Investment Q&A

Q: DOL has a price:book ratio of 398.6 : 1 and 141 : 1 on the TMX and TD
Waterhouse websites respectively. These ratios seem too steep even for a growth investor. Your comments would be appreciated. Joe

Q: Any risk of Whitecap cutting the dividend? I am considering buying it back for the dividend and potential growth. Would you prefer VET instead?
Thanks for the great service.

Q: Good Morning,
I (retired and drawing cash from portfolio) have 11.6 % in Utilities as listed. AQN 2.8%, BEP.Un 2.1%, BIP.UN 5.0%, KWH.UN 1.7%. Thinking of reducing BIP.UN to 3%, and adding FTS 2.7% and VNR 2.7% to increase weighting to 15%. Thanks in advance for your comments and the always excellent feedback. Any other suggestions welcome. BTW do I have all of these in the correct sector?

Ted

Q: What does this stock-split mean to me.
Why did this happen?

Q: The fourth article ("Dividends for the long run")in the last "5 from 5i" by Michael was kind of thought provoking. There was research by Credit Suisse that found that "Cash Cows" (high CFROI/low growth) and "Dogs" (low CFROI/low growth) had outperformed in cumulative shareholder return going back 4 decades. If I understood correctly the thesis seemed to be that performance is a function of expectations versus what really happens and that for stocks that were "Cows" or "Dogs" expectations tended to be consistently too pessimistic which actually ended up leading to better share performance as expectations were exceeded. Are there any Canadian companies that come to mind that you think fall within those two profiles just to help me relate to some real life examples? Thanks,

Q: Hello:
Would you be comfortable purchasing ALA @ the current price range?
Thanks : Jerry

Q: Could you tell me what is the weighting of REF.UN of appartments/office/retail? It's very weak relative to CAR.UN so I assume it has little weighting to appartments. Thank you.

Q: Could you please comment on this morning's results. Given that their Q4 revenue was higher than the entire previous fiscal year's revenue, it would seem that their growth trajectory is very much intact.

Thanks as always for your great work.

Q: Can you give me your thoughts on CIBR. Thankyou.

Q: How much longer would you give EFL to turnaround. I'm down over 20% now. Do you expect the next earning release to be a catalyst. Do you have a rule of thumb as to what percentage loss to consider a sale.

Q: GoldMoney -ZAU- released their latest positive #$. Could you please analyze and comment on this interesting alt. fin concern. Potential, future, validity, general comment and #$ parsing.
Thank you

Q: GUD up today. Reason ?

Q: It would appear that a 5% exposure to the Oil and Energy Sector is the current recommendation. Should energy midstream and infrastructure companies be included in determining ones exposure?

Q: Laurentian Bank stock moved up 3% today on good volume. Is there company specific news? I thought it might be money coming back into Canadian financials following the vote of confidence from Buffett, however, the stock moved way more than other banks. Thanks!

Q: Was interested in your view on TEXAS PACIFIC LAND TRUST. Looks like a boring play that keeps grinding higher year after year. They seem to have a unique situation with their land holdings.

Q: Hi Peter and Team

I'm looking for some reliable income that isn't from common share dividends. I currently have no exposure to bonds. What's your opinion of this mutual fund for that asset class? The MER seems a bit rich and I'm struggling to see how they can deliver a yield of 7.89% on floating rate bonds.

Thanks
Peter

Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!

Q: Why has ITC been drifting lower for the last weeks. I was under the impression that this was a stable stock.

Q: I have been following AGT as it hits new lows. I am considering gradual purchases (1.5%of portfolio to 4.5 %) if and when the price begins to rebound . I believe their market will grow over the years but wonder what your thoughts are of the company and if you believe a stock price increase will happen over the next 6 months?

Q: Nvidia is one of your favorite US stocks. Yet it is almost 51x forward earnings. I own some but am hesitant about taking a full position in case the stock suddenly crashes back to earth. Is it really worth so much higher a value than AVGO, which is only at 15x forward earnings?