Investment Q&A

Q: People corp is at $5.60 and Photon is at $1.35. Would you consider taking up a position at these prices?

Thanks.

Q: sorry if this is a long winded question. after yesterday's pull back and looking like some more today this might be the pullback everyone has called for since the beginning of the year. i've put together a list of companies i'd like to add to if prices got cheap enough. most are are utility/telecom/pipeline names that have done so well for me over the past few years. seeing as these names have benefitted from the low rate environment and possibly people looking for yield (bond alternatives) is this the right strategy going forward? i'm in love with the dividends but don't want to let that skew my investment so i'm looking for your advice. should i be looking at allocating cash to other sectors that might not be impacted negatively by rising rates? i have room to add to my financial, tech, and industrial holdings based on current weighting in my portfolio.

Q: Hi Team,

Following up on my question about SHOP's shelf offering, any further comments on their Offering of 5.5M Class A Subordinate Voting Shares today?

https://investors.shopify.com/Investor-News-Details/2017/Shopify-Launches-Offering-of-Class-A-Subordinate-Voting-Shares/default.aspx

Thank you. Michael

Q: Hi Team,

Kindly provide any insights into the $2.5B US Shelf Prospectus filed by Shopify today. Many thanks. Michael

Q: I had STN for a while and did well with it but sold it a few months ago. I see it is down close to $30. I know you have preferred WSP but is STN a better buy at its current price?
Thanks as always

Q: I currently own BEP.UN and BIP.UN. Thinking of adding BAM.A.
Are these companies linked in such a way, that really bad news would bring the other Brookfield stocks down?
Thanx
Saw your response on rating the order of the Brookfield stocks on the 17th. Noticed you put BAM.A ahead of all the Brookfield stocks.
What makes it better than the two I have , in your opinion.

Q: What is my true yield, if I do not cash / take my dividends that I receive whilst holding a stock, (a) the dividend divided by the cost / share or (b) the dividend divided by the adjusted cost / share (where my cost / share is reduced by the accumulated dividends received)?

Q: Hi,

Any recent thoughts on Noront Resources? Considering a small, long-term investment. Best regards, Steven

Q: Today, Cardiome jumped 8% in a down market based on receiving approval from Health Canada to market Brinavess and seem to have had a solid Q1 with Aggrastat. New product commercialization and launches are scheduled for next month and seem to have momentum. Can I have your assessment? Thank you for your support.

Marty

Q: Sangoma Technologies released fiscal Q3 results this evening. Revenues have grown for the eight consecutive quarter, 29% this past quarter. The Company stated in the earnings release that total revenues for fiscal 2017 will now exceed their guidance of $25 million. As the market cap grows (today still trading less than 1X sales) do you think this Company would be considered for your model growth portfolio?

Q: ENB has been on a downward trend since late January, accelerating sharply lately. PPL is doing much better? Why?

What do you think are their prospects for the next two years?

Q: I'm looking for companies to invest in that deal in water. do you have a suggestion, and if so, why that particular company.

Q: Can I get your thoughts on TMX?

Q: more attractive tech stocks

are OTEX and GIB.A more attractive for 3-5 year hold {US$} than BB , or possibly another suggestion - please explain preference -thanks

Q: Copper has pulled back from its recent highs in the 2.70's, and zinc from the 1.30's (USD/lb). Could you comment on any possible headwinds for these base metals? Would this be a good time to add a new position in our favorite copper and zinc stocks since there has been a corresponding drop in their prices?

Q: Have a sizeable position in this stock and it's pretty flat. Can you reiterate the merits for holding this stock. Contemplating moving the money to other stocks which are relatively consistent performers or just going to cash and wait for a better opportunity. Thx

Q: Further to my questions on Ten Peaks. I still don't understand how the convertible debenture effectively doubles the outstanding share count once exercised at $8.25. This is what is implied in he quarterly financials when calculating EPS on a basic and fully diluted basis. My calculation says a $15 million debenture converted at $8.25 equates to approx 1.8 million shares. The company now has approx 9 million shares outstanding. What am I missing?

Kenn

Q: Last night I watched an Australian money manager talk about the benefits of Smart Beta ETFs. He mentioned the following which I expect are traded on the Australian exchanges but might also be traded in N America.

Yield shares high income, ishares FI balanced risk, Vanguard dividend appreciation as examples.

Are these the same as low volatility etfs we know about here - or are they another type of etf?

If so, what is your opinion on this type of etf for safety and likely better long term returns?

Q: Oil has been going up in the last few days but the pipelines are getting hammered. Any special reason for the group to go down...and IPL in particular?
Thanks

Q: Hi Peter and Team

I own most of 5I balanced equity portfolio in my RRSP account and the following portfolio managed by Manulife / Standard life for RPP and TFSA.

19- Canadian Bond Index (SLI) 25%
344- Canadian Equity Growth (Connor, Clark & Lunn) 13%
26- Canadian Equity (Jarislowsky Fraser) 14%
49- US Equity - SSGA 14%
25- International Equity (SLI) 14%
11- Real Estate (SLIRE) 10%
677 - Global Absolute Return Strategies (SLI) 10%

I would like your opinion comparing these two portfolios especially in regard of risk, growth prospects, fees, and principle safety .Time horizon 5 to 10 years.
Thanks for your great service