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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: Hello, I was wondering on your thoughts on today's response by Methanex on the 13D filing by M&G.

Do you think this company is moving in the right direction?
What time frame do you think this stocks need to be held for full value to be seen by shareholders?
What do you think M&G will do next?


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The response talked about the investment they want to do in CHILI as well as their plans on share buyback.

March 27 (Reuters) - Methanex Corp:

* Methanex Corp - commented on filing of revised schedule 13D by largest shareholder, M&G Investment Management Limited Of London, U.K.

* Methanex Corp - "We are optimistic that we will be able to secure additional gas to support an investment in restart of our Chile IV plant"

* Methanex Corp - "expect to be in a position to make a decision by mid-2017 to spend approximately $50 million over 12 months"

* Methanex Corp - "We would expect to spend around an additional $50 million approximately in mid-2018 to refurbish Chile I plant"

* Methanex Corp - "However, given our limited near-term cash requirements, we expect to generate significant free cash flow even at methanol prices that are lower than what we are realising in Q1 2017 and plan to allocate the free cash to share repurchases. Assuming we are able to average a realized price of around $400/tonne, in what is proving to be a very volatile methanol market, we estimate that we could generate sufficient cash to complete the NCIB within a period of approximately four months from the start date of March 13, 2017. After completing the current NCIB on the NASDAQ, it would be our intention to extend the NCIB on the Toronto Stock Exchange which would allow us to use excess cash to purchase up to an additional roughly 1.7 million shares."
Read Answer Asked by Ben on March 27, 2017
Q: The superfoods/suppliments/proteins etc seems to be an area dominated by private companies is there anyway to invest in them? The costs of these seems foods seem exorbitant, so the margins must be huge..like pharma but without the risks of trials etc..How does one get into this action? Any companies you would recommend?Thanks.
Read Answer Asked by Shyam on March 27, 2017
Q: Keystone gets go ahead from Trump. Realize line won't be completed until 2019.I expect good for the future for Canadian Companies and Alberta Gov't. What Companies will benefit in Canada, drillers, other pipelines feeding into TRP, tar sand companies SU. What other Canadian Oil Producers and Service Companies. Thanks Bob

Railways will get a hit that transport oil and RR car
manufacturers that produce oil tankers. Will this effect Burlington Northern and Mr. Buffet I understand cost to ship oil from Canada by Rail is $ 15.00 a barrel. Is that correct ? Thanks Bob
Read Answer Asked by bob on March 27, 2017
Q: I often see or hear questions relative to with holding tax on US companies held within an RRSP or RIF.
The reply confirms that they are not taxed however, with no reference to exceptions.
Unfortunately experience tells me to be careful of ADR's and Limited Partnerships as they ARE subject to tax with no way to recover as foreign tax paid. Both of these are not considered US companies in the tax agreement between Revenue Canada and the US Department of Revenue.
Please comment on whether I am wrong and if there are other types of holdings that I am not aware.
Thanks
Read Answer Asked by DAVID on March 27, 2017
Q: Hello 5i, Can I get your analysis on PBH? I started buying over a yr ago and now it's up over 40%. Unfortunately I have not reached my full position and yet is now at the 5% weighting in my portfolio. From your analysis has it reached full value? It's EPS seems a little high for it's growth rate now? I do not plan to sell it as I like to invest for the long term. My folio has Utilities, Reits, Financials, Tech, Small % of Resource and Energy. Should I keep on accumulating on dips or wait for the valuation to catch up with the price?
Thank you for your service.
Read Answer Asked by pietro on March 27, 2017
Q: I am a 30yr old long term investor with a Canadian portfolio leaning towards growth. Consumer (cyclical and non cyclical) account for approx 10% and would like to increase this to approx 20%. I currently hold ATD(4%), MTY (4.5%), TOY (1.7%), and would like to selectively add over the next few months to achieve my target of 20%. How would you suggest i achieve this? Would you add to current names? Add a position or half position off my watch list (ZZZ,DRT,SHOP)? Or do you have any other names that you feel would fit in better? Since i plan on having these holdings long term i would also appreciate your opinion on entry point or if you think i should avg in once you have answered the questions above. I appreciate your service and feel free to deduct as many credits as necessary.
Read Answer Asked by justin on March 27, 2017
Q: I am trying to run a slightly more concentrated portfolio. There are currently 37 individual equity positions; 4 equity ETFs (VIG, IWO, XGD, ZRE); and 4 bond ETFs. Within the utility sector there are 5 positions, each at ~2% (BIP.UN, BEP.UN, FTS, ALA, PPL). I would like to cull either ALA or PPL. I am leaning towards selling PPL, as ALA looks to have a better 5 yr dividend growth rate and appears to have more of a focus on renewable energy. Any input would be most appreciated. Thank-you.
Read Answer Asked by Stephen on March 27, 2017
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