4%
10% left to invest. 5% in tfsa and 5% in USRRSP.
Advice please.
Much appreciated!
Read Answer Asked by Jason on February 20, 2015
Q: Good morning Peter and Team,

The last question asked about CHB was over six months ago, and in the process of re-balancing my wife's RRSP, we notice that CHB has been languishing of late, especially when compared to ZFH. Even XHY is doing better than CHB. In an otherwise balanced portfolio containing many of your model portfolio equity picks plus CBO which you've consistently recommended, how would you judge a switch from CHB into ZFH at this time? In her RRSP, CHB is up 12% not counting reinvested dividends, but going forward, we feel that a switch to ZFH (or perhaps another suggestion?) may be warranted. We realize that some yield will be given up, but ZFH appears to be a lot safer. As always, your comments and advice are greatly valued.
Read Answer Asked by Jerry on February 20, 2015
Q: hi- how would you interpret their results? They seem quite upbeat and raised the dividend but had a substantial loss/share.
thanks
Read Answer Asked by Pat on February 20, 2015
Q: Hi guys, earnings are due next month. What is the word on the street regarding Fernandes making it two in a row? Just wondering if I should grab a chair before the music stops.

Thank you for the intel.
Read Answer Asked by ron on February 20, 2015
Q: Hi Peter
what is your thoughts on Wal-Mart stores report Today and their outlook going forward. Is it worth a 1 to 2 years hold.
Is WFM-whole food better than WMT? thanks a lot
Read Answer Asked by selina on February 20, 2015
Q: In your response to my previous question on SYZ you noted insider ownership has come down to 5% from the 11% in the October report. You gave a B for insider ownership. I am wondering what you would give it based on new %? Your qualitative rating was C+ based on high valuation (stock was at $11.31)would this rating change because of the new stock price?
Thanks
Mike
Read Answer Asked by michael on February 20, 2015
Q: Good Morning
BCE.PR.G is a fixed-reset preferred share. Almost all fixed reset preferred shares are reset by taking into account the 5 years Government of Canada Bond plus a fixed reset rate.
The terms of reset for BCE.PR.G are quite different and are being described by various brokers as ">80% of 5 YR Government of Canada Yield".
Can you please explain as to HOW the rate will be reset for BCE.PR.G on May 1, 2016?
Thanks
Read Answer Asked by Terry on February 20, 2015
Q: Just when I started to feel more comfortable, they do a share offering today! Long time holder, happy dividend collector but perpetually nervous.... I am in 50% below this share price. What do you think? I find it disturbing that they need to do this right now, with a high share price.
Read Answer Asked by Marilyn on February 19, 2015
Q: ARII reported last night and the only negative seems to be lower revenue due to more rentals than sales. Although this shows up as a one time negative, it strikes me as a longer term positive overall. Your thoughts are appreciated, suggesting that the sell-off is short cited. Thanks.
Read Answer Asked by Alex on February 19, 2015
Q: I read your updated report on HCG and agree that this is a great company. However, the NIM, EPS growth and ROE have all been declining as the yield curve has become more flat and competition for mortgage business has increased. Do you see this as a short term issue or more or a longer term problem?

Thanks,
Hans
Read Answer Asked by Hans on February 19, 2015
Q: Over the past year the TSX has performed reasonably well.
And interest rates have been relatively benign. Yet CVD is down over this same period and has been dropping steadily since mid last year. All this within what should be a positive environment for this type of ETF. So why is it doing as poorly as it is. Is it the quality of the underlying assets, management, or something else. My concern is if it cannot maintain it value in a strong market and low interest rates, what happens if interest rates begin to rise. Also, if you share any of these concerns, would you consider dropping the ETF from your portfolio?
Read Answer Asked by John on February 19, 2015
Q: hello team- iam 60 years of age and presently have 3 percent usa cash available in my rsp-presently equally invested in all sectors) please recommend something you feel has a potential upside, a dividend would be awesome too. could be etfs,stocks, bonds whatever.thx ja
Read Answer Asked by jane on February 19, 2015
Q: What are the latest Q estimates for revenue and eps?

Thanks
Read Answer Asked by sandy on February 19, 2015
Q: Due to seasonality should I sell this (wft) or hold longer. I am currently up 10%
Read Answer Asked by don on February 19, 2015