Investment Q&A

Q: Hi Guys,

I know you like Corby's but I have a question about the relationship with it's parent.

The parent does a lot of the day to day administration and preparation of the actual beverages for Corby's. In addition there are many significant agreements to sell the parent's brands which expire on different dates. For example, Wiser's Canadian Wiskey and Polar Ice Vodka expire 30/06/2017.

Why couldn't the parent just not renew the agreements and sell on their own? This would leave a large whole in revenue for Corby's.

Do you see a problem with Related Party Transactions.

Thanks
John

Q: Teck Resources seems to be hitting lows not seen since 2009 recently. The coal and base metal industries are definitely in a slump, but the products remain necessary and TCK still seems able to generate a reasonable profit. What is your opinion on buying shares of TCK.B as a long term (multi-year) hold for capital gains and the dividend? If TCK.B is not recommended do you have a better stock to recommend in the same industry group?

Q: Hi Peter and team, I've held Trimac since October with flat or declining growth. It has an OK dividend however I would like a current opinion on it and suggestions for a possible replacement in my well diversified portfolio.
Thank you!

Q: Hi Peter and staff
I own NPR.UN and have not liked the price drop from when I bought it but with low payout ratio, I was prepared to wait it out hoping that if Alberta picks up so will it. I am now considering bailing out in favour of REF.UN.
Thoughts?
Thanks for all you do
Dennis

Q: What do you think of selling RLC at this point and buying INO or PHM or do you suggest another similar trade?

Thanks

Q: peter I have owned this company a long time and am up a fatr amount should I hold or sell

Q: Looking to add to our daughter's TFSA account. We are interested in stability, with some growth. We are considering New Flyer or K-Bro Linen and would like your opinion. Thanks.

Q: Hello Peter, I manage my elderly mother’s accounts. Investments are well-diversified amongst her RRIF and non-registered account. As she had significant unused TFSA room available, we decided to contribute a few stocks and some cash from her non-registered account. Currently, the TFSA is 50% WSP, 23% NPR.UN and 27% cash to be invested. The situation changed, however, when she (thoughtfully) decided to name her grandchildren as the TFSA beneficiaries, which causes me to consider the TFSA’s makeup on a more standalone basis (including to protect the children’s legacy). With a 5-year plan, would you agree with acquiring BCE with the remaining cash (with its almost 5% yield and some growth potential) or do you agree with my inclination to perhaps buy CDZ instead (giving up some yield but gaining some diversification safety and presumably better growth potential). Or you may have a different recommendation. Thanks in advance!

Q: I have been hearing that now is a good time to buy REIT's. Several have dropped up to 10% in the last couple of months. Would you please give me you top 3 picks in the REIT sector.

Many thanks

Q: Hello,could you please tell your take on SPB.
Is this stock affected by the oil price fluctuations and what are the metrics now and going forward?
Buy,hold or sell?

Q: Pza has been selling off for the past 2 weeks or so. Any idea why and is this a good buying opportunity? Thank you. Don.

Q: Do the two (Classic and the Global couch Potato) portfolios have stock/ETF trading symbols?,
Which of the two is less vulnerable in case of rate increase?
Is SNC's legal issue a problem?
Many thanks, J.A. P

Q: I AM LOOKING TO BUY SHARES IN CALM AND WRITE SHORT TERM CALL OPTIONS ON THE STOCK BECAUSE THE PREMIUMS LOOK VERY ATTRACTIVE. WHAT IS YOUR OPINION ON CAL-MAINE FOOD AS A STOCK TO USE FOR A COVERED CALL STRATEGY?

Q: Peter, is Surges dividend now sustainable and would you be buying it . Thanks Ken

Q: Further to Helen's June 18th question on CPX.Pr.A, based on todays 5 yr GOC yield of 0.96% and an indicated reset spread of 2.17%, if you bought the stock at today's close price of $14.12 I believe you would obtain a yield of about 5.54% at reset (Dec 31, 2015) for the next 5 years. In the interim you obtain a yield of 8.27% to reset. I assume at reset the company just resets the rate and the price of the stock would remain at about the same level and your yield would drop from 8.27% to 5.54%. Do I generally have all this right or am I missing something? It seems quite appealing for a decent credit. Thanks.

Q: I purchased ACQ when I first joined 5i, and it has since gone down. If I sold it, would there be another name that I could buy that would give me a better return over the next year?
I do not have byd.un, would this do better, or do you have a better suggestion?
Thanks.

Q: Hi Peter,

I am asking a general question. Does it matter if a company graduates from the venture to the tsx or add nasdaq listing.

Thanks
Paul

Q: Peter and Team,

What are your thoughts on the initiation of a dividend by McEwan mining. I like it a lot as a share holder but would like your thoughts.

Q: I am down 32% on these preferred shares. The yield is now over 8%. Does it make sense to buy more so that my yield is better? Is this preferred stock going to go up if interest rates rise?

Q: Your opinion on NCR, on the takeover proposal, buy some or sell?
Ken