Investment Q&A

Q: Are their distribution return of capital and is the distribution stable. Also what is their Management fees

Q: I am a retired, conservative, dividend-income investor with a well balanced portfolio. I am considering a switch from CJ into PEY.

For background, I own full positions in ALA, AQN, FTS, TRP and half positions in WCP and CJ.

RBC has had an Outperform rating on CJ for several quarters, but it has been lagging. Should I give it more time?

Is PEY a better fit into my portfolio, for diversification of gas vs oil, small vs mid vs large cap, and consistent long term growth?

Thanks, Steve

Q: Hi, Can you please comment on Shopify results. Thanks

Q: Hi,

Provide provide your view on the recent weakness of XTC (Exco Technologies). Do you think there are company specific issues (and if so what are the issues) or generally tied to the overall weakness of auto part stocks.

Thank you,

Q: Hi 5i. In April of 2015, you discussed Cdn Dividend ETF's, and suggested that because CDZ (iShares Cdn Div Aristocrats) focused on Co's that regularly increase dividends, that it outperforms other Cdn. Div. ETF's, particularly over the long term.
Do you still consider this view to be valid, particularly as it compares to XDV (iShares Cdn. Select Div. ETF) and ZDV (BMO Cdn. Div. ETF). Thanks T.

Q: Would you favour CLF or VAB for government bond exposure?

Thanks,
Jason

Q: Dividends paid in US dollars: I am wondering if there are any caveats about buying Can. stocks that pay dividends in US dollars. Any, which types of accounts are they best suited for, or does it matter?

Q: Have we missed the boat here? Up over 50% in the last 2 weeks. How would you approach a purchase in this situation?
Thanks Peter.

Q: After the big drop off in advance of the PP shares becoming free trading, I am thinking about getting into this name.

Is it starting to look compelling at these levels? or how much lower?

Thanks

Q: FFH seems to be doing one of its deep dives. Do you think this might be a good entry point? I already have a half position at ~$600. Thanks. Really appreciate this service.

Q: what are your thoughts on cxr at these levels? do you believe it is undervalued? and same for nyx?

Q: My shares of Brick Brewing have shown good gains since I bought them about half a year ago. Am just wondering what your latest thoughts are on this company: revenue, earnings, cash flow, debt, momentum, potential upside and downside. Since we are moving away from the summer season into the winter season do you feel that sales will drop enough to put downward pressure on the stock. Thanks.

Q: Hi guys,

My portfolio is $500,000 with $450,000 in equities and $50,000 in fixed income. I just changed my asset allocation from 100% equities to 90% equities and 10% fixed income. I have $50,000 cash to invest in fixed income and I put my first tranche of $10,000 in CPD for the yield and to gain from rising rates if and when they occur. I was reading some previous questions and you talked about having ETFs as a minimum 5% weighting because of the number of securities they hold. In this case with CPD, it is currently 2% and I will add to it as opportunities arise. I debated splitting the 5% between CPD (3%) and HPR (2%), which is an active traded preferred share fund. Is this recommended for a total weighting of 5% in preferred shares or should I just stick to CPD. My other 5% weighting will be in a laddered corporate bond ETF since I think it provides better protection against rising rates that a government bond ETF and also has a better yield. Agree?

Thanks for your help,
Jason

Q: Seeking any analytical guidance on 2 small domestic companies, namely 1. C.Com Satellite Systems & 2. Norstat.

Q: Quarter does not look great. Thoughts??

Q: I noticed the short interest is growing in both of these stocks. Could you please comment on who may be shorting these companies and why. Thank you

http://www.financialpost.com/markets/data/market-short_pos.html

Q: So the deal QCOM has firmed up but the completion date is pushed way out to the end of 2017. Waiting implies a return of 10%. Any chance of NXPI being 'in play' with higher offers coming forward meantime?

Q: Peter & Team, I picked up from your Q&A SHOP and ENGH have new tickers and so does CIGI. There seem to be a few of them changing today (I hold CIG and ESL). So why the change? Nothing in the ENGH web site and CIGI simply state change follows US ticker. Are these securities still as liquid and is the change at TSX request or company request? There is no grey market or junior listing on the TSX is there? Appreciate reply. Thank you.

Q: have owned this stick for a while what are your thoughts

Q: What do you think about the $3.2 Billion TransCanada deal at $58.50?