Investment Q&A

Q: I am 81 years old and need to cash in some of the following holdings. Forgetting allocations or other considerations, thinking only of which are most likely to do well in the next 2-4 years, would you please list them in the order in which you would sell, ending with those best kept if possible.
ATD.B
BAD
BIN
DHX.B
PHM
SU
VEF

Q: Reviewed you question on the above and don't know whether you are aware or not but TD downgraded this today to a hold "Earnings Momentum Expected to Decelerate; Downgrading to HOLD
Just thought I would let you guys know.
Have a great day
Rick

Q: Thoughts on this stock, it keeps going down and i'm wondering if i should hold on???

Q: Are you confident in EIF's management team to deliver the goods. Is there Aviation side of things intact. If you were to rate this company would a B rating be too high. Thanks as always.

Q: hi.Could you tell me what is expected re dividend? Just bought some more This AM. Am I goofy. Thanks for all you do. Regards Cliff

Q: What looks cheap in the BE portfolio? Thanks.

Q: What is your reaction to CXI results?

Q: Please comment on the Shaw media acquisition. Does it look good for a long term hold for income?
Many thanks.

Q: hello Peter and 51 team,
We enjoyed reading Peter's editorial in the January Money saver. He makes a point that your portfolio should be well diversified, has a cash cushion, and has gotten rid of the loser companies. We are well diversified, and have a cash portion. We have 2 losers that we haven't sold yet. Our question is should we sell Cenovus and Cannacord genuity? What would be a better alternative.
thank you

Q: Can you provide an analysis of Cascade (CAS) and whether at the current price it is a buy for 3 year plus hold? Would you recommend larger competitor? I've been watching it hit 52 week highs now for a number of months and rebounded yesterday. Thanks again and again - john

Q: My portfolio is overweight in Financials and feel I need to reduce over time. Wells Fargo has provided good returns but I am thinking there is more upside with BNS and TD over the long term.
I am planning to sell my position in WFC and move to a different sector in US$. Perhaps the Consumer Discretionary or Industrial sectors. Your thoughts.

Q: Your opinion please, many thanks.

Q: I am invested in this interesting company that seems to be in the right space but the shares seem sluggish. Should I hang on for the longer term?

Q: I made money on this when it was over $50, and now, after a positive report from the company, it has been dropping like a stone to about $22. I still believe rail will do well, and most of its business is in the US, so maybe now is time to take a half position?
John

Q: Hi there

You answered a question yesterday about OSL.un Onex Credit Partners and said that it might be down because of overall economic outlook and "we would hope to see this one be stronger over a 3 year timeframe." I own OSC.Un which is a similar security I believe and is also down considerably. I am wondering what to do with this fixed income security. I would gladly hold if there is some chance that it might recover somewhat over a few years as I get a good dividend. Are your views similar on this security that if credit markets get better then OCS.Un should recover? A couple of related questions - are the loses in NAV reflecting a ongoing payout of capital and/or permanent impairments or more just a lower pricing of current assets. I would think that with the cash generated by loans that OCS.Un would be able to buy debt at pennies on the dollar?

Thanks

Q: Is there anything fundamentally wrong with this co. Dividend up every year and projected up in next two years by the co. Yet share price continues to fall yielding 9% .I'm confused.

Q: Could you give an outlook for this company.
Any reason of the low shareprice?and is dividend safe?
I am looking at tcn or bip-un as a potential buy.
Which one would you choose and why?

Q: Hi Peter

What is your long tern outlook for these companies,is it a buy,sell or hold. thanks.

selina

Q: I am a conservative, retired dividend-income investor with a pension and CPP. My portfolio includes AD, AQN, ALA, BCE, BNS, CGX, CPG, RY, SLF, WSP, WCP, WEF, ZLB, XIT, Sentry Cdn Income Fund, Sentry REIT, RBC Eqty Inc, TD Health, Annuities and Fisgard Capital.

My question is regarding SLF. I bought it in the fall of 2014 with the investment thesis being rising interest rates and an improving equity market (both supposedly good for lifecos).

I am basically flat (down from cap loss and up from dividends). I am normally almost fully invested and am not a trader. I'm happy to hold SLF, but I think the original investment thesis has now changed. Is SLF dead money for now and is the current environment likely to produce more share price deterioration?

On a side note, I am slightly overweight in financials.

Thanks, Steve

Q: 5i Team -

Can you please provide your analysis on Whitecap Resources? What is their debt/cash flow? Can they survive with $30 WTI over the next Year? How does WCP stack up against CPG? Thank You!