Investment Q&A

Q: Hi Peter and Team, would you be able to help with Dryships Inc, DRYS, on Nasdaq? I understand it's not your area but any info and opinion you can provide would be greatly appreciated. Your thoughts on its dividend would also help. Thanks!

Q: I'm thinking of ETF"s and would appreciate your comments on FXM and WXM. cheers Claude

Q: Sector Allocation Question: In addition to your great service, I use RBC's Direct Investing to analyze and balance my portfolios. The sector Categories RBC uses seem to line up nicely with yours,with one exception, namely Real Estate. Where would you place stocks like HR.un, DIR.un, CWT.un, AP.un,AAR.un,RUF.u, RIO.un?

Thanks.

Q: What would the benefits to a company and shareholders be that it would get share buy-back approval, understanding it needn't be done, and then announce a 2/1 split? It seems that the 2 actions are contrary. Thanks, Gayle

Q: I just rebalanced my holding in AYA. With the proceeds I am considering adding to either SLF or CGX. My avergge cost of SLF and CGX is pretty much at their current market value. At today's valuation, which purchase has greater upside? Thank you.

Q: Could I have your comments on Milestone REIT MST.UN.T, pls? Tx

Q: Hello Peter, I’m very pleased to join you as a new member. Hoping you can respond to a question.
I have a well-diversified RSP, but have a good amount of uninvested cash in my TFSA. I don’t expect to need any money from the TFSA for at least 5 – 7 years, and feel I can take somewhat more risk. I would appreciate your suggestions for a mini-portfolio of about five stocks for longer term gains. I would hope to double the portfolio over the next 5 years between dividends and capital gains. (I already own FSV, HCG, and SJ.) Thank you in advance.

Q: ABT-RKN-AVO -TD says all "buy" -your preference and why?

Q: What are your thoughts on BXE Bellatrix issuing more shares to pay off debt? Is this generally considered a positive move? Will the increase to capex make a significant increase to their production?

Q: As a beginning investor what would a good resource be for looking up the data behind the acronyms and phrases commonly used when discussing stock evaluations: EBITDA, P\BOOK, PAYOUT RATIO, P\E, ROE, P/CASH, debt levels, etc. I know what they mean but where can I go to research the information on specific companies so that I can invest wisely, with a long term plan.

Q: Can you provide a recent rating and comment on Absolute Software ABT-T.

Q: Hi Peter, CF is ticking up again today. Its been another great pick of yours Thank you ! What are your thoughts here ? Is it getting ahead of itself ? Paul

Q: Peter et al,
You recently reported on Fiera (Fzv). I had considered it previously but forgot it when you recommended Element Finance which I bought. Considering that they are approximately the same price and Fiera pays a dividend and Element does not and Element is bigger which would you recommend or are they more or less equal?
Gary

Q: Good Morning Peter and Team,
For the global / international equity portion of my portfolio I have looked at ETF's and mutual funds rather than individual stocks. In my view the best global / international equity manager that I have found, so far, in terms of performance, low fees, people, and process is Mawer Investment Management located in Calgary. They appear to run equity portfolios much like you (albeit less concentrated). In other words they only own the really good or great companies and completely ignore the many "cigar butts" and "value traps". Would you agree that their style has some similarities to your own and what is your opinion of their firm and are they a good choice for global / international equity exposure ??? Thank you very much for leaving Bay Street and helping the retail investor. DL

Q: Would you buy cpx.pr.a for income and some growth?

Q: 5i team. I recently purchased TCN for $8, then read that they have increased the # of shares from 42 -- 109 mm. over the one year period. I concur like you that this is great dilution. Is this a good invest. or take my loss and move on. Also, I have a theory that gold & silver sector goes done when the rest of the market does well and usually goes up when investors feel that they cannot make money on the many other stocks in Canada and US. Is there a better stock than TCN? thanks, REne

Q: I am nervous about gold and so hold none, yet many, including you, suggest the need for some. Am I being foolish?

Q: ITP (TSX): industrial tapes & pkg HQ in MTL-ROE 50%, PE 10 and BETA of 2.2 -was thinking of a purchase to hold in RRSP during this business cycle. Your comments please.

Q: If I need to choose, for divi and growth, between CGX.TO or DH.TO, which one it would be ?
I will keep it for 2 yrs.

Q: Hi 5i,

What did you think of the Spartan deal announced today?