Investment Q&A

Q: WITH THE GAIN IN NPI WOULD BLX OR INE (OR BOTH) BE A SUITABLE REPLACEMENT
IN THE RENEWABLE ENERGY SECTOR?

PETER

Q: Hello, I was looking at entering a position in Terra Nitrogen Co (TNH) which produces nitrogen fertilizer products. It has a pretty good dividend and seems to be very undervalued. Also it seems to excel across most metrics (ROIC, ROA, etc).

A few reservations is that the gross margin is slowly decreasing over the past 5 years and that it is a master limited partnership. Is this different tax wise if I buy this through my RRSP account?

I already hold Agrium and wanted to also get into TNH for the dividend and valuation.

Your thoughts would be greatly appreciated.

Andrew

Q: My Stella Jones is down about 12% and I was thinking about toping it back up to a full position. Does that make sense or do you expect this downward trend to continue? Do you plan to keep it in the model portfolio?

Q: Thoughts on current price for an entry and long term thoughts on company?

Q: I just got my money back on Sodastream (SODA.US) after a wild ride. Time to exit?

Q: In your opinion, what sector is DBO in?

Q: Friaday all these canadian lumber companies' stock prices jumped up.... but there seems to be NO news to support this... Is there some reson for it : seasonality, or insider information, or some trade news that brokers dont give but that some are privileged to. I am interested in these stocks but would like to know 2 things: how to get advance information IF that is what is driving prices up and how would you rank these companies in term of growth potential, safety, and best overall gains for the next 6 months or longer.. also what factors should one assess to fortell the success of gains in these companie

Q: I was looking at Fiera Capital (FSZ) and saw a peer listed by the name of Gluskin Sheff + Associates (GS). Can you tell me a bit more about them? Thanks.

Q: Who are top five shareholders and what is their % ownership? What is % ownership for insiders?

Q: Explain enquiry from Rod L. PEGI is also on TSX (PEG) Shown in Canadian Dollars but the yield is in US $ so convert and get Yield of 6.6%
CEC

Q: Re: Dan's question (today) about stocks committed to share buybacks you
give "Honourable mention" to CP & Dollarama.

Could you please provide the trailing 12 month change in shares outstanding for CNR ?

Thanks

Q: Hello, I've had the above for over a year and it seems to be going no where, can you suggest few companies with more potential looking out for the next 12 months, or is this worth keeping.

Thank you
Anthony

Q: I recently purchased shares of Magna on the idea that the sector is simply oversold and given a 5 year time horizon is as close to a sure thing as there is in the markets. When I look at the US markets in particular there are a lot of still beaten down sectors. Automotives is one of them. In Canada I am having greater trouble finding these kinds of bargains, while in the US there are chemicals companies, consumer discretionary companies, oil refiners and even banking which are very cheap and all of which could make some very nice moves akin to the one made in the materials sector these last few months. Do you see any of these unloved sectors here in Canada and/or which of them either here or in the U.S. would you currently favour. Thank-you as always for your answer.

Q: Can I get your analysis on CCA? Thanks.

Q: Can you give your opinion on the following micro cap stocks and which ones would you think have the highest potential and which ones should I weed out of my portfolio. Thanks

DBO
TLK (Frankly Inc)
IWG
LTE
SEV
AT
NLN

Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!

Q: Do you like nyx at these levels? Looking to buy and hold.
Nice call on it.t last week.

Q: I'm looking at my big losers from the growth portfolio: AVO, BOS, CXR, DHX.B, DRT, IT, PEO, & PUR and would like your perspective whether to just take the losses and move on, or why should it still be held.
I'd also like similar comments with EFN and XTC (even though I've already gotten out of them).
Thanks!

Q: I would be thankful for some substantive updated comment on Cummins, CMI.us . Financial sites give mixed opinions, including for example: “no growth; low ROE ; PEG is too high.... &c” . I have CMI , 2% of folio, in non-tax registered accounts Loss in CMI has been reduced. Rsing tide thing. Is CMI now competitive in its industry? Is it a technology leader (if you know)? Is CMI at least keeping up with new tech. and developments in its core products?

CMI pays an attractive dividend, which is hot button now that the resident 2 year old has lungs that allow her to scream loud enough to wake neighborhood. CMI is part of the group meant to pay much of her future education. CMI’s trailing dividend is around 3.4 % . Notwithstanding that good dividend, my ‘Lessons Learned’ file reminds me that being enamored with high dividends can be unwise. I am the idiot who hung on to tons and tons Nortel, AGF, and Och-Ziff (OZM.us). My stupidity prompts me therefore to seek your objective opinion.

Q: Good morning.
In my non registered account I am down 19% on CPG and 48% on SU. I have been thinking of selling CPG and buying more SU with the proceeds. The dividend is higher and SU is larger.
What do you think?
Thanks