Investment Q&A

Q: Would like your opinion on IT after recent $21 offer for Amaya.
Thank you.

Q: Good morning Peter and team! My 21 daughter has $20,000 to invest in a TFSA for the first time. For someone of this age, with the potential to withdraw some money within a 1-2 year horizon, would you recommend ETFs or individual stocks (or both), and what would be your top 3-5 picks at this time? Thanks! Lois

Q: I asked a question a few days ago but it must have been lost since it was not answered so I will re-ask. By reading responses to other questions I get the sense that Canaccord Genuity continues to be a good undervalued company; however, nothing may happen with my investment for several more years. The positives are price to book, good cash position, and a sustainable dividend if the company so wishes. The major negative could be several years with little or no growth due to the state of the Canadian Resource industry. If my statements are correct, should I sell my shares of CF and buy something else with greater growth potential over the medium to long term. If so do you have a recommendation understanding that I am overweight in resources and banks. Alternatively, with CF's low current price and good dividend should I buy more. Also do you continue to view CF as a B-. In my RRSP, CF only constitutes about 3%. Thank you very much.

Q: Dear Gentlemen,
Maybe this will answer to Jim question
I noticed in TMX web site, CUF.un is a Real Estate sector, & REIT industrie. I use this web site for sector information.
This web site is reliable ?
http://web.tmxmoney.com/company.php?qm_symbol=CUF.UN
Best Regards

Q: What do you think would be the impact on equity prices if the US and or Canada implemented a negative interest rate policy? Thank you.

Q: Hello,

Could I ask for clarification of this response to an earlier reply to Craig. Specifically, in what sense have you been wrong?
5i Research Answer:
We have been wrong on BNS, but we would keep it now, on valuation and with its international exposure offsetting a weak Canadian economy.

Q: Which of two would be best to hold (long term) for income, inside /outside RRSP
Thanks
Cec

Q: Good morning,

I do not understand how the bond market works and do not have any in my portfolio. In your income portfolio you have xhy. Is it necessary to have a fixed income stocks in a portfolio? Please explain me how the bond market works or do have sites in the internet that would explain it? Is the decrease in price in xhy all due to decrease of the Canadian dollar?

Thank you

Paul

Q: COULD I HAVE YOUR OPINION OF CARA PLEASE. THE SHARE PRICE HAS DROPPED SIGNIFICANTLY. WOULD THIS BE A BUY BELOW 23.50?
THANK YOU

Q: I am a shareholder, so biased. Given the reception to management's offer, (see link) how would you see this playing out?

http://business.financialpost.com/news/fp-street/pivot-technologys-proposed-takeover-by-founders-group-draws-lots-of-flak

Thanks,

Robert

Q: The majority of the 'approval' boxes have been ticked with regards to the deal between cus and spb, yet there is still a large gap between current share price and takeover price. Do investors think it's too risky? Or is it just negative market sentiment holding down the price of canexus at this point?
Thank you.

Q: Stock has really languished for a while. I would have thought that with concerns of cord cutting a content provider like this that could get their product out over any media and platform would be in demand. Is this simply a case of investors being fixated on oil and other things? I know you tend to like to invest on momentum but this company seems to be doing movign forward, signing deals, they have done it before and they are in the right industry. OK to average down on this one?

Thanks for your insight.

Paul F.

Q: Seems to pretty much dropped steadily since inception,could you comment on this going forward ?

Q: Your opinion on this company.

Q: Hello, what do you think of agellan for a 3 + year hold.
Thanks
Kevin

Q: I am 44 years old and I have $100k, thinking of an even split $50k for CPD and $50k for Zdv. I have also considered putting the whole $100k into XIC, and writing the occasional calls. Your thoughts on this. What would give me best returns over 10years with the least amount of work or worry?

Q: I was interested in Paul's question about allocation changes based on exchange and it raised a question in my mind about what has become my biggest holding.
This is an RSP account with 20 equities so the allocation should be in the 5% region.
This stock has grown to the 10% region.
Now according to normal allocations I believe that I should take the profits and bring it back to the 5% area.
This particular stock has been sold down to the point that it is, for argument's sake, free. It has appreciated 300% since it was added to the portfolio and allocations were reduced.
The other point is that divided wise it is paying a 7% dividend at current pricing but at my cost the yield is much greater.
So solid stock that has grown does the allocation become less important or should still be followed and a solid performer sold to bring allocations back in line?
I have experienced where extraordinary events have cost me money due to allocation, DH's short issue comes to mind.
Some additional information is that I am 65 and sort of retired.
Thanks,
Ken

Q: I already own several hundred shares of ZWB. My average purchase price is well above the current unit price. I am thinking of adding more ZWB primarily for income but also to bring my average unit purchase price down. I do not have any other exposure to my Cdn banks.

What do you think is the forecast for Cdn banks for 2016?

Please be forthright in your answer - add more or not.

Thanks

Q: This is a microcap but can I get your opinion on the spin out of Empire's Hydro-Vac business? It seems to unlock over 3 cents a share in value for a company that was trading at only 7 cents last week.

Q: I'd appreciate your comments on:

1) the sustainability of its dividend (what is the payout ratio), and;

2) is it true that the value of real estate holdings are not accurately reflected in its share price?

3) anything you'd like to add

Thanks