Investment Q&A

Q: When a company issues convertible debentures like EIF just did, on the balance sheet is it considered an increase of its debt level or a dilution of the number of shares ? It seems to me both outcomes are possible over the term of convertible debentures.

Thank you

Q: Hi team,

I am heavy in tech as usual and have to scale back every once in a while. I now have some cash to deploy in other sectors. I offset my tech with industrials, financials, consumer and utilities. I avoid resources as I find it just drains my capital. I am growth and an “active” investor.

I am looking at adding a consumer stock, either BCI or ZZZ. I read your recent report on BCI and am intrigued by the trend of aging demographics and the increasing need for glasses and contact lenses. You give it a relatively strong B+ rating and it is in your Growth portfolio. I have been watching it the past week or so. It is a very thin trader. No trades at all today and bid/ask about $1.00 apart, a wide spread for a $35 stock. Would have been wider except for my bid which did not get filled.

I used to own ZZZ and got lucky in selling before the last earnings release when it missed estimates. I have been watching that lately as well. It seems to be moving up steadily from $32 and now hovers above $33, still well off its 52 week high. On Monday, the TSX approved a NCIB for ZZZ that is normally supportive of the share price.

So, should I buy some eyeware or sleepware or a bit of both to get a good night’s sleep?

Thanks again,
dave

Q: Great Service Thinking of buying Enbridge or Emera for growth and dividend. What is your pick and why. Thanks

Q: Hi All at 5i!! I am a little confused about bitcoin. What exactly is it? How goes it reach such astronomical heights in value considering it seems to have no real value or does it? I have read articles but I am still not clear. Could you please explain, in a nutshell, how it can be applied to our daily financial lives (ie how you use it) and how it gets its value? Cheers, Tamara

Q: Hi, are there any stocks that represent an attractive buy opportunities due to tax loss selling.
Thanks

Q: HELLO Peter, This is more of a comment about the ongoing poor performance of the portfolio. Although we have a higher volatility but not the expected results. With 2% return since inception vs 12% annualized target return, do you think it needs an overhaul? Thanks for your consideration.

Q: Hi,
Peyto seems very attractive from Dividend perspective. would you consider dividend safe? what is the free cash flow and payout ratio?
other than whole sector being down, any reason for recent decline in share price.
Thanks

Q: GUD. At the end of the day, the stock is still pretty low ($7.56). Would you advise letting it run, and await better stock price ? I bought the stock at $10.15. Will it come back at that price, with patience ?

Q: Very interesting article on the way US tax cuts will work:

http://nationalpost.com/opinion/stephen-gordon-corporate-tax-cuts-wont-work-in-the-u-s-the-same-way-they-did-here

Q: This is a follow up to David’s question(05.12.17). If one sells PEY for a tax loss would you replace with another oil or gas company? If no, why? If yes, which companies (say 2 or 3)?
Thanks, Bryn

Q: Hello Peter and team,
At one point I believe you were considering establishing a Mutual Fund or ETF that includes all of the holdings in your Balanced portfolio. Are you still pursuing this?
Thanks.

Q: Just a comment in reference to Steve's question on December 4th.
One mutual fund that might be comparable to MAW104 is Manulife monthly high income fund managed by Alan Wick. Often rated above MAW in Moneysense's annual ratings. I know a financial advisor who recommends this fund as his 'little old lady' fund, stable and reliable. Do you have an opinion on this fund?

Q: I have subscribed to your ETF web site but do not see any current feed and or Q&A availability? Please explain how one can use it for investors information. Many thanks, J.A.P Burlington

Q: Hi Peter
Can you give me your views on the new PPL preferred 4.90% . Is it worth an investment for my RRSP .

Q: Just following up to my ECN question where I noted the stock has done nothing but go down for weeks now. You noted "It will not be a 'straight up' type of stock, however."
You definitely got that part right as it seems to be a straight down type of stock now.
Hopefully management rolls out their new buy sooner rather than later as this stock is really getting ugly.

Q: Hey guys,

Please explain the 7% fall in today's share price in Dol. Buy/sell/hold

Thanks,

Jim

Q: Good Afternoon,
Could I please get your opinion on these two silver stocks?

Thanks,
Rick

Q: Your opinion please on this company.
Ken

Q: Hi Peter
Can you give me the outlook for this company . Is it a buy sell or hold and Why .

Q: I have owned shares in Smart Real estate for many years and still have a profit of 115%. I have a well balanced portfolio. I was wondering if it is worth keeping (considering it has been losing value over the last year) or would it be better to pay the tax and invest in something else? I do not depend on the income. Could you also comment on its last quarter report?