Investment Q&A

Q: Can you give me your thoughts on the following 3 companies, PPL, ALA, ENF, do you think this a good time to add 5% position for each of these 3. I currently hold KWH.UN (5%), BCE (5%), BEP.UN (5%), ZDV (25%), ZPR (35%), and ZRE (25%), I am up currently up 26% on ZPR, thinking of reducing my exposure to ZPR znd add these 3 names.

Q: Hi, Both Cirus Energy and Altus Group have moved up nicely 5-6%, since addition to your portfolios. I guess, I should have added to my portfolio at the same time, instead of hoping for a lower entry point. Are these companies still a good buy at current levels ? How have been these co's earning trends in past (surprises, lumpiness) and is it worth waiting to buy around earnings ? Thanks

Q: Hello Peter, Ryan and team:

In the current political/rate increase climate what is a good % in terms of asset allocation for Bonds for a 60+ year old couple who are medium risk takers. Further more inside the bonds what should be % for Short term/medium term, Corporate and high yield bonds. I understand it is not a good idea to hold Long term bonds though Vanguard has just released several ETFs incl Long bond ETF! When the experts on BNN or in Business pages talk about "cash" position 30% etc., I presume they mean cash/GICs and Bonds?
Always enjoy your take on things .
Mano

Q: mnd has had a fair amount of insider selling by a few insiders , besides gmt, from november thru january, I can understand if options are exercised or other reasons but this seems a bit above the norm to me and makes me wonder if something is wrong here. mnd does not seem to participate in the gold rallies. No insiders have stepped in to buy at these levels. Have you heard any thing that may account for the selling and under performance? Do you still like the company? I am considering a purchase here to maybe a 2% equity weighting.
thanks Tom

Q: I don't wish to belabor the points that have been brought up on the ala sub receipts.I bought half a position in ala, I sold some of my Box.un,and my plan was to wait to see what happens with the offer before I sell the rest. Looking at the price difference between the common shares and subs, I am tempted to buy some more of the ala subs now. Just trying to get my head around the pro's and cons. I understand that the shares held in escrow will probably get about 2% interest, creating a shortfall that will need to be paid from escrow funds, maybe around $.10 a share per month.One of the fellows said that if the deal falls through, the sibs will get back $ 31, what if there is not enough money in escrow to pay this, will ala pay out the shortfall.One last thing, someone said that this may not close for over a year, if so, does that mean that the escrow shares will need to pay out the shortfall of the dividends?, if so it could well be over a $ 1.00.Sorry for this being so long winded, but do I have the "facts" right
Thank you in advance for your response.

Q: INP published Q1 results yesterday, which appear to be worse overall than last year's. The share price was down slightly for most of today's trading but fell 12% in the last 20 minutes. May I have your thoughts on the results and any information on the sell-off, please?

Ted

Q: input capital took a big dip today, any idea why?

Q: I presently have VET, RRX, WCP, & SPE & VLO as energy stocks & am thinking of adding SU for its size & dividend as a long term hold. I would appreciate your thoughts & whether you feel the current price is an appropriate entry point? Thanks.

Q: HI Peter /group Does Paypal have lots of growth ahead as the on line purchases continue to grow?

Q: I have been thinking of adding POW and/or BAM to my income portfolio. Please comment.

Cheers,
Bryan

Q: I was wondering if the States put on a duty or tariff or whatever they might call it, what affect will it have on the pipelines, ala and ipl

Thanks

Q: Good morning,
Would you please be able to comment on the recent trend of PKI ? Is this just ordinary trading ?

Thanks,
Larry

Q: I own 3 banks - TD, BNS and RY. Over the past 3+ months, TD share price has definitely underperformed the other 2 banks. It seems this happens every day. Can I get your view on TD? Do you still like it?

thanks

Q: My question relates to your insights on sector performance. Consider WLKP (Westlake) CINR (Ciner) BAK (Braskem) (these are 3 US stocks) and MX (Methanex) (Canadian) , which might be characterized as base chemicals. What view do you have on this sectors performance, or individual performance?

Q: VFH is a US ETF with broad coverage of US banking. The bank ETFs & stocks took a big jump after the US election. Do you think all the potential upside is already priced in? Is there a Canadian ETF providing the same exposure that you would recommend or is VFH the best approach here? Many thanks.

Q: Why do pipelines, such as PPL, ENB and ENF, have been sold off so aggressively in the last while? Any particular reasons? Since Keystone XL has been revived would it not give the pipeline sector a boost?

Q: Hi gents looking to get into the tech sector as I have no holdings at present - prefer US but does but open to a Canadian company if it makes sense

Q: What do you think of holding 5% of gold in my portfolio? If so, what 'd you recommend?specific company or ETF's? Thanks.

Q: Which ETF would be your preference? Vanguard VSP or VFV
With thanks, Bill

Q: I have always heard that the best time to buy a stock is when it hits a second new high. Do you agree?