Investment Q&A

Q: Team

Why does the market cheer everytime Enbridge moves assets down to the income fund? To me it is just financial engineering.
The whole company is worth the same but the parts are moved around.
Enbridge keeps adding debt with new projects but still trades at a premium due to its stellar past. What am I missing?

Q: Investing in preferred shares is a conundrum at present.Do you have any suggestions on investing in these products or should they
be avoided for other income products which offer less risk of capital loss? Are pref share ETFs worth the effort? Joe

Q: Heavy selling on CCL today, after a down day yesterday, while the market is surging. That puts CCL down 10% in the last ten days. Anything behind this? Such big drops are not the norm for this stock.

Q: I own Canexus Series 6 cone deb, paying 6.5% and due Dec. 31/21. I am hoping to hold it to maturity for income. What effect will the SuperiorPlus take over have on this investment? What is your advice? It is trading well below purchase price.

Q: i need basic material companies to add to my portfolio

Q: Would appreciate your input regarding Patrick Horan's recommendation to short Enbridge. This is based on it's high debt load and the consequent effect of a rising rate environment. I know it has been repeatedly targeted but if rates do rise do you see a downside?

Q: I owned the Canexus Convertible C seris (CUS.DB.C)
What will happen to this convertible debt with the takeover of Superior plus.
Thank you

Q: I was thinking of buying this stock but did not do so because of the insider selling of the stock. Is this a legitimate reason for not doing so? Thanks again. Bill

Q: Today, PHM has returned to form and volumes are coming back to the average. This coincides with a larger percentage jump in shares as of this point in today's trading. Any reason for this large increase that you can glean?

Q: I view of a potential sale, is this a proper time to acquire more

Q: Hello,

Is adding to GXI now like the proverbial catching a falling knife?
Do you still like it?

Thanks
M

Q: I was wondering if you could provide some insight on Westcoast Energy as a preferred share for income. I am looking to move away from some of my REITs and invest in something a little saver.

Q: Good morning team, What's your opinion today of DIRTT...price (good entry point?), future prospects. What will be the impact of the TPP agreement?
Thank you!
Silvia

Q: I see you continue to omit Whitecap Resources when members ask you for
your top oil/gas companies even though WCP remains in your balanced portfolio. (today you recommended TOU, PEY, RRX AND VET) Is this because they have greater upside from here or is there something else wrong with Whitecap as a top pick? I also noticed you recommended not to chase the current trend towards materials and oil and gas companies. Why is that?

Q: Why had this stock down $20.00 since Late Sept. Is there concerns here, or a buying opportunity?
Thanks in advance

Q: Our investment group currently hold this stock but during this year the stock price has steadily fallen. What are the reasons and what is your prediction for the future? Is it a hold or sell?

Q: Brookfield is spinning off a portion of its Business Partners division to BAM.A shareowners. The only comparables to BPP I can think of are KKR and BX, neither one having set the world on fire in terms of returns the last few years. Do you think that BPP as a much smaller entity will have better long term growth prospects than either of those two? The CEO of BAM claims the last 5 years has seen great growth in its private equity and continues to see opportunity. Do you agree? Thanks, J.

Q: What do you think about the possible sale in the news

Q: Hi guys,
Loving the nice bump today but can't see why it's up so nicely. Do you have any news? Thanks!

Q: This morning Larry Summers was talking on Bloomberg. He doesn't see inflation rising "as far as the horizon" and if it was up to him, he wouldn't even consider rising rates until he sees inflation. It's hard to believe rates will go up much at all and therefore, the hunger for yield should remain for years. Let's assume we knew that (a) U.S. rates stay below 0.5% for years (b) you want to minimize your exposition to Canadian housing and economy (no oil stock / office / mall REIT) (c) that you want above 5% plus income. Can you find better stocks than A&W, PizzaPizza and Sienna (AW.UN, PZA, SIA)? If our economy slows, Canadians will keep eating fast food (A&W + PZA). Sales might even go up while restaurants start to struggle (cheaper). They also have no exposition to currency or world issues. As for Sienna, I picked it because it add some growth that isn't tied to world growth or the Canadian economy. Please help me find holes in my strategy. Much appreciated.