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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter and Team:
I hold PEY, TOU, and VET as "energy stocks" in a sector balanced portfolio.

I am down about 10% on PEY, and was thinking of making a switch to HWO. I realise one is natural gas and the other "oil services" company, but I would consider both under the energy sector of my portfolio.

What are your thoughts on this switch.

Thank you as always for a great service.

Phil
Read Answer Asked by Phil on January 19, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: I am setting up a dollar cost averaging couch potato portfolio with low cost mutual funds (td e-series etc). I will be contributing money into this portfolio every month from my salary. The portfolio will consist of 25% canadian index, 30% US, 30% internatonal, 10% Emerging Market, 5% Nasdaq. My time horizon is 15 years with above average risk tolerance. The question I have is if I need to include bonds in this mix. I feel that stock will do well in the next 15 years amidst an interest rate increasing environment. I am hoping to achieve an avearge of 9% to 10% return per annum over the 15 year period. Please let us know if it is a sound plan. Thanks for the great service.
Read Answer Asked by Ron on January 19, 2017
Q: As you may know, Iridium launched 10 new satellites into orbit this past saturday. At the same time, they announced a JV with Aireon whereby Aireon would be selling aircraft tracking solutions, incorporating/utilizing the Iridium satellite signal. Flyht Aerospace already has a great hardware/software platform to do this using the same Iridium system of satellites. How can this be a positive development for Flyht Aerospace? Even NAV Canada has invested in Aireon!? How/why would Iridium do that to their customers and why would NAV Canada do that to Flyht?
Read Answer Asked by Jim on January 19, 2017
Q: I think CCL.B, RPI.UN, WPK and ITP are sort of i the packaging/labelling business so somewhat related. How would you rate these companies based on earnings potential and management competence & ability to do what they promise over 5 yr period? Also separately rate each relative to their balance sheet please.
Thank you.
Read Answer Asked by John on January 19, 2017
Q: Last year I believed that oil reached too far of a low and would rebound and luckily I was rewarded. My allocation into this was a measured risk with BTE, MEG and BXE. This year, while I think we will see higher prices, I do not believe the growth will be as great, perhaps hitting $60-65 by the end of the year as an optimist.

I am seeking to follow a similar pattern (1 pure gas play, 2 oil companies). I am not overly concerned with dividends nor risk (I don't believe a large plummet to $40 WTI is going to occur either). What I am concerned about is owning companies that are spending capex to drill and take advantage of these increased prices.

VII vs PEY is what I have narrowed things down to for nat gas, just curious where you see them going forward especially related to capacity increases. TOU is too much of a 'safe play' for this account.

Furthermore, are VET and WCP (intl and North American) some of the best in breed, or am I overlooking some other gems? CPG, as an example, doesn't make my cut because of their focus on maintaining rather than expanding. BTE and MEG will be okay but I think they're too focused on survival and debt rather than expanding. This is for my TFSA only so I am focused on growth.
Read Answer Asked by Tim on January 19, 2017
Q: Could you provide an approximate percentage break-down of BAM.A's component segments - ie renewables, real estate, infrastructure, other?
Harder to find than I would have thought.
Thank-you
Read Answer Asked by William on January 19, 2017
Q: I am a long term holder of Spectra in my US acct. I am pleased with the takeover by Enbridge, especially with the long term dividend growth guidance. Do you know if I will be given a choice of US or Can listed stock? If I receive US stock would I get the dividend tax credit, and if not can I switch to Can stock without triggering a gain? What do you think of Enbridge at today's levels?
Read Answer Asked by Geoff on January 19, 2017
Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
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