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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: What are your thoughts about today's press release? There appears to be a lot of things happening. The revenue increase looks good but what about the change in management team and share buyback program and the borrowing of $15 million.
Read Answer Asked by cary on July 13, 2015
Q: I have recently renewed my membership for another year and thank you guys for helping to keep me on track in a complicated investing environment! My question - Could you please suggest half a dozen Canadian companies, in addition to the Canadian Banks, that pay a decent dividend and do at least 50% of their business in the United States. These companies must not be involved in the oil and gas industry and must not be headquartered in Alberta. Many thanks!
Read Answer Asked by Paul W on July 13, 2015
Q: Hi guys,

In terms of value and dividend growth, which top three Canadian companies are you liking currently. Any sector is fine. With emphasis on good value and good dividend growth. Long term investor.
Thanks again
Read Answer Asked by Alberto on July 13, 2015
Q: Other than Tourmaline and Peyto, what would be your three top picks for a three year hold in the energy space?
Thank you.
Read Answer Asked by Steven on July 13, 2015
Q: Hi guys,

Looking to invest in the U.S. Markets, Can you recommend 3 growth companies with a good value entry. Large cap preferably. And a company that has paid an increasing dividend for 10 plus years.
Thanks.
Read Answer Asked by Alberto on July 13, 2015
Q: I piled into GNW.us just days before management confessed to large capital shortfalls causing shares to fall off a cliff. Management would have known about the significant deficit in reserves months ahead of releasing results, yet I see no actions pending against them by US regulatory bodies.

I compounded my buy error by anchoring on my much higher cost, a logic error well documented in behavioral economics. I thought GNW.us owned a chunk of the Canadian company Genworth (MIC.to) . I could not confirm whether GNW.us still owns a significant percentage of Genworth Canada. I browsed your two earlier comments on GNW.us but things are said to have changed since then.

Is it best to sell and salvage what’s left? Or do you now see some benefit in waiting? Is it wishful thinking that the remaining value is now less likely to evaporate?
Read Answer Asked by Adam on July 13, 2015
Q: Baker Hughes (BHI.us) has agreed to be bought by Halliburton (HAL.us) for consideration that includes HAL shares plus cash. Notwithstanding the takeover by HAL, BHI often trades well below the value of the proposed takeover price. Is it best to sell BHI.us now and move on? OR : In your opinion, is it better on balance to wait for the merger to close before taking action, if any. I am not looking for a perfect answer . Just want to try to minimize the number of my embarrassing sub-optimal decisions.

Read Answer Asked by Adam on July 13, 2015
Q: I’m hoping to add to some positions in the next couple of months with summer-time volatility. About a year ago I started a long-term position in Altagas at about $45.75. I’m hoping to add about 50% more shares to fill out this holding, and – with ALA’s chart continuing to slope downwards, as well as the possibility of a U.S. interest rate increase in September – I picked a bid price of $35.86. Is it realistic to think ALA has a little more to go down or am I just getting too cute in the bid process?
Read Answer Asked by Peter on July 13, 2015
Q: We are retired, elderly, and need the dividend income we get from our portfolio as below:

Pipelines, 8.51%: PPL, TRP
Utilities, 12.52%: BEP.UN, EMA, RNW
Telcoms, 9.11%: BCE, T
Banks, 22.47%: BMO, BNS, CM, RY, TD
Reits, 13.38%: CUF.UN, HR.UN, MST.UN, SRU.UN
Industry, 22.81%: BIP.UN, DH, NFI, NWC, PKI
Cash, 11.2%

I would like your opinion on adding one or two steady eddys that pay a decent dividend along with some growth potential. Would FTS and TRI fit our needs, or do you have better suggestions. Thanks, Ted
Read Answer Asked by Edward on July 13, 2015
Q: How can a company have a negative debt to cash flow ratio?
What debt ratios do you use when evaluating a company? I use debt/equity, debt to cash flow, and debt to ebitda. For different industries do you use different standards for debt and where would a person find what ratios to use on what industries? Thanks
Read Answer Asked by Rob on July 13, 2015
Q: Hey folks, you have an update out on AFN rating it a B. Could you please compare AFN to AGT. Which is more stable? Which has more growth? With AFN at B, what would you rate AGT? Thanks for your comments.
Read Answer Asked by Noel on July 13, 2015
Q: My question has to do with how to determine if I am doing a good job with my investments and am, in fact, outperforming in some way. I am wondering how I should go about establishing a target rate of return for my portfolio, assuming you think that is a good idea. I know that many use the S&P TSX Composite as a proxy but that doesn't really represent the make-up my portfolio so I may be comparing apples to oranges, I currently hold a mix of most of what is suggested in the various 5i portfolios, as well as some international things as well.

Is is best to stick with the TSX, simply because if I can't beat it I should join it or is it best to go through the percentage makeup of each area I invest in and use a weighted average percentage to arrive at an overall number?

My concern is that even if I may "outperform" the TSX but on a risk-adjusted basis, I may actually be underperforming.

Really appreciate the insight.

Paul F.
Read Answer Asked by Paul on July 13, 2015
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