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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello, I sold RRX today with the intension to replace it with another energy stock with your guidance. I'm aware that RRX is a great company with a good balance sheet and excellent management but have decided to purchase only dividend paying stocks from now on as it has been painful to see RRX and TOU go down with no benifit to it's shareholders. Could you please suggest a dividend paying stock that you believe will survive this cycle.I presently own TOU, WCP and a very small position in TOG. Thank you.
Read Answer Asked by Cheryl on February 04, 2016
Q: personal opinion is the stock gets pumped i buy he sells, would he get wined and dined by management hoping he will pump their stock their is a huge conflict of interest thank you for providing a much needed service
Read Answer Asked by Cliff on February 04, 2016
Q: Hi: No one seems to have asked about Microsoft since August. What is your view of it now for a reasonably long hold?
Thanks again.
Read Answer Asked by Roland on February 04, 2016
Q: Hi guys,

I'm looking at adding a technology company in my RRSP. I currently own CGI in Canada and Google and Facebook in the U.S. I previously have owned Open Text and Constellation Software and I'm looking at going back into one of those as my pick. My preference is CSU on its pullback, but the P/E still seems high if the anticipated growth in 2016 doesn't materialize due to economic conditions. What's your preference? Can you provide the forward P/E for both stocks? Morningstar says 14.1 for CSU, but looking at earnings estimates on TD, I get a number in the low 20's.

Thank you,
Jason
Read Answer Asked by Jason on February 04, 2016
Q: What is your take of the BIP.UN results for 2015 and its prospects going forward? Will the increased distribution be sustainable?

Thanks.
Read Answer Asked by Victor on February 04, 2016
Q: I realize you stopped covering WIN, but could we get your take on their just-released Q4 earnings?

thank you
Read Answer Asked on February 04, 2016
Q: Good Morning All, I have a general question regarding banks, cash and the economy. I have noticed a lot of talk about negative interest rates, bank bail ins and a cashless society with limits on withdrawls. Do you see any of this as a realistic threat and if so, how does someone protect themselves?
Read Answer Asked by Kim on February 04, 2016
Q: Orange Capital announced today it is closing down & has mainly cash in its funds to return to investors.It is 10% shareholder of INN.un.which dropped 5.5% today.Please advise if it has liquidate its holdings.Daily volume does not show such a transaction as most likely a private sale.D Warren on BNN opine Kingsett(20% owner) & other wealthy shareholders( eg Westmount,its founder) have the abilities to buy.Please advise situation.Thanks a lot for your usual great services & views
Read Answer Asked by Peter on February 04, 2016
Q: Would you be a seller of the Rona preferred share at this time with the takeover bid?
Thanks
Read Answer Asked on February 04, 2016
Q: Hi,

I have recently thrown in the towel on Goldcorp, and need to replace for gold exposure. I read this morning you have done the same and replaced with AEM. Can you offer some guidance as to why you selected AEM please. Dejardins recently downgraded to a hold with a target lower than yesterday's close, not that I put a lot of stalk in these reviews. Would you get into AEM here? Thanks!

Eric
Read Answer Asked by Erichsen on February 04, 2016
Q: CIT Group is selling at a low P/E and a significant discount to tangible book value. Is this a high risk stock in your opinion?
Read Answer Asked by george on February 04, 2016
Q: I have about 10% of my RRSP portfolio currently in cash earning 0.75%. I plan to invest it in a fixed income vehicle sometime in 2016. I noticed today that Rona is trading at $23.40 about 3% less than the takeover price. Would investing some of this money in Rona at its current price be a smart alternative to a fixed income vehicle?
Read Answer Asked by Robert on February 03, 2016
Q: Capitulating :( (me) .... so expect the market to turn up very soon!

Nonetheless, I am now firmly in the "income camp" and have reviewed the 5i Income portfolio where I already hold all but ADW and IGM of your stocks but none of the ETFS (VCH, XHY, CVD,CPD, ZRE). With the exception of VCH they have all taken it on the chin in the last year - like so much else.

I am building a "sleep at night portfolio" and have set aside an appropriate cash reserve portion. The rest will stay in the market. With "sleep" well and make a few bucks top of mind, would you recommend any of the 4 ETF's or something else like ZWB, ZDV? Thanks for help with this project.
Read Answer Asked by Donald on February 03, 2016
Q: The outlook for Sony (SNE) appears to be improving. Would you consider buying it at the present price?
Read Answer Asked by George on February 03, 2016