Investment Q&A

Q: Hi Peter et al.
I've been doing really well with the Balanced Portfolio. I would love to have something like this for US equities. Any plan to move into the US with your service? If not, could you recommend a service in the US that would be similar to yours; specifically providing model portfolios.

Q: Hi Team! My portfolio is based around your Model Equity Balanced portfolio. I own quite a few shares of SNC as part of employer plan.I own Savaria, would it be ok to add WSP for industrial exposure, or is there another name you would suggest, with dividend of course. Thanks Sam

Q: I would like your comments on the payout ratio of STB and their debt situation. Some comments claimed that their payout ratio is over 100 percent and they are borrowing to cover this.

Thank you,

Walter Schwager

Q: Is CAM a value play here? I realize they have issues here, but the stock now trades at .5 BV with an historical > 1 BV. Willing to hold until it returns to historical avg. What do you think?

Q: Hi Peter, I do not have any energy in my portfolio of a 1mill portfolio, like divs, practically all my stocks, Reits, etfs pay divs. Have been looking at the above ones and would like ask you to rank them by safety of div and growth. Will appreciate your advise, as to oil prices(??),perhaps a better choice. Many thanks. J.A. P. Burlington

Q: could I have your opinion on todays report please

Q: Good evening
What is your opinion for investing in bitcoin and what would be the risk in such an investment?
Kind regards

Q: Is the takeover of CEF.A sure to happen?

If so what is the last date to sell CEF.A?

Also, is there some similar alternative to own that will have any payouts in the form of dividends rather than distributions?

Q: Thoughts on this company for a long term hold in a TFSA.

Q: Good morning Peter.
Regarding the gold miners ETFs GDX and GDXJ trading on the NYSE, do I have to declare these as "foreign property" on my Cdn tax return (for cost base greater than $100,000)???

Q: I own a position in Amaya and am currently reviewing my position. On the Investorline website, it shows that Amaya inventory grew by 400 million from 2013 to 2014 YOY. What does this increase correspond to as they are a software based lottery and gaming company?

Their current assets have dropped below their current liabilities by 20% in their latest quarterly. Their total debt is larger than their market cap. What do these numbers mean for the company and for an investor? Am I missing something or are my numbers inaccurate?

How much of their total debt is bank debt vs. funded debt? Is this ratio something an investor should be concerned about?

Q: could you please comment on aya earnings release this morning.

Thx

Q: Hi, could you please provide street estimates for BYD.un for quarterly release expected, tomorrow for Revenue, EBITDA and Adj. EPS. Thanks

Q: In the Rate Reset Preferred space, what do you like? Any ETFs that you prefer for an income-focused small holding?
Len

Q: I've recently got a large bonus from work which will represent about 15% of my total portfolio. I am building up my U.S. exposure to get to my target level so all funds will be invested in a S&P 500 index fund. Since we are looking at all time highs how would you suggest to deploy the cash. Normally I would not try to time the market but with such a large part of my portfolio I'm wondering if I should hold off for a while or deploy it in three trades over the course of the next 6 months or so.

Q: 5i

What is a covered call and what is the risk level in a covered call ETF in both a rising market and a falling market. Looking at ZWH and ZWU as my utilities segment is low as is my USA segment of my portfolio. Yield on both is good and I am looking more for income with a little growth.

Wayne

Q: Would you consider the following a good starting list for a friend's TFSA, 10 years holding. Other sectors + US + international would be in RSP. What would you change if not. 'Congrat Ryan + Lisa!'

GUD Knight Health Care
CRH CRH Medical Health Care
KXS KINAXIS Tech
AIF Altus Group Financial / real estate
ECN ECN Capital Financial
MX Methanex Material
NFI New Flyer Industries Industrial
PBH Premium Brand Holdings Consumer staples
SIS Savaria Industrial / Health
TOY Spin Master Consumer discretionary
SYZ Sylogist Tech
RRX Raging River Energy

Q: Over the years, my general observation has been that officers other than CFOs, CEOs and board directors who are buying and selling company stock has been a more accurate indicator of company direction.
Do you agree with this observation and, if so, how explain this phenomena.

Q: Hi Peter, wondering which CDN companies you prefer are centered in the Permian Basin and your views on that area?n Thanks!

http://money.cnn.com/2017/03/20/investing/permian-basin-oil-texas-shale-opec/index.html

Q: 5i Team I would value your opinion of Himax. I have been watching for sometime and it appears to be on a move and would like your insight on this company.