Investment Q&A

Q: Just a comment about the recent interest in PTG. Several years back when I had a broker account, they bought PTG (as some type of debenture I believe) for my account. The interest payments were good. I then left the broker taking the PTG holdings with me. In 2013 I was notified by PTG that the debentures were being turned in shares and was asked if I wanted cash or shares for my holdings. I opted for cash and a few weeks later I was told that cash was no longer and option - I would have to take the shares. Obviously I was not happy about this. The stock finally started trading. It came out around .75 cents and in a matter of a few days (when I finally found it it had started trading) it was down in the .29 cent area. With a break-even of .42 cents I held on and finally got out recently at .46 cents.
The bottom line of my story here is that I don't think this management is worthy of any level of trust. It's obvious that they will do whatever benefits them and cannot be trusted to keep their word. I wouldn't go near this company with a 10' pole!
Publish if you wish...

Q: Hi Peter and Team. I would like to sell my hudbay shares and replace them with shares in a similar company that concentrates in zinc and copper. Also a company with less debt and more insider ownership. Do you have any suggestions. Thanks.
Rob

Q: Given its record of steady dividend increases and high yield, why is its share price so depressed over the last few years? It looks like a "number perfect" investment to me. So I'm thinking about taking a position in AD and I just don't want any surprises. Please help me out here.

Thanks.

Q: Good morning - I have Currency Exchange and DHX as part of my Tfsa. Are these still names that you would recommend for Tfsa, or are there others that you think are better. Thanks.

Q: What is the best way calculate EPS Growth. I have noticed it is very erratic from one analyst to another. Should I use historical or future estimates to get the most accurate growth rate?

Q: your thoughts

Q: I would like to invest 10% of my portfolio in an international ETF and was wondering what you'd suggest. I'm thinking developed might be better than emerging markets and less volatile? I'd also like to go hedged to the Canadian dollar because I currently have 20% in US stocks, and feel that adding 10% international unhedged would put me in a bad position when the Canadian dollar starts to rise. What would you suggest and do you think 10% is a good amount for an investor 17 years from retirement?

Q: Good Morning, I'm working at rebalancing our TFSA's. I've sold BIN and with this years money have enough cash for 4 or 5 new positions. I'm at around 16% info tech, 33% industrial, 6% finance, 6% energy, 14% consumer disc., 9% health care and 14% real estate. You can see I'm completely missing some sectors that I assume offer less growth. Would you recommend I add some telecom, utilities or materials in my TFSA's? considering I hold some of those in other investments? If not, how much would you add to each of the other sectors? and which would be your top two choices in each? Thanks for the great service. Rod

Q: Good Morning: I have held cpx.pr.a for some time and my cost is well below the 25.00 issue price. However, there seems to be unrelenting pressure on this pref. and I'm left wondering whether or not there is something here that I'm not aware of. Do investors/analysts wonder about the ability of Capital Power to stay in business? The current yield on the pref. in question is very high and yet it does not reset again until nearly 5 years from now. I would appreciate your comments about this pref. and whether or not you see it as a buy, sell or hold at this time. With thanks, Don

Q: With the sale of US assets, is TCW now in a position to wait out the downturn and to benefit from a recovery in oil service work over the next couple of years ? Is this stock now a buy ?

Q: What do you think of their offer?.
Why didn't the market react as it seems to be pretty good offer.

Q: i have been reading that beacon lowered the price target to a $1 and also i read about medicare reimbursement cuts which can negatively impact PHM ? Do you think PHM is still worth holding or should it be sold? What are your thoughts on this company?

Q: is this a good time to buy

Q: Hello.
Would you please comment on Insider Buying of SYZ.
Reports show CEO buying most of the shares traded on Jan 25 (37K against total 54K) and a standing order at start of the day today indicates either company or potential insiders continuing to buy.
Should an astute investor be buying with SYZ company purchases or let them hold up the market price and see what happens when company buying backs away?
For broader reference, clearly buying is positive but how dependable is this form of activity toward a positive individual investor outcome?
Thanks for your thoughts on this.
Dave

Q: Hi, Just read your review of Rdm very good review of a company with good potential. I am just curious, do you share your reviews with the companies top management? I personally think that would be a good idea and would benefit the company as well as shareholders because this would start a dialogue within the company about shareholder expectations from the perspective of an analyst/advisor to potential shareholders...Just my thoughts. Cheers, Shyam

Q: Hi,
During the next 2 months or so I will have an extra 120 K to put in stocks (or elsewhere). As I'm retired I will try to have a high income slice stocks. Can you give me 6 to 8 ideas for high dividend REIT or other stocks. Distribution 8% and more, monthly a plus, starting with the safer. A little volatility not a problem for me. I have now CUF.UN, KWH.UN, NWH.UN.
Thanks in advance.
Francois

Q: Good Morning, can you please provide your analysis on Cargo Jet, in light of increasing on-line shopping and need for Canada Post transport. Can you comment on any risks? Is this a buy now? Thank you. Linda

Q: I have 3k of CSA.
I am considering selling the stock now, at 4.75 ish and using the funds to buy high quality companies with the following criteria:

reasonable and safeish dividend
Good fundamentalist and management
have been beaten down unreasonably by this "CRAZY" market

I have : AW.UN - full position, BPF.UN full position , CSH.UN half position, DH half position, DRG.UN full, NWH.UN half position, SPB half position
Your recommendations :

wait ( when would you expect the buy out ? )
sell at $4.75ish ?
sell now and buy or increase positions on beaten down down stocks YOU RECOMMEND
PLEASE RECOMMEND A FEW

Thanks

Q: Any comments on Bns and Ric downgrade to day

Q: Good morning 5i Research Team, Can you please advise on the current valuation and ST outlook for Intact in light of current economic conditions in Canada. Do you see this as a good buying opportunity now?