Investment Q&A

Q: Good Morning
Last summer Vanguard issued the above four Factor ETF's. The funds are still small; but have attractive MER's. I have very little non Canadian equities. Would you suggest any of the above four at this time? They would account for about 5% of the portfolio.
If not the above what would you recommend?

Thanks as always

Q: I am another grieving DH shareholder trying to decide a course of action.I expect that DH will be dead money for some time.At the present time LNR and MG have performed well on various metrics and are trading at low P/E ratios.What is your opinion on selling DH and buying MG or LNR at this time? DH is held in my RRSP. Thanks. Joe

Q: I also need to increase my telcom exposure. what do you you suggest between these three: BCE, T and IYZ-N?

Q: Stb just released their earnings could you commit please.

Q: AS per instructions from 5i I sold my Vanguard Bonds .. the net result was in US dollars ...should I transfer into Canadian $$ ?? TY.

Q: When the date of record for a dividend falls on a weekend or holiday is the actual date of record the next trading day or is it the last trading day before the date of record?

Q: What are the risks for Concordia in the next 12 to 18 months time frame. I saw in the news release that they had available cash of $463 Million. Did they pay down any debt recently. They generated $160M cash this time around. Is there any possibility someone takes them over as they are now trading at almost nothing. Could they declare bankruptcy at this juncture. If they keep generating $100M plus in cashflow every quarter, then why would the EPS be relevant.

Q: CRH seems to be moving up on good volume. Are you aware of any news that might be causing this.

Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.

Q: I use the word gambling in this question as this is what it is-so would Valeant at this point be a better choice than Concordia if one wanted to gamble on a bounce.

Q: I can't seem to find the Q3 earnings for BOS. Could you help me out please?

Q: Can you comment on the recent quarter, payout ratio, debt, dividend sustainability, the outlook going forward and would you add to an existing 1/2 position?

Q: Comment on the earnings, plz.

Q: I need to add two full positions in the Industrial Sector to my portfolio. What would you recommend?
Thanks for a great service!

Q: Tax loss selling may be setting up GRC as a contrarian opportunity. On the plus side, they eliminated the dividend (stopped the cash drain), they have partnered with other firms (should result in more due diligence on deals), they are trading at a distressed valuation but are still a going concern with a sizable investment portfolio even when allowing for future write-offs. On the negative side they have made changes in the C-suite (maybe good), they have made major strategy changes (maybe good, the old one wasn't so hot), they have done a terrible job communicating with their shareholders in the past (very bad, but they can only improve their communication skills, they can't get any worse then they have been in the past). Overall, although a risky play, the upside seems to out-weight the downside during this tax loss season (it can only go to zero)! I'm Interested in your opinion on this one.

Thanks!

Q: Can I get your thoughts on Temple's recently announced rights offering. What would be the company's rationale for doing so and what is the impact on existing shareholders?

Thanks

Q: The theme of this questions is the potential for rising coffee prices and how it may affect the companies I have listed.

I have been watching the iPath Bloomberg Coffee Subindex (JO) and it has me concerned enough to trim some of my position in SBUX and I am also curious to know if you think this is something investors in PHB and TPK need to worry about. Thanks.

Q: Do you have any comments on results released today? Why was the drop so significant? Volume 6x normal...

I'd still like to hold (maybe even add to) as they seem to have some interesting technology. Is this an opportunity to add for the long term? Current position is 1.2%, and I'm still in the green despite the drop.

C

Q: Can I get your opinion on the latest quarter. Is this a good long term hold?

Q: I am looking to by Loblaw in my SDRSP and DBOX in my TFSA. I'm wondering whether I should purchase tomorrow or wait until after the election as I understand markets usually decline after a US election. Also, WRT DBOX should I invest in ZCL in the meantime and wait on DBO? It seems DBO has remained stagnant for a while. Does it need some positive news to move?