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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: Good Afternoon Team,

According to the Globe and Mail site, BAM has a Trailing P/E of 7.82, but a forward P/E of 34.42. Could you please explain how a forward P/E can be so far removed from the trailing P/E? Who establishes the forward P/E - the company or analysts?

Thanks,
Richard
Read Answer Asked by Richard on September 08, 2015
Q: Just to clarify has MCB been sold from the Income Portfolio?? And if so what to do with these funds? TY.
Read Answer Asked by Alan on September 08, 2015
Q: I own roughly 5% weighting in the following equities CSE, GRC, HCG, SYZ, WEF, WIN, XSR that are down over 15% in market value. Would you continue to hold them for a better times or sell now for a tax loss?
Read Answer Asked by David on September 08, 2015
Q: If you had to choose between these two which would you prefer and why? I already have some Canadian media and some U.S. and Canadian financials.
Thanks as always.
Read Answer Asked by Astrid on September 08, 2015
Q: This is a follow up question from my earlier question about bonds, I didn't explain my question clearly.
Do you have a suggestion for Bonds in Canada as I have no bonds at all and is it a good time to buy?

Do you have a suggestion for international ETF (not bonds) in Canadian $?

Thank you
Colette
Read Answer Asked by Colette on September 08, 2015
Q: Within a register account, aka RRSP, I hold two pipelines IPL and PPL, each with a weighting of 5.5% and both held for sometime. (In addition, the other energy "utilities" are ALA (4.3%) and KEY (6.4%)...so the total for this energy "utilities" sector so to speak is 21.7% and this is within what I consider a diversified portfolio.)
Looking forward for 3 to 5 years, should the weighting mix of IPL and PPL be changed and might include say ENB or another such entity? (I'm asking this because of the recent 5iR comments/evaluation of ENB.)
Also, in the context of all the existing holdings within the energy "utilities, should the current course be maintained/held or modified/tweeked?
.....thanks......Tom
Read Answer Asked by Tom on September 08, 2015
Q: I hold a number of REITS in an registered account...AX.un BYD.un CSH.un GRT.un and HR.un, with BYD.un being 2 positions and the others being 1 position each. I have attempted to get a diversified mix of REITS in various sub-industries.
Does this mix seem reasonable for going forward for 3 to 5 years or should changes be made?
Also I have funds available to purchase another 1 REIT position in this registered account, aka RRSP. Would you suggest adding to the existing holds or adding another REIT.un, say MRC if it pays distributions rather than dividends?......Thanks....Tom
Read Answer Asked by Tom on September 08, 2015
Q: 5I Team,

I'd be very interested in your thoughts on Willbros Group Inc. and what you foresee for the company going forward.

Thanks,
Scott
Read Answer Asked by Scott on September 08, 2015
Q: I purchased COX.UN at $6.00 on 9 March 2009.I have the right to redeem the shares at NAV until 14 September. I cannot determine the NAV but shares are trading at $7.33 with a 12 month range of $7.20 to 9.40. Would you recommend redeeming the shares and investing the proceeds in shares with a better growth record? COX.UN pays no dividend. What would you recommend for a 80+ year old interested in growth and a dividend?
Read Answer Asked by George on September 08, 2015
Q: Hi All,

In the recent market turmoil I slimmed down on a number of my holdings. As a result I have some cash to deploy.

Currently I have all of your 3 portfolio positions (50 bal/ 30 inc/ 20 Gr).

I would like to beef up these holdings with the cash avaialbale.

Could you please tell me which five stocks in each of your 3 portfolios (total of 15) you would suggest I purchase at this juncture.

Thanks
Read Answer Asked by Sheldon on September 08, 2015
Q: In a recent blog Danielle Park is suggesting that the Canadian banks may correct as much as 55% from their 52 week high. Do you think that a correction of this magnitude is probable given the present environment? I was hoping to buy TD at $47 which is about a 20% discount off its high. I would like to hear your thoughts. Thank you.

Read Answer Asked by Richard on September 08, 2015
Q: What is the situation for Gold Corp. during the next five months
Read Answer Asked by Donald on September 08, 2015
Q: Hello...thanks again for your great support and advise...i have been looking at the zpr and cpd to take advantage of what looks like a movement in the canadian preferred stocks...could you please comment on these two or possibly a better north american etf that covers this area...i believe with increased interest rates these could possibly be a nice area to move fixed income allotment to ....
Read Answer Asked by gene on September 08, 2015
Q: Can you comment on CXR press release this morning on their acquisition? I'm underweight in this sector and want to add CXR depending on your feedback. Do you typically wait (a few days?)for the market to digest the news before buying? Thanks again - John.
Read Answer Asked by john on September 08, 2015
Q: Considering picking up some shares in either Brookfield Asset Management or Brookfield Infrastructure Partners. Any preference between parent or child?
Read Answer Asked by John on September 08, 2015
Q: Can you comment please on this stock which appears to have solid fundamentals. Other than the normal risks with US municipal corps falling into bankruptcy, are there any other risks or traps such as taxes if owned by non-US accounts etc?
Read Answer Asked by Victor on September 08, 2015
Q: Transcontinental Corp announced this week they entered into a definitive agreement to acquire Ultra Flex Packaging Corp which the company says doubles their packaging revenues and builds on their strategy to ensure their future growth path through diversification. The dividend is 4%. What is your overview of this acquisition and would you consider it a good time to buy the stock. Thanks
Read Answer Asked by Gordon on September 08, 2015
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