Investment Q&A

Q: Could you please sequence the below stocks taking into account Macro factors, sector, industry and most important company specific factors.
Using roughly the following criteria:
1 capital preservation
2 Dividend yield and growth prospects
3 quality of management
4 recession resistant ( some )

CHR.UN
DRG.UN
CAR.UN
LW.UN
MBK.UN
AW.UN
BEP.UN
CHE.UN
ECI.UN
ENB.UN
PZA
WIR.UN
ALA.UN
I own some of the above but adding would not be an overweigh issue. I am overweight energy.
Comments would also be appreciated
thanks
Yossi

Q: Peter,
Carmanah want to issue 40% of the existing float, will ask shareholder approval (done deal, of course...) get insiders to buy 500000 shares that (i think) will be sold immediately to the brokers as kindle for shorts. I called the CFO who was "surprised" by my call. This deal I do not like, but as usual I could be very wrong or not. This is a company that I have followed for 13 years and had his share of hiccups but riding the solar wave has given the new CFO wings to call Canacord, Comark (upgraded the stock to to pick 03/31..) and Salman (upgraded the stock from 3.15 to 4.6 0n march 5th..)as underwriters.
Are we facing down the road the days of reckoning or is this regular business deal.
Your experienced judgement will be appreciated.

Q: Guys,

Great service, I've only been a subscriber for a few days but have got more out of this then any other newsletter/board I've ever found. My question is on Biosyent- within the past week a second analyst has began covering the stock and has in my opinion very low EPS/Revenue estimates for 2016. Do you know who recently picked up coverage and what reasons they gave for estimates significantly below Cantor's? Thank you!

Q: Is this still going to be sold?

Q: Would appreciate your opinion on the opportunity for growth of this company
Thxs
Wayne

Q: I am helping my 82 year old father-in-law to do some self-directed investing (after talking him into selling some higher MER mutual funds). He is risk adverse and has always been in bond funds for safety. So I have him only in bond ETF's CBO, CLF, XBB, and a REIT ETF: ZRE. All held in his RIFF, TFSA and unregistered accounts (the majority unregistered). Is this strategy considered 'safe' with interest rates threatening to rise -or does he need more diversity? Would some small allocation in solid stocks increase risk or increase safety through diversity? Other ideas for his mix? These are pretty well his entire assets other than CPP and OAS income?
Thanks for your excellent site!
Paul

Q: I own WSP/AW.UN/HNL/CGX/STN/BDI/CRW/IFP. Are all these stocks considered as services stocks? Since I own so little of each I would like to sell some and increase the holding in the ones that I should keep. Which ones should I sell and which ones should I keep?

Thanks
Dolores

Q: What is your opinion for future growth of grc-v and do you think the .80 cent range is a good entry point?
Many thanks
Wayne

Q: I see that you have included DHX in your growth portfolio. I bought at $2.25 and sold around $8.60. What is your view of DHX now that they have lost the Disney contract? Is it a good time to get back in and what are DHX's growth prospects? A couple of years back, there was speculation DHX may be a takeover candidate by, eg. Netflix. What is your view on possible takeovers? Thanks

Q: Is this a good time to get in?

Q: What two relatively safe stocks would be good addition to the following list of stocks: BAC, BEP.UN, MFC, ET, T.

Thank you.
Milan

Q: Hi. I have some money to place until i want to but some stocks please couldyou tell me where i CAN place this money in some etf canadian or us whit relative l'y some sécurité should i try Hedg or not Thanks

Q: With oil prices stabilizing or increasing, what are the implications of the reduction in the high fuel margin tailwind that resulted from falling fuel prices? Is recent weakness just profit taking or is this part of the reaction to high multiples in the consumer staples sector. I have reduced my position from 28% to 17% over the last few months. Would you recommend reducing some more? To what level?

THanks,
Hans

Q: To Denis' message about the Verizon spin-off from Vodaphone, I am in the same situation. He would have received a T5 covering the dividend 'amount' as I did.
The same thing happened the year before with my Abbott shares when the company spun off Abbvie. In that case, Abbott actually offered shareholders the Election option to defer the dividend but I got a T5 anyway and the CRA taxed me accordingly. I'm still trying to contact them about that since I submitted all the relevant paperwork with my return.
Perhaps another member with accounting expertise would care to comment?

Sorry I didn't post this sooner.

Molly

Q: Thank you for the article on Preferred Shares. My former advisor at RBC-DS did not explain 90% of what was in your article. I lost a significant amount on the preferred shares he sold me. My question is this: Generally, at large brokerage firms, what kind of behind-the-scene commissions or "incentives" do advisors earn for flogging preferreds?

Q: I am looking to diversify my holdings outside of Canada as we are told we should.I am looking for ETF's for U.S. as well as other world markets.It would be best if you could start other model funds for outside of Canada or recommend a clone of yourselves.

Q: Your recent article on preferrers only alluded to resets, which are now over 60% of all preferrers issued. So, I don't know how much I can take from the article. For example, I would like your opinion on efn.pr.e. You have recommended fen several times recently, and this preferred yields north of 6.5%. I believe I get my 25$ back in another four years, as long as the company is solvent, right? And the reset spread is around 4.5%, so I either get my money back or i get a very good yield when this five year term expires, right? I realize I am not participating in the cap gains, but I traded that for a 6.5% yield that seems quite safe and getting my money back in the end (i.e. 5 years). Am I missing anything?

Q: Hi guys,

I am low on consumer discretionary/consumer defensive stocks in my portfolio. I am looking at a minimum holding period of 10 years and for dividend paying stock with good dividend growth history. Could you suggest 5 stocks, 3 Canadians ones and 2 US?

Thanks!

Q: What % range would you consider acceptable ( min to max ) for financial stocks for a middle aged dividend investor with 7 years to work and a goal of building up a portfolio that will pay dividend income upon retirement. I invest in all sectors with ETFs, individual stocks and a small number of mutual funds ( Chow etc ). My portfolio includes small mid cap and large cap, both in Canada and worldwide. I find even non industry specific ETFs are on average 20% in financial stocks. Tough to keep under 20% when you start buying PWF, BMO, BNS, SLF etc.

Many thanks

Paul

Q: Just wanted to make sure I am thinking straight re hedging principles related to the U.S. dollar denominated securities. One option is to buy ETFs that are hedged. The other way is to buy U.S. denominated securities in U.S. dollars and then some unhedged ETFs that invest in U.S. dollar securities , but invest with Canadian dollars.

Thank you.

Paul