Investment Q&A

Q: Hi 5i,
What are your thoughts on Birchcliff acquisition of the Encana assets and the issuance of new Equity in support of acquiring these assets. Does it make sense and is the stock fully valued at this point given the recent run up since the fall?

Cheers. Antoine

Q: The share price continues to languish, although it is up substantially from its earlier lows (but still down from its highs). Despite this malaise, the stock continues to draw widespread support from several BNN analysts and others. Why is the proposed restructuring not better reflected in share price? Does it suggest there is a greater deal of risk in this happening than first thought or that restructuring will not prove to be that beneficial?

Appreciate your insight?

Paul F.

Q: Hello Peter
I am wanting to replace some bonds with these 4 stocks. (EIF,PKI, SIA, AD ) Could I have your opinion and any concerns.
Thanks for your great service.
Gary

Q: BPF.un. It has up ticked and I am just curious if there is any news?

Q: Hello Peter, I am looking for some bonds to add to my portfolio, I would appreciate your ranking the above for me. Also, your opinion of how would they react to upcoming interest rate increases. Perhaps can suggest a better choice. Many thanks, J.A.P. Burlington

Q: Hi, could you please comment on its results and outlook as announced this morning. Also, does it reaffirm your position to start accumulating at today's levels. Thanks

Q: A reasonable growth strategy is through acquisition, who are their likely targets?

Q: Hi Folks
What do you see as the potential downside in owning this stock over the next year or so
GUY R>

Q: Can you please give me your comments on the ETF

Thanks

Q: Hi guys,
I know the US isn't your area of expertise, but I was hoping for a quick review and what you thought about Duluth Holdings.

Q: What is the leverage of underlying OSB commodity pricing to Norbord's share price and if supply stays constrained through 2016 what EPS acceleration could be expected for BLX?

Q: I'm wondering if you can comment on their latest results. Thanks

Q: I am looking to start a position in Trinity Industries. What is your opinion of this company and its sector? Thank-you.

Q: I'm holding GRT.UN. It has underperformed the XRE substantially YTD. Can you talk about this poor performance, and what do you think of the company going forward. What else do you like in the industrial REIT space?

Q: Hi Ryan and Peter,
My question is of a general nature and concerns a problem many seniors are having with portfolio construction. I'm 70 years old, have a defined benefit pension which, along with my wife's defined plan, covers our monthly commitments. We are underinvested in the fixed income part of our portfolio but because of the lack of returns on bonds and GIC'S, are hesitant to commit a large portion of our savings to this sector.
As with many seniors who have their monthly expenses covered by pensions, we need guidance as to what percentage of our funds should be in fixed income. What percentage do you think is appropriate and could you suggest a few specific investments.
If you believe, as I do, we would be better off investing in Canadian Blue Chip companies that offer relatively safe growing dividends, could you suggest several such companies.

Thank you in advance for your much appreciated guidance.

Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary

Q: In addition to 19 specific U.S equities in my portfolio, I would appreciate your opinion on the following which I also own, including comments on any apparent duplication, and suggested additions.
BBH; FEZ; 1WO; SCTY; KRE; XLK; XLF. Thank You.

Q: Will you be covering Concordia Healthcare in the future seeing that it is in the growth portfolio (and there are many questions on it)?

Thanks,
Andrew

Q: I purchased nhc at $4.00 it was at $9.00 went to $3.00 then went to $6.00 and now under $3.00 should I take my hard hit, sell and move on?
Thanks,

Q: Could you comment on the latest earnings, and how the value compares to say Vail Resorts in the US. Would this be a good entry point with the stock down from it's high. Thanks.