Investment Q&A

Q: I am trying to clean up my portfolio a bit by reducing the number of holdings. For the fixed income portion I have 5 different bond funds (CBO, XBB, XHY, CVD, HYGH). Is there enough overlap with either of these that I should consolidate any, or would you suggest any different ETFs to simplify the fixed income portion of my portfolio?

Q: The "street" appears to dislike the Encana purchase announced today. Is this transaction that bad for the Encana stock?
The sell-off is certainly significant and does this represent a worthy entry point?
I also keep hearing that gas stockpiles are far below historical levels and with the cold weather around the corner would this have any positive impact for Encana?

Q: For your model portfolio percentage returns, did you include the dividends as part of the returns?

Q: I was thinking of selling my position in AX.UN and replacing with BPY.UN which would give me a decent yield, modest dividend growth, as well as much broader geographic diversification. A decent trade? Thanks

Q: Could I have your thoughts on the Q3 results? Any concerns on the dividend payout ratio? I

Thanks
Peter

Q: Please comment on BPY.UN's earnings report today,

Q: Hello, my question is regarding WEED, can you shed some light on Constellation brands investment and warrants it has that can potentially allow them to become over 50% owner and what affect that could have on the stock if they exercised them. Their most recent investment August 15th was at $48.60/share, when I see this stock drop below that price I feel as though I should buy it... would that large investment at that share price technically limit the downside of WEED? Do the warrants to purchase more shares limit the upside? Thanks for your guidance.

Q: If you believe (do you?) that this correction is largely over and you wanted to put more money in the market.

At this point in time, which 6 stocks in the US and which 6 stocks in Canada to you think have the most upside with the help of the recent sell off?

Q: my reading of the q results on CRH was fairly positive but stock is down. Can you comment, and would you add based on the release?
I hold a half position in Open Text and was wanting to bring this up to a full position depending on the Q release... what would you suggest here?

Q: Morning guys:
Could u please provide your professional opinion on there recent results.
Thanks
Mark

Q: Is there an advantage to buying these etf which are marketed as minimizing volatility if one is aiming for international diversification? On the Blackrock website they are stated to be low to medium risk. Would you buy the Canadian hedged or non hedged version?

Q: TD has forecast a 60% dividend cut. This seems a little draconian. Would you agree that there will be a near term dividend cut? And would you agree about the percentage of the cut?

Q: Hi 5i
I sold the above for a tax loss. 6 of the 8 are down since with FTS and ECN slightly up.
The 30 day period is almost up. How many of these would you consider buying back in the hopes that their share price will increase. I have a longer time horizon.
Thanks
Jeff

Q: I currently hold a position in Maxim Integrated. Based on recent performance I am thinking of switching my position with Xilinx. Xilinx has also outperformed my position in the BOTZ ETF. Do you think Xilinx is a strong buy ?

Q: Earnings 52 Week Low
Yield (%) Price % Diff
Badger Daylighting 6.7 22.37 15.90
CCL Industries 5.3 52.01 5.59
Methanex 8.7 62.30 28.27
I'm looking at buying one of the above companies. Based on today's stock price, I am torn between what is a more useful metric, Earning's Yield (MX) or 52 week low (CCL.B) or a combo approach (BAD) for an entry point. In your view which metric is more relevant for a 5 year investment horizon?

Q: Can you please comment on IIP's recent quarter? Also, in a previous answer, you mentioned that the Company's debt was increasing, but debt to GBV is 43.5% in the most recent quarter which seems reasonable. Do you agree?

Thanks,
Jason

Q: Which one of these two would you buy today for growth with a one year time frame. Thanks

Q: Would it be the right time to drop CLS and what would you replace it with ?

Q: Hi 5i,

FTG has had 2 good quarterly releases in a row now. Your last reply to a question re FTG (Oct 9) was just before they released Q3 numbers (Oct 10) (normally a quiet quarter).
Is there anything in their Q3 results to get excited about?
It looks like their transition activities for their last acquisition(s) is finally starting to contribute nicely.
Given the caveat that it is small cap, should one continue to watch this company (in this volatile market) or could one step in for a 1/3 position over the next 30-60 days (considering tax loss seasonality) given the lows of the stock price (down 38% YTD)?
There didn't seem to be much market reaction to the Q3 numbers but that could have been due to the market volatility ....or it simply went unnoticed.

Cheers,
Steve

Q: Can you please comment on the recent earnings announcement ?