Investment Q&A

Q: Any sobering thoughts on LIQ?

It’s getting hammered (pun intended)! 52 wk low.

Your last report (C rating)

Turnaround is taking hold
Dividend continues to be risky in our view
Valuation is questionable given prospects

I note in their Nov 5th MD&A:

“Management further believes that the Company’s annual cash flow from existing operations and available credit are sufficient to sustain the Company’s dividend at the current level.”

Q: I'm looking for percentage allocation by sector with,of course, a bias on the best growth opportunities. Could yoy provide this?
Thanks

Q: Hi Folks - When interest rates start to rise (I'm 54, so it could be in my lifetime) I've read that lifeco's do well as would rate reset preferreds. On lifeco's, could you suggest a few in the US, and on rate resets, is there an ETF that holds them but not perpetuals? Thanks.

Q: What are your thoughts on this company and thoughts around future performance?

Q: Any comments on the third quarter? Looks like a pretty painful decline reflective of the industry. I've liked the way this com pay has been managed in the past - good company in a bad (for now industry). Should I hold my shares or divest?

Q: Can you comment on Priceline Group's earnings? They seemed alright to me, but looks like the stock is still down quite a bit today.

Thanks,

Jordan

Q: Hello,

I am a new member and bit lost. I did not find any info on how to invest in the model portfolio in terms of timing ie when to invest, how much to allocate to each portfolio, also I did not find any blue chip dividend paying stocks in the portfolios, no etf for emerging markets, international equities or US equities. Instead of just opening up all the reports, model portfolios, Q&A to a novice member it would be nice to provide a guide in terms of how to invest new money considering the above points I have listed. Thanks

Q: i would appreciate your comments on CRP's recently announced quarterly results.

Thanks!

Q: Which of the Brookfield spinoffs (Infrastructure, Renewable Energy, or Property) would you feel would provide the best growth over the very long term, buy-and-forget-it portfolio (10+ years)? Would property be the least attractive because of where we are in the interest rate cycle and fears of some kind of property bubble in major canadian cities? Thanks.

Q: Air Lease had reported excellent Third Quarter results. There sales and earnings were up twenty percentage. Are there other problems and factors holding this stock's price from going up?

Q: could you please advise if se is going to survive

Q: I am looking to buy fixed income for my RRSP account. To enhance my fixed income return I have been buying convertible debentures. I am not too concerned that I will never use the convertibility feature as I buy these bonds strictly for yield. About 18 months ago I bought the ATP.DB.B convertible debentures maturing June 30, 2017 at a price in the low eighties. Today it is trading at 94.00. I am now considering buying ATP.DB.D maturing March 31, 2019. It is now trading in the low eighties. Do you feel the extra yield on ATP.DB.D is worth the extra risk relative to ATP.DB.B? Keep in mind I am not concerned about convertibility features and I am only looking for yield. I am willing to hold both of these debentures to maturity.

Thank you, I will wait for your response.

Q: What is your opinion of Greenbrier Cos? I believe there may be an investment opportunity in this industry.

Q: Hi Guys,
I need a replacement for my Russel Metals debenture that was just called by the company.

What do you think of BTB REIT? If you think the REIT is solid enough, which of BTB.DB.D or BTB.DB.E would you select as a "Speculative" fixed income investment.

Thanks
John

Q: What's your opinion on Terra Firma's Q3 results? Thanks.

Q: Please provide comments on Strad Energy. Dividend was reduced to zero this week.
Thank you.

Q: It seems the value being given to Exact Earth in the proposed spin-out is roughly $125 million. Does this value seem reasonable given current market sentiment towards small cap growth stocks? CDV at $6 seems to implie a much lower valuation for Exact Earth. Would you expect the price to rise as we approach closing in first quarter 2016?

Q: I noticed under the 5IR other links, there is a link to "Sector allocation tools". The sectors include Financial Services and also Financial....while there is another Real Estate. This caught my attention because these three categories are often grouped together under Finance. I like this three grouping approach.
What would be classified as Financial Services....banks, insurance. brokers and the like? What stocks would be included under Financial?
And the last question, for a balanced portfolio, what weights would you suggest for these three sectors?
thanks for enhance my investment knowledge......tom

Q: what is the expectation for Amaya going into earnings, will the cdn. dollar impact them. dave

Q: I have taken the overall diversified portfolio and allocated each stock into one of three portfolios - income, balanced and growth....with the weightings being about 20%, 65% and 15%, respectively.
When it comes to rebalancing, do I consider the percentage for a specific stock relative to the overall portfolio or to the specific portfolio?.......Tom