Investment Q&A

Q: Hello,
Is DRT info tech or industrial?
Thanks,
Antoine

Q: What is your opinion on FMC? They are a niche chemical company with considerable insider buying.

Q: I know 5i prefers not to hedge and considers it diversification. However, I consider foreign exchange to be a commodity and fluctuates without much warning and therefore consider it to be high risk. Diversification of a portfolio makes a lot of sense, however, if you look at the US CDN dollar rate fluctuations over the past 10 years, the US dollar has been as high as 1.65 then dropped below the value of the CDN dollar and is now trading around 1.35. Hindsight is wonderful, but I do not think any person can predict what will happen with foreign exchange. Short term perhaps, but unlike the stock market where you can buy and hold good companies with the expectation that they will go up in value, I prefer not to hedge.

Stephen

Q: Hi - The Alberta Gov't recently announced their intention to increase their infrastructure spending markedly. What companies do you think might benefit the most from such a program?
Many thanks in advance!

Q: I am looking at three buys over the next while. They are OTC, PHM and DRT. I realize that I am trying to get maximum mileage out of my last question for the year, but I hope this is OK. Would you rank these in order of both which is the best buy and which order you would buy them in. No need to consider my portfolio as a whole but do consider me an aggressive investor with patience. If any of these companies have red flags please mention that also. Thank-you for a great first year!

Q: Hi
I'd like to add US and International Index ETF's to my non-registered portfolio (C$).
Would you recommend currency hedged index ETF's or not?

For Example, RBC offers US Index and US Index Currency Neutral funds. Which would you pick for the long term?

Thanks

Q: In reference to Ryan's Blog May 15, 2014 Market Proxies I was wondering what you thought of adding one or both of these companies to a well diversified Canadian portfolio for my only US exposure following their recent correction?

Q: What do you think of the Emera convertible debt issue
Thank you for your perspective

Q: What are your thoughts on these two companies, and which one would you purchase if you had limited funds? Thank you, Charles.

Q: Glencore announced suspension of dividend and assorted asset sales and share issuance to deleverage and tidy up the balance sheet. This seems like reasonable measures for the long term but as a shareholder is painful to ride out.
Could I have your opinion on these measures and on the company's position. I understand this is not one you follow closely but your expertise is, always, greatly appreciated.

Q: MRT.UN closed today at $13.42,a new low. Over the last 31 trading days it has lost more than 17% of its market value. In comparison, over the same period, XRE has declined only 4.3% in market value.
The yield on MRT.UN is now 7.1% and it trades a roughly half of NAV. I am torn between buying more, or beginning to reduce my exposure. Your comments would be appreciated.
Thanks Glen

Q: i own all three of these and am trying to figure out which one or two i could get rid of. i do like, but not need, dividends (xei has the highest); already own too many financials (vdy owns the most); also own too much energy (vcn looks highest there). or should i just dump all three and add more to zlb which has dollarama, atd.b,ffh, etc. of which i have none otherwise?
please help. thanks again

Q: Hello Could you paint a current picture on these stocks. Should I hold or et rid of them. Thanx in advance Cliff

Q: This is a tiny company that may be on the mend. Today they issued a news release of a plan to exchange approximately $890,000 of certain existing debt for up to 2,690,531 common shares of the company.

The conversion price of the shares is 29 cents.

The current share price is under 21 cents cents a share. Is it peculiar that the conversion price is higher than the current price? Does it indicate the debt holders regard the company shares as undervalued or is this just a way to keep the cost base high and minimize cap gains on any future sale?

Q: Hi guys, i own shares of Meredith corp. Im currently in the green. What would you recommend with the recent acuasition of Media general buying Meredith corp. Would you hold here or sell.

Thanks again.

Q: Could you please comment on cardinal energy.

Q: Hi Peter and Gang -can you please comment on Temple reit post the involvement of Morguard as a meaningful shareholder. Morguard historically has been very savvy /conservative. Wondering what their thinking may be here?-Kim

Q: Hi Peter,

What do you think of Emera (with their purchase of Teco Energy). Would this Company be a good investment for a retired person to collect dividends with a little capital growth? I read on their web page that they are targeting 8% dividend growth through to 2019. Emera has a nice dividend yield of 4.52% at the moment. Hopefully this company would be a good sleep at night stock OR would you think that Fortis or Canadian Utilities would be a better choice.

Thanks, Charlie

Q: Hi,
Any idea why Granite fired CEO? Has there been any update regarding strategic review announce earlier this year? Thoughts as an investment currently for the sector - still more industry risk for lower yield but higher growth potential?

Q: Good Morning
In answering Andrew's question with resspect to MCB,on August 6th, 2015, you have stated:

"The cash can support the dividend for about five years."

Based on your above noted statement I felt that the dividend of MCB was safe and did not sell the stock.The end result is that I am substantially under water with respect to MCB (about 36%)

Can you please advise me whether to hold or sell this stock? What is your assessment with respect to the future of this company?
Thanks