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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 was stunned to see that Sun Life tops a list of Corporate Canada's mountains of cash - a recent Globe and Mail piece - with $6 bb. Could you speculate what they might do with it? Hopefully not purchase a US mutual fund like Great West did with Putnam! On the subject of lifeco's I stumbled across an ad for a class action lawsuit with Manulife, the stock that was touted to be as safe as houses. If you purchased shares between 2004 and 2009 - which I did - you should register here http://www.classaction.ca. It's free to join.
Read Answer Asked by Jeff on June 03, 2014
Q: Trinity industries--symbol trn, is getting pounded today, cannot any news, can you help. Dave
Read Answer Asked by david on June 03, 2014
Q: Virtutone vfx What do you think of virtutone latest earnings and do think this stock in undervalued. thanks
Read Answer Asked by don on June 03, 2014
Q: Hi

Is ot possible to reduce you income portfolio to 10-11 nsmes foe a 25k acciunt?

Many thanks
Read Answer Asked by Behrouz on June 03, 2014
Q: Hi Folks
Did not see monthly summary of 5I stocks for May. I assume coming shortly.
Stan
Read Answer Asked by stan on June 03, 2014
Q: Hello and good afternoon,

Couche-Tard (ATD.B): the last post re ATD.B was end Apr, and your team spoke highly of it. That was pre-split. Has there been any material change in the corp to explain the decline over the past month (I could not find any news reports)? Ack the pending change of CEO, and perhaps it is simply a breather, providing a sale price in the process?
Thanks in advance. Bob
Read Answer Asked by Bob on June 03, 2014
Q: Hi Peter and Team,
I recently purchased more shares of GS for my husbands RRSP during it's recent pullback at $28.46 as all the research I have done indicates that it is a good stable company with good growth, dividend and the potential for additonal special dividends or take. I was pleasantly surprised to see the bounce it today to $31.66 on the reported news that they were acquring another firm. I would like your opinion on this acquisition and would you continue to hold this stock? I know you like to hold for the long term but a 11% return in 11 days is tempting unless you see further upside.
Thanks for all the sound advice you provide.
Read Answer Asked by Maggie on June 03, 2014
Q: I have some cash in my TFSA. What do you think of Brookfield Infrastructure and the current price as an entry point.


Thanks
Read Answer Asked by Greg on June 03, 2014
Q: Since I already owned SVY Savannah when Eric Nuttall had it as one of his top picks, I bought more. I think I have the wrong driller, all the others seem to be moving up. In order of best of breed should I switch out of Savannah and go for PHX, WES, CDI, XDC, AKT.A, TCW, PD or FRC. Could you please rank for me. Thanks for everything.
Read Answer Asked by Helen on June 03, 2014
Q: Thanks for the report on MRC. You commented that FFO deceased in last qtr due to increase interest & corp expense. Why is this not a reason for concern?
Read Answer Asked by Douglas on June 03, 2014
Q: Hi Peter & Team,
Opinion on BIP.UN or ZGI please for long term income. Thanks
Read Answer Asked by Karl on June 03, 2014
Q: Hi Peter:
I hold this: MFR.UN.T
in my RRSP portfolio
what you say it is of decent hold as an income generating
investment; if not what would you suggest ?
thanks!
Read Answer Asked by Michael on June 03, 2014
Q: Do you have any comments regarding Tucows (TC)? It has done very well over the past two years, yet seems to be under the radar.
Read Answer Asked by Gregory on June 03, 2014
Q: Could I please get your detailed analysis of Xpel’s (DAP.U.v) latest earnings just released? Thank you.
Read Answer Asked by Evan on June 03, 2014
Q: Air Transat (TRZ.B):

After a collapse in share price in March to $8.10, Transat's share price has been gradually recovering and then today was up over 6 percent to close at $9.40. To partially assess risk reward I look at average analysts' one year price targets which for Transat are either $15.47 (Globe) or $15.50 (Thompson R), offering significant possible upside potential. At $9.40 it is still selling at less than BV with no debt (that I can determine). It is a small position for me (about 1.5 %) but I am contemplating increasing that to perhaps 2 %, but I have no insight as to why the price has moved up. I was wondering what thoughts or recent info (in addition to your March report), you might have. Thanks.
Read Answer Asked by John on June 03, 2014
Q: Hi ,

In a registered account, what ETFs would you recommend for the fixed income part of a portfolio. I currently own XBB and CBO , and am looking for alternatives to diversify from bonds. Which one of your recommendations would be your first choice to add to these? Thank you
Read Answer Asked by Mike on June 03, 2014
Q: I see AJX took a nice kick in the shorts today after reporting they would not be as profitable for 2014 as had been expected. Can you add your thoughts to owning this "contra" selection. Thanks in advance, Mike
Read Answer Asked by Mike on June 03, 2014