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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: I own all three and would like to increase my weightings up to a maximum 3-5% position in each name. What do you guys think of these names currently? Will the recent news about tempur-pedic affect sleep country much?
Good job on bnn Ryan.
Read Answer Asked by Marie on October 03, 2016
Q: I have no exposure to the oil and gas sector. I am thinking of going 3% to 5% and would like your opinion on whether now is a reasonable time to re-enter this market. If so, would looking at the U.S. market be better than the Canadian Mkt. Any suggested companies or ETF's would be appreciated.

Cheers, Bob
Read Answer Asked by robert on October 03, 2016
Q: 5i

Want to add to my RRIF as I do have cash in the account. RRIF is composed of Financials-45%,Energy 22% and Healthcare 22%. Industrial 7% and Telecommunications 7%. Of the 2 stocks, Bip and Bep which would be the better choice or do you have any other recommendation. I do like the payout on both bip and bep

W
Read Answer Asked by Wayne on October 03, 2016
Q: Hi 5i. I recently sold the last mutual fund held in a RRSP. It was AI Clarington Canadian Dividend fund (series X), which has had reasonable (?) performance over several years, but the MER of 2.75% was excessive versus the gains in my opinion.
I am looking to find a couple of ETF's that could replicate the fund. It held roughly 80% Cdn companies, 18% USA, and 1% South America.
As always, your thoughts would be greatly appreciated. Thanks T.
Read Answer Asked by Terrance on October 03, 2016
Q: According to Yahoo Finance the payout ratio for ABT [Absolute Software Corporation] is 102.3%.

Is that correct?

Why would this company have a payout ratio over 100%?

Thanks.
Read Answer Asked by Ross on October 03, 2016
Q: Good afternoon 5i,

I am wondering what your thoughts are on Logistec. It has come down significant as of late, and looks attractive, to me at least. If my memory serves me well, Mr Hodson has previously given this company a strong endorsement.

Is it a buy at this level, what is its long term outlook. How much insider ownership?

Many thanks,

Karim
Read Answer Asked by Karim on October 03, 2016
Q: I have owned ZZZ since about $22. and it has done very well. The stock went to over $33.but has now come back a couple of bucks. I an assuming that there is no material change or news that is causing this? Some analysts have suggested that ZZZ is getting too expensive. The same was said about Dollarama a few years back and that stock has since tripled. Would you continue to hold this at current levels? Thanks
Read Answer Asked by Rudy on October 03, 2016
Q: Would you buy this stock at $39.41? (Friday's closing price.) I recently and a bit reluctantly sold my position at $42.81 as I had noted numerous sales by insiders while looking at INK Insider Selling on TD's Webroker sight. In a previous question I asked, you replied you were not aware of any selling. Am I missing something here? Thanks, Bill
Read Answer Asked by William J on October 03, 2016
Q: Peter,
For derivative exposure re. wells Fargo, it has almost none as a percent of total exposure.
for the others:
JPM aound 7%
City around 9%
Goldman around 13%
Morgan Stanley around 28%
So on that metric only, Wells is a pretty good bet, notwithstanding the abomination of what they just did and their complete ignorance of respect of customers (50 shades of gray) and of respect of employees!!
Read Answer Asked by claude on October 03, 2016
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