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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: for additional income and some growth I am considering the four listed companies, or what would be your recommendations. may I have your comments.
thank you.
Read Answer Asked by Karl on January 11, 2018
Q: I am currently overweight in Tech would like to sell either Open Text or Enghouse. I also own Constellation Software, Kinaxis, Photon Control, and Shopify. Open Text is in a registered account and enghouse is in a non-registered acct. Thanks, Janet
Read Answer Asked by Janet on January 11, 2018
Q: This morning RBC came out with an industry report on movies and entertainement for the US that was not that great, plus lowered guidance by Dave and Buster on monday had an influence on the industry according to comments from Scotia in a report on CGX and TD lowered target price from 47 to 40 on lower expected revenu this morning. All negative this morning !
Read Answer Asked by Denis on January 11, 2018
Q: I am thinking about buying cineplex (new position), say 3-4% of my portfolio and 5 year time horizon. Would you endorse ? What is the payout ratio and do you consider the dividend safe ? What's their record at missing estimates in the last 2 years ? Do you think their will continue to grow in the next few years ? Would you know if the VIP offering is a success so far and is it becoming important in terms of their revenue ? I was thinking adding the position to my RRSP instead of TFSA ? Thank you for your help !
Read Answer Asked by Pierre on January 11, 2018
Q: What is the real difference between CTC and CTC.A?
And what is your opinion about DSC for the next year?
Thanks
Margita
Thanks
Margita
Read Answer Asked by Margita Elisabet on January 11, 2018
Q: I would appreciate your comments on the succession plan for BRK. It adds clarity, the two are knowable experienced professionals, they fit the BRK culture, etc. My only downside risk is that they do not have experience within the other companies and capital allocation.

The market seems to approach of it.

Clayton
Read Answer Asked by Clayton on January 11, 2018
Q: Further to the question on GXO: the expenses saved by the recent (Dec 18) dividend cut amount to roughly one-third of dividend costs; I would have thought that this would relieve investor anxiety around dividend sustainability. So I'm wondering if the problem is more likely elsewhere - for example, the WCS/WTI differential, whereby Alberta producers don't get the full benefit of the WTI price recovery. Put another way: are all Canadian pipeline-dependent producers cursed to continue to lose compettitive advantage over time? Such that, regardless of PP ratios or management quality or attractive well decline rates, they will go down while non-dependent producers (VET, PXT, others) go up?
Read Answer Asked by John on January 11, 2018
Q: Hi,

I've owned 15% in CDN banks for the last couple years and they're dong well. Do you expect banks or lifeco's will do better in the next couple years?
Can you pick your top two choices of the the insurance cos and banks for the next couple years?
Read Answer Asked by Graeme on January 11, 2018
Q: Hello Peter and Staff:
I am a retired investor with a 4 % position in Corus common shares.
With today's 2018 1st Quarter results and negative market reaction, I would like your comments and advice as to what to do with this stock.
The dividend has been maintained for the next 3 months and I like the income but am concerned about preserving my capital.
Thank you,
M.I.Curtis
Read Answer Asked by Isabel on January 11, 2018
Q: TOG,WCP.CPG,Vet seem to have upside ,would this be good time to add at this part of cycle,currently have no oil and 1 gas ALA.Which order would you list if investing in 2.
Read Answer Asked by terrance on January 11, 2018
Q: I missed the recent run up in the stock, as did not buy when first recommended at 5iResearch, last year. However, reading through your comments, for past several months, I am getting interested in building a position, may be 2%, for all our family accounts. My present portfolio (and family) reflects more of 5i Balanced but also have some Growth companies , like SHOP, GIB.a, KXS, TOY, etc. each 3-4%. I am quite happy with the portfolio mix and its performance. Thanks to continued guidance and excellent picks by your team. Would you be comfortable to buy at today's levels or is it too late to the party. ? Thanks
Read Answer Asked by rajeev on January 11, 2018
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