Investment Q&A

Q: What do you think of cdv results and is it a buy here?
thank you for your help

Q: From Report on Business, Sept.10 - "Concordia Healthcare Corp. is planning a
major equity raise to help pay for its latest acquisition – but instead
of relying on Canadian investors, it will seek out the funds it needs in
the U.S.“We will not be doing a
Canadian bought deal. We are doing a U.S. institutional raise,” said
chief executive officer Mark Thompson in an e-mail."

This would appear to validate the 5i observation that Tuesday's selloff from the open was caused by institutions looking to replace their holdings with the cheaper new issue shares and that for the individual long term holder the wobble in the share price shouldn't matter a year from now, particularly with street analysts bumping their target prices by 15-20%.

I believe this company has most of its revenue internationally sourced and since it is likely Canadian based only for tax reasons, what would the long term picture look like for CXR and VRX should we elect a federal government determined to raise corporate taxes? Thanks, J.

Q: I would appreciate your opinion on this company.
What will a interest rate hike in the USA mean for Telus
and this sector?

Q: Wow…how the energy sector changed over the last year and half. Then I cut the weighting from 14+% to 8.5% on the suggestion of 5iR. Now the weighting is 5% (in a better diversified portfolio). Then I put together a number of positions that were diversified, gas/oil, light/heavy and big and small. Now going forward I would like your take on whether I remain with each of these positions within the context of the energy sector mix, or transform to another more appropriate mix of positions that you suggest I think about. Here are the holds and position weightings then/now - BAD 1.5/0.8, BTE 1.0/0.2, BDI 0.5/0.2, CVE 1.0/0.6, PEY 1.0/.8, SGY 1.0/0.5, and TOU 2.5/1.8. Going forward I am keen about the better positions and the better mix, and as for the here and now, I am not focused on the loss or utilization of the loss. What is better for tomorrow’s years. Much appreciate all the helpful advice and insight……Tom

Q: Hi Peter. Would you recommend this ETF for 5% of my portfolio, I'm diversified Canadian 40% US 40% international 20%. Would this be a good time to add it to the plan?
GUY R

Q: Would you recommend either selling this stock or holding it for the 4.80% dividend. Thanks, Bill

Q: If CSW is already owned (1.8% position at a 14% loss) in a taxable account do you think a switch to ADW is warranted? The objective here is long term income with some growth. Thanks for your advice.

Q: ET & quite a no.of other 5I's stocks will be added to the small cap index as at close on Sep 18.SJ will be added to TSX.Please advise impact.Thanks a lot for your usual great services & views

Q: Good Evening
I am going back to 2005 and note that D.UN has not cut their dividend for the last 11 years. The current yield though of over 10% suggests that a dividend cut may be in the cards. What is your opinion of this company? I am holding it for several years.
Do you recommend averaging down, holding or selling?
Do you anticipate a cut in the dividend?
Thank you

Q: If we see improvement in the Canadian dollar over the next couple of years and it were to get back to the high 80s, would this put a lot of pressure on the pricing of Airboss earnings translated into Canadian dollars with resulting pressure on their share price? Thanks.

Q: Are these two Brookfield closed-end funds , Ok for My RRSP, are the yields sustainable ? Thanks Cec

Q: Good Evening
When reviewing the insider reports I come accross to the following term under the heading Nature of Transaction: " Buy Under Company Plan." Can you please explain what is meant by "Buying Under Company Plan"??
I understand the buying and selling in the open market but I am not sure how the buying under company plan works. Are the insiders required to buy company shares at specific intervals?
Thank you

Q: Good morning. I read their report this morning, and the stock has been declining for quite a while. The payout ratio has increased and I am wondering whether to hold it any longer..It is in My Riff and I am below my cost. Could you please give your advice Peter as I value your opinion. Thank you,

Q: Hi Peter,

Which five energy companies would you choose to own at the present time, with the present prices and outlook? Many thanks!

Q: At the present time there seems to be a bottleneck in the TPP deal
with respect to auto and auto parts manufacturers.Between MG and LNR,which one is less likely to be impacted if a TPP deal reduces
the the minimum percentage of auto parts required in cars
manufactured in the U.S.,Canada, and Mexico as outlined under NAFTA? Thanks, Joe

Q: WANTED Tech. TSXV: WAN got take out offer today at $1.79 by NYSE listed CEB Inc. Do you think its a fair price? Should I hold the stock to see if another higher offer comes?

Q: CLCT has experienced a significant decline over the past few months. Can you suggest what may be behind this, and is it likely to continue to underperform the general market? How safe is the dividend?

Thanks!

Q: Both MIC and HCG are very beaten up so far this year, HCG is down 50% and MIC is down 33% , Is this a good time to switch horses and go from MIC to HCG?

Q: Any thoughts on Cervus at these levels as a 'bottom fishing' long term hold. Looks pretty cheap here against past growth rates. Think the dividend is safe?

Q: Hello,

when does most of the tax loss selling happen? I am looking to pick up some oil stocks and was wondering if I should wait till then?

Thanks